Kieron Bassett Financial Services

Independent 32 Victoria Street, Morecambe, Lancashire, LA4 4AJ
First meeting at adviser's own cost
Response rating
9.3 /10
FCA verified
14th October 2019
Chartered Independent Financial Advisers (IFAs). Providing truly independent advice for over 25 years
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Buy to let
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Long term care
Meet our advisers
Jason Hinde FPFS, Cert SMP - Chartered Financial Planner
Chartered Financial Planner
Chartered Financial Planner
Kieron Bassett DipPFS
Where to find us

32 Victoria Street, Morecambe, Lancashire, LA4 4AJ

Make an enquiry
About us

We believe that we are one of the most dynamic, yet caring truly independent Financial Advisers (IFAs) in the Lancaster and Morecambe area, providing clients with a first class service in the areas of mortgages (including first time buyer), pensions, life assurance and investments. We are open 6 days a week.

Our services

Kieron Bassett Financial Services are a local Chartered firm with two Independent Financial Advisers (IFAs) who specialise in retirement and investment advice, including pensions, annuities and drawdown plans. We have a pension transfer specialist, who has the required permission to advise on final salary pension transfers. We also specialise in mortgage advice including equity release plans (lifetime mortgage) and mortgages for first time buyers. All advice is truly independent.

Advice methods
  • phoneButton
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    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value