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  11. Lifeline Financial Planning

Lifeline Financial Planning

Independent Financial Adviser  31 Affleck Avenue, Radcliffe, Lancashire, M26 1HN
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FCA authorised
Last authorised 1st March 2021
I provide Independent Financial Advice on all types of Pensions, including Final Salary and Defined Benefit Pensions.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
Meet our advisers
MR Simon Panton Bsc (Hons), DipFA, MLIBF
Director and Independent Financial Adviser
About us

I am a Chartered Independent Financial Adviser specialising in Pensions including Final Salary/Defined Benefit Pension advice on Benefits and transfers.

I do this using specialist cashflow modelling to plan your cashflow and cost effective professional fund management to manage your money.

Our services

I am passionate about ensuring our clients are on track with their plans.

I am regulated and compliant and make sure you have proper regulated advice which protects you against wrong products being recommended.

We are constantly bombarded with changes which can affect us all. We make sure the plans you have in place are able to adapt to constant changes which will help you manage your lifestyle.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

31 Affleck Avenue, Radcliffe, Lancashire, M26 1HN

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