Lifeline Financial Planning

Independent Financial Adviser  31 Affleck Avenue, Radcliffe, Lancashire, M26 1HN
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FCA authorised
Last authorised 8th March 2021
I provide Independent Financial Advice on all types of Pensions including taking benefits, planning cashflow and mitigating tax. I am also authorised on 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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Traded endowment policies
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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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Critical illness
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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
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 cashflow planning (using my unique cashflow planning tools) and tax for clients wanting to save for their retirement and for those wanting to retire. I am able to advise on all types of Pensions including Final Salary/Defined Benefit Pensions.

Our services

I am passionate about ensuring our clients are on track with their plans. This means planning cashflow in the best way using pensions for retirement cashflow.

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)
£50,000
Minimum pension value
£20,000
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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