Lifeline Financial Planning

Independent Financial Adviser 31 Affleck Avenue, Radcliffe, Lancashire, M26 1HN
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
19th August 2019
I provide Independent Financial Advice on all types of Pensions, including Final Salary and Defined Benefit Pensions.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
Meet our advisers
Simon Panton Bsc (Hons), DipFA, MLIBF
Director and Independent Financial Adviser
Accreditations
Chartered Financial Planner
What our clients say
Simon of Lifeline has been working with us for several years. Simons advice on tax and our pensions has saved the company significant amounts of tax and we have no hesitation in recommending Simon and Lifeline Financial Planning as our Independent Financial Advisers.
Expert Electrical Supplies, Rochdale
Simon has worked with us now for a few years. We now see Simon not just as our Independent Financial Adviser but also friend and we trust him for all our financial advice needs. We have no hesitation in recommending Simon and Lifeline.
Frank and Jacky Franieczek, Warrington
Simon has worked as my financial adviser for several years now. He was initially involved in helping in a new business venture in Hereford. Over the years, through Simon's cash-flow and tax planning, he has served as our independent financial adviser and I have no hesitation in recommending Simon and Lifeline.
Dr Mark Tomlinson, Hereford
Where to find us

31 Affleck Avenue, Radcliffe, Lancashire, M26 1HN

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Compliance

Lifeline Financial Planning is a trading name of Lifeline Financial Planning Limited, registered in England and Wales. Company Registration number 7104076. Lifeline Financial Planning is authorised and regulated by the Financial Conduct Authority. Financial Services Registration number 807977. 31 Affleck Avenue, Stoneclough, Radcliffe, M26 1HN.

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