Lifeline Financial Planning

Independent Financial Adviser  31 Affleck Avenue, Southport, Merseyside, PR8 5DL
First meeting at adviser's own cost
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
Response rating
7.0/10
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FCA authorised
Last authorised 23rd January 2020
Meet our advisers
Simon Panton Bsc (Hons), DipFA, MLIBF
Director and Independent Financial Adviser

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

Accreditations
Chartered Financial Planner
What our clients say
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
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 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
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.

Where to find us

31 Affleck Avenue, Radcliffe, Lancashire, M26 1HN

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
Response rating
7.0/10
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FCA authorised
Last authorised 23rd January 2020

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