Lordstone Financial Planning

Restricted - Whole of Market  7th Floor, Sunlight House, Manchester, M3 3JZ
FCA authorised
Last authorised 13th September 2021
"A goal without a plan is just a wish"
We can advise you on
Annuity purchase
Pension consolidation
Pension drawdown
Pensions review
Pensions transfer
Wealth management
ISA / Unit Trusts / OEICs
Investing for income
Investment trusts
Lump sum
Regular savings
Critical illness
Income protection insurance
Life insurance
Estate planning
Employee benefits
Group Pension/Stakeholder
Group Protection/Life Insurance
Meet our advisers
MR Charles Jowers CharteredALIBF
Chartered Financial Advisor
About us

At Lordstone Financial Planning we provide a wide range of expertise and knowledge in delivering the financial aims and aspirations of clients as well as piece of mind for the future.

Through a face to face review, we take time to understand your personal objectives and aspirations to create a tailored financial plan alongside you. Thereafter, we, like you, value the benefits on an ongoing personal relationship to ensure your plan maintains its relevance to your objectives.

By combining our experience and passion for exceptional advice we are confident we can support you, your family and your business, for the future.

Our services

We appreciate no two clients are the same – our service is personal to you.

We are able to advise you on all of your financial needs including:

Investment Planning
Retirement Planning
Protecting You and Your Estate
Corporate Services

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

7th Floor, Sunlight House, Quay Street, West Street, Manchester, TS15 9BT

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