Lordstone Financial Planning

Restricted - Whole of Market  7th Floor, Sunlight House, Yarm, North yorkshire, TS15 9BT
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FCA authorised
Last authorised 29th June 2020
"A goal without a plan is just a wish"
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Wealth management
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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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Lump sum
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Regular savings
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
Meet our advisers
Charles Jowers
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)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

7th Floor, Sunlight House, Quay Street, West Street, Manchester, M3 3JZ

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