Lordstone Financial Planning

Restricted - Whole of Market  7th Floor, Sunlight House, Manchester, M3 3JZ
check
FCA authorised
Last authorised 13th September 2021
"A goal without a plan is just a wish"
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions review
check
Pensions transfer
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Lump sum
check
Regular savings
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Estate planning
check
Employee benefits
check
Group Pension/Stakeholder
check
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)
£0
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

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

Similar advisers near you

Independent Financial Adviser 0.61 mi
We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
 
Independent Financial Adviser 2.03 mi
We’ll answer the big questions in a straightforward way, such as ‘Can I afford to retire?’ ‘What will our lifestyle look like if I slow down from work?’ ‘What income can I reasonably expect from my pensions?’ and ‘Am I on track financially?’
 
Independent Financial Adviser 2.21 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 2.68 mi
As Chartered Financial Planners we advise out clients on how best to meet their short term and long term goals. This includes Tax Planning, ISA, Investments, Pensions, Insurance Protection and Financial Planning.