North West Financial Solutions Ltd
Trusted, Independent Investment, Pension, and Financial Advice for Individuals and Companies - Covering the North West. Free initial Meeting.
We can advise you on
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Savings for children
School fees planning
Accident & sickness
Income protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 23rd January 2020
Meet our advisers
Qualifications & Accreditations
Regulated Diploma in Financial Planning (CII)
This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.
What our clients say
Having taken early retirement and having a lump sum to invest I realised I was facing a mammoth task. I spoke with numerous financial advisors that ranged from helpful to confusing. With so many available products it was difficult to make a decision.
Thankfully one of the advisors was Donna Burns. Donna took time to explain what products she felt would be best for me as a somewhat cautious investor. What made Donna stand out from the rest, was her patient approach. Donna explained how she had shortlisted available options whilst being realistic that these were investments and all held some element of risk. Donna would not let me sign up to any product without giving me a period of time to consider all of my options and ensured that I was comfortable to proceed. I honestly felt that it was as if Donna was investing her own money.
Once the investments were made and commission fees paid I wondered what service I would receive. To date my investment has shown an overall growth of 21% and I receive a six monthly health check with Donna on how my investments are performing. I have called on her several times for queries and always receive a prompt and helpful response. I have made further investments for my children and recommended Donna to family and friends. I simply cannot speak highly enough of Donna as it is rare you ever receive such a first class service.
I made an appointment to see Donna with a view to improving the rate of return on my savings. After a very informal and friendly meeting Donna tailored an investment package to suit my needs accessing products only available when investing via an advisor.
Not only did Donna improve my interest rates but she also made my investments more tax efficient.
I would encourage anyone with funds to invest - no matter how small – to make an appointment to see if Donna can do for you what she did for me. Donna’s friendly and impartial advice is offered under no obligation in a one-to-one relaxed environment.
North West Financial Solutions Ltd specialises in providing Independent Whole of Market, Financial Advice to Individuals and Companies in the areas of, Pensions and Retirement Planning, Investments & Wealth Management, Life Assurance and Family and Income Protection
North West Financial Solutions Ltd specialises in providing Independent Whole of Market, Financial Advice to Individuals and Companies in the areas of, Pensions and Retirement Planning, Investments & Wealth Management, Life Assurance and Family and Income Protection. We pride ourselves on our Customer service, Honesty and Integrity. Our advisers have many years’ experience providing quality advice and helping our clients achieve their financial goals and objectives.
Where to find us
North West Financial Solutions Ltd, 1 Barons Court, Graceways, Whitehills Business Park, Lancashire, Blackpool, FY4 5GP
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Online (Live chat, video, email)
Face to face