Options Financial Planning

Initial consultation free
Independent
We are experienced independent financial advisers providing bespoke personalised financial advice to individuals throughout Lancashire and the North West of England.

We can advise you on

15
£50k+
£0+
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

David Hancock
Independent financial adviser
Paul Rowe
Independent financial adviser

Compliance

Options Financial Planning Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Options Financial Planning Ltd is entered on the FCA register (<url hidden>) under no. 955792.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

A pension is a long-term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

Cash flow forecasting and Inheritance Tax Planning are not regulated by the Financial Conduct Authority.

Legal information

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