Palm Financial Care Limited

Independent Financial Adviser  The Chambers, Colne, Lancashire, BB8 0BP
check
FCA authorised
Last authorised 1st March 2021
Specialist financial advisers to the over 60s. Helping you make the most of your money.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group private medical insurance
check
Long term care
Meet our advisers
MS Liz Faye DipFA
Managing Director
About us

We are Long Term Care specialists and our founder, Liz Faye, has over 26 years in the financial services industry and is qualified to Diploma level. As well as all aspects of care fees planning, we also advise on pre-retirement advice and investment solutions for individuals and companies alike.

All costs will be discussed at our initial meeting, which will be free of charge.

Our services

We look after our clients and ensure that they get a first class, individual service that is tailored to their specific needs.

We have years of financial experience and can help you secure and plan for your future - whatever that may be!

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

The Chambers, Britannic House, 47 Albert Road, Colne, Lancashire, BB8 0BP

Similar advisers near you

Independent Financial Adviser 1.31 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
Independent Financial Adviser 2.26 mi
We have been rated as one of the Top 200 IFAs in the UK, by the national website, Vouched For, for the last 7 years, based on the level of customer satisfaction scores given by our clients. We’ve been given over 150 5 star reviews by our clients who value us for our straight forward no nonsense advice. If you’d like to arrange a meeting, or just have an initial chat, please call us on <phone number hidden>. We look forward to hearing from you.
 
Independent Financial Adviser 2.73 mi
Est 1973. Plain speaking, solution seeking. First meeting at our own cost. <phone number hidden>.
 
Independent Financial Adviser 4.37 mi