PBS Independent Financial Advisors

Independent Financial Adviser  Castle Chambers, Lancaster, Lancashire, LA1 1EX
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FCA authorised
Last authorised 14th June 2021
Providing financial advice built upon Trust, Integrity and Value.
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 & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Commercial mortgages
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group income protection
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Group life insurance
Meet our advisers
MR Paul Brett-Smith DipFA
Director
About us

PBS Financial Solutions Ltd was established in 2007 by Director Paul Brett-Smith after more than 10 years in financial services. Our focus has been on providing financial advice that makes a real difference to peoples lives; from helping first time buyers through to making the most of someone's investment portfolio or retirement income. Our aim is to not only help you get the best possible outcome but to also keep you informed and build a truly productive working relationship. As a company we use the latest technology, combined with knowledge and experience to deliver our service.

Our services

PBS excel in providing financial advice in a clear jargon free way allowing clients to make an informed decision. We take time to understand the financial needs and goals, and use our expertise and knowledge to provide the solutions. As a company we believe it’s important to be approachable and develop a long standing relationship built upon trust, integrity and value.

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

Castle Chambers, China Street, Lancaster, Lancashire, LA1 1EX

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