PBS Independent Financial Advisors

Independent Financial Adviser  Castle Chambers, Lancaster, Lancashire, LA1 1EX
First meeting at adviser's own cost
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 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
Response rating
7.0/10
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FCA authorised
Last authorised 15th January 2020
Meet our advisers
Paul Brett-Smith DipFA
Director

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This examination assesses a knowledge and understanding of investment products and the risks involved.

What our clients say
I would have no hesitation in recommending PBS as the service across all areas far exceeded both expectations and previous experiences.
Mr D Fergusson, Lancaster
PBS financial Solutions have provided a professional service and have swiftly and efficiently provided assistance with any additional queries we have made.
Mr D Wright & Miss K Harrison, Lancaster
Thank you. Paul did a great job in an approachable and easily understood way. We will be using him again soon for financial advice and have already recommended him to friends.
Dr E Baird, Lancaster
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.

Where to find us

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

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
Response rating
7.0/10
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FCA authorised
Last authorised 15th January 2020

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