PBS Independent Financial Advisors

Independent Castle Chambers, China Street, Lancaster, Lancashire, LA1 1EX
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
21st October 2019
Providing financial advice built upon Trust, Integrity and Value.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Commercial mortgages
    • Group pensions
    • Group protection
Meet our advisers
Paul Brett-Smith DipFA
Director
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
Where to find us

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

Make an enquiry
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.

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