Pilling Financial Ltd

Independent Financial Adviser  Pilling Financial Ltd, Morpeth, Northumberland, NE61 1NS
First meeting at adviser's own cost
We help you access a clear and easy way to look at and monitor all of your financial planning in one place, and help you assess where you will be at in various stages of your life.
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
Pensions review
check
Pensions transfer
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
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Small business
check
Estate planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Long term care
Response rating
9.7/10
check
FCA authorised
Last authorised 20th September 2021
Meet our advisers
MR Andrew Pilling
Director

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

About us

Rebranded as Pilling Financial Ltd in February 2021 after trading as D & P Asset Management from 2002. Pilling Financial Ltd is one of the most established and reputable IFA firms in Morpeth. We provide a comprehensive professional service offering independent advice. We offer Lifestyle Financial Planning which links into pensions, investments, family protection and Inheritance Tax Planning. We work on a fee basis. Initial meetings are done free of charge.

Our services

We provide clear and easy to understand solutions that our clients can understand.

Face to face, phone or videolink appointments available

Where to find us
Head office address: Pilling Financial Ltd, Owen House, Sanderson Arcade, Morpeth, NE61 1NS
Service coverage
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.7/10
check
FCA authorised
Last authorised 20th September 2021

Similar advisers near you

Independent Financial Adviser 1.53 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 2.55 mi
We can advise you on: Pensions and retirement. Defined Benefit Pension Transfers. Investment. Inheritance Tax Planning.
 
Independent Financial Adviser 4.47 mi
Our aim is to ensure the long term prosperity of our clients. Not everyone’s financial advice is independent. Ours is.
 
Independent Financial Adviser 5.13 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.