ProPlan Financial Advice Limited

Independent Financial Adviser  The Printworks, Enterprise Park, Hey Rd, Barrow, Clitheroe, BB7 9WB
First meeting at adviser's own cost
We are an independent financial planning business which is focused on helping clients understand and plan for their future.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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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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Ethical investments
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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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Socially responsible investments
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Traded endowment policies
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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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Commercial motor
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Critical illness
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Healthcare
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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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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Sharia finance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Lisa Estill DipPFS, CeMAP, Advanced Financial Planning Certificate
Mr Steve Czapowski DipPFS, Cert CII
Mr Steven Henry BA (Hons) DipPFS Cert CII (MP) CeRGI
About us

The firm is based in the Ribble Valley and offers straightforward, high-quality financial advice, combined with a friendly approach, to both individuals and businesses.

Being independent means we can remain completely objective and impartial as we are free to research, compare and recommend the most appropriate solutions for our clients' needs from the whole of the UK financial services marketplace.

Our services

We specialize in retirement & pension planning, investments & savings, financial protection and mortgages, and we work closely with highly reputable professional partners who are able to provide will writing and estate planning & inheritance services. Our highly qualified and experienced team cover much of the North West, and we do not restrict our services to any particular region.

Where to find us
Head office address: The Printworks, Enterprise Park, Hey Rd, Barrow, Clitheroe, BB7 9WB
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    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 13th September 2021

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