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Financial Advisers in Lancashire

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01254 954 125 Send Enquiry
Adam Gilmore
Adam Gilmore 2Plan Wealth Management Ltd - Adam Gilmore - Independent Financial Adviser Financial Adviser
Expertise:
  • Financial Planning
  • Pension Planning
  • Inheritance Tax Planning
  • Financial protection
  • Cash Flow Forecasting
  • Investment Planning
  • Pension Consolidation
  • Pension Advice
  • Pension contribution
  • Pension Sharing
  • Investment Bonds
  • Investment Advice
  • Financial Advice
  • IHT and Estate Planning
  • IHT
  • Inheritance Tax IHT
  • ISAs
  • Stocks and shares ISA
  • personal pensions
  • SIPPs
  • Income Protection
  • Wealth Accumulation
  • Wealth Management
  • Wealth Preservation and Growth
  • Postings (3)
Sean Nolan
Sean Nolan Kingsford Wealth Management - Associate Partner Financial Adviser
Expertise:
  • Wealth Management
  • Financial Advice
  • Financial Planning
  • Cash flow modelling
  • Finance
  • Financal services
  • Financial & insuranceservices
  • Pension
  • Pension Advice
  • Investment
  • Invesment Planning
  • INvestment management
  • Investment Advice
  • Pension Planning
  • Pension Auto Enrolment
  • Business Financial Advice
  • Retirement & Pension Planning
  • Financial Education
  • Financial Education seminars
  • Tax Planning
  • Protection
  • Postings (6)
Kate Wooding
Kate Wooding Goddard Perry Consulting Ltd - Business Development Manager Financial Adviser
Expertise:
  • Income Protection
  • Pensions
  • Pension Transfers
  • ISA's
  • Inheritance Tax Planning
  • family protection
  • Investment
  • investment planning
  • Pensions on Divorce
  • Wealth planning
  • Pension advice & transfers
  • Pension Auto Enrolment
  • Pension Advice
  • Pension Planning
  • Pension contribution
  • Insurance Advice
  • Protecting your family
  • Protecting your business
  • Estate planning
  • Long Term Care planning
  • Investment Advice
  • Employee Benefits
  • Business Property Relief
  • Inheritance Tax IHT
  • Inheritance Tax Stratagies
  • ISA investments
  • Investment Bonds
  • VCT & EIS
  • Keyman/Shareholder Protection
  • Relevant Life Insurance
  • relevant life plans
  • Generational Wealth
  • Cashflow Forecasts
  • Mortgage & Protection Advice
  • Mortgage Advice
  • Trusts & Estate Planning
  • Postings (23)
Sanjay Pindolia
Sanjay Pindolia Southover Wealth - Financial Planner Financial Adviser
Expertise:
  • Wealth Management
  • Pensions
  • Investment
  • ISA's
  • Pension Auto Enrolment
  • Pension Planning
  • pension review
  • Investment Planning
  • Investment Advice
  • Financial Advice
  • Financial Planning
  • Business Owner
  • Inheritance Tax Planning
  • Profit Extraction Strategies
  • Life & Medical Insurance
  • Employee Benefits
  • Death in work insurance
  • Income Protection
  • Critical illness cover
  • shareholder protection
  • Keyperson
  • ISA
  • Capital Gains Tax
  • Portfolio Management
  • family protection
William Martin
William Martin Southover Wealth - Managing Director Financial Adviser
Expertise:
  • Pension Auto Enrolment
  • Pension Consolidation
  • Pension Planning
  • pension review
  • Investment Planning
  • Investment Advice
  • INvestment management
  • Financial Advice
  • Financial Planning
  • Business Owner
  • Inheritance Tax Planning
  • Profit Extraction Strategies
  • Life & Medical Insurance
  • Employee Benefits
  • Death in work insurance
  • Income Protection
  • Critical illness cover
  • shareholder protection
  • Keyperson
  • ISA
  • Capital Gains Tax
  • Portfolio Management
  • Wealth Management
  • Pensions on Divorce
  • family protection

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