Making sure your finances are right for your circumstances is increasingly difficult in our ever changing world. Whittaker Financial Solutions Limited are totally Independent Financial Advisers, which means that we are free to research and select products from the whole of the UK Financial Services Market in order to select the right investment for you, and remain completely objective and impartial.
We are committed to providing you with clear and practical financial advice either on a personal or business level. We passionately believe that the best form of advice for any client is independent advice. Based in the heart of the Ribble Valley and with advisers covering various areas including Blackburn, Darwen, Accrington & Burnley along with Preston, Lancaster and in fact the whole of the North West and South Lakes, our very experienced team of advisers has over 70 years of experience in financial services.
In a business like ours, we believe core values are essential. We pride ourselves on our extremely high levels of customer service, honesty and integrity.
We are committed to providing you with clear and practical financial advice either on a personal or business level. We passionately believe that the best form of advice for any client is independent advice. Based in the heart of the Ribble Valley and with advisers covering various areas including Blackburn, Darwen, Accrington & Burnley along with Preston, Lancaster and in fact the whole of the North West and South Lakes, our very experienced team of advisers has over 70 years of experience in financial services.
In a business like ours, we believe core values are essential. We pride ourselves on our extremely high levels of customer service, honesty and integrity.
Services
Honours Degree in Economics from the University of York BA (Hons), DipPFS, CertPFS, CeMAP, Licensed Estate Planner, and professional blame acceptor.
Married to Michelle since 1986, three sons and 2 grandsons.
A practicing Christian and very determined about honesty, integrity and fairness all round.
Advanced Financial Planning Certificate comprising of Taxation and Trusts, Personal Financial Planning and Business Financial Planning as well as the Certificate in Mortgage Advice and Practice.
I have, for the whole of my career, worked in financial services.
Married to Michelle since 1986, three sons and 2 grandsons.
A practicing Christian and very determined about honesty, integrity and fairness all round.
Advanced Financial Planning Certificate comprising of Taxation and Trusts, Personal Financial Planning and Business Financial Planning as well as the Certificate in Mortgage Advice and Practice.
I have, for the whole of my career, worked in financial services.
Our fully qualified advisers look at thousands of mortgages from the whole market to find the best deal for you.
So while there are lots of mortgages out there that you can only get direct from banks and building societies - we'll look at lots more to make sure you end up with the mortgage that is right for you.
Whether you're a first-time buyer, moving home or staying put and re-mortgaging, we can help you choose a suitable mortgage.
You'll get help with everything that you need to know: how mortgages work, how you can work out what you can afford, and then we will find the best product for you.
So while there are lots of mortgages out there that you can only get direct from banks and building societies - we'll look at lots more to make sure you end up with the mortgage that is right for you.
Whether you're a first-time buyer, moving home or staying put and re-mortgaging, we can help you choose a suitable mortgage.
You'll get help with everything that you need to know: how mortgages work, how you can work out what you can afford, and then we will find the best product for you.
Saving for retirement is something that most of us put off for as long as we can.
But the reality is that the sooner you start paying into a pension the higher your income in retirement is likely to be.
If you're working you're usually building up the right to a basic State Pension but this may not be enough to give you the standard of living you want.
In simple terms, a pension scheme is just a type of savings plan to help you save money for later life.
It makes sense to put some money away for when you're older and that's what pension schemes help you do.
But the reality is that the sooner you start paying into a pension the higher your income in retirement is likely to be.
If you're working you're usually building up the right to a basic State Pension but this may not be enough to give you the standard of living you want.
In simple terms, a pension scheme is just a type of savings plan to help you save money for later life.
It makes sense to put some money away for when you're older and that's what pension schemes help you do.
Protection insurance can help you safeguard your income, lifestyle and family finances.
It is designed to cushion you or your family against the impact of unexpected, and potentially costly, events, including illness, accident, unemployment and death.
We understand that not everything in life goes according to plan, but that doesn't mean that you can't make provisions for the unexpected.
We offer a wide range of protection products, so whether you are looking to protect your mortgage, income or assets we will find the right insurance product to suit your specific requirements.
It is designed to cushion you or your family against the impact of unexpected, and potentially costly, events, including illness, accident, unemployment and death.
We understand that not everything in life goes according to plan, but that doesn't mean that you can't make provisions for the unexpected.
We offer a wide range of protection products, so whether you are looking to protect your mortgage, income or assets we will find the right insurance product to suit your specific requirements.
Saving is putting money aside bit by bit, to make a lump sum.
You usually save for a particular goal, like having the money for a holiday, a deposit on a house, or any emergencies that might crop up.
Often saving is taken to mean putting your money into cash products, like bank and building society deposit accounts.
Investing is taking some of your money and putting somewhere with the aim of making it grow, by buying things that might increase in value, like stocks, property or shares in a fund.
You usually save for a particular goal, like having the money for a holiday, a deposit on a house, or any emergencies that might crop up.
Often saving is taken to mean putting your money into cash products, like bank and building society deposit accounts.
Investing is taking some of your money and putting somewhere with the aim of making it grow, by buying things that might increase in value, like stocks, property or shares in a fund.
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