Retirement income and pensions form an important part of any financial plan. We can help you to arrange your finances to ensure you have enough funds for your retirement goals. Sound estate planning and inheritance tax advice will allow you to stay in control of your legacy, saving a lot of worry for yourself and your loved ones. A step by step guide to how we work. As independent financial advisers we research the whole of the market and find the best products for your needs.
Services
At Longton Financial Services, we provide financial advice that is clear, pragmatic and completely independent. With more than 75 years of experience under our belts we bring a vast amount of experience and knowledge. We work hard to get to know our clients and their specific circumstances. Only then can we understand their financial goals and how to achieve them.
An initial meeting with one of our advisers that is completely free of charge or obligation. This first meeting gives you an opportunity to find out how we work. We will get to know you and your current financial situation and understand what it is that you want to achieve. We get to work behind the scenes, carefully digesting what you have and what you are aiming for.
We approached Longton Financial Services as we were at a crossroads and needed sound financial advice. Our adviser, Martin, visited us and spent a considerable time getting to know us and finding out what our long term plans were. He went through and checked with us that all areas of our financial planning were in order, including life insurance, savings, wills and pensions.
Whether you are investing to build up a nest egg for the future, or you already have a lump sum which you want to work harder for you, Longton FS can help. Our expert advisers are completely independent and will provide you with impartial advice. We will choose the best investment and savings products from the whole of the market to help you achieve your goals.
They can provide an essential money source for your dream retirement and allow you to live the lifestyle you have worked so hard to achieve. Pensions have also changed a lot over the last 20 years. You may have had several jobs, or a period of self employment and these will have affected they type and complexity of your pension.
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