Lancashire: Legal & financial > Restricted financial advisers services

A restricted adviser or firm can only recommend certain products, product providers, or both. The adviser or firm has to clearly explain the nature of the restriction.

1 - 11 of 11 Restricted financial advisers services in Lancashire.

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Society of Later Life Advisers

Bernard O'Brien - Restricted Adviser

Local

I am a Restricted Whole of Market Adviser to older people and their families. I do this in whichever way suits my client - in their home or at my office My particular specialisms are: Paying for care Inherit...

Contact: Bernard O'Brien, 160 Ashley Road, Quay Street, Hale, Greater Manchester, WA15 9SF.

David Glenn - Restricted Whole of Market Adviser

Local

I am a Restricted Whole of Market Adviser to older people and their families.

Contact: David Glenn, David Glenn Financial Solutions, 19 New Market Street, Parbold, Wigan, Lancashire, WN1 1SE.

Drew Harper Financial Consultants Ltd

Local

I provide wealth management advice to individuals and businesses. My advice is tailored to meet your personal and/or business objectives. My particular specialisms are: Retirement Planning Paying for Care I...

Contact: Drew Harper Financial Consultants Ltd, 214 Fearneys Mill, Old Lane, Halifax, West Yorkshire, HX3 5WP.

Edward Grice - Restricted Whole of Market Adviser

Local

I am a Restricted Whole of Market Adviser to older people and their families.

Contact: Edward Grice, Edward J Grice Wealth Management, 125 Light Oaks Road, Salford, Greater Manchester, M6 8WL.

Elizabeth Jeffrey Restricted Whole ofMarketAdviser

Local

I provide independent financial advice to older people and their families.

Contact: Elizabeth Jeffrey, LFP Consultants Ltd Lancashire, 407 Preston Road, Chorley, Lancashire, PR6 7JA.

Joanne Fogo - Restricted Whole of Market Adviser

Local

I am a Restricted Whole of Market Adviser to older people and their families. I do this in whichever way suits my client - in their home or at my office or by phone.. My particular specialisms are: Paying for car...

Contact: Joanne Fogo, Joanne Fogo Wealth Management Ltd, Ivy Business Centre, Crown Street, Manchester, M35 9BG.

Louise Woollard Restricted Whole of Market Adviser

Local

I am a Restricted Whole of Market Adviser to older people and their families. I do this in whichever way suits my client - in their home or at my office or by phone.. My particular specialisms are: Paying for car...

Contact: Louise Woollard, Louise Woollard Financial, Thornhill Brigg Mill, Thornhill Beck Lane, Brighouse, West Yorkshire, HD6 4AH.

Mike Holland - Restricted Whole of Market Adviser

Local

I am a Restricted Whole of Market Adviser to older people and their families. I do this in whichever way suits my client - in their home or at my office My particular specialisms are: Paying for care Inheri...

Contact: Mike Holland, MH Financial Planning, 7th Floor, Sunlight House, Little Quay Street, Manchester, M3 3JZ.

Paula Sherlock-Cross - Restricted Whole of Market

Local

I am a Restricted Whole of Market Adviser to older people and their families. I do this in whichever way suits my client - in their home or at my office or by phone.. My particular specialisms are: Paying for car...

Contact: Paula Sherlock-Cross. CeFA DipIP PFA, Paula Sherlock-Cross Wealth Management, 5th Floor, Walker House, Exchange Flags, Liverpool, L2 3YL.

Perryn Edwards - Restricted Adviser

Local

I am a Restricted Whole of Market Adviser to older people and their families. I do this in whichever way suits my client - in their home or at my office My particular specialisms are: Paying for care Inheri...

Contact: Perryn Edwards, Chester Partnership, The Business Centre Hooton Road, Ellesmere Port, Merseyside, CH66 7NZ.

Rhiannon Cafferty Restricted Whole Market Adviser

Local

I am a Restricted Whole of Market Adviser to older people and their families. I do this face to face My particular specialisms are: Paying for care Equity release Inheritance tax planning Pensions ...

Contact: Rhiannon Cafferty, Berkeley St James Wealth Management, Berkeley House, 1 Churchbank, Bolton, Greater Manchester, BL1 1HX.
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