Fernleigh Wearden & Co have been providing the people of Lancashire and the surrounding areas sound financial advice since 1985.
We advise people on a number of different services including life cover and protection needs, new or existing pensions and how/where to save money. We can help you review new or old products and provide you with a full financial analysis of your situation, along with recommendations of how to improve your current and future finances.
We are fully independent and whole of market. This enables us to provide holistic, unbiased financial advice, considering all companies and products, in all areas of financial planning. We are not owned by, affiliated or tied to any financial services provider. This separates us from any restricted or tied financial advisers, which we believe is very important in the field of financial advice.
We give regulated independent financial advice on their wider financial situation. We can also review clients existing policies and could also advise clients to invest in a range of products, including but not limited to;
Investments
ISA’s
General Investment Accounts
Inheritance Tax Planning
Regular Saving Plans
Pensions
Personal Pensions
Self Invested Personal Pensions including commercial property purchase
Final Salary / Defined Benefit Pensions
Regular Saver / Stakeholder Pensions
Inheritance Tax Planning
Protection
Mortgage Protection
Business Protection, including Key person cover, shareholder protection and commercial loan cover.
Life Cover
Whole of Life Cover (which could also be used for inheritance tax planning or funeral cost planning)
Critical Illness Cover
Want to talk this through?
A free introductory call with an adviser. No obligation afterwards.
This article is for general information only. It is not personal advice and it is not a recommendation. The value of investments and the income from them can fall as well as rise and you may get back less than you invested. Past performance is not a reliable indicator of future results. Tax treatment depends on individual circumstances and may change. Fernleigh Wearden & Company Ltd is authorised and regulated by the Financial Conduct Authority, firm reference number 929372.
