Longton Financial Services

At Longton Financial Services, we take pride in providing clear, pragmatic, and completely independent financial advice. With over 75 years of experience under our belts, we bring a vast amount of knowledge and expertise to the table. Our team of partners, Deryck Teasdale, Martin Kendrick, and Kate Bromby, have a deep understanding of the financial services industry and have spent years honing their skills to provide the best possible advice to our clients.

Our Approach

We believe that financial planning is not just about crunching numbers and selecting products, but about understanding our clients' unique circumstances, goals, and aspirations. That's why we take the time to get to know each and every one of our clients, listening to their concerns and aspirations, and working together to create a personalized financial plan that meets their needs. Our approach is built on a foundation of trust, transparency, and clear communication, ensuring that our clients always feel informed and supported throughout the process.

Services

As independent financial advisors, we have access to the entire market, allowing us to find the best products and services for our clients' needs. Our services include:

Savings & Investments

Whether you're looking to grow your savings, generate income, or achieve a specific financial goal, our team can help you create a tailored investment strategy that meets your needs. From stocks and shares to fixed-rate bonds, we'll work with you to find the right investment products for your risk tolerance, financial goals, and investment horizon.

Retirement & Pension Planning

Retirement planning is a key part of our services, helping you to arrange your finances to ensure a comfortable retirement. We'll work with you to create a personalized plan that takes into account your retirement goals, income requirements, and investment horizon.

Estate Planning & Inheritance

Estate planning is essential for ensuring that your legacy is protected and passed on to future generations. Our team will work with you to create a comprehensive estate plan that includes wills, powers of attorney, and inheritance tax planning, giving you peace of mind knowing that your loved ones are protected.

Financial Protection

In addition to our investment and pension planning services, we also offer financial protection solutions, including life insurance, critical illness cover, and income protection. These products can provide a vital safeguard against unexpected events, ensuring that your loved ones are protected in the event of your death or serious illness.

Financial Planning

At its core, financial planning is about achieving your goals, whatever your stage of life. Whether you're saving for a specific purpose, planning for retirement, or simply looking to get your finances in order, our team is here to help. We'll work with you to create a personalized financial plan that takes into account your unique circumstances, goals, and aspirations, providing you with the advice and guidance you need to make informed financial decisions.

Our Team

Our team is comprised of experienced financial advisors, each with their own unique skillset and area of expertise. Our partners, Deryck Teasdale, Martin Kendrick, and Kate Bromby, have spent years honing their skills and providing expert advice to our clients. Our office manager, Lynn Alston, keeps our office running smoothly, and our office dog, Nellie, is always happy to provide a friendly welcome to our clients.