Financial Advice

Financial Advice

As Lancashire’s experienced independent financial advice specialist, Haworths Financial Services of Accrington have an ever increasing portfolio of clients, offering advice on all financial products on the market.

Haworths Financial Services Ltd is part of the Haworths Group of Companies. We work very closely with another Company in the group: Haworths Chartered Accountants. Working together with the highly qualified staff at Haworths Chartered Accountants means you have access to a high level of taxation and business advice.

We pride ourselves in providing expert help and advice for our clients from the smaller enquiry to assisting customers with reviewing plans for retirement or on how to save tax.

We specialise in offering expert advice centred around our clients’ financial needs. Our expertise in creating a bespoke product for our customers has been the catalyst for the rapid growth of the company as we broaden our reach on the Accrington, Blackburn, Burnley, other regions of Lancashire and North Yorkshire.

Financial Advice throughout Accrington And Beyond

Haworths Financial Services are an independent financial advice team primarily offering local advice focusing on Accrington and the surrounding areas. We offer ‘independent’ financial advice, meaning we work independently for our clients offering the best personal and customised product available; ensuring our customers get the best possible result. This understanding of our clients’ needs is our defining ability.

For those with a large portfolio of funds, we can help in creating a strategy to help reduce tax liability. This specific independent financial advice would be especially helpful for those with larger funds who could get caught out with the Inheritance Tax trap.

Here at Haworths Financial Services, we will always recommend the most appropriate financial product on the market. The type of financial advice service our clients would expect to receive would be a detailed survey of their current financial position, a discussion about their objectives and a look into their personal preferences regarding their investments. By gaining this information, our expert team would be able to advise the client about the most appropriate action to take to meet their individual objectives.

Experienced Financial Advice

Our clients may consult us on a number of matters as well as financial advice including life insurance, income protection, investment advice, pensions and retirement planning, healthcare/private medical insurance, estate planning and corporate advice just to name a few. Our experienced team are always on hand to tailor our clients’ needs into a bespoke product designed with client in mind. Read what our clients have to say about our services and advice by visiting our testimonials page.

Please contact the financial services department on (01254) 232521 or by visiting our office situated in the heart of Accrington, Lancashire.

Here is a link to the consumer advice website which gives you further information on financial services products. As always please do not hesitate to contact us for individual advice.

For our Terms of Business please download our Haworths Client Agreement.

Some aspects of Estate Planning are not regulated by the Financial Conduct Authority.

Decisions should not be taken based solely on the content of this website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change. The firm is not responsible for the content of external links. Content is aimed at UK residents or residents of MiFID countries (if applicable).