What We Do

The team here at Lindley Financial Management are on hand to support you through every financial decision you make. We work with an array of clients across the UK providing financial advice and support on a number of key services. We work with you every step of the way, and provide you with a roadmap addressing all your financial needs and objectives, which allows you to feel confident in your financial decisions for now and in the future.

Retirement Options

Your pension is important and the rules have changed significantly over the last 20 years.

It can provide an essential income source for your dream retirement and enables you to live the lifestyle you have worked hard to achieve. You may have had several jobs or had a period of self employment which may affect the type and complexity of your pensions.

Here at Lindley Financial Management, our retirement planning specialists can help you clearly understand your options and give advice that is suited to your circumstances and individual needs. Whether you are at an early stage of planning your retirement and accumulating benefits, or at the stage at which you wish to drawdown on your pension fund, we can help.

We will provide you with regular reviews to ensure that your plan is constantly working for you and that both your pension and investments are working in the best possible way to maximise on the outcome.

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Investment Planning

We all need our money to grow to outperform inflation and as people live longer, financial planning is more important than ever.

With careful financial planning we can help you achieve your financial goals through investing. This is based on your attitude to risk and our approach is created around you. We know that everyone’s financial journey is different, and when providing advice we take into account our client’s needs and what they wish to achieve.

Here at Lindley Financial Management we have over £60 million of client funds under management and we work with specialist teams to provide a bespoke investment management approach to ensure that your money is working hard for you.

We will provide you with regular reviews to ensure that your plan is constantly working for you and that both your pension and investments are working in the best possible way to maximise on the outcome.

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Protection Planning

Even the most considered and comprehensive financial plan can be disrupted by ill health or unforeseen circumstances. This is why our team of advisers at Lindley Financial Management endeavour to understand your needs and advise accordingly to provide tailored solutions that protect assets and safeguard your wealth. This will include an array of options to meet your protection needs.

Our independence allows us to take a whole of market approach when advising our clients, ensuring that we are working on your behalf. We can offer advice on the following products:

  • Financial Protection Planning
  • Life Assurance Arrangement
  • Critical Illness Protection
  • Income Protection Policies

One of our advisers would be happy to guide you through the options available to you, and the type of protection products most suited to the needs and requirements of you and your family.

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Tax Planning

When it comes to tax, there are numerous products and strategies which can reduce the final amount of tax that we pay, whether this be income tax, capital gains tax or inheritance tax. Our tax planning experts will guide you through this complex area and help to build a tax efficient portfolio. Our tax planning services address your needs to ensure your money is working its hardest, which will mean by making the best use of your allowances, we ensure your money is invested in the most tax efficient way possible.

There are various products and strategies available to us, when advising in this area. Given the complexities, this is an area where we prefer to involve your other professional advisers, such as accountant or solicitor, to ensure that any strategies implemented are coherent and work hand in hand with any other tax planning that your accountant or solicitor may be doing on your behalf.

One of our advisers has the STEP (Society of Trusts and Estate Practitioners) qualification to ensure that any advice provided to our clients is of the highest standard.

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Long Term Care Planning

Whether this involves arranging care for yourself or a loved one, this can not only be an emotional time, it can also be a very complicated one. Here at Lindley Financial Management we are on hand to help. There will be plenty of things to think about and this may feel a little overwhelming. Arranging for the best quality of care in the right setting will be your priority and choosing the right care is probably something few of us have much experience of. The type and location of care homes, eligibility for state benefits, and funding the care itself, are all important considerations.

This is a very specialist area, and at Lindley Financial Management, one of our advisers holds the Long Term Care Planning qualification to ensure that any advice provided is of the highest standard. Our independence also allows us to look at the whole market, to ensure that the right solution for yourself or your loved one is recommended.

Here at Lindley Financial Management, we can also ensure that Lasting Powers of Attorney are drafted and registered with the Courts, to ensure that whatever later life throws your way, you and your family are best protected.

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Mortgage Advice

Whether you are looking to move home, refinance your current lending or simply looking for a more competitive deal then we are here to help. The team at Lindley Financial Management provide an independent mortgage advice service, we look at the whole market to ensure that you receive the best deal and the right product for you.

Although it may appear straight forward, mortgage planning can be a particularly complex area, especially if you are self-employed, a first-time buyer or a contract worker. We provide access to a fully independent professional mortgage advice service and are on hand to answer any questions you might have about how we can help you with your mortgage needs.

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How to get started

Contact us directly on the below contact number, or arrange a free consultation with one of our dedicated team members.

Call us on 01484 400 060