Prudent Financial Planning Advice LTD

: 15 Dalton Square, Lancaster, Lancashire, LA1 1PL

: FCA Number: 437801

Website Image of Prudent Financial Planning Advice LTD

Prudent Financial Planning Advice Ltd is a trusted financial planning firm, regulated by FCA under the number 437801, that offers comprehensive and ethical advice for clients in Lancaster and the surrounding regions. Located at Dalton Square, the firm specialises in providing expert life, investments and pensions retirement advice, including final salary pension transfers. With regional coverage that extends across Lancashire, Prudent Financial Planning Advice Ltd focuses on tailoring advice to individual needs, offering peace of mind through fully regulated services. Whether you're a first-time buyer or looking to secure your future retirement, their friendly team is approachable and committed to helping you navigate your financial journey with confidence.

Their team includes 4 financial advisers. Check FCA registration here.

Prudent Financial Planning Advice LTD are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Prudent Financial Planning Advice LTD from the Motorway

Depart from the M6.
Merge onto the M6.
At junction 34, take the exit towards Kirkby Lonsdale, Heysham, Morecambe, A683, Lancaster, and A589.
Ensure to keep left in order to proceed towards Caton Road/A589.
Make a left turn onto Caton Road/A589.
Make a slight left onto Bulk Road.
Continue with a slight left onto St. Leonard's Gate.
Turn left onto Stonewell/A6 and continue following A6. The destination will be located on your right.

List of advisers under Prudent Financial Planning Advice LTD:

Prudent Financial Planning Advice LTD is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://sjp.co.uk/products

SJP Approved : tbc

Neither Performance Leads Ltd nor any of our affiliates or group companies provides any advice or makes any recommendations in relation to any investment on this site. Nothing displayed on this site constitutes a financial promotion or inducement to investment. All content is provided for navigational, information or contact purposes.

Anything published on this website is for information purposes only and should not be regarded as direct or indirect financial advice. FinancialAdvisers.co.uk accepts no liability arising from advice provided by third parties, either from advisors on our panel or otherwise. FinancialAdvisers.co.uk is a trading style of Performance Leads Ltd.

Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.