Protection
Many homeowners' worst fear is missed mortgage payments, and ultimately repossession, which is why mortgage payment protection insurance is an effective product.
Savings & Investments
Whittakers can help you whether you are requiring short or long term investments.
Inheritance & Estate Planning
We can help you plan and minimise the tax burden for the next generation, to ensure that wishes for your family are carried out in the most tax efficient way.
Making sure your finances are right for your circumstances is increasingly difficult in our ever changing world. Whittaker Financial Solutions Limited are totally Independent Financial Advisers, which means that we are free to research and select products from the whole of the UK Financial Services Market in order to select the right investment for you, and remain completely objective and impartial. We are committed to providing you with clear and practical financial advice either on a personal or business level. We passionately believe that the best form of advice for any client is independent advice.
Based in the heart of the Ribble Valley and with advisers covering various areas including Blackburn, Darwen, Accrington & Burnley along with Preston, Lancaster and in fact the whole of the North West and South Lakes, our very experienced team of advisers has over 70 years of experience in financial services.
In a business like ours, we believe core values are essential. We pride ourselves on our extremely high levels of customer service, honesty and integrity. A majority of our clients have stayed loyal to us throughout many years and often refer family and friends who need advice.
Whatever your requirements, we offer a complimentary initial consultation where you get to know us and we get to know you. We will explain our approach, as well as our costs and charges.
