Our Company

Countrywide Financial Solutions is an experienced team of talented Independent Financial Advisers based in Lancashire serving both personal and corporate clients throughout the UK. Our clients’ peace of mind is rooted in many years experience, industry expertise and continuing professional development in a broad range of disciplines, which helps us guide your financial well-being. Your goal is to realise your financial aspirations; our goal is to help you get there, while avoiding the pitfalls in a changing world. We promise to translate financial jargon into plain English and prepare tailored advice when and where it suits you best.

Our Services

Countrywide Financial Solutions is independent, which means we are not restricted to using one particular insurance, mortgage or investment institution. Independent Financial Advisers are sometimes called ‘whole of market’ brokers, which allows us to recommend the best financial products for you chosen from any supplier operating in the UK.

 

Our advice covers 5 main areas:

1) Retirement planning

    Pensions, including Self Invested Personal Pensions or SIPPs, and Annuities.

2) Investment Planning

    Investment planning includes Bonds, Stocks & Shares ISA's and other Investment Products.

3) Inheritance & General Tax Planning

    Advice on a broad range of tax planning and inheritance matters including Wills & Trusts.

4) Mortgages

    We are independent mortgage brokers and can advise on equity release schemes.

5) Insurance

    Life assurance, critical illness cover, income protection and buildings & contents insurance. 

 

* INHERITANCE AND GENERAL TAX PLANNING ARE NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.