Financial Services and Planning

Drawing on the expertise of our in house financial specialists, Warings Financial Services department provides a range of services to assist individuals with financial planning, advice and guidance.

Based at our Lytham office, we have a specialist personal financial planning department, staffed by experienced accountants and financial advisors. Warings Financial Services and Planning can provide advice on a wide range of financial planning matters to individuals. Our advice will be tailored towards your specific financial needs. Areas of expertise include Investment planning, Care Home Fee planning, Retirement planning and Inheritance Tax planning.

We also offer a dedicated wealth management operation, providing an exclusive service tailored to meet the sophisticated needs of affluent individuals.

These services can be used in conjunction with the highly regarded services of our Wills and Probate & Estate Management departments, providing a "one stop shop" for high value estate management.

We have also built a strong reputation for our trust work and can offer a service to trustees which is second-to-none, ensuring that income and growth potential of the trust funds are maximised tax efficiently.

If you would like to have a free initial meeting with a Warings Financial Planning independent financial adviser, please contact Ben Harrison on 07969 379985 or Laurence Kelly on 07939 469777 to arrange a meeting.

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