Financial adviser in Ainsdale
Financial, pension and inheritance tax planning for Ainsdale, a couple of miles down the coast from our Birkdale office.
Financial planning for Ainsdale
Ainsdale sits between Birkdale and Formby, with the village centre on one side of the railway and the dunes and pinewoods of the nature reserve on the other. It’s a settled place: plenty of families, plenty of retired couples, and a lot of homes that have quietly gone up in value.
Being so close to Birkdale means meeting us face to face is easy. Most Ainsdale clients come to us for a retirement plan or to get on top of inheritance tax before it becomes a problem for the children.
- Nearest office
- Birkdale office, about 2 miles from Ainsdale as the crow flies
- Meetings
- At our office by appointment, or by video and phone
- First conversation
- Free, and with no obligation
- Call us
- 01423 611004
What Ainsdale clients usually ask us
- Turning pensions into income Drawdown, an annuity or a mix. We show you how each option feels year by year, not just on paper.
- Are we over the inheritance tax threshold? A married couple passing their home to children can usually leave up to £1 million before inheritance tax starts. We check what counts, including pensions from April 2027.
- Keeping it simple If your needs are straightforward, our hybrid or self-managed levels may suit you better than full advice. We’ll tell you honestly.
Our services in Ainsdale
Financial planning in Birkdale
A plan for the life you want, built around cashflow modelling and reviewed every year. Investments, tax and protection in one place.
Pension planning in Birkdale
Know when you can stop work and what you can spend. We plan contributions, drawdown, transfers and how your pensions sit with the 2027 tax changes.
Inheritance tax planning in Birkdale
Pass on more of what you’ve built. Gifting, trusts, business relief, and what pensions entering the estate from April 2027 means for you.
I have enlisted the help of two leading members of Seventy Financial Planning over the past few years – Chris Riley and Andrew Brierley. Both have been fantastic and relaxed in their friendly Yorkshire manner! In fact all of the team at Seventy are great. Highly recommended.
Seventy brought real clarity to my personal situation, highlighting areas that need attention and which were performing well. I appreciated the genuine desire to understand my personal situation. The unhurried and professional approach made Seventy a pleasure to work with.
My wife and I first contacted Chris at Seventy some 10 years ago. We were very impressed with him and the advice we were given, and have been ever since. It is good to know that our finances are being taken care of by such a competent adviser and I would recommend Chris’s services to anyone.
The team at Seventy Financial Planning have provided my wife and I with invaluable expert advice and support over a number of years. Their services are very professional and first class. I would not hesitate to recommend them to anyone seeking independent financial advice.
Seventy has been a real lifesaver for us. Our investments with a previous firm were rapidly depleting. This would have resulted in severe difficulties for us. Seventy stabilised and grew our investments. That this was achieved in the difficult markets we are seeing is impressive.
Chris from Seventy sat with me and assessed my needs and how risk averse I am. He then provided me with a full review of findings and investment options. I am now in a better financial position than I would have been without his advice and I have been able to take early retirement.
Ainsdale: your questions
How close is your office to Ainsdale?
Our Birkdale office is about 2 miles from Ainsdale. Meetings are by appointment, in person or by video.
Do you only work with retired people?
No. We help people at every stage, from first pensions to passing on wealth. Our three advice levels mean you only pay for what you need.
Is the first meeting free?
Yes. The first conversation is free and without obligation.
Nearby
Let’s chat
You’ve learned a little about us, and now we’d like to know a little about you.
Let’s arrange a free, no-obligation call with one of our advisers.
Fill in the form and we’ll be in touch, or simply call us on 01423 611004.