Financial adviser in Ormskirk
Financial and pension planning for Ormskirk, Aughton and Scarisbrick, around seven miles from our Birkdale office.
Financial planning for Ormskirk
Ormskirk is a busy market town with a university, a hospital and a parish church famous for having both a tower and a spire. That mix shows up in the people we hear from: university and NHS staff, teachers, local business owners, and retired couples in the villages around Aughton and Scarisbrick.
Public sector pensions are generous but complicated, and the choices you make around retirement can’t always be undone. We help you understand yours and fit it together with everything else.
This page also covers Aughton and Scarisbrick.
- Nearest office
- Birkdale office, about 7 miles from Ormskirk 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 Ormskirk clients usually ask us
- NHS and teachers’ pensions When to retire, whether to take a lump sum, and how your scheme pension sits with any personal pensions and the State Pension. We model the options before you commit.
- Additional contributions Topping up through your scheme or a personal pension can make sense, especially for higher-rate taxpayers. We compare the routes.
- Family and inheritance Scheme pensions for dependants are outside inheritance tax, but other pots and the house are not. We look at the whole family picture.
Our services in Ormskirk
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.
Ormskirk: your questions
How far is Ormskirk from your office?
Our Birkdale office is about 7 miles from Ormskirk in a straight line. Meetings are in person or by video.
Do you advise on the NHS Pension Scheme?
We help you understand your NHS pension and how it fits your plan, including retirement timing and lump sum choices. Defined benefit schemes are usually best kept; we’ll say so plainly.
I’ve got a few old pensions. Can you find them?
Yes. We can trace old workplace pensions and include them in your plan.
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.