Financial adviser in Skelmersdale
Accessible financial and pension planning for Skelmersdale, with advice levels to suit every budget.
Financial planning for Skelmersdale
Skelmersdale was designated a new town in 1961 and has grown into a place where lots of people work for large local employers and have done for years. That often means a workplace pension or two, and not much idea what they’ll add up to.
We started Seventy because we think good financial planning shouldn’t only be for the wealthy. Our hybrid and self-managed levels give you a proper plan and access to a qualified planner at a cost that makes sense for you.
- Nearest office
- Birkdale office, about 11 miles from Skelmersdale 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 Skelmersdale clients usually ask us
- “What will my pension actually pay?” We gather your workplace pensions and State Pension forecast and turn them into a monthly figure you can plan around.
- “Should I combine my old pensions?” Sometimes it saves money and hassle; sometimes an old scheme has benefits worth keeping. We check before recommending anything.
- “How do I start investing?” Our self-managed service, available as an app, lets you start an ISA or pension in a portfolio that matches your attitude to risk, with low and transparent fees.
Our services in Skelmersdale
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.
Skelmersdale: your questions
Do you have an office in Skelmersdale?
Our nearest office is in Birkdale, about 11 miles away. Most Skelmersdale clients work with us by phone and video.
What does advice cost?
The first conversation is free. After that, fees depend on the level of advice you choose, and we explain them in writing before any work starts.
Can I just get advice once?
Yes. Our hybrid level means you pay for advice when you need it, rather than an ongoing service you won’t use.
Nearby
Ormskirk Maghull Burscough · Birkdale & Southport · All areas
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.