Business Details
Your Trusted Partner for Independent Financial Advice in Preston
At Longton Fs, we provide clear, pragmatic, and independent financial advice tailored to your unique circumstances. With decades of combined experience, our team prioritises understanding your financial goals to deliver bespoke solutions. We specialise in pensions, investments, and estate planning, ensuring your financial future aligns with your aspirations. Our approach combines deep industry knowledge with a commitment to transparency and client-centric service. As an FCA-authorised firm, we adhere to rigorous regulatory standards, offering clients confidence in our expertise and integrity. Our advisers, including partners with over 30 years of experience, focus on building long-term relationships grounded in trust and mutual understanding.We pride ourselves on simplifying complex financial concepts, empowering clients to make informed decisions. From retirement planning to protection strategies, our services are designed to safeguard your wealth and legacy. Client testimonials highlight our professionalism, strategic insight, and dedication to achieving meaningful outcomes. For over 75 years collectively, we have been helping individuals and families navigate their financial journeys with clarity and purpose.
Services
Pension Planning
Investment Management
Estate Planning
Financial Protection
Savings Strategies
Highlights and features
- We offer over 75 years of combined experience in financial advisory services.
- Our team is FCA-authorised, ensuring adherence to strict regulatory standards.
- Personalised approach tailored to your unique financial circumstances.
- Comprehensive services covering pensions, investments, and estate planning.
- Client testimonials highlight long-term trust and successful outcomes.
Associations and certifications
- Financial Conduct Authority
What people say
Professional and friendly manner
Complete confidence in future plans
Excellent service for 8 years
Trustworthy and competent management
Rescued us from financial wilderness
Services
Pension Planning
We design bespoke pension plans to secure your financial future. Our experts analyse your circumstances to optimise retirement income, considering tax efficiency and personal goals. Services include pension consolidation, income drawdown, and annuity advice, ensuring compliance with evolving regulations while maximising your retirement savings.
Investment Management
Our independent advisers create tailored investment portfolios aligned with your risk tolerance and objectives. We offer access to ISAs, unit trusts, ETFs, and investment bonds, focusing on diversification and tax-efficient growth. Regular reviews ensure your investments adapt to market changes and personal circumstances.
Estate Planning
We help preserve your wealth for future generations through strategic estate planning. Services include inheritance tax mitigation, trust creation, and will reviews. Collaborating with solicitors and accountants, we ensure your assets are distributed according to your wishes while minimising tax liabilities.
Financial Protection
Our protection policies safeguard against life's uncertainties. We offer term assurance, critical illness cover, and private medical insurance tailored to your family's needs. Business protection solutions ensure continuity during unforeseen events, providing financial security during challenging times.
Savings Strategies
We develop tax-efficient savings plans to achieve short- and long-term goals. Options include ISAs, investment bonds, and collective funds, with risk assessments ensuring alignment with your financial objectives. Our strategies aim to maximise growth while maintaining liquidity and security.
People
Deryck Teasdale
Partner and IFA
With over 30 years of experience since 1988, Deryck specialises in client-focused financial planning. He values long-term relationships and clear communication, ensuring clients understand their options. Outside work, he enjoys family time and community involvement as a school governor.
Martin Kendrick
Partner
A financial adviser for over 30 years, Martin focuses on pensions and wealth management. He prioritises jargon-free advice and has a deep understanding of intergenerational financial planning. He balances work with family life and local community engagement.
Kate Bromby
Partner and IFA
A Chartered Accountant turned IFA, Kate brings 14 years of financial expertise. She specialises in integrating accounting principles with financial planning, aiming for Chartered Financial Planner status. She balances work with family life and local netball.
Lynn Alston
Office Manager
Lynn has managed office operations since 2008, serving as the primary client contact. Her organisational skills ensure smooth administrative processes. Outside work, she enjoys global travel and spending time with her grandchildren.
Questions
What areas do you cover?
We primarily serve clients in Preston and surrounding areas, with expertise applicable to UK-wide financial regulations.
Are you regulated by the FCA?
Yes, Longton Financial Services is authorised and regulated by the Financial Conduct Authority (FCA).
How do you charge for advice?
We provide transparent fee structures during initial consultations, with no obligation or charge for the first discussion.
Can you help with pension consolidation?
Yes, we specialise in consolidating multiple pensions into streamlined, tax-efficient retirement plans tailored to your needs.
What protection policies do you offer?
We provide term assurance, critical illness cover, private medical insurance, and business protection solutions tailored to individual needs.
How often are investment portfolios reviewed?
We recommend annual reviews but offer more frequent assessments during significant market changes or personal circumstances.
