Business Details
23 Years
experience
Independent Financial Advisers in Blackpool
Established in 2003, Lawton & Taylor has been dedicated to providing independent financial advice to clients in Blackpool and across the North West of England. Our team of experts specialises in wealth management, pensions, mortgages, and protection planning, offering tailored solutions that align with individual client goals. As truly independent advisers, we are not tied to any specific providers, granting access to a comprehensive range of financial products from across the market. Our client-focused approach ensures that every recommendation prioritises the unique needs and aspirations of those we serve. With over two decades of experience, we combine deep industry knowledge with a commitment to transparency and ethical practices.Our services are designed to help clients navigate complex financial decisions with confidence, whether planning for retirement, purchasing a home, or safeguarding their family's future. We pride ourselves on clear communication, explaining options in plain English while highlighting potential benefits and risks. Our independence allows us to deliver impartial advice, ensuring clients receive solutions that best meet their circumstances. Recognised by the Financial Conduct Authority, we maintain rigorous professional standards and adhere to strict regulatory requirements. Our long-standing reputation for excellence is reflected in the loyalty of our client base and the positive feedback from those we have assisted over the years.
Services
Wealth Management
Pensions
Mortgages
Financial Planning
Protection
Details
- Year established: 2003
Highlights and features
- We have over 20 years of experience in independent financial advisory services.
- Our independence allows access to a comprehensive range of market products.
- Personalised advice tailored to individual client needs and aspirations.
- Team of certified experts with deep knowledge of pensions and wealth management.
- Proven track record of delivering transparent, client-focused financial solutions.
Associations and certifications
- Financial Conduct Authority
- London Institute of Banking and Finance
What people say
Excellent service
Professional
Clear communication
Tailored solutions
Long-term support
Services
Wealth Management
Wealth management focuses on preserving and growing assets through strategic risk aversion and investment strategies. Our approach safeguards against taxation, inflation, and market volatility while aligning with long-term financial goals. Clients receive tailored advice to optimise their financial security.
Pensions
Pension planning ensures financial stability during retirement by maximising tax-efficient savings and investment growth. We guide clients through workplace schemes, private plans, and state pension options to build sustainable retirement funds tailored to individual needs.
Mortgages
Mortgage advisory services provide impartial guidance on securing competitive home loans. We help clients navigate lenders, interest rates, and repayment structures to find solutions aligned with their financial circumstances and property goals.
Financial Planning
Financial planning translates personal ambitions into actionable strategies. We address short, medium, and long-term objectives, including home purchases, family planning, and retirement, ensuring clients make informed decisions to achieve their aspirations.
Protection
Protection services safeguard against financial risks from illness, injury, or death. We offer life insurance, income protection, and critical illness cover tailored to individual circumstances, ensuring families and livelihoods remain secure during unforeseen events.
People
Sam Lawton
Financial Adviser
Sam Lawton provides expert financial advice with a focus on pensions and wealth management. Known for clear communication and client-centric solutions, he helps individuals achieve long-term financial security through tailored strategies.
Steve Taylor
Financial Adviser
Steve Taylor specialises in mortgage and protection planning. With extensive experience, he delivers impartial advice to help clients navigate complex financial decisions while prioritising their unique needs and goals.
Questions
What services does Lawton & Taylor Financial Services offer?
We provide wealth management, pensions, mortgages, financial planning, and protection advice. Our independent status allows us to offer tailored solutions across these areas.
Are your financial advisers regulated?
Yes, we are authorised and regulated by the Financial Conduct Authority, ensuring adherence to strict professional and ethical standards.
How do you charge for your services?
Mortgage advice incurs a £495 fee upon offer issuance, while equity release services start at £995. Fees are transparently disclosed during initial consultations.
Can you help with first-time homebuyer mortgages?
Yes, we specialise in assisting first-time buyers to find suitable mortgage solutions, leveraging our independence to access competitive market options.
What areas do you serve?
Based in Blackpool, we serve clients across the North West of England and nationally, providing both in-person and remote advisory services.
How do I schedule an appointment?
Contact us via phone at 01253 300703 or email [email protected] to arrange an informal discussion with one of our advisers.
Reviews (1)
Sam Lawton
Oct 10, 2020
Report
Excellent and professional service. The team really care about you and they are more interested in making sure you are looked after than anything else!!
