Treating you fairly, every step of the way
Windmill Financial Services is a firm of Independent Financial Advisers, dedicated to providing professional, bespoke advice to individuals and businesses in the Lancashire area. Our team of experts is committed to understanding each client's unique financial goals and helping them achieve their aspirations. With a strong focus on personal service and attention to detail, we strive to make a positive impact on our clients' financial lives.
Our Services
At Windmill Financial Services, our aim is to provide expert advice and guidance on a wide range of financial planning areas, including:
- Investment Advice: We help clients make informed investment decisions, ensuring their assets grow and provide long-term financial security.
- Pension Planning and Retirement Options: Our experienced advisors will work with you to create a personalized pension plan, ensuring a comfortable retirement.
- Protection and General Insurance: We offer advice on life, critical illness, and income protection policies to provide peace of mind and financial security.
Digital Services
In recognition of the increasing importance of digital channels, we offer a range of digital services to suit your needs. From online consultations to secure online document sharing, our digital services provide convenience and flexibility.
Why Choose Us
At Windmill Financial Services, we pride ourselves on our:
- Bespoke Service: We take the time to understand each client's unique financial goals and priorities.
- Expert Advice: Our experienced advisors hold relevant qualifications and are committed to staying up-to-date with industry developments.
- Objectivity: As independent financial planners, we are free from external influences and biases, ensuring our advice is always in your best interests.
Contact Us
To learn more about our services and how we can help you achieve your financial goals, please do not hesitate to contact us:
- Phone: 01253 796 515
- Email: admin@windmillfs.co.uk
- Address: 35 Regent Avenue, Lytham St Annes, Lancashire, FY8 4AG
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