Longton Financial Services

Our Expertise and Approach

At Longton Financial Services, we are committed to providing clear, pragmatic, and independent financial advice to clients at every stage of their lives. With over 75 years of combined experience, our team has a wealth of knowledge and understanding to guide you through financial planning and protection.

Our approach is built on establishing strong client relationships. We take the time to get to know each client's unique circumstances, financial goals, and aspirations. This personalized approach ensures that our recommendations are tailored to your specific needs and aspirations.

Who We Are

Our dedicated team comprises experienced professionals who are dedicated to helping clients achieve their financial goals.

• Deryck Teasdale: Partner and Independent Financial Adviser - With over 30 years of experience, Deryck provides expert guidance on a wide range of financial matters.

• Martin Kendrick: Partner - With a deep understanding of pensions and investment planning, Martin helps clients create and protect their wealth.

• Kate Bromby: Partner and Independent Financial Adviser - Kate's background in accountancy and finance has equipped her to deliver practical and valuable financial planning solutions.

• Lynn Alston: Office Manager - Lynn ensures the smooth running of our office and provides a welcoming and efficient experience for clients.

What We Offer

Our comprehensive financial planning services cover various aspects of your financial life, including:

Savings & Investments

• Developing a tailored investment plan aligned with your financial goals and risk tolerance
• Guiding you on suitable savings and investment options

Retirement & Pension Planning

• Maximizing your pension contributions
• Planning for a comfortable and secure retirement
• Exploring options for defined benefit and defined contribution plans

Estate Planning & Inheritance

• Creating a comprehensive estate plan that ensures your assets are protected and distributed according to your wishes
• Providing guidance on inheritance tax planning strategies

Financial Protection

• Implementing appropriate insurance coverage to safeguard your financial security against unforeseen events like critical illness, disability, or death

Our Commitment

At Longton Financial Services, we believe in building strong and lasting relationships with our clients. We are committed to providing ongoing support, clear communication, and proactive guidance to empower you to make informed financial decisions.