Financial Advisors in Lancashire Iain Longworth Partnership

Iain Longworth Partnership are Independent Financial Advisors in Lancashire and offer advice on a wide range of areas including the new pension rules,  your options at retirement, Making a will,  inheritance tax planning, Investments, tax efficiency and protection including life cover and illness cover.

Financial advice in Lancashire when you need it

Independent financial advice in Lancashire has never been so accessible

When taking independent financial advice in Lancashire from Iain Longworth Partnership we aim to offer you quality financial advice and as we are truly independent this means that we are not tied into any particular product or service.  Whether you’re planning ahead for retirement and need advice on the new pension rules , taking early retirement or about to retire, needing advice on investments, worried about inheritance tax or preparing a will, taking sound financial advice from Iain Longworth Partnership will make a good investment.

Show me my options

Tax efficient investments

Finances and financial planning seem to be becoming ever more complicated, theres never been a better time to take independent financial advice from our financial advisors in Lancashire.  As well as deciding what to invest in, you need to think about how you’re going to hold your investments, we can advise you on the most tax efficient way to invest your money maximising your return on investment

Independent Financial Advice in Lancashire When you need it

Our priority is you, the client. We believe in sound independent financial advice and hold ourselves to the highest standards. We truly care about your finances much as you do, which is why we offer the best support and advice around. In addition, Iain Longworth Partnership offers financial advice on a broad range. You can count on us.

Make an appointment!
Clients to date
Portfolios managed
Advice Given
Cups of Coffee

Planning for retirement

Many people nowadays are enjoying active lifestyles well beyond retirement age. If you wish to maintain your lifestyle after leaving work, it is very important to plan in advance ensuring that you make the necessary provisions.

We are in a time where the ‘official’ retirement age is increasing, state provision is reducing, pension legislation is constantly changing, and stock markets are volatile, nobody knows quite what the future holds. Changing life plans and priorities will mean you encounter different income needs and goals throughout your life and when planning for your retirement, certain innate behavioural traits will influence your decision-making. Taking professional advice from Iain Longworth Partnership is more important than ever.

Inheritance Tax

Inheritance Tax is usually paid if a person’s estate (the sum total of all their assets) is worth more than £325,000 when they die.Although it used to impact only the very wealthy, the rise in house prices over the last ten years means that more people have had to pay Inheritance Tax.

If the value of your estate – including your home and everything you own – is greater than £325,000 (in the tax year 2015/16), then you could be liable for Inheritance Tax.

In 2013/14 a total of £3.4 billion was paid in Inheritance Tax (Source: HMRC)

To see if you could be liable, why not take financial advice from Iain Longworth Partnership

Investments & Tax efficiency

We can help you to invest tax-efficiently, how we can help you to achieve this  will depend on your goals, timescale and attitude to risk. Wether you are saving for a deposit on a house, your children’s school fees in a few years or to help with your retirement goals.

Are you the kind of person prepared to take risk, or do you prefer some certainty?
During a consultation we help you understand how much risk you are prepared to take, and then recommend a course of action  that match this risk.

Contact Us Today!

Will writing service in Lancashire

We all know we should make a will, but it’s one of those things that many of us seem to put off until its to late. In fact, it’s estimated that one in three people die in the UK without ever having made a will.

A Will is a legal document that allows you to state what should happen to your assets (your money, property, investments and possessions) as well as your young children after you have passed away. Here at Iain Longworth Partnership we can help you prepare a will and make sure that your money and property will be passed on according to your wishes.

We offer a will writing service in Lancashire where we will assist you in making a will

Local financial advice

When you need sound financial advice it make sense to find a local financial advisor. Iain Longworth Partnership are based in Preston Lancashire and have clients all over the North West

Make an appointment
Client Reviews: Here is what our clients have to say
“Friendly and knowledgeable.”

“Friendly and knowledgeable financial advice” – Mr & Mrs Booth

I came to Iain Longworth Partnership for financial advice as I was looking into my retirement options. I was taken through my options in a easy to understand way which enabled me to make an informed choice. Highly recommended.
James Worthing
I needed financial advice as I wanted to make some investments but didn’t know where to start. I had a consultation where I had all my options explained to me. Now I have a growing portfolio.
Phil Bradshaw
Iain Longworth Partnership helped us through the minefield of inheritance tax after the passing of a relative, Im so glad I took financial advice and it enabled me to get everything in order
Jane Foster

Independent financial advice in Lancashire on the following

  • Investing for your future

  • Protecting you and your family

  • Wealth Preservation

  • Retirement Planning

  • Protecting your Business and its Assets

  • Buying your Home

  • Auto Enrolment

  • Estate Planning

  • Pension Drawdown