Business Details
23 Years
experience
Your Trusted Financial Partner in Blackpool
Established in 2003, Lawton & Taylor has been dedicated to providing independent financial advice to clients in Blackpool and beyond. Our team specialises in wealth management, pensions, mortgages, and protection, offering tailored solutions aligned with individual client needs. As independent advisers, we access a wide range of market products to ensure unbiased recommendations. With over two decades of experience, we prioritise client relationships, delivering expert guidance on retirement planning, investment strategies, and tax-efficient solutions. Our commitment to transparency and ongoing support has earned us a loyal client base across the North West and nationally. 
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 team provides unbiased advice with access to the entire market.
- Personalised financial strategies tailored to individual client circumstances.
- Transparent communication and fee structures for all services.
- Proven track record of helping clients achieve long-term financial goals.
Associations and certifications
- Financial Conduct Authority
- London Institute of Banking and Finance
What people say
Excellent customer service
Professional and great advice
Everything explained in plain English
Sorted all my financial needs
Services
Wealth Management
We help clients preserve and grow wealth by mitigating risks from taxation, inflation, and investment volatility. Our strategies focus on long-term financial security through diversified portfolios and risk-averse planning. Tailored solutions ensure clients maintain financial stability while achieving their legacy goals.
Pensions
Our pension advice covers workplace schemes, private plans, and state benefits. We guide clients through contribution strategies, tax advantages, and retirement income optimisation. Expertise includes navigating fluctuating investment values and evolving tax legislation to secure stable post-retirement finances.
Mortgages
We provide independent mortgage advice, comparing lenders to find suitable solutions for first-time buyers and remortgagers. Services include assessing affordability, negotiating rates, and explaining loan terms. Our fee structure ensures transparency with a 495 charge upon formal offer issuance.
Financial Planning
We develop comprehensive strategies to achieve short and long-term financial objectives, from home purchases to retirement. Our process involves analysing current finances, identifying goals, and creating actionable plans. Regular reviews ensure adaptability to changing circumstances and market conditions.
Protection
We offer life, health, and income protection policies to safeguard against unforeseen events. Coverage includes critical illness, disability, and family financial security. Policies are tailored to individual needs, ensuring adequate protection while considering budgetary constraints and future obligations.
Questions
What areas do you cover for financial advice?
We serve clients in Blackpool, the North West, and nationally for all services.
Are your financial advisers independent?
Yes, we are fully independent and not tied to any specific providers.
How are your fees structured for mortgage advice?
A £495 fee applies upon mortgage offer issuance, with no hidden charges.
Do you offer pension consolidation services?
Yes, we help clients combine multiple pensions into streamlined, tax-efficient plans.
Are inheritance tax planning services regulated?
Inheritance tax planning falls outside FCA regulation but remains part of our advisory scope.
