Your partner in achieving your financial goals
Lawton & Taylor Financial Services Ltd has been providing comprehensive financial planning and investment services to individuals and businesses in Blackpool and beyond since 1993. We are an independent firm, meaning we are not tied to any particular company or product, allowing us to offer truly unbiased and tailored advice.
Our Team and Expertise
Our team of experienced and qualified financial advisors and staff are dedicated to understanding your individual needs and goals. We utilize our extensive knowledge and skills in various financial areas to provide you with personalized solutions that align with your specific circumstances.
Comprehensive Financial Planning Services
We offer a wide range of services to meet all your financial needs, including:
Wealth Management & Investment Planning
- Comprehensive portfolio management
- Pension planning and reviews
- Inheritance tax planning
- Equity release options
Savings & Investments
- Investment planning and goal setting
- Savings analysis and optimization
- Stock market analysis and guidance
Pensions
- Pension scheme reviews and consolidation
- Pension contribution strategies
- Retirement planning and estimation
Mortgages & Protection
- Mortgage sourcing and affordability assessments
- Protection planning for your financial assets
Financial Planning & Equity Release
- Comprehensive financial planning to secure your future
- Tailored solutions for releasing equity from your property
Client-Focused Approach
Our client-centered approach ensures that your needs are at the heart of everything we do. We take the time to understand your individual circumstances, goals, and anxieties before providing tailored recommendations and solutions. We also keep you informed throughout the process and offer ongoing support to ensure you feel confident and empowered to make informed financial decisions.
Our Values
- Client-centricity: Your needs are our priority.
- Integrity: We adhere to the highest ethical standards and act with transparency.
- Expertise: Our team has extensive experience and qualifications.
- Value-driven: We provide solutions that deliver measurable results.
Overall Impressions
The reviews are a mixed bag, with two customers giving 5-star ratings and one customer giving a 1-star rating. The tone of the reviews is largely positive, with customers praising the excellent customer service and professional advice provided by the company.
Positive Reviews
The majority of the reviews are positive, with customers praising the excellent customer service and professional advice provided by the company. Customers have been impressed with the financial guidance they have received, with one customer stating that the team has sorted all their financial needs for the past 4 years. Another customer praised the team's ability to provide a personal touch, stating that they really care about making sure each client is looked after.
Negative Review
One customer, Bill Hughes, gave a 1-star rating and described the company's service as VERY POOR. He stated that the poor advice he received from the company lost him a lot of money and that they failed to address his issues in a timely and effective manner.
