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Welcome to Haworths Financial Services

FULL RANGE OF FINANCIAL AND PROTECTION SERVICES

Our Services

Featured below are the ones our clients ask for most frequently.

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    Financial Planning

    We all have goals, dreams and ambitions for the future, for ourselves and our families, but how do w...

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    Pensions

    When you retire you still need food and shelter as an absolute minimum, but of course you will want ...

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    Protection

    There are events we can all face that have the potential to wreck lives and families. It’s a diffi...

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    Mortgages

    Mortgages are loans which are intended to help buyers purchase residential property. When you take o...

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    Wealth Management

    Wealth, just like your health, must be carefully preserved. Your assets need to be protected against...

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    Taxation

    Most of us face being taxed on our income, our capital gains, and in some circumstances the value of...

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Financial Advisers Located in Accrington, Lancashire

Financial Advisers Located in Accrington, Lancashire

Welcome to Haworths Financial Services Ltd

At Haworths Financial Services, we provide tailored, plain speaking, professional financial advice. We pride ourselves on the personal nature of our service.

Our commitment towards providing our clients with excellent service and always going the extra mile is demonstrated in our excellent client retention, with many clients remaining with us throughout their lives.

Our range of expert services include:

  • Wealth Management
  • At Retirement Planning
  • Pension Planning
  • Life Assurance & Protection
  • Investment & Savings  
  • Inheritance Tax Planning

We listen to your needs and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances. Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs.

We will prepare a plan to meet your goals, to ensure that you, your family and your assets are protected and to help you build a brighter, more secure future.

We know that clients are really looking for exceptional service, help in understanding all the jargon and advisers that speak their language. Our qualified team are on hand to support you, be that by phone, email or face to face.

Call us today on 01254 945945 or email us at enquiries@haworthsfs.co.uk and we'll be pleased to help you.

OUR PLAN FOR YOU

OUR PLAN FOR YOU

Here's how we formulate the plan towards Your Goals

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

  • ABOUT YOU

    We meet together to discuss your personal circumstances and your current financial situation.

  • YOUR GOALS & AMBITIONS

    Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

  • ANALYSIS

    We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan

  • HOW TO GET THERE

    So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

  • IMPLEMENTATION

    It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

  • REVIEW THE PLAN & PROGRESS UPDATES

    If required, review dates will be agreed and can take place annually or more regularly if required or requested.

CAN WE HELP YOU WITH SOMETHING?

Request a Call Back

Request a Call Back

Request a Call Back

CAN WE HELP YOU WITH SOMETHING?

TESTIMONIALS

See What Our Clients Have to Say About Us

Max

Director at Owen & Ewing, Oswaldtwistle

We have dealt with John McGregor at Haworths Financial Services for over ten years on both personal and business related issues. On all occasions we can say that the advice we have received in all areas of investments, pensions, life cover etc. has been professionally researched and presented in a very friendly, easy to understand manner. With ongoing reviews of our portfolio’s we feel happy that we are receiving a very high standard of service from Haworth’s and would, and do, recommend them to others on a frequent basis.

Stephen

White and Co Chartered Certified Accountants

I have dealt with John McGregor at Haworths Financial Services for over twenty years on all my business issues. Not only is the service always of the highest quality,the advice offered has stood me in extremely good stead over the years.Nothing is too much trouble for Haworths Financial Services, they are there for me year after year making adjustments to my portfolios as and when legislation or market conditions change. I cannot recommend them highly enough,and have done so to many of my professional and personal connections.

Stock data

Value Move %
FTSE 100 7143.47 118 arrow 1.6796029 arrow
FTSE ALL-SHARE 3927.61 63.700195 arrow 1.6485943 arrow
FTSE MID 250 18607.85 292.53906 arrow 1.5972378 arrow
FTSE 350 3960.79 65.1001 arrow 1.6710801 arrow

PROUD TO SUPPORT

PROUD TO SUPPORT

We are proud to support these organisations

WHERE WE ARE

01254 945945
Suite 7
The Globe Centre
St James Square
Accrington, BB5 0RE


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