Help For Wealth is a financial planning company established in 2016 with over 40 years of experience in the industry. We provide personal, professional financial planning services to help individuals make sense of their financial world. Our holistic approach focuses on each client's specific needs and desires, using independent tools to design tailored solutions. With a diverse client base, we serve individuals from various backgrounds and circumstances, offering expert guidance on investments, pensions, estate planning, and protection planning. Our aim is to help clients understand their current financial position and achieve their future goals. We also offer a dedicated client portal, online meetings, and resources such as newsletters and guides to support our clients. Our company is based in Lancaster, North West, and is regulated by the Financial Conduct Authority.
The staff are professional and friendly, with a willingness to explain everything in a clear and understandable manner.