Financial Adviser · Leyland, Lancashire
Ian Greenhalgh — Financial Adviser in Leyland
FCA-regulated wealth, pensions, protection advice for households across Lancashire and, by phone or video, throughout the UK.
Based in
Leyland, Lancashire
Specialises in
Wealth, Pensions, Protection
Role
Financial Adviser
FCA firm ref
215234
About
Meet Ian
Ian has been in financial services for over 35 years and had had various roles both with his own business and with life offices. Ian holds the Chartered Insurance Institute Dip PFS qualification and he also holds various other CII qualifications with advanced levels in pensions. He has worked throughout the country, with a large part of his career in North Yorkshire. Ian currently lives in the North West of England with his wife and two children. Ian’s expertise is wealth managements including advising individuals and small limited companies on pensions, protection, investments and inheritance tax planning.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Areas covered
Where Ian works — UK-wide, with local expertise in Leyland
Ian advises clients across the UK. Most conversations happen by phone or video call, at a time that suits you — so where you live is no barrier to getting advice. Ian is also happy to meet in person across Lancashire.
Local pages Ian appears on:
FAQ
Working with Ian
Talk to Ian about your plans in Leyland.
No-obligation first conversation. FCA-regulated advice tailored to you.
Wherever you are in the UK — by phone, video, or in person locally.