Financial Adviser Lancashire

Serving clients in Lancashire, Blackburn, Blackpool, Burnley and further afield…
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Expert Financial Advice in Lancashire

Our mission is to put your financial goals at the centre of our business.
Here is what you can expect from us:

Expert Advice

Excellent, timely insights – giving you the clarity you need on pensions, protection and more.

Free Consultation

We want people in Lancashire to get to know us before taking the first step with an adviser.

Dedicated Team

Our people believe in providing options to our clients, leaving no stone unturned in our service.

A Local firm you can trust

Our financial advisers believe in bringing professional advice to clients across Lancashire. We work with individuals and families across the region including Chorley, Lancaster, Ormskirk and Preston. We bring over 50 years of combined experience in financial services to help with:

  • Protection
  • Savings
  • Investment Planning
  • Pension Planning
  • Inheritance Tax Planning
  • And more

If you would like our help contact us for your free, no obligation initial discussion.

Elmfield Financial Planning were recommended to us by a family member, and we have been using them for many years now for financial advice and financial products. We have always received excellent, friendly and prompt advice from everyone at Elmfield and we are pleased with the performance of the financial products sold to us.

Simon & Beverly Drury - Baxenden

Personalised financial advice

Many of our Lancashire clients need advice on a range of financial planning matters including investments, retirement planning and “key life events” (such as a death in the family). It could be that you need advice on one, or many, areas such as:

  • Investment Planning
  • Pension Planning
  • Critical Illness
  • Tax Planning
  • Protection

If you would like our help contact us for your free, no obligation initial discussion.

Elmfield Financial Planning Ltd combine hi-tech finance with good old fashioned personal service.
Craig and his team do a great job of sound Financial Planning with the personal touch.
Elmfield Financial Planning are a family firm that cares.

Ian Schofield - Burnley

I have no hesitation in recommending Elmfield for financial advice, they have been very thorough, professional and extremely helpful.
A great service from a great team.

Peter Rhodes - Oswaldtwistle

For local business owners

Much of Lancashire’s economy is built on the hard work of our local business owners. Our team is here to help you plan your way to stability and success. We can assist SME directors and the self-employed with key areas such as:

  • Pension Planning
  • Tax Planning
  • Shareholder Protection
  • Keyman Insurance
  • Critical Illness

If you would like our help contact us for your free, no obligation initial discussion.

Elmfield Financial Planning are more than just financial advisors. The team provided valuable support and advice throughout the process of setting up Pension Auto Enrolment for several of our customers. I would recommend the team to any company as their professional and friendly approach has been invaluable!

Catherine Wilkinson - PadihamAccountant, Prosum Accounting Services Ltd

I have used Elmfield on many occasions and I can say with certainty that they provide an extremely flexible service all the staff are very helpful and supportive in all aspects of financial planning. The team is extremely professional, trustworthy and genuinely great people to do business with.

Jan CookOperations Manager, Southerns Solicitors

Download our Guide:
The Value of Financial Advice

Please fill out the enquiry form below and a member of our team will get back to you shortly.

Before you supply any personal details to us via the contact us page on this website please read our customer privacy notice document. This notice sets out how we will process the personal data that you provide to us in line with the General Data Protection Regulations. We will not use the details you provide us in the contact page to market to you.

Call us on 01282 772938 and
speak to one of our advisers today.

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