About us and our team

We are a family-owned firm dating back to 1973 and are regulated by the financial conduct authority. We enjoy the stability and security of this environment, and it offers a reassuring narrative for clients as they appreciate feeling part of a long-established organisation.

Our personnel are highly qualified and experienced, but technical knowledge alone is nothing without empathy, real understanding of someone’s challenges and desires, and a commitment to personal service. Where we increasingly find that we differ from other IFA firms is in our regularity of contact with clients, particularly through structured face-to-face meetings.

Whether it is personal or business advice you require, and whether you are seeking ongoing or one-off assistance, please contact us.

We ordinarily bear the cost of an initial meeting, and so there is no cost or obligation to you for us to understand your needs and outline how we may be able to help.

Book a Meeting

Meet our experienced team

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Graham Tracey

Managing Director, Chartered Financial Planner

To be embedded in a successful family business of 50 years’ standing is a great privilege, and if we remain genuinely interested in our...

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Anouska Hamer

Independent Financial Adviser

Having completed my Diploma in Financial Planning, I am delighted to provide regulated advice and combine my technical knowledge with the...

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Vanessa Hutchinson-Haigh

Private Client Administrator

Vanessa will be known to many of our clients as a friendly voice on the phone through arranging meetings and helping with wider servicing...

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Sharon McNicol

Practice Manager

I have 20 years’ financial services experience prior to joining Backhouse. Outside work, I enjoy spending time with my family and...

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Hamzah Baig

Technical Paraplanner

I have recently started my journey at Backhouse as a Paraplanner, having completed my Masters in Finance and Investment Management.

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Clare Boothman

Employee Benefits Administrator

Joining Backhouse has been a gear change for me as previously I have been in the furniture industry for about 30 years.

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See what our clients said

Client 

 Feedback

  • “We would both like to thank Graham for his advice and assistance over the years and for steering us through the complicated process of pensions!”
    - Mr & Mrs P, Preston
  • “Undoubtedly, a thoroughly professional company that I would recommend to my friends.”
    - Mr S, Barrowford
  • “Anouska really listened to us without having come to the meeting with an agenda that she was going to sell a certain type of policy. We were confident with the clear information she provided and were really happy with the meeting overall, but especially with Anouska’s personable nature.”
    - Mr & Mrs S, Oldham

Speak to Our Professional Team

Our team is ready to discuss your financial goals

Backhouse Independent Financial Services Limited is authorised and regulated by the Financial Conduct Authority. FCA Firm Reference Number: 126319. https://register.fca.org.uk For further information on our costs and services, please contact us.

The information and guidance contained within the website is subject to the UK Regulatory Regime and is therefore primarily targeted at customers in the UK.

Backhouse Independent Financial Services Ltd

Oakmount House 9 Carrside Lomeshaye
Business Park Nelson, Lancashire BB9 6RX

Telephone:

Monday - Friday: 9:00 am to 5:00 pm

© Backhouse Independent Financial Services Limited.
Registered in England.: Company No. 01140032.