My long working partnership with Martin ended with his retirement and the Board inviting me to take on the senior management position, while...
Independent Financial Services
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.
Meet our experienced team
Managing Director, Chartered Financial Planner
My long working partnership with Martin ended with his retirement and the Board inviting me to take on the senior management position, while...
Independent Financial Adviser
Having completed my Diploma in Financial Planning, I am delighted to provide regulated advice and combine my technical knowledge with the...
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...
Practice Manager
I have 20 years’ financial services experience prior to joining Backhouse. Outside work, I enjoy spending time with my family and...
Technical Paraplanner
have 12 years’ experience in financial planning as a paraplanner. I enjoy the variety of work that is involved, such as investment...
Employee Benefits Administrator
As an Employee Benefits Administrator, I love tackling sometimes complex problems and finding practical solutions for our clients.
Established in 1973 and regulated by the Financial Conduct Authority, our family-run business stands on a foundation of stability and trust. Our experienced team not only offers technical expertise but also genuine empathy and personal service, setting us apart with regular, structured client interactions.
For both personal and business advice, whether you need ongoing support or one-time assistance, feel free to reach out. Your initial consultation is on us, with no cost or obligation, ensuring we understand your needs and how we can help, reassuringly.
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.
Oakmount House 9 Carrside Lomeshaye
Business Park Nelson, Lancashire BB9 6RX
Telephone:
Email:
Monday - Friday: 9:00 am to 5:00 pm
© Backhouse Independent Financial Services Limited.
Registered in England.: Company No. 01140032.
