What are the opening hours?

Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Advice Matters

Home
United Kingdom
Lancaster
Advice Matters

We’ve been providing independent financial planning advice to clients in the South Lake District f

With a Chartered and Certified Financial Planner, we have one of the UK’s top financial services professionals on our team. As a Chartered Financial Planner, Chris has demonstrated that he has met the strict qualifying criteria set by the Chartered Insurance Institute (CII). This mark of trust shows that Chris is at the forefront of his profession. As a Certified Financial Planner, Chris demonstra

tes that he abides by the CISI’s Code of Conduct which defines their ethical responsibilities to the public, clients and employers. He has also met the relevant work experience standards to demonstrate that he possesses financial counselling skills, in addition to financial planning knowledge.

10/01/2025

Your established habits and past experiences might influence the financial decisions you make today, and could affect your ability to reach your goals.

Find out more and what you could do to break potentially harmful patterns here:

https://advicemattersfinancialplanning.com/behavioural-finance-how-established-habits-and-experiences-could-affect-your-decisions/

03/01/2025

Welcome back to all those returning from leave! We look forward to another successful year at AMFP.

30/12/2024

Happy New Year to you all!

27/12/2024

Do you struggle with keeping your new year resolutions?

If you want to change your life in 2025, read on to discover eight practical tips for setting new year resolutions you’ll stick to -->

https://advicemattersfinancialplanning.com/8-practical-tips-for-setting-new-year-resolutions-youll-stick-to/

23/12/2024

Merry Christmas from your AMFP Team!

20/12/2024

As a business owner, some of the announcements made in the Autumn Budget could affect your firm’s finances and how much tax you may be liable for when you decide to step away from the business.

Find out the essentials you need to know here: https://advicemattersfinancialplanning.com/the-key-autumn-budget-takeaways-business-owners-should-be-aware-of/

16/12/2024

Two-thirds of people believe younger generations won’t be able to retire in their 60s.

If you’re worried about your child or grandchild’s long-term financial security, discover some of the practical steps you may choose to take -->

https://advicemattersfinancialplanning.com/5-practical-ways-you-could-keep-your-childs-retirement-on-track/

13/12/2024

A third of retirees say they hold back making purchases they need because they’re worried about running out of money in the future.

While considering your long-term income is important, it could mean you miss out on opportunities you’ve been looking forward to.

A financial plan could help you balance fear and enjoying your retirement.

Read more here: https://advicemattersfinancialplanning.com/financial-fears-could-be-holding-back-millions-of-retirement-dreams/

09/12/2024

Your mindset can alter the financial decisions you make and how you feel about money.

So, encouraging a positive mindset could help you take control of and boost your finances.

Discover four practical approaches you could take here -->

https://advicemattersfinancialplanning.com/4-positive-mindset-changes-that-could-boost-your-finances/

06/12/2024

Whether you’ve already set life goals or not, spending some time thinking about what you want to achieve in 2025 and beyond could be a valuable exercise that improves your financial plan.

Read more here: https://advicemattersfinancialplanning.com/3-simple-questions-that-may-help-you-update-your-life-goals-for-2025/

29/11/2024

The Autumn Budget included some key changes that might affect your financial plan.

Discover what the announcements about Capital Gains Tax and Inheritance Tax could mean for you -->

https://advicemattersfinancialplanning.com/2-key-budget-announcements-that-may-affect-your-financial-plan/

25/11/2024

Artificial intelligence (AI) is giving scammers new ways to try and dupe you. With almost half of Brits saying they’ve never heard of voice cloning scams, millions could be tricked into handing over money or sensitive information.

Discover what you need to know and how to protect yourself here -->

https://advicemattersfinancialplanning.com/the-voice-cloning-ai-scam-you-need-to-be-aware-of/

Address

11 Wilton Close
Lancaster
LA12TL

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://advicemattersfinancialplanning.com/

Alerts

Be the first to know and let us send you an email when Advice Matters posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Advice Matters:

Shortcuts

Want your business to be the top-listed Accountant in Lancaster?