Lawton & Taylor Financial Services Ltd

Lawton & Taylor Financial Services Ltd We can help with all aspects of financial planning, including: Pensions, Investments, Insurance & Mortgages

💡 Did you know? You don’t have to take your 25% tax-free pension cash all at once! 💡That’s right—just because you can ta...
06/09/2024

💡 Did you know? You don’t have to take your 25% tax-free pension cash all at once! 💡

That’s right—just because you can take a quarter of your pension tax-free doesn’t mean you have to do it in one go. 🕒💸

By keeping it in your pension, it stays invested and has the potential to keep growing. Take it out gradually, and only when you need it, so you can stretch your savings further! 🌱📈

It’s your money—make it work smarter for you. 💪✨

14/08/2023

‘a voluntary levy paid by those who distrust their heirs more than they dislike the Inland Revenue.’ - Former Labour Chancellor Roy Jenkins describing Inheritance Tax

As you approach retirement, many people are still under the impression that they have to buy an annuity or to take their...
06/08/2023

As you approach retirement, many people are still under the impression that they have to buy an annuity or to take their tax-free cash,

But these days there are lots of flexible options to suit different needs. So when you get your letters from you pension provider, talk to someone before you commit to anything. You might be pleasantly surprised!

Have you made the most of your ISA allowance for this tax year?  You can invest up to £20,000 per tax year so don't miss...
27/02/2023

Have you made the most of your ISA allowance for this tax year?

You can invest up to £20,000 per tax year so don't miss out as the deadline of 5th April is fast approaching.

Get in touch now and see how Lawton & Taylor can help you make the most out of your savings.

15/08/2021

Recently we have been spending a lot of time helping people to consolidate multiple workplace and personal pensions into one, easy to manage and often cheaper, plan.

If you think this is is something we could help you with, please get in touch and see how we can help you with your retirement planning.

Do you fully understand your protection needs?With the increase in online brokers and services offering cheap deals on l...
20/05/2021

Do you fully understand your protection needs?

With the increase in online brokers and services offering cheap deals on life cover, it is becoming easier and easier to set yourself up with some protection. But at what cost?

Let's look at an example.
You decide you want to get an ice cream for you and your family and head to your local ice cream shop. You have a choice of 20 different flavours of ice cream all of it looking delicious and freshly made.

You choose your favourite flavour (chocolate of course) and turn to see what your kids want. Your eldest has decided that they actually want a chocolate bar, your youngest wants to eat a toy dinosaur whilst your partner, is trying to cover you all in sun cream, find somewhere for lunch and making sure you remember that they are lactose intolerant.

Sometimes, when you are given a choice, all you are seeing is different versions of the same thing, when what you actually need is something else entirely.

Do you need to protect your income if you can't work? What happens if you get ill or are in an accident and can't cover your mortgage payments? What if your partner get's ill and you have to care for them?

If you have a policy already in place, are thinking about taking one out, or would like some more information about what your options are, get in touch with us now and see how we can help.

30/11/2020

In the lead up to Christmas, and the end of 2020, let us give you some peace of mind when it comes to your finances. We can help with your pensions, mortgages, investments and protection needs. Please get in touch to see how we can help.

In light of what is still affecting people around the world in terms of Coronavirus, I have had the opportunity for a li...
11/11/2020

In light of what is still affecting people around the world in terms of Coronavirus, I have had the opportunity for a little self reflection, especially considering that I have just welcomed to the world the newest member of our family.

In short, what would happen to my family if I could no longer work to provide an income through illness or if I wasn't around anymore?

Everyone's circumstances are different but for me, it would mean that my family would suffer. They would probably have to sell the family home to clear the mortgage and would struggle to afford paying the bills let alone any luxuries. The thought of potentially putting them through this when there is something that I could have done would be heartbreaking.

If you, or someone you know, would like to know how we can help protect you and your loved ones in the case of a serious illness or death, please get in touch and we can help to give you the peace of mind that we all need right now.

Address

118 Normoss Road
Blackpool
FY38QP

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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