Lawton & Taylor Financial Services Ltd

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

As we move into a new tax year, it’s a natural time to take stock of your finances.Allowances have reset, markets contin...
16/04/2026

As we move into a new tax year, it’s a natural time to take stock of your finances.

Allowances have reset, markets continue to shift, and the decisions you make now can have a lasting impact on your long-term plans.

Whether it’s making full use of your ISA allowance, reviewing your investment strategy, or ensuring your portfolio is positioned appropriately for the year ahead, a proactive approach can make all the difference.

With ongoing uncertainty in inflation, interest rates, and global markets, staying invested is only part of the equation — being invested wisely is what matters.

If you haven’t reviewed your financial position recently, now is a great opportunity to ensure everything is working as efficiently as it should be.

Feel free to get in touch if you’d like a fresh perspective.

— Lawton and Taylor Financial Services Limited

💡 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.

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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