Welcome to PBS Financial Solutions Ltd, your trusted partner in financial advice. Founded in 2007, our journey began with a commitment to providing personalised, friendly, and independent financial advice. We aim to simplify the world of finance, offering clear and tailored services to meet each client's unique needs and making complex things simple.
Our journey has been marked by growth alongside our clients. Initially focusing on mortgages and insurance moving to investments and pensions, expanding our services to adapt to their changing requirements. From our beginnings in Lancaster and Morecambe, our exceptional service reputation has grown. As our clients expanded across the country, so did we, evolving alongside them as they referred us to their friends and family. Many clients we've assisted now trust us to guide their children as they pursue their financial goals.
As independent advisors, we pride ourselves on unbiased and comprehensive financial guidance. Our experienced team is dedicated to simplicity and reliability, ensuring that navigating your financial journey is both clear and straightforward.
As a local firm we like to give back to the community and be involved in supporting the local clubs and charities. Together, let's navigate your financial journey towards a future of success and security.
Our commitment to tailoring advice means each client receives guidance crafted to fit their unique needs. We believe in simplifying the complex world of finance for you.
From mortgages and insurance to investments and pensions, our all-encompassing services adjust to your changing needs. As independent advisors, we take pride in providing unbiased and thorough financial guidance.
Regulated by the Financial Conduct Authority and a member of the Chartered Insurance Institute, we uphold the highest standards. As a local firm, we actively contribute to our community through participation in local clubs and charities.
Arrange your initial consultation now - we offer advice face to face, by phone or video call.
