Financial advisers serving Fylde

Our IFAs serving Fylde can provide a range of financial advice including investments, pension advice and tax planning.

Lytham Windmill situated on Lytham Green in the coastal town of Lytham St Annes, Lancashire

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Our nation-wide team includes financial planners serving Fylde. They are passionate about helping people, just like you, manage their money more effectively.

Apparently Norse for ‘Field’, Fylde is an attractive and varied part of Lancashire. From the urban towns of Preston and Blackpool, to the award-winning beaches and historic St Anne’s pier. You’ll find a range of independent shops in Lytham and Kirkham, while music lovers enjoy the annual Lytham festival and golfers have a choice of courses from 18 hole to mini links.

Amber River has a highly-qualified team of independent financial advisers in Altrincham and the surrounding areas. Our advisers sit on the same side of the table as you. They take the time to listen and ask questions first, so they understand precisely what matters most to you.

They’ll formulate a bespoke financial life plan, carefully laying down the stepping stones that will enable you to reach the goals and ambitions you’ve set for your business, family and future. They are your financial guide, long-term mentor and friend, helping you stay on track at every major milestone you pass.

We go beyond financial advice. This is Life Landscaping®

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Our Fylde Financial Advisers

Here are some of the faces and stories behind our financial advisers in Fylde.

James Curry
James Curry

Chartered Financial Planner

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Neil Wilson

Independent Financial Adviser

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Jon Neale

Senior Associate Director, Chartered Financial Planner

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Rob Squibbs

Senior Associate Director, Independent Financial Adviser

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Steve Cook
Steve Cook

Independent Financial Adviser

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John Phillips
John Phillips

Financial Planning Manager

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David Houghton

Associate Director, Chartered Financial Planner

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Giselle Clayton
Giselle Clayton

Independent Financial Adviser

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Andrew Sutherland

Associate Director, Independent Financial Adviser

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Ian Rankin
Ian Rankin

Chartered Financial Planner

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Jen Lancaster
Jennifer Lancaster

Independent Financial Adviser

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Roger Lavecchia
Roger Lavecchia

Associate Director, Independent Financial Adviser

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David Ryder IFA
David Ryder

Financial Planning Consultant

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Mark O’Neill

Director, Chartered Financial Planner

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John Addis

Senior Associate Director, Chartered Financial Planner

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Paul Mullin
Paul Mullin

Chartered Financial Planner

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Andrew Horrocks

Independent Financial Adviser

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Peter Ashcroft

Associate Director, Independent Financial Adviser

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John Brady

Associate Director, Independent Financial Adviser

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Mike Clarke

Director, Chartered Financial Planner

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Mark Russel

Senior Associate Director, Chartered Financial Planner

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David Oversby

Senior Associate Director, Chartered Financial Planner

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Financial advice we offer

Whatever your hopes and dreams, and wherever you are in life, there are inevitably some important decisions and moments that can be difficult and time-consuming to work through. That’s why our team includes people with experience and technical knowledge spanning the financial planning spectrum, from the more straightforward to the most complex.

Financial advice

What our clients say
Small, but important print

Amber River Group companies adhere to the FCAs principles of Treating Customers Fairly (TCF).

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

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