Business Details
Your Trusted Financial Partner in Preston
At Longton Fs, we provide clear, pragmatic, and independent financial advice tailored to life's evolving journey. With over 75 years of combined experience, our team prioritises understanding clients' unique circumstances to help achieve their financial goals. We specialise in pensions, investments, estate planning, and protection, offering impartial guidance across the whole market. Our approach combines deep industry knowledge with a commitment to transparency, ensuring clients receive jargon-free advice aligned with their needs. As an FCA-authorised firm, we uphold rigorous standards of professionalism while maintaining long-term client relationships built on trust. Our team's expertise spans decades, including governance roles in local institutions and continuous professional development to stay at the forefront of financial planning.We believe in empowering clients through education, enabling informed decisions about their financial future while addressing tax efficiency and legacy planning. Our holistic methodology considers all aspects of wealth management, from retirement income strategies to intergenerational wealth transfer. Client satisfaction remains central to our practice, reflected in testimonials highlighting our attentive service and strategic acumen. We remain dedicated to adapting our advice as clients' lives and financial landscapes evolve.
Services
Financial Planning
Pension Advice
Investment Management
Estate Planning
Protection Insurance
Highlights and features
- We combine over 75 years of collective financial planning experience
- Our FCA-authorised status ensures rigorous professional standards
- Personalised approach focusing on clients' unique circumstances
- Jargon-free advice across whole-of-market products
- Holistic wealth management covering pensions, investments, and estate planning
Associations and certifications
- Financial Conduct Authority
What people say
Professional and friendly manner
Excellent service over 8 years
Trustworthy and competent management
Confidence in future plans
Rescued from financial wilderness
Services
Financial Planning
We create tailored financial plans addressing clients' unique goals across different life stages. Our independent advisers assess risk profiles and market opportunities to develop strategies that optimise wealth growth and preservation. Services cover cashflow modelling, tax efficiency, and multi-generational wealth transfer planning.
Pension Advice
Our specialists help consolidate complex pension arrangements into cohesive retirement strategies. We evaluate personal pensions, SIPPs, and workplace schemes to maximise income potential while considering tax implications. Services include income drawdown options and annuity reviews tailored to individual circumstances.
Investment Management
We construct diversified investment portfolios using ISAs, unit trusts, ETFs, and investment trusts. Our approach balances risk and return objectives through regular portfolio reviews and market analysis. Clients benefit from access to the entire investment spectrum while maintaining tax-efficient structures.
Estate Planning
Our experts develop tax-efficient estate plans using trusts, wills, and gifting strategies. We help clients preserve wealth for beneficiaries while minimising inheritance tax liabilities. Services include lasting power of attorney arrangements and intergenerational wealth transfer planning.
Protection Insurance
We provide comprehensive protection solutions including life insurance, critical illness cover, and private medical insurance. Our advice ensures financial security for dependants while addressing business continuity needs. Policies are tailored to individual risk profiles and family circumstances.
People
Deryck Teasdale
Partner and IFA
With over 30 years' experience since the 1988 Financial Services Act introduction, Deryck specialises in building long-term client relationships. His expertise includes pensions, investments, and school governance contributions.
Martin Kendrick
Partner
A Chartered Accountant with 30+ years in financial advice, Martin focuses on pensions and wealth management. He combines technical expertise with clear communication to simplify complex financial concepts.
Kate Bromby
Partner and IFA
Qualified Chartered Management Accountant transitioning to financial advice in 2018. Kate combines family wealth management experience with ongoing professional development towards Chartered Financial Planner status.
Lynn Alston
Office Manager
Managing daily operations since 2008, Lynn serves as primary client contact. Her organisational skills ensure smooth service delivery while balancing family commitments with international travel.
Questions
What financial services do you specialise in?
We specialise in pensions, investments, estate planning, and protection insurance tailored to individual circumstances.
How do you approach financial planning?
We begin by understanding your goals, then create custom strategies using whole-of-market research and regular reviews.
Are you regulated by financial authorities?
Yes, we're authorised and regulated by the Financial Conduct Authority (reference 741579).
Do you serve clients outside Preston?
While based in Preston, we work with clients across Lancashire and throughout the UK.
How are your services charged?
We provide transparent fee structures tailored to service complexity, always discussed upfront with no hidden costs.
Can you help with existing pension arrangements?
Yes, we review and consolidate existing pensions to optimise retirement outcomes and simplify management.
