About Us

Welcome to Maplewood Financial Solutions

A little more about us

I have been providing Pension & Investment advice to clients throughout the North West and Cumbria for over thirty years, my main focus continues to be on building long term relationships with individuals & families and I also help local businesses adhere to their workplace Pension obligations.

I value my status as an Independent Financial Adviser and I work with numerous product providers to ensure my clients receive the most suitable advice to help them achieve their long term financial goals.

Outside of work I am the Gift Aid secretary at St Thomas Church and I volunteer for the Chaplaincy department at the Royal Lancaster Infirmary.

Why Choose Maplewood Financial Solutions

Portfolio Construction

Choosing the right funds for you

Investment Risk

Understanding risk and reward.

Investment Committee

Our Investment Committee meet on a quarterly basis

Ongoing Review Service

We focus on building long term relationships with clients.

Have a question or need advice?

Get In Touch

Maplewood Financial Solutions is a trading name of Maplewood Training Solutions Limited, which is authorised and regulated by the Financial Conduct Authority.

FCA No 979950, Companies House No 08513940

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The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

Maplewood Training Solutions Ltd T/A Maplewood Financial Solutions. Registered office address: 16 Maplewood Gardens, Lancaster, Lancs, LA1 4PE. Registered in England. No: 08513940.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses can't resolve themselves.
To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk