Welcome to Walmsley Financial Planning Ltd
Our straight-talking approach and core values on trust, responsibility and sustainability are at the heart of Walmsley Financial Planning and at the heart of all our financial advice. Whether its financial planning you want, financial advice or business planning, we pride ourselves on always being at the end of a phone or email. We are based in the Lancaster area, but we service clients in the surrounding area and beyond.
What we do
We start with the end in mind. Helping you to become clear about what you want and what this means in terms of your financial future. We work with you to achieve this by building a tailored financial plan involving regular support, guidance, and financial advice. This is a partnership.
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Testimonials
SJP Approved 15/01/2026
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
