Welcome to Walmsley Financial Planning Ltd
You’ve worked hard, built your business and created a life you’re proud of. Now let’s make the most of it.
Our straight-talking approach, built around trust, responsibility and sustainability, puts you and your goals at the heart of everything we do. We provide clear, honest financial planning, financial advice and business planning, helping you prepare for life’s milestones, protect what matters and make the most of your future.
Based in the Lancaster and Morecambe area, we work with clients across the surrounding area and beyond – always with a friendly, straight-talking, down-to-earth approach and always at the end of a phone or email.
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.
Testimonials
Addresses
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.
