Independent Financial Advice
The practice is headed by Andrew Pilling, an independent financial adviser (IFA) who brings over 32 years experience in financial planning. We are focused on our clients needs and dedicated to provide a customer service which is tailored to meet your individual needs.
Lifestyle Financial Planning
Using our Lifestyle Financial Planning Model, we create personalised financial plans for our clients, working alongside them to help them to set financial goals, maximise the impact of their financial assets and to swiftly take onboard any changes to these goals and their circumstances.
Whether you are approaching retirement and need help with your options, are nearer the beginning of your working life and want to plan for the years ahead or now have further capital to invest, we can help you with our expert, independent financial advice
Pilling Financial offers trustworthy, expert and independent financial advice and asset management whatever your situation or stage of life.
Asset Management for all
Pilling Financial can work for you on the following;
Financial planning you can trust
We are proud of the high quality of the advice and support that we offer our clients. Our comfortable and private offices are located in the Sanderson Arcade at the centre of the prosperous market town of Morpeth in Northumberland but we work with clients across the North East region. We offer face to face meetings at our offices or wherever you are.
We are proud of the comprehensive and professional service we provide to our clients. However if you wish to make a complaint, please contact us. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567
Pilling Financial Ltd. Registered in England and Wales Number 5958862.
Pilling Financial Ltd. is authorised and regulated by the Financial Conduct Authority under number 625337. Click here to view the FCA Register.
Visit The Financial Conduct Authority website for more information.
Please note: The advice and / or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. The value of an investment and income from it can go down as well as up. Your capital is at risk.
Meet The Team
Andrew
Andrew is the Director of Pilling Financial, with over 32 years experience, as an Independent Financial Adviser and 21 of those as a business owner. Andrew’s success is largely due to client recommendations, and relationships built on honesty, transparency and reliability.
He often manages the finances of three generations of the same family.
He is married with two sons age 24 and 23. When he’s not working, Andrew enjoys spending time with family and playing golf with his lovely wife Caroline.
Andrew loves all sports although more as a spectator than participant nowadays.
Lyndsey
Lyndsey is the Office Manager at Pilling Financial and has worked here over 20 years. Her role involves making sure all the client’s recommendations are actioned and put in place in a timely manner. She helps collate management Information for the FCA and manage the client portal which enables clients to view their Investments.
Outside of work Lyndsey is very passionate about helping people deal with medical hair loss , running her own business as a wig supplier to the NHS, This is something, very close to Lyndsey’s heart.
She loves spending time with her family and gorgeous boxer dog Bella. On weekends she enjoys nothing more than relaxing in her hot tub or visiting the caravan in amble.
Teri
Teri is our Senior Paraplanner and has been with Pilling Financial for over seven years, she holds the level 6 Advanced Financial Planning Diploma with the CISI.
She has worked in financial services for over twenty years and enjoys being the bridge between advisers’ technical recommendations and clients’ understanding. Teri loves turning complex financial data into clear, actionable plans that help give people confidence in their future.
Outside of work, she enjoys exploring the beautiful Northumberland countryside and coast with her husband and eight-year-old son.
Joanne
Joanne has been working as a PA to Andrew for almost four years. Passionate about making every visitor feel valued from the moment they walk through the door, she combines strong organisational skills with a friendly, approachable manner. Whether managing calls, coordinating meetings, or assisting colleagues, Joanne takes pride in keeping operations running smoothly.
As Andrew’s dedicated Personal Assistant, she thrives on making his working life easier. From managing his busy schedules to coordinating last minute travel changes, she brings calm, organisation, and a proactive mindset to every task.
Mum to a 26 year old son and three rescue cats, Joanne is a huge animal lover, who often rescues and rehabilitates injured wildlife. A big sports fan, Joanne can be found watching most sports from football to darts, but her real passions are motorbike racing, cycling and rugby.