Independent financial advice you can trust

Create a future to look forward to with truly effective, independent financial planning.

simplicity, trust and transparency every step of the way.

We are financial planners that will work with you to protect your finances and investments, with simplicity, trust and transparency every step of the way.

Pilling Financial is headed by Andrew Pilling, a financial planner who brings over 25 years of experience in financial services. We are dedicated to providing independent financial advice tailored to meet your needs.

Whether you are approaching retirement, have recently retired or have have just started thinking about retirement planning, we have a service to suit everyone.

Asset Management for all

Retirement Planning

Are you approaching retirement or considering accessing some of your pension funds?

Pensions

Many people retire on less retirement income than they would like because of a lack of pension planning. Although there can be other aspects of your overall retirement plan such as savings and investments, a pension is a vital part of funding most people’s retirement.

Savings & Investments

Savings and investments can form an important part of the financial plan for many of our clients. Where to place, protect and grow their hard earned income? Working with an experienced and expert independent financial planner can make all the difference to how your money can grow.

Estate Planning

Are you concerned about what will happen to your estate on your death? What inheritance tax would be payable by your executors? Do you want to protect your benefactors as much as possible from having to relinquish a large proportion of your hard earned assets?

Family Protection

For many of our clients, one of their primary focuses is ensuring that their dependants and loved ones are taken care of, no matter what life throws at them. Illness, accidents and unexpected deaths can happen to all families and it’s important to take the right steps in family protection for you and your family.

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Anyone choosing to work with Pilling Financial can feel assured that they have your interests at heart and all advice will be tailored to your needs. I have worked with Andrew for many, many years and will continue to do so.

– AP, Heaton, Newcastle upon Tyne

Our Lifestyle Financial Planning Model

Using our Lifestyle Financial Planning Model, we will ensure all changes to your circumstances and needs are incorporated, keeping your finances and goals on track.

As a firm of Independent Financial Advisers (IFA) with a focus on retirement planning, family financial planning and savings and investment advice, we are here to help you at any stage of your life. So, if you are looking for a financial planner who can work with you, every step of the way to ensure the best outcome for your needs and circumstances, Andrew Pilling will offer you expert, sound advice on an ongoing basis.

Whatever you need, we’ve got you covered.

The value of an investment and income from it can go down as well as up. Your capital is at risk.