Liam Winstanley
Danbro Financial Planning Limited
Minimum savings/pensions: Over £50,000
Minimum mortgage: Over £100,000
0330 038 8938
Based in Lytham-St-Annes
View locationChecks carried out by VouchedFor
FCA Regulated
Liam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 08 April 2025
Liam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Liam has not received any client reviews in the past 12 months
Liam has not received any reviews in the last 12 months
Liam has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 04 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Liam has not yet added their qualifications to their profile
Qualifications not yet added
Liam has not yet added their qualifications to their profile
Transparent Fees
Liam has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Liam has provided information on their typical fees
Liam has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
3
Positive First Impressions
67% of VouchedFor users have had a positive (4 or 5 star) first experience with Liam (based on 3 first impressions)
67% of users who are not yet clients had a positive first experience with Liam
67% of VouchedFor users have had a positive (4 or 5 star) first experience with Liam (based on 3 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Liam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 08 April 2025
Liam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Liam has not received any client reviews in the past 12 months
Liam has not received any reviews in the last 12 months
Liam has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 04 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Liam has not yet added their qualifications to their profile
Qualifications not yet added
Liam has not yet added their qualifications to their profile
Transparent Fees
Liam has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Liam has provided information on their typical fees
Liam has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
3
Positive First Impressions
67% of VouchedFor users have had a positive (4 or 5 star) first experience with Liam (based on 3 first impressions)
67% of users who are not yet clients had a positive first experience with Liam
67% of VouchedFor users have had a positive (4 or 5 star) first experience with Liam (based on 3 first impressions)
I am a Chartered Financial Planner with 20+ years' experience in providing financial planning advice to individuals, businesses and trustees. I specialise in helping people formulate a plan and make the right financial decisions for them, in particular surrounding retirement, investment and estate planning issues. Many of my clients are either in (or approaching) retirement and share many of the same concerns about how best to make their assets work for them and their families to give them the lifestyle they want. I believe in providing a high quality advice service in an understandable, honest and approachable manner. Away from work, you'll generally find me with my family or playing/coaching cricket!
Offers available through VouchedFor
Contact Liam through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Liam's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
Danbro Financial Planning is an appointed representative of Sense Network Ltd, which is authorised and regulated by the Financial Conduct Authority.