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Haworths Financial Services have been supporting clients since 1985.

Financial planning that is clear and practical.

We work with both individual and business clients and advise across areas including pensions, investments, life & health insurance, inheritance tax planning, and wider financial strategy.

We also maintain strong relationships with trusted external specialists, giving clients access to related services such as will writing, accountancy, solicitors, and tax support where  needed. Meetings can take place online, at our office, in your home, or at your workplace.

Your goals matter.
The plan shows how to get there.

Your plan is structured to keep things clear and personal from the first conversation through to implementation and review.

01
About you
We begin by understanding your circumstances, your current position, and what matters most to you before shaping the right advice approach.
02
Your Goals & Ambitions
We discuss your ambitions and attitude to risk so the plan reflects where you want to go and what needs to be considered along the way.
03
Analysis
We assess your current financial position and analyse the most suitable routes forward based on your needs.
04
How to get there
We present the plan, explain the recommended advice, and make sure you are comfortable with the strategy before moving ahead.
05
Implementation
Once agreed, recommendations are put into action with clear communication and professional support throughout.
06
Review the Plan
Financial planning inevitably changes over time, with regular reviews and progress updates to keep everything aligned to your evolving circumstances.

Advice from Haworths Financial Services.

We believe making a financial decision should not feel like breaking down jargon or navigating unnecessary complexity. Whether you are planning early in your career or reviewing options later in life, our role is to deliver straightforward, friendly, and professional support.

As a small firm, we take pride in building long-term relationships with clients because trust, clarity, and confidence matter throughout the financial planning journey.

Meet The Team

John McGregor
John McGregor
Director & Financial Planner
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Diane Lund
Diane Lund
Director and Chartered Financial Planner
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Suzanne Jones
Suzanne Jones
Associate Director and Financial Planner
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Stuart Walker
Stuart Walker
Associate Director and Financial Planner
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Paula Hallett
Paula Hallett
Financial Planner & Pension Transfer Specialist
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Ben Jones
Ben Jones
Financial Planner
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Gary Lynch
Gary Lynch
Senior Financial Planner
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Peter Ashcroft
Peter Ashcroft
Financial Planner
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Frazer Liddle
Frazer Liddle
Financial Planner
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Sumi
Sumi
Head Of Operations
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Tricia
Tricia
Paraplanning Manager
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Matthew L
Matthew L
Trainee Paraplanner
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Caroline
Caroline
Adviser Support
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Matthew F
Matthew F
Adviser Support
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Louise
Louise
Adviser Support
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Tracey
Tracey
Adviser Support
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Isabel
Isabel
Office Administrator
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