About Us.
People with a passion for proper financial planning.
We Understand Everyone Has different Financial Circumstances.
Established in 2016, we are backed by over 40 years experience in the financial services industry. ​Our aim is to give our clients a personal, professional service they can trust, as we continue to help clients past, present and future with their financial planning needs.​ We offer holistic financial planning to help you make sense of an ever more complicated financial world.
Whilst being based in the historic city of Lancaster in the North West, we like to think that we are a very diverse company. We serve a broad and interesting array of existing clients that have exposed us to all different types of circumstances, situations and backgrounds. Despite this, it is important for us to stress that everyone has different circumstances, and we will therefore undertake a personalised and tailored approach that focuses on your specific needs and desires.
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It is our aim to help you understand both your financial position now and what may need to be done to achieve your goals in the future.
Whilst being a small company, we are backed by a large and comprehensive support network. As apart of the 2plan network, Help For Wealth is able to draw on the support of expert experience and knowledge within the financial sector, polishing the service we can provide to you.
We are independent, therefore we work for you, not any providers. We will consider the the whole of the marketplace and develop a strategy that is suited to your individual needs.
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Whether you are just starting your financial journey or you have reached retirement, we have clients of all ages and understand that circumstances develop over time, we therefore provide robust ongoing reviews and servicing to ensure continued suitability. In todays economic environment, it is now as important as ever, to consider your financial position and what you want to achieve.
independent and
holistic planning
Proudly Experienced
Backed by 40+ years experience
Specifically Tailored
to your circumstances
Meet the Team.
Here's a look at the faces behind the business, feel free to email any of us if you have any questions.
Director & Financial Planner
Andrew Rawcliffe
Andrew founded Help For Wealth in 2016 with one clear objective, to provide his clients with a great service that larger companies often lack. Now nearing 40 years in financial services, Andrew continues to help clients navigate a complicated environment with the same ethos.
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Research Manager
Lindsay Davies
Joining in 2023, Lindsay brings a tremendous amount of technical knowledge of both financial services and it's products. Having previously been an adviser, Lindsay has experience in both advising and paraplanning.
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Financial Planner
Matthew Rawcliffe
Having gained his Degree in International Business Management, Matthew joined us in 2021. With a keen interest in finance, business and politics, Matthew obtained his Diploma in Financial Planning in 2024 and now advises on investments, pensions, protection and estate planning.
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Client Servicing Manager
Clare Spelling
With her Degree in Psychology, Clare joined Help For Wealth in 2017 and has since worked directly with our clients to help them with their queries. In her spare time Clare is a keen photographer, and loves to travel.
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The value of good advice shouldn't be underestimated.
Understanding that everyone has different circumstances, needs goals and aspirations is the single biggest aspect of proper financial planning. We will develop a bespoke plan for you regardless of the value of investment, customer service is at the heart of what we do, the most important thing to us is that our clients completely understand the financial advice process and is happy with the outcome.
The first consultation will always carry no obligation and will be completely free.
Our Advice Process.
​A robust and clear advice process is important to us. We want to ensure that you are always in control, clear about your options, and comfortable with your decision. We follow a four-step process making sure understand the whole financial advice process.
Consultation
This is the introduction stage, this is where you will get to know more about who we are and what we do. It is here we will get to know you better, by identifying your goals and objectives and understanding your financial position. At this stage, we will review any existing plans, and look to see how we might be able to add value.
Advice
Once we've met, it is then our job to go away and devise a strategy for you. We will assess your objectives and take into account your whole financial position. Taking into account aspects like, your attitude to risk, capacity for loss, and investment principles. We will then present our plan to you and our reasoning and evidence for it, you will receive a physical report, helping you make an informed decision.
Implementation
Once you're happy, we will go ahead with implementing the strategy. We will fill out any necessary forms, and apply to the product providers, and follow the application through from start to finish. After we will supply you with the necessary policy documentation.
Ongoing Service
Going forward, you will be offered a full financial review each year, it is within this that we will assess the continued suitability of your investment or policy and review your attitude to risk and capacity for loss. We will give you a market update and answer any questions or queries you may have. We can assess any changes to your financial position and how they might impact your investments or policies and we can discuss any further planning that you may desire.
It is never too early
to start planning.
You are never too young to consider your financial position, and what you want to achieve in the future. We can help you construct and implement the plan that best suits your needs, whilst reviewing its continued suitability considering life's constant curveballs.