Welcome to Maltby Financial Services

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Our Services

We offer a full range of mortgage and protection services. See below for some of our most popular.

  • service

    Protection

    You can protect yourself and your family financially by making money available...

    Protection
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  • service

    Income Protection

    This provides income where you are ill or injured, and as a result your income through employment or...

    Income Protection
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  • service

    Mortgages

    Mortgages are loans which are intended to help buyers purchase residential property...

    Mortgages
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  • service

    First Time Buyer

    The prospect of buying your first home could be both daunting and confusing. 

    First Time Buyer
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  • service

    Remortgaging

    Whether you are looking at consolidating your debts, raising money for home improvements...

    Remortgaging
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Financial Advisers Located in Chorley, Lancashire

Financial Advisers Located in Chorley, Lancashire

Welcome to Maltby Financial Services

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 07801 333 570 or email us at [email protected] and we'll be pleased to help you.

OUR PLAN FOR YOU

OUR PLAN FOR YOU

Here's how we formulate the plan towards Your Goals

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

  • ABOUT YOU

    We meet together to discuss your personal circumstances and your current financial situation.

  • YOUR GOALS & AMBITIONS

    Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

  • ANALYSIS

    We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan

  • HOW TO GET THERE

    So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

  • IMPLEMENTATION

    It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

  • REVIEW THE PLAN & PROGRESS UPDATES

    If required, review dates will be agreed and can take place annually or more regularly if required or requested.

Need something specific? Get in touch today!

Request a call back

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See What Our Clients Have to Say About Us

By a verified client in Manchester

What were the circumstances that caused you to initially look for an adviser?

Our fixed term mortgage was coming to an end and we were looking to find a new provider

How has Nick Oliver helped you?

Nick has helped with our second charge, arranging solicitors and dealing with mortgage lenders to ensure we get a better rate

Have you seen the outcome you were hoping for?

We are still waiting to finalise things, waiting on solicitors but so far Nick has done everything we needed him to do

What could they have done better?

Nothing

By a verified client in Cheshire

What were the circumstances that caused you to initially look for an adviser?

We were remortgaging at a time where interest rates had risen significantly and wanted the best deal

How has Nick Oliver helped you?

We’ve remortgaged with him twice now and both times has saved us a significant amount of money. Also keeps us organised and reminds us when the best time is for us to remortgage

Have you seen the outcome you were hoping for?

Absolutely, we signed our remortgage just before rates went up due to nicks proactive approach

What could they have done better?

Nothing - keep doing what you’re doing!

By a verified client in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Was given the opportunity to buy my rented home off my landlord

How has Nick Oliver helped you?

Nick has helped me with pretty much every aspect of getting my 1st mortgage

Have you seen the outcome you were hoping for?

Absolutely

By a verified client in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Current mortgage rate expiring and Updated financial situation.

How has Nick Oliver helped you?

Provided market awareness and product advice as well about term length that allowed us to make a decision.

Have you seen the outcome you were hoping for?

Absolutely and Nick checked in to make sure all was as expected afterwards

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Would you like to speak to a person? Contact us today

Where we are

Whether you're ready to start planning your financial future or simply have questions, we're here to help. Get in touch with our team or visit us at one of our offices—we're always happy to connect and guide you toward your wealth goals.
11 Maltby Square, Buckshaw Village, Chorley, PR7 7GN