Financial Services

We are not authorised under the Financial Services and Markets Act 2000, but are able to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England and Wales.

Due to this restriction, we can now provide access to professional and award winning financial advice through Lonsdale Financial Services, who offer a full wealth management service, including planning for retirement, inheritance tax and investments.

Contact

Lancaster: Jeff Bellamy FCA
01524 67371
jeff@cwr-accountants.co.uk

Morecambe: Peter Bracewell FCA
01524 412318
peter@cwr-accountants.co.uk