Financial advice to help you live the life you want

Since 2004, Money Advice Clinic has been providing people with trusted and respected financial advice.
Based in Preston, we offer you advice to help you achieve your aspirations.
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Our Financial Advice Services

You can arrange a meeting at a time that is convenient for you:

Face to Face | Zoom / Teams | Telephone

Appointments are available Monday to Saturday and Evening Meetings are available Monday to Friday only.

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Mortgage Advice

We have access to over thousands of deals from over 90 mortgage companies and we take care of all the paperwork to save you time and money.

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Insurance Advice

We will research the market and review the small print to find you the right insurance policy at the right price so you can protect your families future.

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Make a Will

We will consider your circumstances and furthermore we will clearly explain your options so you can have complete peace of mind.

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FREE Initial Consultation

Let’s talk things over and start your journey to accomplish your goals and to overcome what’s holding you back.

Financial Advice is not just about products, we’re also here to answer your questions and to help you think things through so you can keep moving forward with your life and money.

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Your Home (or property) may be repossessed if you do not keep up repayments on your mortgage or any other debts secured on it.
There may be a fee for mortgage advice. The precise amount will depend upon your circumstances.

Paul Dolphin

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If you are looking for financial advice, get in touch to speak with one of our advisers

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Here to help with all your finance advice needs…

We have partnered with other specialist companies, so you can benefit from an all round financial advice service.

Pensions

Looking to start, increase or review your pension? Our partner is able to assist with all your personal & company pension enquiries.

Investments

Are you wanting to save regularly or invest a lump sum? Or are you looking for a better return on your money? Our partner is able to assist in a tax efficient manner.

Private Health Insurance

Our partner specialises in cash plans, full medical cover and employee schemes, and has full access to various products on the market.

Equity Release

A dedicated partner to ensure you get the right advice on releasing capital from your property whilst in retirement.

Conveyancing

We have partners in place to assist with purchases, sales and a re-mortgaging of your property for personal and business purposes.

Tax Planning

Specialist tax partner who provide solutions for Income, Capital Gains, Inheritance Tax and any business planning matters.

Surveys

Nationwide valuations for any detailed assessments you need or to buy out the Help to Buy interest on your property.

EPC Certificates

Nationwide coverage for this legal requirement for when you’re selling or letting a residential or commercial property.

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Make An Enquiry

Looking for financial advice? Get in touch and book your FREE Initial Consultation so you can start moving forward with your life and money.

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“Paul is a highly experienced financial advisor who has the unique capacity to communicate complex issues in a very straightforward and understandable manner with the sole objective of improving a client’s financial position.

I would have no hesitation in recommending Paul for a highly personalised financial advisory service.”

Mr P WalshPreston

“Paul is a creative strategic thinker, who can juggle many different facets throughout a project. His ability to keep hold of the final vision and maintain quality throughout the concept stage is incredible. Aside from that he is good fun to be around and great company.”

Mrs K PeacockChorley