About the Money Advice Clinic

Based in the heart of Lancashire, our dedicated staff at Money Advice Clinic, and our associate partners, promise to put your needs first and provide a one-stop-shop for all of your financial requirements.
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About us
Every single discussion that you have with the Money Advice Clinic will be as simple and transparent as possible.

Our advice is personal to your wants, needs, circumstances and the stage of life you occupy so you can gain financial independence and maintain it throughout your life journey.

We are specialists and work ethically in the following areas:

  • Mortgage Advisers
  • Insurance Brokers
  • Will Writers

We also provide Financial Coaching to help you:

  • Get in control and stay on track with your money
  • Achieve and maintain the lifestyle you want
  • Succeed with your financial goals.
  • Get quicker and better results in comparison to you trying to figure it out for yourself

The MONEY ADVICE CLINIC approach to advice is geared towards:

  • Saving you time and money
  • Helping you get the right financial products at the right price
  • Giving you confidence from people in the know
  • Keeping you on track with your life and money journey

Book an appointment

Get in touch if you would like to speak to one of our expert money advisers.

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Paul Dolphin

Founder

I sincerely believe the financial advice industry should be doing more than just provide advice for financial products!

We should be doing more to help people with day to day money management issues and help them achieve their life and money goals – For this reason I named our company Money Advice Clinic.

Yes we provide advice for your Mortgage, Insurance and Will Writing needs and if thats all you require, rest assured your in safe hands.

If you’re looking for more added value, we’re also here to talk through and provide solutions for your plans and concerns. We also go beyond this with our financial coaching service which can help take your life to the next level with your money.

Advice You Can Trust

I’ve been in the financial advice sector since 1997, holding qualifications that have allowed me to advise on mortgages, insurance, pensions and investments and wills throughout my career. The knowledge, experience and skills I have gained will benefit the quality of advice you receive from Money Advice Clinic.

In 2008, I gave up my pension and investment advice permissions so I could become more specialised on being a Mortgage & Insurance Adviser and Will Writer.

This also freed up time for me to spend 10 years on researching and developing real effective solutions to aid the improvement of money management in the home with the goal to help people achieve their financial goals and desired lifestyle.  This lead to me creating our financial coaching programme and you can read our financial coaching testimonials here.

In 2018, I took the next step to rebrand the business as Money Advice Clinic to represent the added value and service we offer.

Paul Dolphin
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We're Well Connected…

We have close working relationships with other specialist advisers from 3rd party companies, so you can benefit from an all-round service:

  • Ian Trafford

    Ian Trafford

    Pension & Investment Adviser

  • Catherine Roberts

    Catherine Roberts

    Private Health Insurance Adviser

  • Leigh Bass

    Leigh Bass

    Equity Release & Lifetime Mortgage Adviser

  • Robin Oatridge & Co

    Paul Woodburn

    Tax Planning Adviser

  • napthens solicitors

    Napthens Solicitors

    Conveyancer

  • Roger Hardwick

    Surveyor

Make An Enquiry

Looking to improve your finances? Get in touch and discover how one of our personal money workout programmes can help.

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“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

“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