Best Financial Advisors in Accrington

The highest-rated Financial Planning & Wealth Management companies out of 34 vetted & reviewed in the Accrington area.

Open Financial Services

Open Financial Services

(21)
  • Company
  • Professional
  • Questions
“Amazing experience! All processes were very smooth and extremely quickly 1 month from first contact do pick up the keys to the property. It is a second property within 10 months with a Open Financial Solutions Ltd. Through the all process, they were ...”
55 Abbey St, Accrington BB5 1EH
i
Haworths Financial Services

Haworths Financial Services

(13)
Mortgages, Financial Planning, Business Protection
“My girlfriend and I used howarth's to help us in our first house purchase. Could not fault them, great service and communication throughout. Special thanks to Ben who helped us every step of the way.”
Suite 7, The Globe Centre St James Square, St James Square, Accrington BB5 0RE
i
D J Brewster Financial Consultancy Services

D J Brewster Financial Consultancy Services

(1)
“They have provided an excellent service. They have helped me set up a pension and helped protect my income in case I'm unable to work. I highly recommend them.”
Unit 3, Barnfield House, Accrington Rd, Blackburn BB1 3NY
i
McGrath Wealth Management

McGrath Wealth Management

Offers Financing Options
The Globe Centre St James Square, Accrington BB5 0RE
i
Magnum Financial Solutions

Magnum Financial Solutions

(50)
Pensions, Mortgages, Insurance
“Simon is fantastic and sorts everything for you! Great service, he couldn't do more! Got us a great deal 5 star Positive Responsiveness, Quality, Professionalism, Value”
Free Initial Consultation
Business First Centre, Office 112A, Liverpool Rd, Burnley BB12 6HA
i
Christina Clegg Financial Planning Services

Christina Clegg Financial Planning Services

(50)
Pension Reviews, Videos, Free Initial Meeting
“My wife and I have been clients of Adele Cowgill at Christina Clegg for about 3/4 years and have ALWAYS received what we regard good,sound advice.Highly recommended.👍 …”
Transparent Fees & Pricing
Serving Accrington Area
i
Polygon Financial

Polygon Financial

(50)
  • Up to Date
  • Advice
  • Financial Markets
“A word of praise for Polygon Financial Limited and Ashley Parry. Ashley provided us with understandable and accessible advice, taking time to answer questions and guide us through many options. We were given clear written advice to digest in our o...”
Serving Accrington Area
i
Helen Ferneyhough Associates

Helen Ferneyhough Associates

(50)
  • Remortgage
  • Professional
  • First Time Buyer
“I have used Helen's services twice now and each time she has got me the best deal. I wouldn't go anywhere else they always go above and beyond for their clients. Thanks Helen, Sandra and team!”
FIRST FLOOR, 21 Great George St, Wigan WN3 4DL
i
Thomas & Co International Limited

Thomas & Co International Limited

(50)
Financial Planning, Sole Traders, Payroll
“Josh has dealt with my company tax returns and various other company related affairs professionally, I would recommend Thomas and Co for all your company finacial needs.”
Free Initial Consultation
In Business Since 2020
1, Holly House, Mill St, Uppermill, Manchester OL3 6LZ
i
Alexander Ross Mortgages & Financial Planning

Alexander Ross Mortgages & Financial Planning

(40)
  • Professional
  • Solicitor
  • Company
“Dealt with Edward for our mortgage deal and refinance and he was great. Got us an excellent deal and managed to refinance everything at an incredible rate. Delivered the paperwork to our house promptly and his explanation of everything was clear and ...”
37+ Years Experience
Suite 5D, Second Floor, Blackthorn House, Skull House Ln, Appley Bridge, Wigan WN6 9DB
i
ARK Financial Planning

ARK Financial Planning

(39)
  • Information
  • Understand
  • Chat
“I would wholeheartedly recommend ARK Financial Services based on recent experiences. An elderly relative needed support in reviewing some longstanding investments and we were aided in this by Bradley Booth Financial Advisor. Bradley shared his consid...”
Unit 3, Block A, Gatehead Business Park, Delph New Rd, Delph, Oldham OL3 5DE
i
Financial Agent Solutions- Mortgage and Insurance Brokers

Financial Agent Solutions- Mortgage and Insurance Brokers

(34)
  • Work
  • House
  • Company
“Brilliant service and personal approach. Live assistance at every stage of the mortgage process. Irina is the person who will solve any issues and will offer both: professional answers and advice. Cooperation with Financial Agent Solutions LTD will g...”
Transparent Fees & Pricing
In Business Since 2020
Office 4a, City view Offices, 99 Long St, Middleton, Manchester M24 6UN
i
Amber River True Bearing

Amber River True Bearing

(35)
  • Risk
  • Meetings
  • Portfolio
“Our long-standing partnership with True Bearing and Jon Neale has proven very successful in achieving and managing investment portfolios and wealth , as well as longer term pension and ultimately estate planning . Jon's extremely knowledgable , exp...”
In Business Since 2006
Assurance House Chorley Business & Technology Centre, Euxton Ln, Chorley PR7 6TE
i
NRB | Chartered Accountants

NRB | Chartered Accountants

(21)
Online and Cloud Accounting, Internal Audit, Strategic Advisory
“We have used NR Barton for advice and in completion of tax returns for a rental property. We have always liaised with Adrian and the service has always been exemplary. The process has been explained to us clearly and the whole process is undertaken q...”
First Floor, Waterside House, Waterside Dr, Wigan WN3 5AZ
i
Thomas Whiting

Thomas Whiting

(25)
  • Future
  • Insurance
  • Knowledge
“Ashley was very proactive throughout my re mortgage application and the process was very quick and easy. I would highly recommend Thomas Whiting Ltd to anyone. I can't thank Ashley and his team enough for all that they have done and I will definitely...”
Unit 2, 318 Chorley Old Rd, Bolton BL1 4JU
i
Proplan Financial Advice Limited

Proplan Financial Advice Limited

(24)
  • Language
  • Family
  • Review
“We are delighted with the advice that we have received from Steven. He is engaging and informative and has recently analysed our finances, suggesting changes that will be of real benefit to us. We have no hesitation in giving Steven the highest possi...”
Serving Accrington Area
i
Goodbooks Accountancy

Goodbooks Accountancy

(3)
Bookkeeping, Business Accounting, Payroll Services
“Andrews genuine Yorkshire honesty and vast experience of tax and accountancy has helped me hugely over the last few years. Goodbooks Accountancy made it easy for me to transition from sole trader to LTD company. Andrew is always accommodating and ex...”
Remote Consultations Available
In Business Since 2018
Free Initial Consultation
Family Business
Serving Accrington Area
i
Fox Lifestyle Financial Planning

Fox Lifestyle Financial Planning

(18)
  • Market
  • Pension
  • Number
“We are extremely happy with the advice and support we receive from Steven Fox and highly recommended his financial planning service. Importantly, we are happy with the performance of our investments and how they work for us, supporting our families ...”
In Business Since 2020
25 Winckley Square, Preston PR1 3JJ
i
Halcyon Financial Planning

Halcyon Financial Planning

(9)
  • Adviser
“One of those times in your life when you kick yourself for not doing it sooner. I went to Kevin over two years ago in my late 50's with a notion of retiring in the next few years. After the initial consultation he produced a no obligation to proceed ...”
Remote Consultations Available
Transparent Fees & Pricing
20 Chorley New Rd, Bolton BL1 4AP
i
Logic Wealth Planning

Logic Wealth Planning

(17)
  • Understand
  • Company
  • Work
“I have been a client for 3 years and have received a good level of service from the team. There has always been a high level of communication between me and my adviser Yianni, he has made things simple and easy to understand. I would recommend Logic ...”
In Business Since 2014
Serving Accrington Area
i
Raymond James Ribble Valley

Raymond James Ribble Valley

(21)
Financial Planning, Investment Management, AIM Portfolio Service
“I've been really impressed by the team at Raymond James in Longridge. In particular I'd highly recommend them for their ability to come up with solutions for complex financial circumstances, to present options clearly, to make recommendations without...”
In Business Since 1996
Serving Accrington Area
i
Holcombe Financial Services

Holcombe Financial Services

(20)
Shareholder Protection, Inheritance Tax Planning, Company and Workplace Pensions
“I had the same financial adviser for over twenty years but recently the association ended. Holcombe Financial Services were recommended to me and it has been refreshing dealing with them; they are very professional and although I have been with them...”
Serving Accrington Area
i
Chameleon Financial Planning

Chameleon Financial Planning

(13)
  • Team
  • Retirement
  • Confidence
““I was introduced to Mike Lovell after my previous adviser retired. Mike reviewed everything, tidied a few things up and made everything easier to deal with. Mike & everyone at Chameleon made everything simple and easy to understand. Great service..”...”
Unit 1, Guest House Farm, Runshaw Ln, Chorley PR7 6HD
i
Sterling Solutions

Sterling Solutions

(21)
“I used Sterling Solutions for my life insurance. Mine had run out just as the first lockdown commenced. I got a fast, reliable and efficient service. I was very happy with the service and product I received. Positive Responsiveness, Professionalism”
65 Dale St, Milnrow, Rochdale OL16 3NJ
i

Retirement Planning and Investment Management Services in Accrington Cost Estimates

Minimum cost
£1199
Maximum cost
£10179
National Average
£3593
Avg Per Hour Rates
£361
£2396
£6587
Average price range is based on 328 cost profiles
Click to copy
Successfully copied!
Average Cost £3593
Minimum cost £1199
Maximum cost £10179
Avg Per Hour Rates £361

Average range £2396 to £6587 is based on 328 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top