Best Financial Advisors in Accrington

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

Haworths Financial Services

Haworths Financial Services

(11)
Mortgages, Financial Planning, Business Protection
“Fantastic service from Ben Jones. So professional and explains every step so clearly. Used for an investment and mortgage and service was outstanding. Ben's knowledge and tenacious attitude resulted in me getting the best deal. Cannot recommend highl...”
Suite 7, The Globe Centre St James Square, Accrington BB5 0RE
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Open Financial Solutions

Open Financial Solutions

(11)
“I had a chance to work with Dorota Przybyl and Open Financial Solutions team at 3 different occasions so far. It is great to know that I have such a fantastic back up in regards financing my new house purchases. Dorota always get back to me when I re...”
55 Abbey St, Accrington BB5 1EH
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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
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D L A Financial Services

D L A Financial Services

(5)
“I genuinely believe these are the best in the business. I don't really write many reviews, especially when it's a good review, but I had to with DLA. Ive used them on many occasions, and will continue to, as they make remortgaging or getting a mortga...”
10 Blackburn Rd, Accrington BB5 1HD
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McGrath Wealth Management

McGrath Wealth Management

“I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development, this, along with the pride and dedication that I place on developing solid personal relationships with my client...”
Offers Financing Options
The Globe Centre St James Square, Accrington BB5 0RE
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Thomas and Co Accounting Limited

Thomas and Co Accounting Limited

(30)
Financial Planning, Sole Traders, Payroll
“I've used josh as my accountant now for the last 2 years and he provides a very professional service, he always answers the phone and always replys to every message, I would highly recommend him to any 1 looking for an account who knows what he's doi...”
Free Initial Consultation
In Business Since 2020
1, Holly House, Mill St, Uppermill, Oldham OL3 6LZ
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Raymond James Ribble Valley

Raymond James Ribble Valley

(19)
  • Team
  • Investments
  • Options
“We are very satisfied with the service provided by the team at Raymond James especially Tracey who we have found to be very knowledgeable, professional and approachable. Everything is explained fully and no questions too small. She continues to give ...”
In Business Since 2015
Serving Accrington Area
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Crystal Life Planning Limited

Crystal Life Planning Limited

(3)
“Can't recommend crystal life enough, I used them for my will and it was a very straight forward process and the team were very friendly and helpful!”
Transparent Fees & Pricing
The Old Mill House, Deakins Business Park, Bolton BL7 9RP
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Banks Wealth Management

Banks Wealth Management

(2)
How We Help, Who We Help
“Steve is an excellent financial adviser. With many years in the industry and top level qualifications (equivalent of an masters degree), Steve is extremely well placed to offer you financial advice.”
77 Railway Rd, Brinscall, Chorley PR6 8RJ
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Akorn Financial Advice

Akorn Financial Advice

(1)
Life Insurance, Investments and Financial Planning, Home Insurance
“I was referred to Akorn by a family member for my first mortgage application. I have slightly complicated circumstances and something of a questionable financial history so I didn't really expect to get anywhere any time soon. Jessica was tasked w...”
The Landmark, School Ln, Burnley BB11 1UF
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Blossom Wealth Management

Blossom Wealth Management

(1)
“Blossom deliver a very friendly and caring service. Sarah has been my advisor for a few years and she always has my best interests at heart. She has always given trustworthy, reliable advice and the support is exceptional. Sarah is always available w...”
Serving Accrington Area
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Magnum Financial Solutions

Magnum Financial Solutions

(30)
Pensions, Mortgages, Insurance
“We've used Simon Lister for 8 years now and I couldn't recommended him highly enough! From holding our hands arranging our first mortgage (when we had no idea what we were doing) to continually giving great advice and getting us the best deals over ...”
Free Initial Consultation
Business First Centre, Office 112A, Liverpool Rd, Burnley BB12 6HA
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Gorilla Accounting

Gorilla Accounting

(30)
Gorilla Perks, Freeagent, Making Tax Digital
“I have been using Gorilla Accounting for years and the service is very reliable and professional. With their help, I could concentrate on running my LTD company without worrying about the company account. They also gave practical advice regarding t...”
Transparent Fees & Pricing
In Business Since 2014
Unit B Lynstock Way, Lostock, Bolton BL6 4SG
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Alexander Ross Mortgages & Alexander Ross Wealth Management

Alexander Ross Mortgages & Alexander Ross Wealth Management

(30)
  • Family
  • Questions
  • First Time Buyer
“Excellent and professional service from beginning to end. I had been to other mortgage providers but Alexander Ross Mortgages found the right product and helped me through the whole process. Ed supported me at every stage and sorted out problems and ...”
Free Initial Consultation
37+ Years Experience
Suite 5D, Second Floor, Blackthorn House, Skull House Ln, Appley Bridge, Wigan WN6 9DB
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True Bearing Chartered Financial Planners

True Bearing Chartered Financial Planners

(28)
Financial Education, Pre-Retirement Workshops
“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...”
Licensed
Assurance House Chorley Business & Technology Centre, Euxton Ln, Chorley PR7 6TE
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Helen Ferneyhough Associates

Helen Ferneyhough Associates

(30)
  • Family
  • Stress
  • Professional
“Helen did an evening appointment with us due to work commitments and I have to say her advice was impeccable. The transparency of what she was searching to find the best mortgage deal is something that we haven't seen before. She very much cares that...”
FIRST FLOOR, 21 Great George St, Wigan WN3 4DL
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P. B. Syddall & Co.

P. B. Syddall & Co.

(21)
Personal Services, Business Services, Cloud Accounting
“I have used this company for over 36 years for personal and limited company accounts. They are accessible, professional and approachable and I would wholeheartedly recommend them. Simply excellent service”
81 Chorley Old Rd, Bolton BL1 3AJ
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NRB | Chartered Accountants

NRB | Chartered Accountants

(20)
Outsourced Bookkeeping Services, Tax Planning Services, Strategic Advisory
“Samuel James Events Ltd have been using NR Barton for a number of years, in which they take care of all our accounting, taxation and payroll, as well as advising us on a range of other issues. Their knowledge and expertise in dealing with hospitality...”
First Floor, Waterside House, Waterside Dr, Wigan WN3 5AZ
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Napthens Solicitors

Napthens Solicitors

(25)
#, #
“I have known the Napthen's Team for several years - big firm experience and the right price for SME's. Recently conducted DD work with me on an investment which was handled diligently by Charlotte Walsh reducing a stressful situation to a great expe...”
Transparent Fees & Pricing
Darwen House, Walker Office Park, Walker Rd, Blackburn BB1 2QE
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Halcyon Financial Planning

Halcyon Financial Planning

(8)
“I have been with Kevin for 6 years since just before I retired at 65. Kevin consolidated my various pension pots into a single portfolio which has delivered a significant overall improved performance for me as a 'cautious' investor. Kevin has always ...”
Remote Consultations Available
Transparent Fees & Pricing
20 Chorley New Rd, Bolton BL1 4AP
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Thomas Whiting

Thomas Whiting

(16)
  • Insurance
  • Mortgage
“Ashley always makes often complex changes around mortgages and pensions simple - providing honest advise in layman's terms. Leaving you safe in the knowledge that he's found the right deal, specific to personal circumstances.”
Unit 2, 318 Chorley Old Rd, Bolton BL1 4JU
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Money Advisor

Money Advisor

(26)
  • Worried
  • Company
  • Sleep
“I received a phone call from Sobia after my IVA was set up to see how my experience was with the insolvency group. As professional as she was I also felt like I was talking to someone i had known for years! Anyone who receives a call and is lucky en...”
Licensed
Churchgate House, 30 Churchgate, Bolton BL1 1HL
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Goodbooks Accountancy

Goodbooks Accountancy

(3)
Bookkeeping, Business Accounting, Payroll Services
“Excellent accounting service! Andrew at Goodbooks makes everything so much easier and with the app I just photograph my receipts there and then. Highly recommended.”
Free Initial Consultation
Remote Consultations Available
Family Business
Serving Accrington Area
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Christina Clegg Financial Planning Services

Christina Clegg Financial Planning Services

(29)
  • Efficient
  • Team
  • Sound
“My consultations with Adele at Christina Clegg Financial Planning Services were excellent. Adel was friendly, knowledgeable and very down to earth and without her advice on a specific issue I would have made a potentially disastrous decision so I can...”
Serving Accrington Area
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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
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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

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