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Lawton & Taylor Financial Services
“Had financial advice for over twenty years, excellent customer service”
Best Financial Advisors in Blackpool
Handpicked from 42 vetted & reviewed Financial Planning & Wealth Management firms in the Blackpool area, explore the top 5 leading options among the selected group of 24 finalists.
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Questa Chartered Financial Planners
“We use Questa for all areas of financial planning - mortgage, protection, investments and retirement planning. They are friendly and approachable, professional, responsive and so knowledgeable about the market, really taking care to protect their cli...”
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Appletree Financial Solutions
- Investments
- Remortgage
- Pension
“UPDATE: Have used Appletree again since leaving my last review, specifically, Joanne Markham, to arrange our pensions. Joanne was wonderful. Such a great help from start to finish.
We will happily continue to use, and highly recommend Appletree.
...”
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Hanley & Co Accountants Blackpool
Business Start-Ups, Bookkeeping, Vat, Payroll and CIS
“I am Company Director of Commerce company selling on Amazon and Ebay. I found it very difficult to find accountancy company experienced in E commerce and different online platforms. I was guided by Dean in my recent HMRC dealing with such professiona...”
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Adcroft Hilton
- Company
- Team
“Great company with great staff - all very knowledgeable and friendly. would recommend”
Qualification Criteria for best of Winners
Minimum Overall Score
98 (100)
Minimum Reputation Rank
98.4 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Adcas Financial Management
Cashflow Modelling, Investment Planning, Business Protection & Corporate Investment Planning
“So far so good !”
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Adrian Smith Wealth Management Limited
Investing, Retirement Planning
“Adrian was very helpful, polite and professional. He listened to my husband about his pensions and gave excellent advice . No messing around, straight talking guy, easy to talk to. Would highly recommend the company.”
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Rowlands & Hames
“I contacted Rowlands and Hames recently regarding a complex business insurance policy. The guidance and advise Gary gave was absolutely brilliant. I would not hesitate to recommend Gary and his team.”
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Berry Financial Planning
“Extremely helpful and friendly.”
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For the Future Financial Planning
“For The Future Financial Planning are here to give you the best advice and support with matters of finance. Whether you are retiring, running a business or just want straight forward help, you will find our friendly advisors are always on hand to giv...”
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M R Financial Services
Services For Individuals, Virtual Finance Director, Specialisms
“'We have been clients for more than 20 years and we have a very good service for our payroll, VAT returns and accounts. For every question I have in the day-to-day running of the business – what VAT to charge on a particular item, for instance – we r...”
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Fylde Law
Commercial Conveyancing, Civil Litigation, Family
“My new home journey was so easy I got key early than the expected time instant replies for any query and instant updates ….Thanks Ashley fisher and team … really appreciated”
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C S Financial Management
“Our new business comes from personal recommendations from existing clients, professional connections and individuals looking for an ongoing service for their existing portfolio or advice in specific areas of financial planning, for example, drawing t...”
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AAA Financial Services
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John Howker
“When we talk with you about your plans for your release we only advise you to release the monies that you intend to spend, usually, during the first 24 months. We don't want you to pay more interest to keep the money in your Current account. Many pla...”
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Wood Craven Perkins
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Rotherham Taylor Chartered Accountants & Registered Auditors
Forensic Accounting, EIS and Seis, Doing Business in the UK
“I couldn't recommend Rotherham Taylor enough. Having recently starting my own business, I was full of nerves and uncertainty. Simone completely put my mind at ease and offers clear, concise information in way that is understandable. No question is to...”
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Holden Associates
Business Advice and Support, Fully Outsourced Finance Function, Bookkeeping
“jason is always ahead of the game,his responces and fantastic information during the covid-19 have been invaluable to my business and many times in the past ,recessions etc. i have known jason and nicola
for nearly thirty years and jason has been ...”
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Becketts Wealth Management
- Pension
- Business
- Decisions
“I am a trustee and acting Chairman of a charity trust which owns a hotel in Blackpool to provide subsidised holidays for retired coal miners and their partners. We have been advised by Becketts FS Ltd, led by Dominic McLoughney, for just over 10 year...”
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John Earnshaw Independent Financial Advisers
- Professional
- Cash
- Property
“I cannot praise John enough for his knowledge and professionalism. He really knows his market and always seeks out the best, most suitable deal for me. On this occasion John and Laura went above and beyond to sort things out when the appointed solici...”
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Bainlye Drake Wealth
Equity Release, Final Salary Schemes, Mortgages
“I have been working with Simon now for 9 years.. What a great guy to talk to.. I used to think pensions were the most boring thing you could possibly talk about.. Until I had my first face to face review with him.. We chatted for an hour or so and I ...”
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Fox Lifestyle Financial Planning
- Number
- Market
- Pension
“Before going to Fox Lifestyle I had no idea I was in any position to retire early, indeed I only went along to see if various pension pots I had could be invested more smartly in a single pot. Thanks to Fox's friendly and expert advice they were able...”
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Chameleon Financial Planning
- Confidence
- Team
- Family
“Having never received financial advice before, I was unsure what to expect. Alexandra carried out a detailed analysis of my current plans, explained clearly what this meant for my retirement and what changes we needed to make to ensure I can retire w...”
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Logical BI Limited
The Business Booster Consultancy Call, CFO Retainer Services, Business Planning Packages
“I've had a couple of accountants in the past before coming to Pauline at Logical BI. All I can say is it was the BEST decision that I made. Shes corrected everything that had previously gone wrong and made sure that we are compliant with everything g...”
Retirement Planning and Investment Management Services in Blackpool Cost Estimates
Minimum cost
£1242
Maximum cost
£10546
National Average
£3722
Avg Per Hour Rates
£374
£2482
£6825
Typical price range is based on
438 cost profiles
Why these companies made our list
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