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Appletree Financial Solutions

(50)

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

(18)

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

(11)

Company
Team

“Great company with great staff - all very knowledgeable and friendly. would recommend”

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Adcas Financial Management

(3)

Cashflow Modelling, Investment Planning, Business Protection & Corporate Investment Planning

“So far so good !”

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Adrian Smith Wealth Management Limited

(1)

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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Lawton & Taylor Financial Services

(3)

“Had financial advice for over twenty years, excellent customer service”

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Rowlands & Hames

(2)

“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

(2)

“Extremely helpful and friendly.”

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Questa Chartered Financial Planners

(1)

“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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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

(9)

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...”

FAQs

How safe is equity release?

Equity release is fully regulated by The Financial Conduct Authority (FCA) which ensures that only regulated and approved companies may offer advice. Furthermore, Yorkshire Equity Release only recommends lifetime mortgages from members of the Equity Release Council which guarantees that all plans comply to the latest standards.

Could I lose my house?

As there are no monthly payments to make with an equity release plan, it is impossible to fall behind with payments and therefore impossible to lose your home. You are guaranteed that you can stay in your home until you either pass away or move into a permanent long term care home.

Can I move house?

Equity release plans are portable, which means that you are free to move at any point (subject to provider criteria), or indeed stay in the property for as long as you choose.

Can I make sure I still leave an inheritance?

Many customers are concerned about leaving behind an inheritance to their loved ones after they have passed away. We offer plans that ensure a percentage of your home is protected for the purpose of inheritance planning so you can be confident your wishes are met.

More answers can be found on the FAQ page of our website.

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Wood Craven Perkins

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Rotherham Taylor Chartered Accountants & Registered Auditors

(50)

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

(42)

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

(50)

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

(45)

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

(27)

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

(18)

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

(13)

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

(8)

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...”

Featured

Our Finance Director Pauline has some news…. Guess who’s been officially inducted as an FCMA (Fellow Chartered Management Accountant) and received their fellowship? 🤩 This is a huge honour in my industry and I’m now part of an elite group. What does it mean for the CEOs and companies I support? 👉 I’ve never been all about numbers. This recognition demonstrates significant expertise in strategically improving your overall business and helping you build something special. 👉 I’ll be safeguarding the profession, promoting ethical standards, governance, strategy and leadership. 👉 My knowledge will represent CIMA members at government level. 👉 I’ll be adding these letters (amongst others) after my name, Pauline Healey FCMA. 👉 All in all, it’s a very big deal and you may be hearing about it a lot! Onwards and upwards, and what fabulous news! If you’re a CEO looking to transform your manufacturing company and build for the future, now is the time to get in touch 😊 ‌ #cfo #manufacturing #distribution #marketing...

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Average Cost	£3722
Minimum cost	£1242
Maximum cost	£10546
Avg Per Hour Rates	£374

Best Financial Advisors in Blackpool

The highest-rated Financial Planning & Wealth Management companies out of 42 vetted & reviewed in the Blackpool area.

Appletree Financial Solutions

Hanley & Co Accountants Blackpool

Adcroft Hilton

Adcas Financial Management

Adrian Smith Wealth Management Limited

Lawton & Taylor Financial Services

Rowlands & Hames

Berry Financial Planning

Questa Chartered Financial Planners

For the Future Financial Planning

M R Financial Services

Fylde Law

C S Financial Management

AAA Financial Services

John Howker

Wood Craven Perkins

Rotherham Taylor Chartered Accountants & Registered Auditors

Holden Associates

Becketts Wealth Management

John Earnshaw Independent Financial Advisers

Bainlye Drake Wealth

Fox Lifestyle Financial Planning

Chameleon Financial Planning

Logical BI Limited

Retirement Planning and Investment Management Services in Blackpool Cost Estimates

Why these companies made our list

Wealth Management Advisors near Blackpool

Popular in Blackpool