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Berry Financial Planning
“Extremely helpful and friendly.”
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
- Pension
- Future
- Team
“Excellent, could not recommend Appletree enough. Myself and my boyfriend were first time buyers and obviously never gone through the process of buying a house before, with Appletree we did not have to worry about a thing. They explained everything in...”
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Hanley & Co Accountants Blackpool
Business Start-Ups, Bookkeeping, Tax Advice
“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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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.”
Qualification Criteria for best of Winners
Minimum Overall Score
97 (100)
Minimum Reputation Rank
99 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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Fylde Law
Clinical Negligence, Professional Negligence, Private Client Services
“Neil completed my conveyancing communicated well and price was competitive would recommend.”
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Lawton & Taylor Financial Services
“Excellent and professional service. The team really care about you and they are more interested in making sure you are looked after than anything else!!”
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Adcas Financial Management
“So far so good !”
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Rowlands & Hames
“We have been dealing with Rowlands & Hames for many years now and have always found them to be thorough, professional and proactive. They keep us up-to-date on changing legislation and the impact it might have on our insurances and they always do the...”
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M R Financial Services
Individual Wealth Services, Services For Business, Overview
“Our highly skilled team are experts in wealth management and small business accountancy – with specialisms in agriculture, construction and medical professions. We pride ourselves on the feedback we get from our clients, proving that we are an except...”
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AAA Financial Services
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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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For the Future Financial Planning
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Wood Craven Perkins
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Acumen Financial Partnership
Life Insurance, Investments, Retirement
“Angela and the team have grown steadily over the years and have continued to provide excellent service and advice. There is no pressure just pure guidance and assistance wherever needed. Very well trusted and respected, professional organisation. ...”
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Premier Wealth Management
“Excellent advice given. Highly recommended”
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Bainlye Drake Wealth
Equity Release, Final Salary Schemes, Mortgages
“We met Simon Drake some 4 year ago when transferring my husbands Bank pension. Best decision we made in the world of financial services when you just want someone to talk without jargon, explain your options fully, and all in a very professional man...”
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Becketts Wealth Management
- Financial Advisor
- Planning
- Team
“I have been with Beckett's for about 4 years now and have found Dominic to be a brilliant financial advisor. I am retired now and Becketts look after my SIPP/PENSION. I simply tell Dominic how much income I want and it magically appears each month in...”
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Rotherham Taylor Chartered Accountants & Registered Auditors
- Efficient
- Responsive
- Accountancy
“While I am always wary of 5 star reviews, my experience with Rotherham Taylor has been nothing short of excellent to date. They came highly recommended, and with good reason. Since starting my own limited company I've had lots of questions and concer...”
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Jones Philip T & Partners
Services For Individuals, Business Services
“PTJP have handled my financial affairs for over 30 years. Throughout that time Phil and his team have provided excellent professional advice and importantly, support when it was most needed. Nothing is too much trouble and a friendly, personal respon...”
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Holden Associates
- Expertise
- Efficient
- Company
“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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Fox Lifestyle Financial Planning
- Investments
“We met Stephen in February 2020 so it's early days in terms of our long term investments however so far so good.
In the initial stages there were lots of questions and after thoughts on our part. All of our questions were answered and we were rea...”
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Towers + Gornall
Business Improvement, Bookkeeping, Mortgages
“Very helpful to a client (me) who wasn't quite sure of what he was doing!
Recommended!”
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Jones Harris Accountants
Business Support, Taxation, MTD
“Martin at Jones Harris have done our accounts for three years and they are fantastic. So helpful and efficient. Throughout corona virus Cath had been an immense help and massively helped our business. Thank you so much.”
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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