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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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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

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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

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AAA Financial Services

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John Howker

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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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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Cornerstone Financial Planning

(12)

Knowledge
Expertise
Pensions

“Chris has been our Financial Advisor for nearly 8 years. The advice and guidance he has given has been invaluable especially since my wife and I both retired 6 years ago. He is a highly professional operator and has our complete trust on every level ...”

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Streets Turner Chartered Accountants

(7)

Team

“Can't recommend Mike and the team enough, as a new start up they've been very supportive with advice, helping us understand the tax system properly and saving us money on our tax bill. Looking forward to working with them over the coming tax years to...”

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Jones Harris Accountants

(3)

Implementation of Accounting Software, Corporate Finance, Bookkeeping

“I have been working with the team at Jones Harris for over ten years. The team are extremely professional and very client focused. Nothing is too much trouble. I look forward to working with them for the next ten years!”

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Lloyd & Co. Financial Planning

(4)

Testimonials, Businesses, Individuals

“Absolute 1st class service from Andy Horner at Lloyd and from Andy Horner at Lloyd and Co. Without going in to too much detail, another well known insurer took 8 days to get back to me and their quote was 60% more for basically the same policy as fou...”

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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

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

Fylde Law

C S Financial Management

AAA Financial Services

John Howker

Wood Craven Perkins

Rotherham Taylor Chartered Accountants & Registered Auditors

Becketts Wealth Management

John Earnshaw Independent Financial Advisers

Bainlye Drake Wealth

Fox Lifestyle Financial Planning

Chameleon Financial Planning

Cornerstone Financial Planning

Streets Turner Chartered Accountants

Jones Harris Accountants

Lloyd & Co. Financial Planning

Retirement Planning and Investment Management Services in Blackpool Cost Estimates

Why these companies made our list

Wealth Management Advisors near Blackpool

Popular in Blackpool