Best Financial Advisors in Burnley

The highest-rated Financial Planning & Wealth Management companies out of 65 vetted & reviewed in the Burnley area.

Magnum Financial Solutions

Magnum Financial Solutions

(50)
Insurance, Pensions, Wills
“Thank you Simon Lister for all your help in securing our first mortgage, for going above and beyond. Big recommendation to Simon for his speedy and efficient service, for being available at all hours in an evening and of a weekend, very good communi...”
Free Initial Consultation
Business First Centre, Office 112A, Liverpool Rd, Burnley BB12 6HA
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Simply Pensions

Simply Pensions

(18)
  • Advisor
  • Tax
  • Retirement
“If you have concerns or are worried about your pension, stop, just speak to Simply Pensions. Nobody could have had more questions than me, and whether or not you had them jotted down old style or electronically nothing was too much trouble for Stuar...”
40+ Years Experience
Burnley Rd, Rossendale BB4 8EQ
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KM Chartered Accountants

KM Chartered Accountants

Tax Compliance and Planning, Financial Planning, Charities and Non-Profits
““Fashion Revolution, a Community Interest Company, over the past year has reviewed a number of its operational aspects, with little change since it started in 2014. Operating alongside a registered charity we decided to seek an auditor who was accust...”
1st Floor, Block C, The Wharf, Manchester Rd, Burnley BB11 1JG
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Financial Affairs

Financial Affairs

(3)
“Spoke to caroline over the phone very friendly and helpful”
8 - 12 Standish St, Burnley BB11 1AP
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Elmfield Financial Planning

Elmfield Financial Planning

(2)
  • Pensions
“We have used Elmfield Financial over the years for our Personal Protection & Pensions. We have always found Craig & Sue easy to deal with, and we always find the whole team are very helpful, down to earth and professional.”
Free Initial Consultation
Ribble Court, 1 Meadway, Padiham, Burnley BB12 7NG
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Schofield & Associates Financial Planning

Schofield & Associates Financial Planning

(5)
  • Financial Advisor
  • Pension
  • Consummate
“Mark Phillips from Schofield and Associates offered professional, detailed and insightful advice based on our planning for the future and the goals we wanted to achieve. Whilst he is a consummate professional he is personable and good humoured allow...”
Block B, Burnley Wharf, Manchester Rd, Burnley BB11 1JG
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T H Financial Recovery

T H Financial Recovery

““Thank you for being very attentive and flexible over the past year and a bit. You've been very efficient and have advocated well for us, especially given our complicated situation. We had a few difficulties with the company in the early stages of th...”
Remote Consultations Available
Transparent Fees & Pricing
Network 65, The Portal, Bridgewater Cl, Hapton, Burnley BB11 5TT
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KM Financial Solutions

KM Financial Solutions

1st Floor, Block C, The Wharf, Burnley BB11 1JG
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Carter Collins & Myer

Carter Collins & Myer

(50)
Bookkeeping, Tax Advice and Compliance, Virtual Finance Director
“Myself and my partner have used Carter Collins & Myer to complete our annual tax return for several years. We particularly like Sharon Madden one of the Personal Tax Consultants. She is very thorough and professional and is helpful with answering any...”
Free Initial Consultation
Remote Consultations Available
In Business Since 2016
Chichester House, 2 Chichester St, Rochdale OL16 2AX
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Christina Clegg Financial Planning Services

Christina Clegg Financial Planning Services

(50)
Pension Transfers, Videos, Pension Reviews
“We had pension plans all over the place and were worried about how they all might be consolidated into one coherent plan, together with the rest of our finances, that addressed our needs. Fortunately Adele at Christina Clegg explained things thorough...”
Transparent Fees & Pricing
Serving Burnley Area
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Gorilla Accounting

Gorilla Accounting

(47)
Switch Accountants, Making Tax Digital, Freeagent
“I've been with Gorilla for 3 years now and am very happy with them. I've had 3 or 4 different account managers over that time but have been with Andrew Bunting for over a year now and have found him to be very professional and knowledgeable and I can...”
In Business Since 2014
Belmont Suite, Paragon Business Park, Chorley New Rd, Horwich, Bolton BL6 6HG
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Polygon Financial

Polygon Financial

(50)
  • Options
  • Portfolio
  • Advice
“Recommended Ashley Parry at Polygon Financial Ltd by a work colleague when I took voluntary redundancy with the aim of early retirement, After a bit of digging on Ashley and Polygon Financial I could find no negative reviews all positives, so arrange...”
Serving Burnley Area
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Napthens Solicitors

Napthens Solicitors

(48)
#, #
“We found ourselves Defendants in complex Court proceedings involving boundary disputes, Right of Way issues, a claim for Prescription and damages. This was initiated with an Emergency Injunction served upon us at very short notice by the Other Part...”
Transparent Fees & Pricing
Darwen House, Walker Office Park, Walker Rd, Blackburn BB1 2QE
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NRA Accountancy & Taxation Services - Accountants Rochdale

NRA Accountancy & Taxation Services - Accountants Rochdale

(35)
Personal Tax, Bookkeeping, Corporate Tax
“I came to Neil after having another accountant who give me bad tax advice. Neil is extremely knowledgeable, and really proved that when considering my business is not of the traditional kind, and my situation was quite complex. He patiently tal...”
Free Initial Consultation
In Business Since 2017
Arrow Mill, Queensway, Rochdale OL11 2YW
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Approachable Finance IFA

Approachable Finance IFA

(40)
  • Knowledge
  • First Time Buyer
  • Mortgage
“Thank you so much for all of your help & advice along my journey to getting my first mortgage. From the get go, Chris inspired my confidence with his own & his very clear knowledge. With a pathway laid out to me from start to finish - you removed a l...”
In Business Since 2008
24 Main St, Cross Hills, Keighley BD20 8TF
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PB Syddall & Co

PB Syddall & Co

(32)
Cloud Accounting, Personal Services, Business Services
“Like a lot of small to medium sized charities we really struggled with our accounts. Until Syddall's were recommended to us. Adam and his team are just a joy to deal with, just so helpful, courteous and professional. A proper, established family bus...”
81 Chorley Old Rd, Bolton BL1 3AJ
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Thomas Whiting

Thomas Whiting

(25)
  • Rates
  • Options
  • Insurance
“I would like to express my thanks for the work you have done for me over the past few years. They're passionate have great knowledge and show genuine interest with their clients . their customer service is 100% and I feel very satisfied when askin...”
Unit 2, 318 Chorley Old Rd, Bolton BL1 4JU
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Proplan Financial Advice Limited

Proplan Financial Advice Limited

(24)
  • Financial Advisor
  • Cash Flow
  • Family
“Lisa has looked after my & my family's LP&I for over ten years now….. mortgages, life insurance, critical illness, & income protection to name but a few…. More recently Lisa has set up investments on behalf of my daughter, and combined pension po...”
Serving Burnley Area
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WHN Solicitors

WHN Solicitors

(29)
Individuals, Wealth Management, Family
“I have dealt with WHN solicitors for several business and personal matters over the past 12 months. Their service is always excellent and the advice clear and concise. Most recently Louise is dealing with business legal matter for me and I couldn't...”
12-14 Manchester Rd, Bury BL9 0DX
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Open Financial Services

Open Financial Services

(21)
  • Questions
  • Company
  • House
“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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Goodbooks Accountancy

Goodbooks Accountancy

(3)
Payroll Services, Bookkeeping, Wealth Management
“Exceptionally good Accountancy firm”
Free Initial Consultation
Remote Consultations Available
In Business Since 2018
Family Business
Serving Burnley Area
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Computershare Loan Services

Computershare Loan Services

(4)
Digital Migration, Omni-Channel Delivery, Communications Consulting
“Easy to find. Very nice helpers they to tell you where to go”
Emergency Services
In Business Since 1999
Serving Burnley Area
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Logic Wealth Planning

Logic Wealth Planning

(17)
  • Pension
  • Information
  • Company
“Having been a customer for 6 years during which time I have been comfortable with the handling of my investments. No pressure to sell me unsuitable products so they could obtain commission. My last contact was for an annual review with a new Advisor ...”
In Business Since 2014
Serving Burnley Area
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Halcyon Financial Planning

Halcyon Financial Planning

(9)
  • Adviser
“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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Retirement Planning and Investment Management Services in Burnley Cost Estimates

Minimum cost
£1230
Maximum cost
£10442
National Average
£3685
Avg Per Hour Rates
£370
£2458
£6757
Typical price range is based on 470 cost profiles
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Average Cost £3685
Minimum cost £1230
Maximum cost £10442
Avg Per Hour Rates £370

Typical range $2458 to $6757 is based on 470 cost profiles.

Why these companies made our list

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