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Best Financial Advisors in Burnley

Handpicked from 65 vetted & reviewed Financial Planning & Wealth Management firms in the Burnley area, explore the top 5 leading options among the selected group of 24 finalists.

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Akorn Financial Advice

Akorn Financial Advice

(1)
Business Finance, Home Insurance, Investments and Financial Planning
“I was referred to Akorn by a family member for my first mortgage application. I have slightly complicated circumstances and something of a questionable financial history so I didn't really expect to get anywhere any time soon. Jessica was tasked w...”
The Landmark, School Ln, Burnley BB11 1UF
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Magnum Financial Solutions

Magnum Financial Solutions

(30)
Insurance, Pensions, Wills
“After struggling to get a mortgage in principle by myself, I was recommended by a friend to contact Simon Simon is very straight forward, extremely knowledgeable & explains the process of getting a mortgage clearly - perfect for a first time buyer...”
Free Initial Consultation
Business First Centre, Office 112A, Liverpool Rd, Burnley BB12 6HA
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Carole Parker Life & Pensions

Carole Parker Life & Pensions

(4)
“Excellent service and easy to deal with.”
311 Padiham Rd, Burnley BB12 6PR
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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

(2)
“Spoke to caroline over the phone very friendly and helpful”
8 - 12 Standish St, Burnley BB11 1AP
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Best of 2024

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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Simply Pensions

Simply Pensions

(6)
“Having recently retired, I have been dealing with Gary on a frequent basis to try and consolidate several pensions into one drawdown pot, (one of which was made extremely difficult by a legacy provider), consolidation is now complete Gary proved his...”
40+ Years Experience
Burnley Rd, Rossendale BB4 8EQ
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T H Financial Recovery

T H Financial Recovery

“We provide guidance on many corporate services, such as Company Voluntary Arrangement (CVA). A CVA may be the right option for your business — our expert advice will address all your financial concerns and questions, with the aim of rescuing your com...”
Remote Consultations Available
Transparent Fees & Pricing
Empire Business Park, Empire Way, Burnley BB12 6HH
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KM Financial Solutions

KM Financial Solutions

1st Floor, Block C, The Wharf, Burnley BB11 1JG
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Eccles Greenwood Financial Planning

Eccles Greenwood Financial Planning

“As an accountant myself, I need someone who is proactive in providing specialist advice and who I can rely on. Lee has provided me with valuable support and help in establishing my own personal pension. I would recommend Eccles Greenwood Financial Pl...”
Suite 2E, Business First Limited, Ribble Court, 1 Meadway, Padiham, Burnley BB12 7NG
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Raymond James Ribble Valley

Raymond James Ribble Valley

(19)
  • Options
  • Team
  • Understanding
“My late husband and I have had Tracey as our Financial Adviser for many years ever since she knocked on our door and offered to go through our investments. She worked wonders for us nearly three years ago when Pete was told he had terminal cancer and...”
In Business Since 2015
Serving Burnley Area
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Crystal Life Planning Limited

Crystal Life Planning Limited

(3)
“Excellent”
Transparent Fees & Pricing
The Old Mill House, Deakins Business Park, Bolton BL7 9RP
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Banks Wealth Management

Banks Wealth Management

(2)
How We Help, Who We Help
“Steve is an excellent financial adviser. With many years in the industry and top level qualifications (equivalent of an masters degree), Steve is extremely well placed to offer you financial advice.”
77 Railway Rd, Brinscall, Chorley PR6 8RJ
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Gorilla Accounting

Gorilla Accounting

(30)
Switch Accountants, Making Tax Digital, Freeagent
“I have been taking the accountancy services and advise from Gorilla Accounting since June 2022 for my Limited Company and I must say I have found the staff easy to talk to, very approachable in particular James Scott. James has been incredibly helpfu...”
Transparent Fees & Pricing
In Business Since 2014
Unit B Lynstock Way, Lostock, Bolton BL6 4SG
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P. B. Syddall & Co.

P. B. Syddall & Co.

(21)
Cloud Accounting, Personal Services, Business Services
“I was recommended this firm by a friend of mine to do my tax returns. I have predominantly dealt with Adam Syddall who I can honestly say will always go the extra mile . Nothing is to much trouble even when asking sometimes the most basic questions a...”
81 Chorley Old Rd, Bolton BL1 3AJ
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Napthens Solicitors

Napthens Solicitors

(25)
#, #
“Napthens and specifically Natalie and Bethanie at Blackburn have supported my company (SBC) for many years now. Their knowledge, support and understanding of our business gives us the utmost confidence in everything they do. Year after year they have...”
Transparent Fees & Pricing
Darwen House, Walker Office Park, Walker Rd, Blackburn BB1 2QE
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Money Advisor

Money Advisor

(26)
  • Feel
  • Call
  • Company
“An outstanding company, extremely supportive , dedicated and has what other companies lack- a human factor. Special thank you to Mohammed Z Haque who has initially assesed my case , I was struggling to meet ends together due to loans uptake which wer...”
Licensed
Churchgate House, 30 Churchgate, Bolton BL1 1HL
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Halcyon Financial Planning

Halcyon Financial Planning

(8)
“I have been working with Kevin for more than 3 years now as he has been managing my pension fund. He is an extremely capable financial professional who always strives to provide the best possible service. Actively seeking out the most appropriate fun...”
Remote Consultations Available
Transparent Fees & Pricing
20 Chorley New Rd, Bolton BL1 4AP
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Thomas Whiting

Thomas Whiting

(16)
  • Insurance
  • Mortgage
“We recently worked with Stuart at Thomas Whiting to secure a better deal on our current buy to let mortgage. Stuart was amazing, he managed to fine me a great interest rate on a 5 year term, meaning I don't need to worry about the rising interest ra...”
Unit 2, 318 Chorley Old Rd, Bolton BL1 4JU
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Haworths Financial Services

Haworths Financial Services

(11)
Pensions, Business Protection, Financial Planning
“I had the pleasure of dealing with Ben Jones at Haworths, who reviewed my existing life insurance policies, and found me a much better deal. He explained the complicated jargon, and simplified the meaning of the illustrations I was given. I'll be a r...”
Suite 7, The Globe Centre St James Square, Accrington BB5 0RE
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Christina Clegg Financial Planning Services

Christina Clegg Financial Planning Services

(29)
  • Understand
  • Experience
  • Team
“I was offered free pensions advice without any hard sell. I had 2 superb meetings with a very knowledgeable Adele Cowgill. Her office kept me updated throughout. Everything was very professional. Adele gave me fantastic advice. I can honestly s...”
Serving Burnley Area
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Goodbooks Accountancy

Goodbooks Accountancy

(3)
Payroll Services, Bookkeeping, Wealth Management
“Brilliant accountant! So helpful and keeps everything easy with the app. ★★★★★”
Family Business
Free Initial Consultation
Remote Consultations Available
Serving Burnley Area
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Holcombe Financial Services

Holcombe Financial Services

(19)
Retirement Planning, Partnership Protection, Inheritance Tax Planning
“We recently instructed Lisa Hartley at Holcombe Financial Services to help us through the complicated process of a lifetime Mortgage so we could release equity in our property to enjoy our retirement without a costly monthly repayment. Lisa could n...”
Serving Burnley Area
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Sterling Solutions

Sterling Solutions

(21)
“Sterling Solutions have dealt with my families finances since 2008 and over that time have acted on our financial interests very professionally. Response to issues and questions is immediate making us feel comfortable with the service given. I fully ...”
65 Dale St, Milnrow, Rochdale OL16 3NJ
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Debt Advice Hub

Debt Advice Hub

(10)
“I contacted Debt Advice Hub in March 2020 and dealt with Talhat. He provided the right advice for my situation and was very helpful all the way through. He was available to speak to me whenever I had any questions and concerns about anything. I would...”
Kings Court, Business Centre, 33 King St, Blackburn BB2 2DH
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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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