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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...”

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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...”

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Financial Affairs

(3)

“Spoke to caroline over the phone very friendly and helpful”

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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.”

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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...”

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T H Financial Recovery

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KM Financial Solutions

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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...”

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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...”

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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...”

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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...”

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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...”

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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...”

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Goodbooks Accountancy

(3)

Payroll Services, Bookkeeping, Wealth Management

“Exceptionally good Accountancy firm”

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Haworths Financial Services

(13)

Pensions, Business Protection, Financial Planning

“Fantastic service from Ben Jones. So professional and explains every step so clearly. Used for an investment and mortgage and service was outstanding. Ben's knowledge and tenacious attitude resulted in me getting the best deal. Cannot recommend highl...”

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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 ...”

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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 ...”

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Raymond James Ribble Valley

(21)

AIM Portfolio Service, Financial Planning, Client Access

“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...”

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Holcombe Financial Services

(20)

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...”

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Enhance Consultants

(5)

Team

“Called them to find out a little more about eligibility. They were very helpful and came out to see us, the whole process from start to finish was very professional, a bonus on top of the extra bit of money we got back.”

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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 ...”

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55plus Equity Release

(6)

Questions
Family

“I am really pleased with service I got from GrahamWebb he made the whole experience so easy and I was comfortable the whole way through he was there for any questions I had and was pleased to involve my family in the start of proceedings , a real gen...”

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Virtu Financial Planning

(10)

Financial Advice
Company
Insurance

“I have been a client of Virtu now for coming up 12 months and have just booked in for my first annual review. The team have been on hand to answer any questions I have had regarding my finances throughout the year and have always provided best advice...”

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APW Financial Planning Limited

(8)

Financial Advisor

“Peter Wray is a person with the highest levels of integrity and is both methodical and meticulous in his approach. I find his knowledge and experience very reassuring. As a non-financial person, Peter talks to me in a language I easily understand an...”

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Average Cost	£3685
Minimum cost	£1230
Maximum cost	£10442
Avg Per Hour Rates	£370

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

Simply Pensions

Financial Affairs

Elmfield Financial Planning

Schofield & Associates Financial Planning

T H Financial Recovery

KM Financial Solutions

Christina Clegg Financial Planning Services

Polygon Financial

Approachable Finance IFA

Thomas Whiting

Proplan Financial Advice Limited

Open Financial Services

Goodbooks Accountancy

Haworths Financial Services

Halcyon Financial Planning

Logic Wealth Planning

Raymond James Ribble Valley

Holcombe Financial Services

Enhance Consultants

Sterling Solutions

55plus Equity Release

Virtu Financial Planning

APW Financial Planning Limited

Retirement Planning and Investment Management Services in Burnley Cost Estimates

Why these companies made our list

Wealth Management Advisors near Burnley

Popular in Burnley