Best Financial Advisors in Carlisle

Handpicked from 147 vetted & reviewed Financial Planning & Wealth Management firms in the Carlisle area, discover the top 5 elite providers among the selected group of 24 finalists.

Lamont Pridmore

Lamont Pridmore

(10)
Tax Planning & Tax Saving, Making Tax Digital, Tax Planning For Landlords & Property Businesses
“Having used the services of other local accountancy firms over the last 25 years I moved to Lamont Pridmore 10-years ago and it is my experience that they have always offered a friendly, professional & value for money service no matter the size of th...”
Family Business
Arkle House, 31 Lonsdale St, Carlisle CA1 1BJ
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Stan Sherlock Associates

Stan Sherlock Associates

(50)
Business Services, Pensions, Investments
“Our advisor here, Scott, has been so helpful through this whole process and made it a lot less stressful/complicated for us first time buyers! All our queries were answered in a timely, effective manner and we are so grateful for the help we've recei...”
In Business Since 2008
Family Business
26 Lowther St, Carlisle CA3 8DA
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Pollard Scott & Co

Pollard Scott & Co

(18)
  • Mortgage
  • Business
“I used Emma Harrison for my mortgage 5 years ago when she was with a different company. My deal was due to expire so obviously tried to contact Emma, The company she previously worked for contacted me several times to offer their service. I was deter...”
In Business Since 2014
Transparent Fees & Pricing
1, 40 Lowther St, Carlisle CA3 8DH
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CMD Financial Solutions

CMD Financial Solutions

(14)
Wealth Management, Savings & Investments, Pensions
“I have to say from my experience that CMD's services are excellent. Joanna Watson was tireless in supporting me, informing me of everything and giving me fundamental advice to make me feel more capable in making decisions. I am very grateful to CMD, ...”
39 Lowther St, Carlisle CA3 8EP
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Dodd & Co Chartered Accountants

Dodd & Co Chartered Accountants

(8)
“As a start up business all I can say Is Claire Phillips and her team at dodd and co accountant have always and will continue to look after me. They keep me right with my accounts and up to date at all time. Exactly what I need from my accountant as I...”
Montgomery Way, FIFTEEN, Rosehill Industrial Estate, Carlisle CA1 2RW
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (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
Vesta Wealth

Vesta Wealth

(3)
“I have used Vesta Wealth since November 2019.. Catherine Aston is my adviser and i can certainly recommend her advice.. Very professional and always has the right answers.. Communication is great and my emails are always answered straight away.. ...”
Unit 1, The Sidings, Business Park, Port Rd, Carlisle CA2 7AF
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Matthew Slessor Wealth Management

Matthew Slessor Wealth Management

“I have known Matt Slessor since 2002 when my husband died and I needed financial advice on the best way to invest my money. His advice was so useful during a very difficult time and the various products suggested all made money. We have kept in touch...”
Transparent Fees & Pricing
Eden House Financial Services, 1b Wavell Dr, Rosehill Industrial Estate, Carlisle CA1 2ST
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Myretirement - Pension Planning

Myretirement - Pension Planning

“Katie is approaching 50 and beginning to reflect on the need to prepare for retirement. Up until now she has been building a successful career and with that has built up a substantial amount in savings and pensions, without really planning too far ah...”
James Watson, Montgomery Way, Rosehill Roundabout, Rosehill Industrial Estate, Carlisle CA1 2UU
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Alpha Financial Advice

Alpha Financial Advice

Suite 4, Riverside House Warwick Rd, Carlisle CA1 2BS
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Arc Eden

Arc Eden

Investments, Retirement, Tax Planning
“Above all else, we'll talk in plain English and we'll tell it to you as it is. If we don't think you should do something, we'll tell you. If we believe you should hold more in the Bank than you're planning, we'll explain why. We'll treat you as we wo...”
In Business Since 2016
Transparent Fees & Pricing
1C Wavell Dr, Rosehill Industrial Estate, Carlisle CA1 2ST
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Armstrong Watson Accountants, Business & Financial Advisers

Armstrong Watson Accountants, Business & Financial Advisers

(4)
“We have been clients of Armstrong Watson's for 12yrs and have found them very supportive and pro active with their advice in order for me to move our business forward. They discuss with us, prior to our year end, our financial position and discuss wa...”
Remote Consultations Available
James Watson House, Montgomery Way, Rosehill Roundabout, Rosehill Industrial Estate, Carlisle CA1 2UU
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Rachael Bell Wealth Management

Rachael Bell Wealth Management

“Rachael, Pam & Gemma have taken the time to get to know us and understand our 'wants' in life. The service is tailored and personal, with suggested options. We have worked together over several years now and both Alison & I appreciate and enjoy the s...”
Parkland Village, 3 Parkland Ave, Carlisle CA1 3GN
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Sage Wealth Management

Sage Wealth Management

“In 2008, Michael felt confident that he could provide clients with a better service and the best possible advice by setting up his own Practice, Sage Wealth Management Ltd. Since these early beginnings, the Practice has continued to grow and became a...”
Unit 6A, Clifford Court, Parkhouse Business Park, Cooper Way, Carlisle CA3 0JG
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David Allen

David Allen

(21)
  • Team
  • Questions
  • Pay
“Great service from Rachel and the team at David Allen Recovery Solutions from start to finish. Her knowledge and guidance were crucial to us getting the right result. Thanks again Rachel Seal!”
Serving Carlisle Area
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Mark Nield Wealth Management

Mark Nield Wealth Management

(6)
  • Pensions
“We were worried that our pensions needed some attention and arranged to discuss this with Mark. We turned up with our paperwork and he went through it with us. We were relieved to know no action was required at this point. Mark was friendly, professi...”
Serving Carlisle Area
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Tarn Wealth Management

Tarn Wealth Management

(3)
“Excellent, professional service.Assisted me greatly with my financial queries and great advice /planning moving forwards.”
Serving Carlisle Area
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Quilter Financial Advisers

Quilter Financial Advisers

Pensions, Taxation, Business Protection
“The financial services I offer are designed to help you build a brighter more financially secure future. Having been a financial adviser in Cumbria for over ten years, I understand the difficulties of financial management. For those looking to build ...”
Serving Carlisle Area
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Hopkinson David IFA

Hopkinson David IFA

“Making financial decisions can be hard; inertia, confusion and fear stop us from taking control of our money. You need a guide who can coach you into making the right decisions, as well as someone with expert financial knowledge. All our planners hav...”
Transparent Fees & Pricing
Serving Carlisle Area
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Hestan Asset Finance

Hestan Asset Finance

“Hestan Asset Finance brokers in the region of £12m annually which has allowed us to become established as the major source of finance to a range of businesses throughout Dumfries and Galloway. We are happy to advise on all types of funding including ...”
Heston House, Dumfries DG1 4QP
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EQ Accountants

EQ Accountants

“Moving our business to EQ has been an extremely positive change for our organisation. Their meticulous attention to detail and comprehensive approach to auditing not only ensure regulatory compliance but also provide valuable insights to enhance our ...”
Agricultural Hall, Skirsgill Ln, Penrith CA11 0DN
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Kingfisher House Wealth Management

Kingfisher House Wealth Management

(1)
“Very professional and knowledgeable company..highly recommended”
Serving Carlisle Area
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Dodd Wealthcare

Dodd Wealthcare

“If you're a couple and both working with no kids to worry about, you probably feel financially secure and are living life to the full. However, if you're sharing the costs of a mortgage, the repayments could be a real burden if either of you couldn't...”
Transparent Fees & Pricing
Clint Mill, Corn Market, Penrith CA11 7HW
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Robinson & Co

Robinson & Co

Business, Personal, Financial Services
“Our people are savvy, trained to the highest levels to provide smart-thinking accountancy, audit, financial and commercial services to corporates, owner managed businesses, partnerships, charities, trusts and private clients. From our offices in Work...”
Serving Carlisle Area
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Rural Payments Agency

Rural Payments Agency

Serving Carlisle Area
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Retirement Planning and Investment Management Services in Carlisle Cost Estimates

Minimum cost
£1226
Maximum cost
£10414
National Average
£3676
Avg Per Hour Rates
£369
£2451
£6739
Fair price range is based on 268 cost profiles
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Average Cost £3676
Minimum cost £1226
Maximum cost £10414
Avg Per Hour Rates £369

Fair range $2451 to $6739 is based on 268 cost profiles.

Why these companies made our list

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