Best Financial Advisors in Carlisle

The highest-rated Financial Planning & Wealth Management companies out of 147 vetted & reviewed in the Carlisle area.

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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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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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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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

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

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
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

Parkland Village, 3 Parkland Ave, Carlisle CA1 3GN
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Sage Wealth Management

Sage Wealth Management

Unit 6A, Clifford Court, Parkhouse Business Park, Cooper Way, Carlisle CA3 0JG
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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
Serving Carlisle Area
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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

Transparent Fees & Pricing
Clint Mill, Corn Market, Penrith CA11 7HW
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Robinson & Co

Robinson & Co

Business, Personal, Financial Services
Serving Carlisle Area
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Professional Financial Centre

Professional Financial Centre

Serving Carlisle Area
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Invest in Eden

Invest in Eden

Mansion House, Friargate, Penrith CA11 7YG
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Advice For Life Financial Planning

Advice For Life Financial Planning

(5)
What We Do, Cashflow Planning, Tax Information
“The service I have received from AFL has been superb. I have only been a client for a short while, yet in that time they have gone above and beyond. Their literature is clear and I know what service I can expect and more importantly I know exactly h...”
In Business Since 2002
The Crichton, Offices F1-F4, Monreith House, Bankend Rd, Dumfries DG1 4ZZ
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Border Finance

Border Finance

(4)
“Andrew is very professional and has a personal touch and we are sure he gives the best advice to all his client highly recommend Positive Professionalism”
High Lodge, Craigs Rd, Dumfries DG1 4EX
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Emma Ralls Wealth Management

Emma Ralls Wealth Management

(8)
“Made an appointment with Emma as I needed to get to grips with my pension and future plans. Was worried because I was totally clueless with it! Emma put me at my ease and talked me through where I was with it all and all of my options. Emma clarifi...”
Offers Financing Options
September House, 1 Countess Rd, Bransty, Whitehaven CA28 6BS
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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
Click to copy
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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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