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James Larton

Life Stages, Corporate Services, Calculators

“I provide a wide range of financial advice in Lancaster. My specialist area is retirement planning, from accruing sufficient assets, including consolidating and revitalising existing arrangements and use of accumulated assets to provide income in the...”

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Edward Hart Financial Services Limited

(2)

“Good honest advice.”

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Opes Independent Financial Advisers

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Acutus Financial Solutions

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PBS Financial Solutions

(47)

Knowledge
Property
Understanding

“While buying our first house together, my partner and I changed our plans as well as our budget a few times over the course of six months. Throughout, Ross was patient, super helpful and fast. I wouldn't hestitate to use PBS again for mortgage advice...”

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Help For Wealth

(3)

Protection Planning, Pensions, Investments

“Very professional service. As a first time investor I was naturally slightly apprehensive about the process, but Andrew and Matthew have made the experience easy and enjoyable. Thank you!”

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TP Financial Solutions

(50)

Options
Information
Life

“I was unsure what to do about my future retirement and pension. Tarnia had previously given advice and guidance to my husbands colleagues and I was aware my employers have used her companies services, and being a MFC fan, I knew she was the right pe...”

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Poole Townsend Estate Agents Kendal

(50)

Retirement & Inheritance, Invest & Save

“I would highly recommend Poole Townsend Estate Agents especially “Cally” I would give 10* Plus. Throughout my selling and buying process she has kept me updated with everything ( always answered the phone) … She is polite, professional and excellen...”

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Financial Management Bureau

(29)

Investing
Team

“FMB have been a fantastic firm for us to pass our clients to for financial advice. All of them have come away extremely happy and satisfied with the results. Roger Jackson is extremely knowledgeable with pensions and is a great asset to have.”

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Advice Matters Financial Planning

(13)

Investments
Retirement

“Chris and his team have helped us to navigate towards a retirement plan, consolidating our various pensions and providing support and advice in a very understandable and professional manner.”

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Harrison Brook Uk/Online - Expat Financial Advice

(1)

Portable Expat Retirement Planning, Pension Calculator, Qrops Pension Transfer

“James Rayburn was very informative and was a pleasure to speak to , made me feel very comfortable and explained everything to me in terms that I could understand , couldn't recommend enough .”

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Pegasus Portfolio Planning

(1)

Mortgages, Long Term Care and Funding For Nursing Home Fees, Financial Planning

“I contacted Nigel Ryan, to help me ascertain my ability to get a mortgage. This information is for my divorce. Nigel understood my request straight away, and deal with it very kindly & quickly. I recommend him to everyone who needs a fast, helpful se...”

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Jones Harris Accountants

(3)

Bookkeeping, Payroll, Management Accounts

“Martin at Jones Harris have done our accounts for three years and they are fantastic. So helpful and efficient. Throughout corona virus Cath had been an immense help and massively helped our business. Thank you so much. Positive Responsiveness, Quali...”

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Begbies Traynor - Insolvency Practitioners Lancaster

(2)

Financial Advisory, Renewables Finance, Finance and Funding

“We have often worked with Begbies Traynor and they are always professional and friendly in their approach. We would highly recommend!”

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Raymond James Kendal

(1)

FOR Intermediaries, FOR Private Clients, WHY USE A Wealth Manager

“I have not regretted joining Raymond James Kendal from a very large, impersonal investment company. Nick helped and advised when I needed his knowledge, expertise and understanding of the situation I found myself in. I trust Nick and his team. They ...”

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David Kneale Financial Management

(1)

Investment Management Services & Advice, Pension Management Services & Advice

“Professional service.”

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Kieron Bassett Financial Services

(8)

Equity Release, Insurance, Investments

“Just completed on another property with Daniel Brown acting as our advisor and as always his service was brilliant. Much appreciated. Positive Responsiveness, Professionalism”

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Westmorland Mortgage Advice Centre

(1)

“I was recommended Gemma at Westmoorland Financial Advice Centre and she is fantastic. She managed to secure myself a buy to let mortgage when i had been refused by several banks with a good interest rate. They provide a highly professional service an...”

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Bridges & Co Financial Advisers

(8)

Inheritance Tax
Mortgage
Pressure

“I have been using Bridges & Co for several years now. I deal with Ian Felton who is friendly, approachable and very knowledgeable. As a lay person investments, pensions and mortgages can be daunting but Ian is very clear about options and the process...”

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J F Hornby & Co Chartered Accountants

(4)

Corporate Finance, Payroll, Consultancy

“J F Hornby & Co make your accounting easy to understand and have always provided a very customer focussed service. Their cloud based accountancy package has really started to save the amount of time I spend on my accounts and keeps you in touch with ...”

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Winders Financial Services

“Winders is a long established, independent firm based in Barrow-in-Furness and the South Lakes. Established in 1962 we have spent almost 60 years helping people negotiate the minefield of regulations and legislation concerning their financial and bus...”

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Lighthouse Financial Planning

“From our experience, many owners are concerned about growing their business, being more efficient, becoming more profitable, retaining and attracting key staff and clients as well as ensuring new and existing clients are offered the most appropriate ...”

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Prudentfpa

(4)

“I have worked with the team at Prudent FPA for some years now and cannot recommend their services enough. From financial advice through to mortgage applications, the team are always on hand to offer their excellent and thorough expertise. Thank you!”

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B and M Harrison Limited Financial Advice Professionals

Inheritance Tax Planning, Retirement Planning, Mortgages

“Naturally, we are regulated by the Financial Conduct Authority.”

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Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Carnforth

The highest-rated Financial Planning & Wealth Management companies out of 49 vetted & reviewed in the Carnforth area.

James Larton

Edward Hart Financial Services Limited

Opes Independent Financial Advisers

Acutus Financial Solutions

PBS Financial Solutions

Help For Wealth

TP Financial Solutions

Poole Townsend Estate Agents Kendal

Financial Management Bureau

Advice Matters Financial Planning

Harrison Brook Uk/Online - Expat Financial Advice

Pegasus Portfolio Planning

Jones Harris Accountants

Begbies Traynor - Insolvency Practitioners Lancaster

Raymond James Kendal

David Kneale Financial Management

Kieron Bassett Financial Services

Westmorland Mortgage Advice Centre

Bridges & Co Financial Advisers

J F Hornby & Co Chartered Accountants

Winders Financial Services

Lighthouse Financial Planning

Prudentfpa

B and M Harrison Limited Financial Advice Professionals

Retirement Planning and Investment Management Services in Carnforth Cost Estimates

Why these companies made our list

Wealth Management Advisors near Carnforth

Popular in Carnforth