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James Larton
Life Stages, Corporate Services, Calculators
Best Financial Advisors in Carnforth
The highest-rated Financial Planning & Wealth Management companies out of 49 vetted & reviewed in the Carnforth area.
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Edward Hart Financial Services Limited
“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
- 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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TP Financial Solutions
- 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
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
- 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
- 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
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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Help For Wealth
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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Jones Harris Accountants
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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Pegasus Portfolio Planning
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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David Kneale Financial Management
Investment Management Services & Advice, Pension Management Services & Advice
“Professional service.”
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Raymond James Kendal
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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Kieron Bassett Financial Services
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
“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
- 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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Lighthouse Financial Planning
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Winders Financial Services
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Prudentfpa
“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
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Veritas Financial Planning
“Not easy picking a Financial Advisor! It all comes down to trust and developing a relationship with someone. I can highly recommend Veritas Financial Planning and have been with them for several years now. Never any pressure and every decision and ou...”
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Rdbifs
Retirement Planning and Investment Management Services in Carnforth Cost Estimates
Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Average price range is based on
417 cost profiles
Why these companies made our list
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