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Polygon Financial

(50)

Sound
Financial Markets
Knowledge

“Recently completed a pension transfer. Working with Ashley and the team has been an absolute delight. The process was done efficiently and with such ease. I was kept in the loop throughout the process. Great business to use and will continue working ...”

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Proplan Financial Advice Limited

(24)

Sound
Review
Future

“Steven Czapowski at Proplan has been our family financial adviser for over 20 years. His sound, knowledgeable and trusted advice has ensured that our finances are invested wisely, profitably and tax efficiently. As well as regular financial review ...”

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Virtu Financial Planning

(10)

Pensions
Insurance
Company

“Natalie Brown has been my pension adviser for a couple of years. Natalie is very very knowledgeable regarding pensions, she puts my mind at rest and explains things so well and easy for me to understand. Her help and understanding is vital for me an...”

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Castle Financial

(1)

Retirement Planning, Mortgages, Life and Income Protection

“Amazing service and people my case was handled perfectly any query I had was answered and support was provided 100% of the time. Could not ask for more understanding and patient people.”

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Donald Race & Newton Solicitors

Solicitors For Business, Solicitors For You

“We offer a full range of legal services and have a team of highly qualified and experienced lawyers who are specialists in their field. But providing great advice is just a starting point for us, what really sets us apart from other firms is our comm...”

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D S M Chartered Accountants

Audit & Assurance, Private Equity Accounting, Business

“"As a small new business set up many years ago, we had never needed an Accountant before, having enjoyed the benefits of being employees, where all that difficult stuff re tax etc was done for us! The transition to self employment was a fantastic dec...”

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John Turner, Independent Financial Adviser

(1)

“Johns dedication and commitment to providing the best possible advice and guidance in mortgages is crucial in todays society , a brew a good chat and John saves you pounds . That's the aim , and he achieves .. highly recommended local FA for the area...”

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Magnum Financial Solutions

(50)

Protection, Investments & Planning, Pensions

“Cannot recommend Magnum Financial enough, especially Mark! He is calm and professional and made the whole process of getting a mortgage clear and understandable. Our situation wasn't straightforward due to one of us being self employed and Mark helpe...”

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Rotherham Taylor Chartered Accountants & Registered Auditors

(50)

Investment and Financial, EIS and Seis, Property Tax

“Highly recommended. I've been using Rotherham Taylor for my tax returns for 13 years or so now and I wouldn't want it any other way. I'm particular simone brown who has been very helpful in getting my books sorted. Positive Responsiveness, Profession...”

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Christina Clegg Financial Planning Services

(50)

Inheritance Tax Planning, Estate Planning Services, Pension Reviews

“Excellent. I saw Adele for a free pension review. She obtained all my information ,explained everything clearly and gave me valuable advice. There was no pressure selling whatsoever and in my case I didn't change my current pension arrangements but...”

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Napthens Solicitors

(48)

#, #

“Stewart Croft handled our land dispute with utter professionalism and dogged determination. His knowledge of such a complex area coupled with his affable demeanour instilled confidence at every turn. We can't recommend him or Napthens highly enough. ...”

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Amber River True Bearing

(35)

Future
Portfolio
Understand

“How much do I need to retire? This is the question I'd been asking myself for a couple of years, whilst never finding the answer. That is until I was encouraged to contact Mark O'Neill, at True Bearings. With Mark's patience, expert knowledge and ad...”

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Open Financial Services

(21)

Price
Property
Company

“Professional service from start to finish. Perfect telephone contact. Buying a house is a pleasure and not a problem with the help of Mrs. Dorota Przybyl and the team. Help in contact with lawyers, answering our million questions, adapting products t...”

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Fox Lifestyle Financial Planning

(18)

Knowledge
Market
Number

“We met Stephen in February 2020 so it's early days in terms of our long term investments however so far so good. In the initial stages there were lots of questions and after thoughts on our part. All of our questions were answered and we were rea...”

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Computershare Loan Services

(4)

Omni-Channel Delivery, Digital Migration, Communications Consulting

“The postcode BD23 2HL is not this building, a satnav will take you to Skipton postal sorting office!”

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Haworths Financial Services

(13)

Wealth Management, Taxation, Mortgages

“I had the pleasure of dealing with Ben Jones at Haworths, who reviewed my existing life insurance policies, and found me a much better deal. He explained the complicated jargon, and simplified the meaning of the illustrations I was given. I'll be a r...”

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Raymond James Ribble Valley

(21)

Ethical Investing, Working With Charities, Financial Planning

“The guys at Raymond James have been very helpful in helping to plan my retirement. They have helped me make the best use of my investments right from day 1 and even when the best option has been to leave investments where they are with no gain for ...”

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Enhance Consultants

(5)

Team

“Enhance Consultants are a leader in their field and deliver what they promise! It was a pleasure to work with professional and competent consultants. Highly recommend. Keep up the great work!”

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Chameleon Financial Planning

(13)

Life
Family
Team

“The service from Gurdit and the rest of the team at Chameleon is outstanding. They listen carefully, are always available when we need them and we completely trust their advice. We get excellent reports and the online portal is very helpful. Overall,...”

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Logical BI Limited

(8)

Accounting Packages, CFO Retainer Services, The Business Booster Consultancy Call

“We looked around at quite a few accountants before we spoke to Pauline. As soon as Pauline began telling us what she offers and her experience we instantly knew she was the one. Much more than an accountant. The financial advice, business advice and ...”

Featured

Who has your business back? It’s rather an important role tbh. You can’t do it all on your own and frankly, who would want to? My priority is supporting the CEO. How? Well, we routinely look at lifestyle changes, the bigger picture and supporting the business to create the best return for shareholders. 👉 Financial clarity and forecasting will provide your best returns. 👉 Being efficient with systems and processes will often provide the best savings. 👉 Reviewing your product/service/customer gross margin defines your profit opportunities/issues. Finance, profit, stability, lifestyle… that’s where I come in 🙌 Do you have a financially savvy and strategic soul on your squad? #supplychain #logistics #manufacturing #distribution...

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Streets Turner Chartered Accountants

(7)

Team

“Superb service from Mike and team! Always happy to answer questions I have and always prompt returning calls etc. Would recommend them to anyone looking for a reliable and knowledgeable accountant.”

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55plus Equity Release

(6)

Questions
Family

“Concise and professional information and advice, first class service and a first class adviser, we are happy to recommend Graham for the professional manner he handled our finances. Positive Responsiveness, Quality, Professionalism, Value”

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Simply Pensions

(18)

Informative
Products
Meeting

“Stuart McNeil came round to my house to help me get my pensions in order. I had been worried about them for a couple of years as I really didnt understand them and didn't have a clue how to make them work the best for me. I had been putting it off be...”

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APW Financial Planning Limited

(8)

Financial Advisor

“Peter Wray has provided financial advice to both my father, and then upon his death to myself for over 10 years, in that time I have found Peter to be personable, professional and competent and would confidentially recommend him to friends and family...”

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

Best Financial Advisors in Clitheroe

The highest-rated Financial Planning & Wealth Management companies out of 51 vetted & reviewed in the Clitheroe area.

Polygon Financial

Proplan Financial Advice Limited

Virtu Financial Planning

Castle Financial

Donald Race & Newton Solicitors

D S M Chartered Accountants

John Turner, Independent Financial Adviser

Magnum Financial Solutions

Rotherham Taylor Chartered Accountants & Registered Auditors

Christina Clegg Financial Planning Services

Napthens Solicitors

Amber River True Bearing

Open Financial Services

Fox Lifestyle Financial Planning

Computershare Loan Services

Haworths Financial Services

Raymond James Ribble Valley

Enhance Consultants

Chameleon Financial Planning

Logical BI Limited

Streets Turner Chartered Accountants

55plus Equity Release

Simply Pensions

APW Financial Planning Limited

Retirement Planning and Investment Management Services in Clitheroe Cost Estimates

Why these companies made our list

Wealth Management Advisors near Clitheroe

Popular in Clitheroe