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PM Independent Financial Services
Retirement Planning, Financial Advice, Investments
Best Financial Advisors in Colne
The highest-rated Financial Planning & Wealth Management companies out of 38 vetted & reviewed in the Colne area.
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Palm Financial Care
“Palm Financial Care is a directly authorised financial services firm. Our advice brands are Alston Hill, Carepal and Semplo. Our new website is coming soon, please be patient with us whilst we make the final touches. In the meantime, if you need to g...”
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Magnum Financial Solutions
- Remortgage
“Excellent service received from Mark at Magnum, we are first time buyers and the support from Magnum made the process stress free!
I highly recommend Magnum Financial Solutions Ltd and I will certainly be using them again when it's time to remortg...”
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Clough Tomblin
Finance, Accounting, TAX
“Clough Tomblin have acted as my business accountant for the last 30 years. I cannot praise them highly enough for the personal and friendly service over the years. They offer professional advice in an understandable format and are always willing to h...”
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Cortex Wealth Management
“Dan was so informative and we would recommend anyone visit for advice”
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Ridehalgh
“Absolutely amazing people who genuinely know their stuff and will give you honest advice. A rare breed of people for sure!”
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Magnum Financial Solutions
Wills, Pensions, Insurance
“Simon was fantastic from start to finish. We were struggling to find a deal on a property. Not only did Simon get us a deal but also saved us over £2,000 on our new mortgage.
Friendly and professional service. Highly recommended.”
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Christina Clegg Financial Planning Services
Execution Only Service, Pension Reviews, Pension Transfers
“Excellent company, been with them for over 2 years now,keep me updated on my accounts and the annual report which I've just had is accurate and I'm happy with.Thanks Adele!”
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Polygon Financial
- Portfolio
- Pension
- Confidence
“Ashley has been an extremely valuable advisor to myself and my wife Catherine. His knowledge and professionalism have been vital and is greatly appreciated.”
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Napthens Solicitors
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“Huge thanks to Rachael and Jessica for their great work in managing the sale process. They provided clear guidance and professional service through the process and I highly recommend them.”
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Approachable Finance IFA
- Mortgage
- Knowledge
- Pension
“Approachable Finance helped find and setup our mortgage at a better deal than we could source independently - we found them to be approachable (pun aside!), helpful and supportive through the steps, ultimately saving us money on a long term fixed mor...”
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Proplan Financial Advice Limited
- Number
- Family
- Financial Advisor
“Steven has looked after myself and my husband for many years. He has given us some fantastic advice which enabled us to retire in March 2023 which is earlier than we ever thought possible. 6 months on and we are comfortable and happy and couldn't ha...”
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Goodbooks Accountancy
Wealth Management, Bookkeeping, Payroll Services
“Exceptionally good Accountancy firm”
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Open Financial Services
- Company
- Questions
- Professional
“What a great experience with a fantastic team.
We went to Open Financial Solutions to remortgage and Dorota helped us from start to finish. From looking back and talking to other people, we really got the best deal. We were advised to pay off our ...”
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Computershare Loan Services
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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Tempest Associates
“Hilary from Tempest Associates gave us fuss free, fast, excellent service. She went the extra mile at every turn to make sure that we were kept informed of every step, and gave us sound, no nonsense advice at all times. Hilary is an outstanding adv...”
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Haworths Financial Services
Protection, Financial Planning, Pensions
“Haworths Financial Services is a highly reputable, professional business established for many years. The advisor's are highly qualified individuals and I would recommend them for all your pensions, investment and mortgage advice.”
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Holcombe Financial Services
Protection, Inheritance Tax Planning, Company and Workplace Pensions
“Jeremy, Lisa and the team have all been extremely professional and knowledgeable, in each of the areas of financial advice we required. We now have a new home, tailored for our family's individual needs. We can't thank you enough for your friendly, ...”
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Debt Advice Hub
“Ashley has been a massive help through the process of setting this up. I have catastrophic memory problems because of my disabilities. If it wasn't for Ashley I don't know how I would have got on. Thank you me darling xx”
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Enhance Consultants
“Excellent service from the Enhance Consultants team. Walked us through the process end to end and were always available for any questions or queries. Highly recommend and a pleasure to deal with. Many thanks!”
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Virtu Financial Planning
- Company
- Team
- Mortgage
“Would highly recommend for anything mortgage related. Joe has helped with a seamless remortgage. Chris has also been really helpful and professional with all financial help and advice! Great company to get on board with!”
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Ecompli
Tailored Compliance Visits, Advertising Review Service, FCA Compliance Training
“We have assisted a large number of Mortgage Brokers, General Insurance Brokers, Equity Release and Insurance Loss Assessors (Claim Handling) companies complete the application and get authorised. Of course, once you are authorised we can then help wi...”
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APW Financial Planning Limited
“Excellent service tailored to our needs. Friendly, reliable and professional. Queries always addressed quickly. Would definitely recommend APW for personal Financial Planning.”
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Bishops Financial Planning
Wealth Management, Protection, Financial Planning
“Bishops Financial Planning are new to me but I have been taking a close look after I was mad aware that Greg Heath has joined them. In his previous role he took both mine and my wife's various pensions and put them into two portfolios. With his passi...”
Retirement Planning and Investment Management Services in Colne Cost Estimates
Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Average price range is based on
455 cost profiles
Why these companies made our list
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