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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
Wills, Pensions, Insurance
“We used magnum for our first house purchase and I'm must say they were absoulty faultless, Rachel was amazing and helped us with every step of the mortgage, if your looking for anyone to help with buying a property 100% use magnum financial.”
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Christina Clegg Financial Planning Services
Execution Only Service, Pension Reviews, Pension Transfers
“I've been with Christina for the last 4years. She helped me transfer my works pension, and the service since as been fantastic. She give me sound advice on what to do with my pension pot and how to manage it. 5 stars”
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Polygon Financial
- Confidence
- Advice
- Financial Markets
“Always a pleasure to deal with Paul Lewis. Very professional, always available to advise on any queries nothing is too much trouble. I can highly recommend.”
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Napthens Solicitors
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“I would not hesitate to recommend the People Project team, headed up by Jenny Heyes. Practical, supportive and realistic advice, its always a pleasure to work with them.”
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Approachable Finance IFA
- Critical Illness
- Mortgage
- Honest
“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
- Review
“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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Open Financial Services
- House
- Company
- Questions
“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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Goodbooks Accountancy
Wealth Management, Bookkeeping, Payroll Services
“Andrews genuine Yorkshire honesty and vast experience of tax and accountancy has helped me hugely over the last few years. Goodbooks Accountancy made it easy for me to transition from sole trader to LTD company. Andrew is always accommodating and ex...”
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Tempest Associates
- Information
- Pension
- Advisor
“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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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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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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Enhance Consultants
- Team
“Worked with the team at enhance, excellent service very knowledgeable and helped us with our R&D reclaim. I have referred the guys to all my contacts and will continue in doing so, thanks guys Positive Responsiveness, Quality, Professionalism, Value”
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Virtu Financial Planning
- Company
- Financial Advice
- Mortgage
“We have dealt with Chris and his team for many years, both at his previous company and now his own business. We have always found them helpful and more importantly beneficial in their financial advice, this now extends to our family as well. No que...”
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55plus Equity Release
- Questions
- Family
“Professional and knowledgeable person....friendly service taylored to his customers requirements....would reccomend...5 star... Positive Responsiveness, Professionalism”
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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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APW Financial Planning Limited
- Financial Advisor
“Excellent service tailored to our needs. Friendly, reliable and professional. Queries always addressed quickly. Would definitely recommend APW for personal Financial Planning. Positive Responsiveness, Quality, Professionalism, Value”
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Simply Pensions
- Risk
- Retirement
- Products
“Great advice, delivered in a way which made it easy to follow. The time Gary spent listening to my future plans and aspirations, along with the pertinent questions he asked, enabled him to tailor his advice to match my needs. I was able to make a sub...”
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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...”
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Front Row Financial
- Risk
- Understand
- Options
“Dealing with Steve at Front Row financial ltd has been great, he is easy to speak to and listened to my concerns and needs in order to set up the correct product for me and my circumstances, I have very little knowledge regarding pensions and Steve e...”
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Cortex Wealth Management
“Dan was so informative and we would recommend anyone visit for advice”
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Castle Financial
Mortgages, Life and Income Protection, Savings and Investments
“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.”
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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