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Napthens Solicitors

(49)

#, #

“A great service from our solicitor Uzma and assistant Rachel. Our property sale went through very quickly and smoothly and communication was excellent.”

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Splash! Commercial Finance

Property Refurbishment Loans, Commercial Mortgages, Asset Finance

“Data Protection Statement : We comply fully with the General Data Protection Regulations (GDPR) 2018 and all client data and information you provide to us will be managed, processed and kept secure in accordance with the GDPR. We will never share, se...”

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Rotherham Taylor Chartered Accountants & Registered Auditors

(50)

Forensic Accounting, Tax Arrangements For Non-Doms, Investment and Financial

“Simone was extremely helpful and thorough from start to finish. Responded to any queries I had quickly and was always there when i needed advice.She also made sure i obtained a favourable outcome. I wouldn't hesitate to recommend or use Rotherham Tay...”

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Informed Wealth Management

(32)

The Future
Pension
Investment

“I've been a client of Richard's for over 8 years, and can thoroughly recommend him. He's knowledgeable, friendly, helpful and approachable. He maintains regular contact, provides updates, and reviews, on my personal pension.”

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Ridehalgh

(1)

“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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Two10 Investment Services

(1)

“I've been using Two10 for the past year and have nothing to say but good words. The team are friendly and I've always got a point of contact whenever I have any questions!”

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Joanne Fogo Wealth Management

(3)

“Joanne Fogo Wealth Management is a caring and friendly company, who I would have no qualms in recommending in a heartbeat (and often have!). Joanne has been invaluable in providing measured and honest financial advice, and always goes above and beyo...”

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Magnum Financial Solutions

(50)

Insurance, Protection, Mortgages

“We went through Simon Lister for our first mortgage, he was really helpful and got us the best deal, I would 100% recommend, his efficiency was excellent! Thanks Simon!”

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Money & Mortgages UK

(50)

Insurances, Protection, Mortgages

“Very professional, fantastic communication, highly recommended. I have dealt with many brokers over the past 10 years and always got best deals from Paul Elliott and his team.”

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Chadwick & Company

(49)

Online Accounting, Business Services, Personal Services

“We have been using Cahdwicks to do our payroll for many years now and are very happy with their service. Jennifer looks after our account and is always there if i have any queries. Ready to help with good advise. Would certainly recommend this compan...”

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Keepstead Money

(50)

Keep it Covered, Keep it Safe, Keep it Simple For Mortgages

“Being first time buyers was made easy thanks to maj he made sure we understood everything and helped is every step of the way noting was too much trouble would definately recommend”

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Christina Clegg Financial Planning Services

(49)

Pension Transfers, Inheritance Tax Planning, Free Initial Meeting

“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...”

Featured

Artificial Intelligence regulation for private pension advice The use of Artificial Intelligence (AI) for private pension advice and other financial services has been on the rise for some time now. We’ve recently reported on the story that an AI fund manager is supposedly outdoing the market with its investments. It seems that the FCA has now recognised that this might become a risk for consumers. So, in their latest speech the head of the FCA has outlined plans to regulate the use of AI within financial services. Whilst the FCA has said that it doesn’t regulate technology, it does regulate “critical third parties” which is how it describes AI. There may be many ways in which AI will benefit financial services. Especially in terms of opening up private pension advice to the mass market by reducing cost. But there are serious concerns about AI being used to commit cybercrime, in particular investment fraud. It is in this area that FCA needs to get involved with the regulation.

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Polygon Financial

(50)

Sound
Financial Markets
Options

“I have used Ashley at polygon to look after my pensions and isa for over 5 years.He has always been available if I have any queries etc.He is very good in explaining everything and easy to understand and has handled my investments well.I would have n...”

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Helen Ferneyhough Associates

(50)

Family
Rate
Sale

“Helen & Sandra are amazing at what they do! Helen went above and beyond to get us a mortgage during a very difficult time & I can't thank them enough!”

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Gorilla Accounting

(45)

Switch Accountants, Gorilla Perks, Compare Contractor Accountants

“Gorilla Accounting have been great to work with. I had some rather poor experiences with my previous accountants and decided to switch my accounting services to Gorilla Accounting. Morgan from Gorilla was prompt to reply to any queries and was extr...”

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Retirement Professionals

(37)

Retirement Planning, Equity Release, Pension Annuities

“Very open and helpful with all their dealings with you as a person, unique in their approach to you which is a rarity these days. Very Professional and helpful and guided me through a difficult area I had no idea on how to do myself, they got the bes...”

FAQs

What is the Open Market Option?

In the past annuities were purchased from the pension provider, but more recently it has become possible to shop around and approach other annuity providers to get the best deal, known as the Open Market Option.

Where can I buy an annuity?

Historically, annuities have been purchased from the same company that manages the pension fund. However, since the FSA introduced its Open Market Option initiative, it has been possible to buy an annuity from any pension provider, giving individuals the opportunity to shop around and get the best deal.

How long does it take to arrange an annuity?

The average time taken to buy an annuity is 4 to 6 weeks, but it can take longer or shorter than this. A lot depends on the company which manages the pension fund.

What happens to the annuity when I die?

Typically an annuity will stop paying an income if you die, but when purchasing an annuity there are ways of ensuring annuity income can pass to your spouse or partner, or estate, though this will adversely affect your basic annuity rate.

What are your fees?

The quote is free and there is no obligation to purchase an annuity. If you decide to proceed, we receive a commission payment direct from the annuity provider with which you purchase your annuity.

More answers can be found on the FAQ page of our website.

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NRA Accountancy & Taxation Services - Accountants Rochdale

(35)

Personal Tax, VAT Services, Cloud Accounting

“I would highly recommend Neil as he takes the time to explain everything thoroughly and he is very helpful and experienced in tax matters. He goes that extra mile to get the result you require.”

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Prestfield Wealth Management

(50)

Knowledge
Financial Advice
Meeting

“Great service at Prestfield. John ,Dan and all the staff so helpful. Fabulous advice to navigate my retirement. I have no worries. Completely trustworthy.”

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Alexander Ross Mortgages

(37)

First Time Buyer
Company
Questions

“Ed was so professional from start to finish. We were 1st time buyers and worried where to start. But Ed talked us through everything Everytime I had a question Ed would contact us straight away. Thank you Ed you are a true gentleman.”

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PB Syddall & Co

(31)

Cloud Accounting, Business Services, Personal Services

“Like a lot of small to medium sized charities we really struggled with our accounts. Until Syddall's were recommended to us. Adam and his team are just a joy to deal with, just so helpful, courteous and professional. A proper, established family bus...”

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Amber River True Bearing

(35)

Meetings
Confidence
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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Wetherall's

(31)

Confidence
Individual
Financial Advice

“My wife and I recently became clients at Wetherall's. I'd previously encountered them through a previous employer and found the focused personal approach ideal for us. The onboarding process was focused around our needs and we really felt the team we...”

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NRB | Chartered Accountants

(21)

Financial Planning & Wealth Management, Online and Cloud Accounting, Corporate Finance

“From start to finish the service I received from Adrian was excellent. He went above and beyond to help me. I will definitely use NR Barton Chartered Accountants again. I can't recommend them enough. Jo Burton.”

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Proplan Financial Advice Limited

(24)

Financial Advisor
Sound
Pensions

“Friendly and clear advice regarding future financial planning, pensions and savings. We would not hesitate to recommend Steven and ProPlan to our 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 Darwen

The highest-rated Financial Planning & Wealth Management companies out of 61 vetted & reviewed in the Darwen area.

Napthens Solicitors

Splash! Commercial Finance

Rotherham Taylor Chartered Accountants & Registered Auditors

Informed Wealth Management

Ridehalgh

Two10 Investment Services

Joanne Fogo Wealth Management

Magnum Financial Solutions

Money & Mortgages UK

Chadwick & Company

Keepstead Money

Christina Clegg Financial Planning Services

Polygon Financial

Helen Ferneyhough Associates

Gorilla Accounting

Retirement Professionals

NRA Accountancy & Taxation Services - Accountants Rochdale

Prestfield Wealth Management

Alexander Ross Mortgages

PB Syddall & Co

Amber River True Bearing

Wetherall's

NRB | Chartered Accountants

Proplan Financial Advice Limited

Retirement Planning and Investment Management Services in Darwen Cost Estimates

Why these companies made our list

Wealth Management Advisors near Darwen

Popular in Darwen