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Money & Mortgages UK

(50)

Insurances, Protection, Mortgages

“The staff at Money and Mortgages are very friendly and helpful from start to finish. Fantastic service, they provided us with fair and impartial advice - highly recommend. Positive Responsiveness, Professionalism, Value”

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Rotherham Taylor Chartered Accountants & Registered Auditors

(50)

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

“I have dealt with Rotherham Taylor for many years and have enjoyed a professional service from them at all times. They offer sound advice and are always quick to respond to queries. I would recommend Rotherham Taylor to all sizes of business. Posit...”

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Magnum Financial Solutions

(50)

Insurance, Protection, Mortgages

“My husband & I can't thank Simon enough for working day & night to get us the right mortgage. Extremely satisfied with his outstanding work commitment. Would definitely recommend Simon lister to everyone.”

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Keepstead Money

(50)

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

“Maj from Keepstead provided very professional advice on the mortgage application! He's very helpful, efficient and followed through the whole purchase. He's very patient to answer different questions I had. Highly recommend Maj / Keepstead as your mo...”

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Retirement Professionals

(44)

Retirement Planning, Equity Release, Pension Annuities

“Excellent support from both Ian and Lesley! If you want direct information and transparency this is the place to go. They both made sure they provided accurate information and advice. Couldn't fault them - 5* service! This was for my mother's retirem...”

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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Christina Clegg Financial Planning Services

(50)

Pension Transfers, Inheritance Tax Planning, Free Initial Meeting

“things starting to take shape now, ive been made very welcome on every visit,communication is very good,my understanding of pensions is not great however things have been explained in a way that i can understand. i have no reason to doubt that i wil...”

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)

Options
Up to Date
Sound

“Paul has always assisted us in making the right financial decisions for our personal circumstances - from mortgages to investments and pensions. I t has been a difficult financial market time of late, yet Paul has provided valuable insights and advi...”

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Helen Ferneyhough Associates

(50)

Stress
Remortgage
Family

“Helen is brilliant. She is our go-to mortgage advisor. She is always on hand to answer any questions and I fully trust her opinion. Sandra is also a wonderful support, deals with things very quickly and helps get things over the line. I would 100% re...”

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Eadon & Co

(42)

Advice
Jargon
Communication

“The team at Eadon & Co were very professional and communitive throughout my pension transfer process. I am very pleased with my new investment. I have another company pension to be advised on in the future and i will certainly return to Eadon & Co. ...”

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Prestfield Wealth Management

(50)

Meeting
Family
Mortgage

“Excellent service - both professional and personal. Whether you drop in for a coffee or are having a full financial review, the team are friendly, charming and highly skilled. The advice I have received here over the years has dramatically improved...”

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Alexander Ross Mortgages & Financial Planning

(40)

Family
Professional
Remortgage

“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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Wetherall's

(35)

Financial Advice
Management
Family

“We can thoroughly recommend Wetherall's as independent financial advisers. We have worked with James, Katie and Delphine for many years and their genuine commitment and empathetic approach has given us total confidence in their abilities. James is an...”

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Financial Agent Solutions- Mortgage and Insurance Brokers

(34)

Team
Work
Questions

“Very good service! Correct, tolerant, friendly approach! I received a rather professional opinion, suggestion. I found it very useful. I'd highly recommend their service! They deserve an absolute 5 stars from me!”

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Informed Wealth Management

(32)

The Future
To Know
Confidence

“Richard is a very excellent advisor looked after our investments and always their for us nothings to much trouble for him I have introduced him to friends and family all with richard Positive Responsiveness, Quality, Professionalism, Value”

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Amber River True Bearing

(35)

Options
Risk
Future

“Since being introduced to Mark O'Neill we have formed a good trusting friendship and understanding of each other. He always explains his reasoning well and puts everything in layman's terms when asked to explain anything. We couldn't recommend him h...”

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Harrison Townend Financial Services

(31)

Ethical Investing, Pensions & Retirement, Wealth Management

“Chris has been great in sorting my finances out to best match my needs. Don't know where else I'd get such good service without having to leave my home. Thanks Chris!!”

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Thomas Whiting

(25)

Rates
Future
Interest

“Reliable, honest and friendly advice. Ashley from Thomas Whiting Ltd has been fantastic whilst dealing with our mortgage and life cover. The service has been great and he carries out a thorough job. We would highly recommend.”

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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. Positive Responsiveness, Professionalis...”

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Proplan Financial Advice Limited

(24)

Financial Advisor
Language
Sound

“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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Allisons Financial Planning

(18)

Understand
Service
Remortgage

“We used Allisons Financial Planning as first time-buyers back in 2021 and have used them again recently to complete a product transfer. Both times they have been amazing. Very friendly, knowledgeable and trustworthy. We dealt with Sarah Higgs who in ...”

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Open Financial Services

(21)

Questions
Price
Professional

“I had a chance to work with Dorota Przybyl and Open Financial Solutions team at 3 different occasions so far. It is great to know that I have such a fantastic back up in regards financing my new house purchases. Dorota always get back to me when I re...”

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Fox Lifestyle Financial Planning

(18)

Number
Knowledge
Pension

“Before going to Fox Lifestyle I had no idea I was in any position to retire early, indeed I only went along to see if various pension pots I had could be invested more smartly in a single pot. Thanks to Fox's friendly and expert advice they were able...”

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Pearson Solicitors and Financial Advisers

(20)

Inheritance & Will Disputes, Medical Negligence, Divorce and Family Law

“Excellent service provided by Pearson! Always answered questions quickly and in more detail if I did not understand. Explained the full process very well and kept us in the loop at every stage. Very helpful staff (solicitors and assistants) who we...”

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Halcyon Financial Planning

(9)

Adviser

“I have been with Kevin for 6 years since just before I retired at 65. Kevin consolidated my various pension pots into a single portfolio which has delivered a significant overall improved performance for me as a 'cautious' investor. Kevin has always ...”

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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.

Money & Mortgages UK

Rotherham Taylor Chartered Accountants & Registered Auditors

Magnum Financial Solutions

Keepstead Money

Retirement Professionals

Christina Clegg Financial Planning Services

Polygon Financial

Helen Ferneyhough Associates

Eadon & Co

Prestfield Wealth Management

Alexander Ross Mortgages & Financial Planning

Wetherall's

Financial Agent Solutions- Mortgage and Insurance Brokers

Informed Wealth Management

Amber River True Bearing

Harrison Townend Financial Services

Thomas Whiting

NRB | Chartered Accountants

Proplan Financial Advice Limited

Allisons Financial Planning

Open Financial Services

Fox Lifestyle Financial Planning

Pearson Solicitors and Financial Advisers

Halcyon Financial Planning

Retirement Planning and Investment Management Services in Darwen Cost Estimates

Why these companies made our list

Wealth Management Advisors near Darwen

Popular in Darwen