Lancaster

Popular Cities

Lancaster
Join as a Pro

Best Financial Advisors in Lancaster

Handpicked from 100 vetted & reviewed Financial Planning & Wealth Management firms in the Lancaster area, explore the top 5 leaders in their field among the selected group of 24 finalists.

View Profile
PBS Financial Solutions

PBS Financial Solutions

(47)
  • Understanding
  • Fee
  • House
“I couldn't recommend PBS solutions enough - Ross has now helped me with two house moves - one as a first time buyer and the second when I purchased with my partner. PBS take away the stress of searching and applying for the best mortgage rates and I ...”
Transparent Fees & Pricing
In Business Since 2018
9 King St, Lancaster LA1 1JN
i
View Profile
Help For Wealth

Help For Wealth

(3)
Pensions, Protection Planning, Investments
“Very professional service. As a first time investor I was naturally slightly apprehensive about the process, but Andrew and Matthew have made the experience easy and enjoyable. Thank you!”
Free Initial Consultation
40++ Years Experience
Wyresdale Rd, Lancaster LA1 3JQ
i
View Profile
Harrison Brook Uk/Online - Expat Financial Advice

Harrison Brook Uk/Online - Expat Financial Advice

(1)
Pension Calculator, UK Pension Transfer – Qrop/Sipp, Qrops Pension Transfer
“James Rayburn was very informative and was a pleasure to speak to , made me feel very comfortable and explained everything to me in terms that I could understand , couldn't recommend enough .”
Free Initial Consultation
Transparent Fees & Pricing
The Storey, 27 Meeting House Ln, Lancaster LA1 1TH
i
View Profile
Advice Matters Financial Planning

Advice Matters Financial Planning

(13)
  • Investments
  • Retirement
“After a number of years using AdMat can only say that have never had any problems with their service, their response to queries etc is fast and efficient and their advice is solid”
In Business Since 2017
11 Wilton Cl, Lancaster LA1 2TL
i
View Profile
Begbies Traynor - Insolvency Practitioners Lancaster

Begbies Traynor - Insolvency Practitioners Lancaster

(2)
Pension Advisory, Personal Insolvency Options, Company Voluntary Arrangement (Cva)
“We have often worked with Begbies Traynor and they are always professional and friendly in their approach. We would highly recommend!”
34+ Years Experience
Priory Close, St Mary's Gate, Lancaster LA1 1XB
i
Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
99.3 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
View Profile
David Kneale Financial Management

David Kneale Financial Management

(1)
Investment Management Services & Advice, Pension Management Services & Advice
“Professional service.”
1 Aalborg Pl, Lancaster LA1 1BJ
i
View Profile
Bridges & Co Financial Advisers

Bridges & Co Financial Advisers

(8)
  • Inheritance Tax
  • Mortgage
  • Pressure
“My husband and I met with Roy Bridges at the Lancaster office to discuss ways in which the equity in our home, plus savings could work better for us. In a professionally relaxed environment, Roy discussed options open to us. We are grateful to him fo...”
11, Willow Mill, Lancashire, Fell View, Caton, Lancaster LA2 9RA
i
View Profile
Prudentfpa

Prudentfpa

(4)
“I have worked with the team at Prudent FPA for some years now and cannot recommend their services enough. From financial advice through to mortgage applications, the team are always on hand to offer their excellent and thorough expertise. Thank you!”
15 Dalton Square, Lancaster LA1 1PL
i
View Profile
Opes Independent Financial Advisers

Opes Independent Financial Advisers

In Business Since 2016
178 Lancaster Rd, Carnforth LA5 9EF
i
View Profile
Acutus Financial Solutions

Acutus Financial Solutions

Acutus House Head Office, 178 Lancaster Rd, Carnforth LA5 9EF
i
View Profile
Lowson & Company Chartered Financial Planners

Lowson & Company Chartered Financial Planners

“As the first and only firm of Independent Chartered Financial Planners in Lancaster, here at J H Lowson & Company Limited we pride ourselves on our friendly and highly professional approach. Whether you're planning for retirement or simply want to pr...”
3rd Floor, Rosemary House, North Rd, Lancaster LA1 1LU
i
View Profile
Lunesdale Investment Managers

Lunesdale Investment Managers

“Lunesdale Investment Managers is a trade name of Raymond James Investment Services Limited (Raymond James) utilised under exclusive licence. Raymond James is a member of the London Stock Exchange and is authorised and regulated by the Financial Condu...”
In Business Since 2018
Unit 3, Strands Barn Strands Farm Lane, Hornby, Lancaster LA2 8JF
i
View Profile
Edmonds Financial Planning Limited

Edmonds Financial Planning Limited

“Edmonds Financial Planning Limited was established in 2017, when its Director accepted an invitation to join St. James's Place. Rachael has over 15 years experience in the financial services arena and has provided comprehensive advice to private clie...”
Offers Financing Options
15+ Years Experience
39 Hatlex Ln, Hest Bank, Lancaster LA2 6EZ
i
View Profile
DGM Financial Planning

DGM Financial Planning

“My philosophy is to offer face-to-face bespoke advice to help clients achieve their personal and business goals. I am committed to building long term trusted relationships, providing an ongoing service regularly reviewing client finances to determine...”
8 Hatlex Dr, Hest Bank, Lancaster LA2 6HA
i
View Profile
TP Financial Solutions

TP Financial Solutions

(50)
  • Life
  • Knowledge
  • Future
“We asked TP Financial Solutions to have a look at our pension forecast, the service we received from both Tarnia and Annabel was professional and efficient . They kept us updated step by step from start to finish, we would have no hesitation in rec...”
19 Marine Rd W, West End, Morecambe LA3 1BU
Featured

Keep up to date with us! 🙌 Just visit our website and sign up via the pop-up on the 'Home Page' Here, we'll be sharing what we've been up to each month whilst also covering financial topics and information we think might be of interest to you. 💛 - - - - #TPFinancialSolutions #FinancialSolutions #FinancialAdvisers #Morecambe #Newsletter...

i
View Profile
Becketts Wealth Management

Becketts Wealth Management

(50)
  • Funds
  • Knowledge
  • Decisions
“First impressions of Becketts and Dominic is very good, he breaks everything down and explains it all in simple terms, helping you understand and giving you full confidence to make the best decisions for yourself. Hope to work with Becketts and Domin...”
Family Business
Serving Lancaster Area
i
View Profile
Appletree Financial Solutions

Appletree Financial Solutions

(50)
  • Happy
  • Company
  • Pension
“Have used Appletree 10 years now, on 2 properties and numerous other queries (Mike must be close to blocking my number by now) - always get a response in a timely manner and a clear explanation if required. Kathryn and Mike have been brilliant to dea...”
In Business Since 2002
Serving Lancaster Area
i
View Profile
John Earnshaw Independent Financial Advisers

John Earnshaw Independent Financial Advisers

(45)
  • First Time Buyer
  • Financial Advisor
  • Property
“We've used John Earnshaw for our past 2 mortgages and highly recommend the company. John is always so attentive and provides clarity on what can be a complicated process, we've also referred family members to him, who have received an equally excelle...”
Free Initial Consultation
Serving Lancaster Area
i
View Profile
Raymond James Ribble Valley

Raymond James Ribble Valley

(21)
Client Access, Financial Planning, Ethical Investing
“We are very satisfied with the service provided by the team at Raymond James especially Tracey who we have found to be very knowledgeable, professional and approachable. Everything is explained fully and no questions too small. She continues to give ...”
In Business Since 1996
Serving Lancaster Area
i
View Profile
Jones Harris Accountants

Jones Harris Accountants

(3)
Management Accounts, Corporate Finance, Tax Advisory
“Martin at Jones Harris have done our accounts for three years and they are fantastic. So helpful and efficient. Throughout corona virus Cath had been an immense help and massively helped our business. Thank you so much. Positive Responsiveness, Quali...”
Transparent Fees & Pricing
In Business Since 2000
Family Business
Serving Lancaster Area
i
View Profile
The Mortgage Factory

The Mortgage Factory

(17)
  • Questions
  • Professional
  • Stress
“Been brilliant from the get to, fast replies and always takes time to ensure that we have felt comfortable and understood everything clearly before moving forward. Would highly recommend”
In Business Since 2008
Serving Lancaster Area
i
View Profile
Brown & Co

Brown & Co

(4)
Payroll & HR, Business Growth, Financial Planning
“Chris has always struck me as the sort of Accountant who will go the extra mile to find ways he can free up time to focus on things that really matter to his clients. Positive Quality”
Transparent Fees & Pricing
Serving Lancaster Area
i
View Profile
Rowlands & Hames

Rowlands & Hames

(2)
“I contacted Rowlands and Hames recently regarding a complex business insurance policy. The guidance and advise Gary gave was absolutely brilliant. I would not hesitate to recommend Gary and his team.”
In Business Since 2003
Chiltern House, 181 Bristol Ave, Blackpool FY2 0FP
i
View Profile
Berry Financial Planning

Berry Financial Planning

(2)
“Extremely helpful and friendly.”
335 Red Bank Rd, Blackpool FY2 0HJ
i

Retirement Planning and Investment Management Services in Lancaster Cost Estimates

Minimum cost
£1211
Maximum cost
£10284
National Average
£3630
Avg Per Hour Rates
£365
£2420
£6655
Average price range is based on 329 cost profiles
Embed on your site

Your Embed Code

Click to copy
Successfully copied!
Average Cost £3630
Minimum cost £1211
Maximum cost £10284
Avg Per Hour Rates £365

Average range $2420 to $6655 is based on 329 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?

Wealth Management Advisors near Lancaster

Popular in Lancaster

, ENG
Back To Top