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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 ...”

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Harrison Brook Uk/Online - Expat Financial Advice

(1)

Pension Calculator, UK Pension Transfer â 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 .”

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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”

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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!”

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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!”

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David Kneale Financial Management

(1)

Investment Management Services & Advice, Pension Management Services & Advice

“Professional service.”

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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...”

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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!”

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Opes Independent Financial Advisers

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Acutus Financial Solutions

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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...”

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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...”

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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...”

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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...”

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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...”

Featured

Thank you for leaving us this amazing review Peter! It has been a pleasure working with you so far and we look forward to guiding you into and through your retirement. 💛💙 “I was recommended to TP Financial Solutions by a colleague. As I was approaching retirement, My (5) pension schemes were in disarray and I required some quality guidance. I arranged to meet Annabel Lumsden to discuss this. Annabel analysed my position and prepared a bespoke plan which she thought would meet my requirements. The amount of work involved was considerable, and I would not have been able to obtain a resolution without some quality guidance. Once this work was complete, we arranged another meeting to discuss the findings. I was in agreement with all of Annabel's proposals. Annabel had done all the work with the existing pensions and Providers and consolidated them into a single scheme. This made the understanding and control of the funds far more direct and straightforward. Throughout our dealings, Annabel discussed and explained everything in a manner that was easily understandable for me, and explained them in a simple easy to understand fashion. Annabel was quick to respond to any queries or concerns and allayed all my fears about how I was going to process my pensions when the time came to draw them. I always felt completely at ease during any discussions. I would have no hesitation in recommending TP Financial Solutions and Annabel Lumsden to any future prospective clients.”...

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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...”

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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...”

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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...”

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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 ...”

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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...”

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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”

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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”

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Kieron Bassett Financial Services

(8)

Investments, Insurance, Pensions

“Lovely comfortable newly refurbished premises , made to feel welcome straight away , excellent advice from Jason - would recommend to anyone seeking financial advice .”

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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.”

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Average Cost	£3630
Minimum cost	£1211
Maximum cost	£10284
Avg Per Hour Rates	£365

Best Financial Advisors in Lancaster

The highest-rated Financial Planning & Wealth Management companies out of 100 vetted & reviewed in the Lancaster area.

PBS Financial Solutions

Harrison Brook Uk/Online - Expat Financial Advice

Advice Matters Financial Planning

Help For Wealth

Begbies Traynor - Insolvency Practitioners Lancaster

David Kneale Financial Management

Bridges & Co Financial Advisers

Prudentfpa

Opes Independent Financial Advisers

Acutus Financial Solutions

Lowson & Company Chartered Financial Planners

Lunesdale Investment Managers

Edmonds Financial Planning Limited

DGM Financial Planning

TP Financial Solutions

Becketts Wealth Management

Appletree Financial Solutions

John Earnshaw Independent Financial Advisers

Raymond James Ribble Valley

Jones Harris Accountants

The Mortgage Factory

Brown & Co

Kieron Bassett Financial Services

Rowlands & Hames

Retirement Planning and Investment Management Services in Lancaster Cost Estimates

Why these companies made our list

Wealth Management Advisors near Lancaster

Popular in Lancaster