Best Financial Advisors in Lancaster

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

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
Ground Floor, 12 Sun St, Lancaster LA1 1EW
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David Kneale Financial Management

David Kneale Financial Management

(1)
Investments, Pensions
“Professional service.”
Free Initial Consultation
1 Aalborg Pl, Lancaster LA1 1BJ
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Burton & Fisher

Burton & Fisher

(9)
  • Mortgage
“Excellent, efficient service from start to finish with every step clearly explained and kept in touch throughout the process of applying for a mortgage and home insurances. Worth every penny of the fee. They also have a branch in Lancaster.”
76 Church St, Lancaster LA1 1ET
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Help For Wealth

Help For Wealth

Pensions, Protection Planning, Investments
“Whilst being based in the historic city of Lancaster in the North West, we like to think that we are a very diverse company. We serve a broad and interesting array of existing clients that have exposed us to all different types of circumstances, situ...”
Free Initial Consultation
40++ Years Experience
Wyresdale Rd, Lancaster LA1 3JQ
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Advice Matters Financial Planning

Advice Matters Financial Planning

(7)
“I have been a client of Advice matters for more than 10 years and value the service they provide. This company is small enough to make a personal relationship effective and I have found their advice sound and professional. from my experience I recom...”
In Business Since 2017
11 Wilton Cl, Lancaster LA1 2TL
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Bright Life Mortgages

Bright Life Mortgages

(5)
“Mark Wainwright has been working for a while now sorting our mortgage on our new build property. He has been totally professional throughout the process even sorting our insurance when i was having problems arranging it. He has gone above and beyond ...”
The Storey, Meeting House Ln, Lancaster LA1 1TH
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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
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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
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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
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Duncan Hall Financial Planning Services

Duncan Hall Financial Planning Services

“After running a successful company for nearly twenty years, Tracey and Duncan have merged the business with Jon Lowson, although they will continue to trade as Duncan Hall Financial Planning Services. Being part of this consolidated business has many...”
In Business Since 2000
3rd Floor, Rosemary House, North Rd, Lancaster LA1 1LU
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Opes Independent Financial Advisers

Opes Independent Financial Advisers

In Business Since 2016
178 Lancaster Rd, Carnforth LA5 9EF
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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
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Raymond James Ribble Valley

Raymond James Ribble Valley

(19)
  • Team
  • Future
  • Investments
“We are extremely please with the way Raymond James have handled our investments. They provide an excellent personal service. We always feel their main aim is our future wellbeing and financial security. Their advisors are always available to answer o...”
In Business Since 2015
Serving Lancaster Area
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Berry Financial Planning

Berry Financial Planning

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

TP Financial Solutions

(25)
  • Information
  • Future
  • Jargon
“I met up with Annabel of TP Financial Solutions recently as I needed advice on making an investment. Annabel has been absolutely great in guiding me through and explaining what products were the right ones for me to consider. Annabel is professional,...”
1 Twemlow Parade, Heysham, Morecambe LA3 1PD
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Appletree Financial Solutions

Appletree Financial Solutions

(30)
  • Apple Tree
  • Team
  • Investments
“We have used Mark Colgan and the team at Appletree for many years. They have maintained a very high standard of care, taken due consideration of our perception of risk and acted accordingly. They really get to know you and your future plans to ensure...”
Free Initial Consultation
In Business Since 2002
Serving Lancaster Area
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Becketts Wealth Management

Becketts Wealth Management

(30)
  • Confidence
  • Market
  • Team
“My husband and I were already retired when we first decided we needed a financial advisor. We chose Dominic at Becketts because he listened to what we needed and expected our investments to achieve. Even in these unprecedented Covid markets we have...”
Serving Lancaster Area
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Towers + Gornall

Towers + Gornall

(2)
Payroll, Bookkeeping, Financial Services
“Very helpful to a client (me) who wasn't quite sure of what he was doing! Recommended!”
River View, 96 High St, Garstang, Preston PR3 1WZ
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Jones Harris Accountants

Jones Harris Accountants

(3)
Taxation, Business Advice, Accounts and Audit
“I have been working with the team at Jones Harris for over ten years. The team are extremely professional and very client focused. Nothing is too much trouble. I look forward to working with them for the next ten years!”
Offers Financing Options
In Business Since 2000
Serving Lancaster Area
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Fylde Law

Fylde Law

(8)
Inheritance and Will Disputes, Housing Law For Tenants, Private Client Services
“Douglas took on my work place injury, when other companies had turned me down, due to short time to deal with it. Douglas and his fellow staff worked hard and got a positive result for myself. I'd like to thank, Douglas, Pauline, Carrie and Tonya for...”
Serving Lancaster Area
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Brown & Co

Brown & Co

(4)
Payroll & HR, Business Growth, Financial Planning
“Excellent service from the team at Brown & Co. Would highly recommend to anyone looking for an accountant.”
Transparent Fees & Pricing
In Business Since 2019
Serving Lancaster Area
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Kieron Bassett Financial Services

Kieron Bassett Financial Services

(7)
Investments, Insurance, Pensions
“I visited Kieron Bassett looking for some pension advice. I was extremely impressed by the impartial nature and the great advice that was given to me by Jason Hindle. He looked very closely at my existing pension arrangements and came to the conclusi...”
In Business Since 2000
32 Victoria St, Morecambe LA4 4AJ
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Lighthouse Financial Planning

Lighthouse Financial Planning

“From our experience, many owners are concerned about growing their business, being more efficient, becoming more profitable, retaining and attracting key staff and clients as well as ensuring new and existing clients are offered the most appropriate ...”
Serving Lancaster Area
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The Mortgage Factory

The Mortgage Factory

(2)
“Cannot recommend The Mortgage Factory and the team there highly enough. Extremely professional and approachable, great company to work with.”
In Business Since 2008
Serving Lancaster Area
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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
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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

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