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Best Financial Advisors in Lancing

The highest-rated Financial Planning & Wealth Management companies out of 49 vetted & reviewed in the Lancing area.

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1leta Finance

1leta Finance

“It doesn't matter whether you live in a one-bedroom flat or a five-bedroom detached house, your home is no doubt your castle.So it's important to make sure that you have the right protection in place in case”
10+ Years Experience
Suite 2, Brooklands House, 58 Marlborough Rd, Lancing BN15 8AF
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Investment Solutions - West Sussex IFA

Investment Solutions - West Sussex IFA

(50)
Protection Planning, Inheritance Tax & Estate Planning, Tax Planning
“Brilliant service from beginning to end. Advice and service around funding care home fees was excellent. The support staff were welcoming and always ready to help. Ivan answered queries promptly and professionally.”
Grafton House, 26 Grafton Rd, Worthing BN11 1QT
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Carpenter Box Financial Advisers

Carpenter Box Financial Advisers

(50)
Cash Management, Corporate Financial Planning, Business Finance Finder
“Outstanding service and support - Carpenter Box made the difference for the success of my business, and have been responsive and supportive partners for many years now. Highly recommended.”
In Business Since 2020
First Floor, Amelia House, Crescent Rd, Worthing BN11 1RL
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JPS Wealth Management

JPS Wealth Management

(50)
  • The Future
  • Needs
  • Team
“Jayna is friendly and very easy to talk to. She took as much time as we needed and is very good at explaining things. She was genuinely willing to help us and we feel very lucky to have found her. Highly recommended.”
14A Montpelier Pl, Brighton and Hove, Hove BN1 3BF
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Sterling Financial Services

Sterling Financial Services

(3)
“We recently used Sterling to help source a mortgage. Jack was professional friendly and kind. We got a great deal, everything explained thoroughly and was dealt with swiftly. I highly recommend this company and Jacks services.”
In Business Since 2010
Serving Lancing Area
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Riverpeak Wealth Limited

Riverpeak Wealth Limited

(1)
“We were looked after by Daniel, RiverPeak Wealth provided us with a professional service and advice regarding our family's life insurance and pensions. Will happily use them again in the future.”
In Business Since 2013
Serving Lancing Area
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UHY Hacker Young

UHY Hacker Young

(8)
“The team are incredibly responsive and helpful with all kinds of queries we've had as a business over the last 5 years. Nothing is too much trouble - can't recommend enough.”
In Business Since 2004
Serving Lancing Area
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John Whyte Equity Release Sussex

John Whyte Equity Release Sussex

(50)
Is Equity Release A Good Idea, Is Equity Release Safe?, How Does Equity Release Work?
“John guided us through the process every step of the way and made it stress free. He gave us invaluable insight to help us make an informed decision. John's knowledge in this field is second to none and we couldn't recommend John highly enough.”
25++ Years Experience
139 Rectory Rd, Worthing BN14 7PH
Featured

Professional Will Writing Service in Sussex. We all want to ensure that our property and wealth is passed on to our loved ones when the time comes. That’s why it is so important that you have a Will that is legally valid and up to date. If it’s been some time since you made your Will and you’re not sure if the document still accurately reflects your wishes, John Whyte’s professional Will Writing Service can help you review and update it. If you are looking for trusted, professional advice for Will Writing in Sussex, or you simply want to have a confidential chat with an independent financial expert about how best to pass on your assets and protect your loved ones when you’ve gone, please get in touch with John Whyte.

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McCreath Financial Partners

McCreath Financial Partners

(50)
  • Knowledge
  • Future
  • Family
“James McCreath helped me enormously ; firstly by answering the phone (not sending me off into a labyrinth of online booking) and secondly by suppling swift , concise, non jargon solutions to my pension enquiries . Highly recommended .”
Stanmer House, Stanmer, Brighton BN1 9QA
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Pjco - Peter Jarman

Pjco - Peter Jarman

(50)
  • Quickbooks
  • Ltd Company
  • Expertise
“I had a free 15 minute discovery meeting with Peter.I found Peter extremely professional and very knowledgeable. He gave me some great advice and I look forward to using his services going forward.”
In Business Since 2003
Serving Lancing Area
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Atkinsons Chartered Accountants

Atkinsons Chartered Accountants

(41)
  • People
  • Happy
  • Small Business
“Extremely professional team lead by Greg. Excellent efficient customer service. Always happy to offer friendly advice. Warm and approachable team, always maintaining a great work ethic.”
Family Business
Free Initial Consultation
Palmeira Avenue Mansions, 19 Church Rd, Hove BN3 2FA
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Brighton and Hove Financial Consultants

Brighton and Hove Financial Consultants

(49)
  • Property
  • First Time Buyer
  • Knowledge
“Adam and team made our first house buying experience so smooth. We couldn't have done it without him. Always on hand and more than happy to explain the details in terms we understood, and took the stress away from navigating the minefield of the hous...”
In Business Since 2018
Ground Floor Front Office, 60 Lansdowne Pl, Hove BN3 1FG
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Metis Wealth

Metis Wealth

(46)
  • Management
  • Planning
  • Team
“My advisor has instilled confidence in my future financial situation. Every thing is explained, questions answered and clarity of liabilities given. Perfect for me.”
Serving Lancing Area
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Gwca Solicitors

Gwca Solicitors

(48)
Enquiry, Menu, Phone
“GWCA were recommended to us, they could not have been more helpful, they stayed with through the whole process keeping us well informed Would recommended to Nyo e at ever stage”
Transparent Fees & Pricing
Serving Lancing Area
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PRB Accountants Llp

PRB Accountants Llp

(35)
Personal Services, Business Services
“I am the director of Home Transformations Ltd and we have used PRB Accountants for years now, they've always given great service and guidance with all our business needs such as VAT, CiS and all Payroll, I would highly recommend them for anyone who i...”
In Business Since 1997
Serving Lancing Area
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Burnand Brazier Malcolm Wilson

Burnand Brazier Malcolm Wilson

(37)
Enquiry, Menu, Phone
“As a first time buyer, I expected the process of buying my first home to be very stressful and difficult to understand. Luckily, thanks to Sarah Campbell at BBMW, the entire process was relatively smooth and stress-free! Sarah has been absolutely won...”
Transparent Fees & Pricing
39 Church Rd, Brighton and Hove, Hove BN3 2BU
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David Maslen Financial Services

David Maslen Financial Services

(44)
  • Remortgage
  • The Future
  • Options
“Stuart / Maslen were incredible brokers for me as a first time buyer. Stuart answered all of my questions quickly and really helped break down and demystify the language used in all of the various mortgage communications and really supported the proc...”
62-64 Warren Rd, Brighton and Hove, Brighton BN2 6BA
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Wellesley

Wellesley

(29)
Income Protection, Knowledge & Resource, My Wellesley
“I met with Paul at Wellesley as I needed to review my life cover. After several very informative meetings, Paul got my life cover set up, the service was very good and I would recommend him and Wellesley to others.”
Serving Lancing Area
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Gator Accounting

Gator Accounting

(23)
  • Company
  • Team
  • Questions
“I have used the services of accountants for many years and very glad to have come across Jake and Gator. He makes accountancy very easy, great advice and bespoke to my needs and business opposed to generic advice. Will continue using them and have r...”
Free Initial Consultation
The Mill Building, 31 Chatsworth Rd, Worthing BN11 1LY
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Brighton Financial

Brighton Financial

(33)
  • Knowledge
  • Patient
  • Future
“Marco is brilliant! Even tho in the end I didn't employ his services (at this time) he gave me solid advice and helped me decided whats the best thing to do with my money. Highly recommend.”
Transparent Fees & Pricing
8 Court Farm Rd, Brighton and Hove, Hove BN3 7QR
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Lewes Smith Solicitors and Property Lawyers

Lewes Smith Solicitors and Property Lawyers

(27)
Auctions, Remortgaging, Conveyancing
“We have been consistently impressed with Clive and his team's speedy and patient responses to any queries we had. It was an absolute pleasure dealing with them from start to finish and they made what is usually a very stressful time easy for us. ...”
Transparent Fees & Pricing
Serving Lancing Area
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Family Law Partners

Family Law Partners

(29)
  • Firm
  • Understanding
  • Financial
“Alice Scambler made us feel relaxed and in trustworthy hands. She gave us clear advice and I would recommend Family Law Partners to anyone with child visitation problems.”
In Business Since 2010
5, Clifton Mews, Clifton Hill, Brighton and Hove, Brighton BN1 3HR
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Foundation Financial Planning

Foundation Financial Planning

(10)
Pension and Longer Term Savings, Mortgages, Insurance
“I recently contacted Foundation Financial Planning (FFP) regarding a couple of specific queries on personal finance (relating to tax and pension transfer) - I wanted to talk through the issues in person with a local, accredited Independent Financial ...”
In Business Since 2008
Serving Lancing Area
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Shaun Hart Chartered Financial Planner

Shaun Hart Chartered Financial Planner

(10)
“Shaun has been my IFA for more years than I can remember! His breadth of knowledge, personal approach and the quality of his advice have set me up for life and helped me and my family achieve all our financial goals. I truly am truly grateful for all...”
Transparent Fees & Pricing
Serving Lancing Area
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Retirement Planning and Investment Management Services in Lancing Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Typical price range is based on 433 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Typical range $2007 to $5519 is based on 433 cost profiles.

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