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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”

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McMillan Wealth Consultants

(20)

Income
Mortgage
Future

“I have been working with Tom over the last few months sorting out my pensions I have been so impressed with all the effort he has put in keeping me up to date with all the progress. When we have spoke on the phone and in person he is very professiona...”

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Umbrella Bookkeeping

(3)

“I can honestly say, my life has been made so much easier, knowing the day to day book keeping and financial planning are in safe hands”

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Carpenter Box Financial Advisers

(50)

Cash Management, Corporate Financial Planning, Business Finance Finder

“Gill Lynes was excellent and gave us exactly the information we were looking for. Gill was kind and very human in her delivery of her professional advice. We cannot recommend highly enough.”

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Ascot Lloyd

(50)

Protection Planning, Inheritance Tax & Estate Planning, Tax Planning

“I have been using Investment Solutions for the last 3yrs and have found Ivan Lyons and his team to have always provided sound financial advice and have answered all my questions in professional and easy to understand way.”

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John Whyte Equity Release Sussex

(50)

Is Equity Release A Good Idea, Is Equity Release Safe?, How Does Equity Release Work?

“John was extremely thorough in helping us choose an Equity Release plan that suited us both. He was very knowledgeable on the current market and able to get us the what we wanted. He always responded very quickly to any queries we had. Positive Res...”

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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Gator Accounting

(50)

Self-Employed
Phone
Email

“Highly recommend Gator Accounting. They were lovely to deal with, super efficient and completed my tax return quickly. Will definitely be using them again and recommending them to friends and family.”

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Pjco - Peter Jarman

(50)

Expertise
Meeting
Ltd Company

“Spoke to Peter Jarman on 15 min consultation. Very knowledgeable and sounds like and expert in his field. I am sure his team are also top. I will be using them in the future. Positive Responsiveness, Quality, Professionalism, Value”

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McCreath Financial Partners

(50)

Knowledge
Expertise
Family

“We approached James with complex financial matters, including a number of different issues and he expertly took us through each advising us expertly, clearly and concicely. We will be returning to him again in due course and fully recommend his servi...”

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Atkinsons Chartered Accountants

(41)

Knowledge
Self Employed
Limited Company

“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.”

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Metis Wealth

(48)

Management
Planning
Team

“I have been a client of my adviser who now works at Metis Wealth for 20 years - he has provided excellent advice and guidance to ensure my retirement is comfortable and rewarding. Positive Professionalism”

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Gwca Solicitors

(48)

Enquiry, Menu, Phone

“Very impressed with the communication and professionalism of the team at GWCA in Hove. Colin Edmonds was very approachable and would highly recommend this firm of solicitors.”

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PRB Accountants Llp

(37)

Personal Services, Business Services

“I have been with PRB for many years, as I run my own network marketing business, and know they have many years of experience in this field. I always found all the staff professional and friendly. No question too silly or too small, always happy to a...”

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David Maslen Financial Services

(48)

Remortgage
The Future
Options

“I can't recommend David Maslen Financial Services highly enough. Joseph and Louise were fantastic in their knowledge, communication, openness and availability. They've helped me remortgage and I'll definitely seek to use their services again in the f...”

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Burnand Brazier Malcolm Wilson

(37)

Enquiry, Menu, Phone

“WeI have been delighted with the way that this transaction and a second transaction that they have handled. Both supper efficient and seamless through this very busy period for conveyancing. Mariella & Julie work well together, and thorough and cove...”

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Wellesley

(29)

Specialist Advice, My Wellesley, Income Protection

“Harry Clewley dealt with my pension and I have to say he was brilliant, very friendly and approachable and very knowledgeable. Nothing was too much trouble for him. I'll certainly be using him for my financial advice in the future.”

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JPS Wealth Management

(50)

The Future
Options
Needs

“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.”

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Brighton Financial

(36)

Knowledge
Meeting
Patient

“A great financial service (and delivered with such patience considering my relative knowledge levels..) An empathis on providing good old fashioned unbiased, appropriate advice. Highly recommended.”

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Lewes Smith Solicitors and Property Lawyers

(27)

Auctions, Remortgaging, Conveyancing

“I've used Lewes Smith 3 or 4 times down the years, buying and selling houses and they also dealt with my parents' probate. Clive has just handled a house sale for me and the experience was as per every other time I've used Lewes Smith - excellent. Ef...”

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Family Law Partners

(32)

Period
Children
Understanding

“First rate service. Professional, objective, and considerate of all parties whist being supportive to me as a customer. Thank you, Lisa. Positive Responsiveness, Quality, Professionalism, Value”

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Shaun Hart Chartered Financial Planner

(16)

Integrity
Service
Expertise

“I was very fortunate to be introduced to Shaun by a work colleague some years ago when I was unsure what to do with varied employment pensions. His recommendations led to consolidating them together and since then he has provided excellent advice, ba...”

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Rockwealth Brighton IFA

(15)

Hands
Goals
Knowledge

“We started working with Steven in 2013 and have found his style to be refreshingly different from other financial advisers. He took a genuine interest in our lives, our investing preferences and our needs. He has provided us expert financial advice t...”

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Foundation Financial Planning

(11)

Pension and Longer Term Savings, Mortgages, Insurance

“I have just had my 1st consultation with Gianni and I have been well impressed with shear competence, helpfulness and positive help. Very highly recommended.”

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Objective Wealth

(12)

Communication
Family
Pension Fund

“John was recommended to me by a friend and has helped me with life cover, will writing and setting up a SIPP containing a commercial property. He devises strong solutions that are tailored for his clients. John makes more complex concepts easy to und...”

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Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Lancing

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

1leta Finance

McMillan Wealth Consultants

Umbrella Bookkeeping

Carpenter Box Financial Advisers

Ascot Lloyd

John Whyte Equity Release Sussex

Gator Accounting

Pjco - Peter Jarman

McCreath Financial Partners

Atkinsons Chartered Accountants

Metis Wealth

Gwca Solicitors

PRB Accountants Llp

David Maslen Financial Services

Burnand Brazier Malcolm Wilson

Wellesley

JPS Wealth Management

Brighton Financial

Lewes Smith Solicitors and Property Lawyers

Family Law Partners

Shaun Hart Chartered Financial Planner

Rockwealth Brighton IFA

Foundation Financial Planning

Objective Wealth

Retirement Planning and Investment Management Services in Lancing Cost Estimates

Why these companies made our list

Wealth Management Advisors near Lancing

Popular in Lancing