Lancing

Popular Cities

Lancing
Join as a Pro

Best Financial Advisors in Lancing

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

View Profile
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
i
View Profile
Carpenter Box Financial Advisers

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.”
In Business Since 2020
First Floor, Amelia House, Crescent Rd, Worthing BN11 1RL
i
View Profile
Ascot Lloyd

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.”
Grafton House, 26 Grafton Rd, Worthing BN11 1QT
i
View Profile
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 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...”
25++ Years Experience
139 Rectory Rd, Worthing BN14 7PH
i
View Profile
Gator Accounting

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.”
Free Initial Consultation
The Mill Building, 31 Chatsworth Rd, Worthing BN11 1LY
i
View Profile
McCreath Financial Partners

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...”
Stanmer House, Stanmer, Brighton BN1 9QA
i
View Profile
Pjco - Peter Jarman

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”
In Business Since 2003
Serving Lancing Area
i
View Profile
Atkinsons Chartered Accountants

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.”
Family Business
Free Initial Consultation
Palmeira Avenue Mansions, 19 Church Rd, Hove BN3 2FA
i
View Profile
Metis Wealth

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”
Serving Lancing Area
i
View Profile
Gwca Solicitors

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.”
Transparent Fees & Pricing
Serving Lancing Area
i
View Profile
PRB Accountants Llp

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...”
In Business Since 1997
Serving Lancing Area
i
View Profile
David Maslen Financial Services

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...”
39 Lewes Rd, Brighton and Hove, Brighton BN2 3HQ
Featured

International Women's Day is a great opportunity to recognise the success and inspiration of women in business, so with that in mind we'd to introduce you to Maslen Estate Agents' new Business Development Manager Tina Wenham and explain just how having someone in that role can benefit our clients.

i
View Profile
Burnand Brazier Malcolm Wilson

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...”
Transparent Fees & Pricing
39 Church Rd, Brighton and Hove, Hove BN3 2BU
i
View Profile
Wellesley

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.”
Serving Lancing Area
i
View Profile
Brighton Financial

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.”
Transparent Fees & Pricing
8 Court Farm Rd, Brighton and Hove, Hove BN3 7QR
i
View Profile
JPS Wealth Management

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.”
14A Montpelier Pl, Brighton and Hove, Hove BN1 3BF
i
View Profile
Lewes Smith Solicitors and Property Lawyers

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...”
Transparent Fees & Pricing
Serving Lancing Area
i
View Profile
Family Law Partners

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”
5, Clifton Mews, Clifton Hill, Brighton and Hove, Brighton BN1 3HR
i
View Profile
Shaun Hart Chartered Financial Planner

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...”
Transparent Fees & Pricing
Serving Lancing Area
i
View Profile
Rockwealth Brighton IFA

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...”
Transparent Fees & Pricing
House West 2, Yolk, 5 Rock Pl, Brighton BN2 1PF
i
View Profile
Foundation Financial Planning

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.”
In Business Since 2008
Serving Lancing Area
i
View Profile
Objective Wealth

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...”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2019
Serving Lancing Area
i
View Profile
Mid Sussex Mortgages

Mid Sussex Mortgages

(13)
  • First Time Buyers
  • Questions
  • Professional
“Chris has been so helpful during our first time buyers process, he's answered all of my questions and is always quick to respond with knowledgeable answers. I certainly would not have been able to do this whole process without him. I would definitely...”
In Business Since 2016
Serving Lancing Area
i
View Profile
A.B. Wills

A.B. Wills

(5)
“Alice was efficient and friendly so now I have a will which fulfills my wishes. I would highly recommend A.B. Wills to anybody looking to make a will. Positive Responsiveness, Quality, Professionalism, Value”
Free Initial Consultation
Transparent Fees & Pricing
Serving Lancing Area
i

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
Embed on your site

Your Embed Code

Click to copy
Successfully copied!
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.

Why these companies made our list

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

Wealth Management Advisors near Lancing

Popular in Lancing

, ENG
Back To Top