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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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Carpenter Box Financial Advisers
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
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
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...”
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McCreath Financial Partners
- 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
- 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
- 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
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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David Maslen Financial Services
- 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
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
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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Brighton Financial
- 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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JPS Wealth Management
- 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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Lewes Smith Solicitors and Property Lawyers
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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Shaun Hart Chartered Financial Planner
- 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
- 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
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
- 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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A.B. Wills
“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”
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Mid Sussex Mortgages
- 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...”
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Herbert Scott Chartered Financial Planners
- Family
- Investments
“David has advised us regarding our finances for some considersble time. He continues to offer invaluable help in managing our investments so as to ensure financial security during our retirement.
Robert Relph Positive Responsiveness, Quality, Profe...”
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Wise Monkey Financial Coaching
Training Q&as, Personal Finance Seminar Series, Gallery
“Simonne's 20+ years of financial coaching experience really showed every time we worked together. Under her thoughtful care and through her dedication to listening deeply I have made great insights into not only my complicated relationship with spend...”
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Gaia Financial Limited
- Information
- Advice
- Market
“We are first time buyer and used Kate through our whole mortgage process. She also assisted us with the required insurances we needed and was only a phone/email away. Her guidance was vital in our success of being accepted for a mortgage. I cannot re...”
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Foxgrove Associates
“I found James to be very honest, trustworthy and personable.
He reviewed our existing insurances and pensions, gave good advice on where there were possible shortfalls, where we could save money, and where our money would be better spent as far as...”
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
Why these companies made our list
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