Best Financial Advisors in Lincoln

The highest-rated Financial Planning & Wealth Management companies out of 64 vetted & reviewed in the Lincoln area.

Almond Financial

Almond Financial

(28)
  • Information
  • Team
  • Strategy
“Sam is the most available, professional and trustworthy financial advisor I ever had the luck to meet. He helped me make sense of the world of investments and setup an ISA that is very easy to manage and control. He even went above and beyond in help...”
Family Business
The Point, Unit J1, First Floor, Weaver Rd, Lincoln LN6 3QN
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Tunstall Financial Management

Tunstall Financial Management

(23)
Pension, Mortgage, Saving
“James was professional and helpful from the very start. Myself being quite cautious with taking such decisions was put at ease with how informative and easy going his approach is. Immediately James highlighted an aspect that saved us £Ks before we ha...”
Transparent Fees & Pricing
5 The Fields, Washingborough, Lincoln LN4 1FY
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My Credit Controllers

My Credit Controllers

(5)
Overview, Short Term Projects, Monthly Credit Control
“We had spent months wrestling with aged debtors, nobody enjoys dealing with it but it is the life blood of any business getting your cash in. Today after just three months of using MCC our ledger is clean. An absolutely fantastic achievement, and...”
Transparent Fees & Pricing
2 Greetwell Pl, Lime Kiln Way, Lincoln LN2 4US
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Nicholsons Chartered Accountants

Nicholsons Chartered Accountants

(3)
Bookkeeping, Accountancy, Corporate Finance
“Very good accountants have recommended to others. Efficient, Knowledgeable, polite and professional service.”
Transparent Fees & Pricing
The Point, Newland House, Weaver Rd, Lincoln LN6 3QN
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Thompson & Richardson

Thompson & Richardson

(1)
“Knowledgeable, Efficient, Helpful and listen.”
Transparent Fees & Pricing
Family Business
Thompson & Richardson Financial Planning Lincoln Ltd, Ambition House, 3 Oakwood Rd, Lincoln LN6 3LH
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Rfbs Accounting

Rfbs Accounting

(10)
Internal Audit & Controls, Accountancy & Bookkeeping, Company & Trust Services
“Ryan is a fantastic Accountant, I could not recommend him enough. He is extremely helpful, highly knowledgeable, efficient & very reasonably priced. He is very approachable - Answered my calls almost every single time and always remembered to call me...”
In Business Since 2021
Licensed
22 Beechcroft Cl, South Hykeham, Lincoln LN6 9NB
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Thornalley Accountancy

Thornalley Accountancy

Accountancy Services, Taxation Services, Business Start-Up Services
“Welcome to Thornalley Accountancy, accountants in Lincoln. We are a well established and respected firm of Chartered Certified Accountants, providing a personalised service to a wide range of local business owners and individuals. For help with any o...”
Transparent Fees & Pricing
Free Initial Consultation
143 Burton Rd, Lincoln LN1 3LN
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Saul Fairholm Chartered Accountants

Saul Fairholm Chartered Accountants

(1)
“An excellent firm with a professional, hard working and dedicated team. They are very proactive in the advise they provide, which is always explained in a simple easy to understand way.”
12 Tentercroft St, Lincoln LN5 7DB
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Witham Financial Services

Witham Financial Services

(1)
“We recently engaged with Siobhan to help us get a mortgage and she was nothing short of amazing. So patient and helpful. She explained the process very well so we knew exactly what was happening and when. Siobhan was so knowledgeable and personabl...”
Unit J1, The Point, Weaver Rd, Lincoln LN6 3QN
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Tower House - Wealth Management

Tower House - Wealth Management

(5)
  • Team
  • Mortgage
“Matthew helped me arrange my first mortgage. The process was seamless and the communication from the Tower House team was excellent. I would recommend to anyone wanting professional advice.”
Family Business
Tower House, Lucy Tower St, Lincoln LN1 1XW
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Chris Cutler Financial Planning

Chris Cutler Financial Planning

(14)
  • Pension
  • Support
  • Future
“Chris is always concise and clear with the financial advice he gives which has helped me out no end over the past 5 or so years that I've been with him. He is committed to his clients and I have complete faith in him right now, and moving forward, pl...”
Offers Financing Options
16 Medland Dr, Bracebridge Heath, Lincoln LN4 2FS
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IQ Financial Advice

IQ Financial Advice

Your Personalised Client Website, Fees, Investment Philosophy
“Financial Planner -IQ-FA, the best Independent Financial Advisers in Lincoln. Offer impartial Financial Advice services including pensions, Inheritance Tax advice.”
Transparent Fees & Pricing
Office, Sparkhouse, Rope Walk, Lincoln LN6 7DQ
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Williams Wealth Consultancy

Williams Wealth Consultancy

(3)
“All the team at WWC are a credit to their profession. Honesty and brilliant customer focus from initial contact, with continued support and nothing is too much trouble from all the members of staff”
Unit C, The Quays, Burton Waters, Lincoln LN1 2XG
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Pico Financial Planning

Pico Financial Planning

(8)
  • Mortgage
“We have used Simon for almost 10 years. He now exclusively manages our pensions, unit trusts and ISAs. Simons communication, advice, planning and support has been invaluable. Positive Responsiveness, Quality, Professionalism, Value”
Fairfield Enterprise Centre, Lincoln Way, Fairfield Industrial Estate, Louth LN11 0LS
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SW Probate Services

SW Probate Services

(5)
“Simon had done our wills, and power of attorney. He is helpful, understanding and easy to understand. We are currently using Simon for probate, and would highly recommend his services as being first class and affordable.”
10A Gordon Rd, Bailgate, Lincoln LN1 3AJ
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Equium Wealth Management Limited

Equium Wealth Management Limited

““As a recent retiree, and adverse to risk, it was critical that I secured my pensions and savings in a way that would meet my future needs and yet retain flexibility to respond to market conditions and the potential for unforeseen expenses. I am conf...”
Transparent Fees & Pricing
Sparkhouse, Rope Walk, Lincoln LN6 7DQ
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Pepperells Wealth

Pepperells Wealth

Retirement & Pensions Advice, Business & Corporate Planning, Life, Income & Serious ILL Health Protection
“We're proud of our team at Pepperells Wealth. We only hire passionate, dedicated and friendly professionals. We continually invest in training and support so that they get even better. That means we can be confident we are delivering the best possibl...”
In Business Since 2017
1A, The Lawn, Ingleman Place, Lincoln LN1 3BU
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Streets Financial Consulting

Streets Financial Consulting

“Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dre...”
Tower House, Lucy Tower St, Lincoln LN1 1XW
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Jch: Investment Management

Jch: Investment Management

In Business Since 2019
1 Henley Way, Lincoln LN6 3QR
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Emma Storey Independent Financial Planning Limited

Emma Storey Independent Financial Planning Limited

“Thanks for visiting my website. I specialise in plans to suit individual needs, my website is simply an introduction to my services, and describes how I can work to help you develop a secure and prosperous future for you and your family, or for your ...”
101 Washingborough Rd, Heighington, Lincoln LN4 1QP
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Rossington Wealth Management

Rossington Wealth Management

“My philosophy to providing great service to my clients, is based very much on me being able to have a clear understanding of your goals and objectives at the start of our discussions and then ensuring that through regular contact we review and revise...”
Offers Financing Options
Unit D3, The Point, Weaver Rd, Lincoln LN6 3QN
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White Wealth Management

White Wealth Management

“Welcome to White Wealth Management Ltd We provide Wealth Management advice to individuals and businesses predominantly in and around the East Midlands area. We specialise in Pension and Estate planning as well as advising Business Owners. We always a...”
The Lawn, Union Rd, Lincoln LN1 3BU
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3R Financial Services

3R Financial Services

(48)
  • Responsive
  • Advice
  • Mortgage
“3R took the time to explain all the options open to me for my personal pension and my long term goal for retirement. They also told me about other things my business could provide for my pension. These were confirm by my own independent accountant,...”
In Business Since 2012
Offers Financing Options
Serving Lincoln Area
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Andrew Harrod Financial Services

Andrew Harrod Financial Services

(19)
  • Questions
  • Patient
  • Finance
“I have recently moved home and used Andy to arrange my mortgage. I felt confident that he really knew his stuff, and was as far from the "pushy salesman" that you expect from a mortgage advisor as you could get. I felt comfortable asking him the ques...”
Transparent Fees & Pricing
Coupons & Offers
Serving Lincoln Area
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Retirement Planning and Investment Management Services in Lincoln Cost Estimates

Minimum cost
£1235
Maximum cost
£10491
National Average
£3703
Avg Per Hour Rates
£372
£2469
£6789
Fair price range is based on 485 cost profiles
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Average Cost £3703
Minimum cost £1235
Maximum cost £10491
Avg Per Hour Rates £372

Fair range $2469 to $6789 is based on 485 cost profiles.

Why these companies made our list

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