View Profile
Almond Financial
- Team
- Family
- Pension
“Great service from Sam with regard to an old style pension scheme updating to a modern one. Follow on communications from the staff has been exceptional.”
Best Financial Advisors in Lincoln
The highest-rated Financial Planning & Wealth Management companies out of 64 vetted & reviewed in the Lincoln area.
View Profile
Tunstall Financial Management
Pension, Mortgage, Saving
“James gave us excellent advice and made the process very easy. He was very professional and thorough and made sure we really understood our options. We would thoroughly recommend him as a financial advisor as he clearly knows his stuff and cares ab...”
View Profile
My Credit Controllers
Overview, Order a Credit Report, Debt Collection
“I used MCC recently to collect payment for an invoice I'd been chasing for months. Once they got involved, I had payment within a week. The cost was reasonable anyway but well worth the time it saved me. The whole process was really easy and I had re...”
View Profile
Thompson & Richardson
“Knowledgeable, Efficient, Helpful and listen.”
View Profile
Rfbs Accounting
- Priced
“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...”
View Profile
Williams Wealth Consultancy
Mortgages, Retirement Planning, Protection
“A fantastic team with some great advice.”
View Profile
Pico Financial Planning
- 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.”
View Profile
Tower House - Wealth Management
- 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.”
View Profile
Nicholsons Chartered Accountants
“Very good accountants have recommended to others. Efficient, Knowledgeable, polite and professional service.”
View Profile
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.”
View Profile
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...”
View Profile
SW Probate Services
“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.”
View Profile
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...”
View Profile
Adventure With the Gooding
“We approached Matthew to help us buy our 1st house, he took us through everything we need step by step to make everything so easy.
Meetings were done out of business hours which was helpful to our work patterns and with a central Lincoln office it...”
View Profile
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...”
View Profile
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 ...”
View Profile
Jch: Investment Management
“The essence of our business is the provision of personal face to face investment, pension and financial planning advice. Based on this principle we build strong, trusting and lasting relationships with our clients.”
View Profile
Chris Cutler Financial Planning
“I am passionate about providing trusted financial advice to individuals, families and businesses. I genuinely believe that financial planning is a long term relationship and not just a transaction. Developing a genuine partnership means I can underst...”
View Profile
3R Financial Services
Saving & Investment, Insurance, Retirement Planning
“We've had great service from Neil and the team for several years now. Investment and pension options clearly explained, questions answered at anytime, enabling us to make informed decisions. Most importantly, I trust Neil to recommend what is righ...”
View Profile
Andrew Harrod Financial Services
- Mortgage
- First Time Buyer
- Questions
“Andy is absolutely brilliant, we've had a turbulent couple of years on the housing market and Andy has been so flexible and patient with us. As first time buyers, the mortgage process felt daunting at times, however Andy made it really easy and answe...”
View Profile
Fiducia Group
- Investments
- Understand
- Team
“The Fiducia 'team' are attentative to our needs and are there to advise on any questions we may have, their answers are always understandable there is no technical jargon.
We are pleased with with the way they have been managing our investment.”
View Profile
Barker Maule & Co.
Overview, Wealth Management, Probate Services
“Knowledgeable and helpful.”
View Profile
Paul J Flynn Limited
“In order to fulfil my later life ambitions, I concluded my valued clients will be best served in the future by becoming part of a larger firm of Financial Planners and Wealth Managers. Following an exhaustive research process, I am pleased to confirm...”
View Profile
The Darron Childs Practice
“A good friend recommended The Darron Childs Practice to me for financial advice after my parents died, and I'm extremely grateful to them for the recommendation. The responsibility of inheritance was quite daunting, and Darron spent time explaining a...”
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
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
