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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...”

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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...”

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Nicholsons Chartered Accountants

(3)

Bookkeeping, Accountancy, Corporate Finance

“Very good accountants have recommended to others. Efficient, Knowledgeable, polite and professional service.”

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Thompson & Richardson

(1)

“Knowledgeable, Efficient, Helpful and listen.”

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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...”

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Thornalley Accountancy

Accountancy Services, Taxation Services, Business Start-Up Services

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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...”

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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.”

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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.”

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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...”

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IQ Financial Advice

Your Personalised Client Website, Fees, Investment Philosophy

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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”

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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”

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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.”

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Pepperells Wealth

Retirement & Pensions Advice, Business & Corporate Planning, Life, Income & Serious ILL Health Protection

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Equium Wealth Management Limited

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Streets Financial Consulting

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Emma Storey Independent Financial Planning Limited

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Jch: Investment Management

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Rossington Wealth Management

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White Wealth Management

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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,...”

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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...”

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Fiducia Group

(22)

Future
Investments
Pension

“Susanne Dugdale was simply wonderful! This was our first house purchase, so we were clueless, her clear guidance, honesty and genuine support made everything feel so easy. We have already recommended her to all our friends and family for future Mortg...”

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Average Cost	£3703
Minimum cost	£1235
Maximum cost	£10491
Avg Per Hour Rates	£372

Best Financial Advisors in Lincoln

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

Almond Financial

Tunstall Financial Management

Nicholsons Chartered Accountants

Thompson & Richardson

Rfbs Accounting

Thornalley Accountancy

Witham Financial Services

Saul Fairholm Chartered Accountants

Tower House - Wealth Management

Chris Cutler Financial Planning

IQ Financial Advice

Williams Wealth Consultancy

Pico Financial Planning

SW Probate Services

Pepperells Wealth

Equium Wealth Management Limited

Streets Financial Consulting

Emma Storey Independent Financial Planning Limited

Jch: Investment Management

Rossington Wealth Management

White Wealth Management

3R Financial Services

Andrew Harrod Financial Services

Fiducia Group

Retirement Planning and Investment Management Services in Lincoln Cost Estimates

Why these companies made our list

Wealth Management Advisors near Lincoln

Popular in Lincoln