View Profile

TP Financial Solutions

(50)

Life
Decisions
Advice

“My very first call with another finance advisor was not good and I was even more insecure about getting myself into the finance world. From my very first contact with TP, I was informed who would be talking to me, the area of expertise and how they ...”

i

View Profile

Kieron Bassett Financial Services

(8)

Mortgages, Investments, Pensions

“Requiring non-standard home insurance has been straightforward with the professional and helpful team at Kieron Bassett Financial Services. Thoroughly recommend.”

i

View Profile

Tony Walker Financial Planning

“Any videos contained within our website or provided via third party links are for information only and should not be construed as advice. Any graphs or similar images are for illustrative purposes only and should not be relied upon. Investments carry...”

i

View Profile

PBS Financial Solutions

(47)

Understanding
Insurance
Team

“I couldn't recommend PBS solutions enough - Ross has now helped me with two house moves - one as a first time buyer and the second when I purchased with my partner. PBS take away the stress of searching and applying for the best mortgage rates and I ...”

i

View Profile

Harrison Brook Uk/Online - Expat Financial Advice

(1)

International Sipp, UK Pension Transfer â Qrop/Sipp, Pension Calculator

“James Rayburn was very informative and was a pleasure to speak to , made me feel very comfortable and explained everything to me in terms that I could understand , couldn't recommend enough .”

i

View Profile

Advice Matters Financial Planning

(13)

Investments
Retirement

“Great Service from Chris, He has looked after all my financials for a number of years now, i cannot recommend him highly enough. Positive Professionalism”

i

View Profile

Help For Wealth

(3)

Estate Planning, Pensions, Investments

“Great professional & friendly people, no question too silly to ask.”

i

View Profile

Jones Harris Accountants

(3)

Payroll, Implementation of Accounting Software, Corporate Finance

“I have been working with the team at Jones Harris for over ten years. The team are extremely professional and very client focused. Nothing is too much trouble. I look forward to working with them for the next ten years!”

i

View Profile

Begbies Traynor - Insolvency Practitioners Lancaster

(2)

Pension Advisory, Real Estate Advisory, Transaction Support

“We have often worked with Begbies Traynor and they are always professional and friendly in their approach. We would highly recommend!”

i

View Profile

David Kneale Financial Management

(1)

Investment Management Services & Advice, Pension Management Services & Advice

“Professional service.”

i

View Profile

Brown & Co

(4)

Reporting, Cashflow & Forecasting, Business Growth

“Brown & Co are on the ball. It's a pleasure to deal with their professional and proactive attitude. Positive Responsiveness”

i

View Profile

Bridges & Co Financial Advisers

(8)

Pressure
Inheritance Tax
Mortgage

“Andy took time to listen to our concerns regarding inheritance tax and patiently and kindly addressed each point. At no time was there any pressure to purchase any products or service, and we were reassured that the decisions we have made are within ...”

i

View Profile

Knox Accounting

(3)

Business, Specialist, Personal

“Great Service From The Team Always Happy To Help. Highly Recommend”

i

View Profile

J F Hornby & Co Chartered Accountants

(4)

Tax Planning, Tax, Payroll

“Incredibly helpful and knowledgeable team. Very impressed by the help and support I received.”

i

View Profile

Towers + Gornall

(2)

Probate, Business Improvement, Bookkeeping Support

“Very helpful to a client (me) who wasn't quite sure of what he was doing! Recommended!”

i

View Profile

Winders Financial Services

“Winders is a long established, independent firm based in Barrow-in-Furness and the South Lakes. Established in 1962 we have spent almost 60 years helping people negotiate the minefield of regulations and legislation concerning their financial and bus...”

i

View Profile

Lighthouse Financial Planning

“From our experience, many owners are concerned about growing their business, being more efficient, becoming more profitable, retaining and attracting key staff and clients as well as ensuring new and existing clients are offered the most appropriate ...”

i

View Profile

Prudentfpa

(4)

“James is brilliant. He offers sound advice and he's fantastic at explaining the complexities of finance whilst keeping it relevant and interesting. I recommend him wholeheartedly.”

i

View Profile

Face To Face Mortgages

(4)

“Amazing service and very affordable for us- with me being a first time buyer and self employed. Incredibly smooth sailing and everything was explained to us perfectly. Would HIGHLY recommend Face to Face Mortgages, Thanks again to Marc and Natasha fo...”

Featured

Just a selection of clients we have helped with their mortgage finances so far in 2023.nnWe helped Matthew and Aimee buy their first home in Barrow in Furness with a 5 year fixed rate mortgage with Natwest.nnWe helped Robert and Michelle move house and buy their dream home with 5 year fixed rate mortgage with the Halifax.nnLouise's fixed rate was coming to an end , so to avoid a massive increase in payments we arranged a new deal with her existing lender. A five year fixed rate mortgage with Nationwide.nnKeith had two Buy to let mortgages which had come to the end of their fixed rate periods and he was now paying a very high variable rate. We switched one to The Mortgage works and arranged a product transfer for the other with BM solutions.nnSaving the customer in excess of £250 per month over both deals.nnCall 01229 835050 or PM for your FREE no obligation appointment to see how we may be able to help you.

i

View Profile

James Larton

Investments, Retirement Planning, Corporate Services

“I provide a wide range of financial advice in Lancaster. My specialist area is retirement planning, from accruing sufficient assets, including consolidating and revitalising existing arrangements and use of accumulated assets to provide income in the...”

i

View Profile

Fylde Law

(9)

Commercial Conveyancing, Civil Litigation, Wills, Probate & Lpaâs

“My new home journey was so easy I got key early than the expected time instant replies for any query and instant updates ….Thanks Ashley fisher and team … really appreciated”

i

View Profile

Garstang Independent Financial Services

(2)

“Excellent advice Very helpful The other review with 1 star Was not written by me”

i

View Profile

Edward Hart Financial Services Limited

(2)

“Good honest advice.”

i

View Profile

The Independent Asset Management Co

i

Average Cost	£3590
Minimum cost	£1198
Maximum cost	£10171
Avg Per Hour Rates	£361

Best Financial Advisors in Morecambe

The highest-rated Financial Planning & Wealth Management companies out of 45 vetted & reviewed in the Morecambe area.

TP Financial Solutions

Kieron Bassett Financial Services

Tony Walker Financial Planning

PBS Financial Solutions

Harrison Brook Uk/Online - Expat Financial Advice

Advice Matters Financial Planning

Help For Wealth

Jones Harris Accountants

Begbies Traynor - Insolvency Practitioners Lancaster

David Kneale Financial Management

Brown & Co

Bridges & Co Financial Advisers

Knox Accounting

J F Hornby & Co Chartered Accountants

Towers + Gornall

Winders Financial Services

Lighthouse Financial Planning

Prudentfpa

Face To Face Mortgages

James Larton

Fylde Law

Garstang Independent Financial Services

Edward Hart Financial Services Limited

The Independent Asset Management Co

Retirement Planning and Investment Management Services in Morecambe Cost Estimates

Why these companies made our list

Wealth Management Advisors near Morecambe

Popular in Morecambe