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Best Financial Advisors in Morecambe

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

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TP Financial Solutions

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 ...”
19 Marine Rd W, West End, Morecambe LA3 1BU
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Thanks for your kind words, Richard! It’s been a pleasure, enjoy your retirement! “TP Financial Solutions are a pleasure to deal with. Tarnia helped me with my pensions and savings in a very friendly and professional manner, eventually deciding that they were in the best places for our needs.” - - #TPFinancialSolutions #FinancialAdviser #Retirement #RetirementPlanning #Morecambe...

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Kieron Bassett Financial Services

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.”
In Business Since 2000
32 Victoria St, Morecambe LA4 4AJ
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Tony Walker Financial Planning

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...”
23 Priory Cl, Heaton With Oxcliffe, Morecambe LA3 3RL
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PBS Financial Solutions

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 ...”
Transparent Fees & Pricing
In Business Since 2018
9 King St, Lancaster LA1 1JN
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Help For Wealth

Help For Wealth

(3)
Estate Planning, Pensions, Investments
“Great professional & friendly people, no question too silly to ask.”
Free Initial Consultation
40++ Years Experience
Wyresdale Rd, Lancaster LA1 3JQ
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Harrison Brook Uk/Online - Expat Financial Advice

Harrison Brook Uk/Online - Expat Financial Advice

(1)
International Sipp, UK Pension Transfer – 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 .”
Free Initial Consultation
Transparent Fees & Pricing
The Storey, 27 Meeting House Ln, Lancaster LA1 1TH
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Advice Matters Financial Planning

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”
In Business Since 2017
11 Wilton Cl, Lancaster LA1 2TL
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Jones Harris Accountants

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!”
Family Business
Transparent Fees & Pricing
In Business Since 2000
Serving Morecambe Area
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Begbies Traynor - Insolvency Practitioners Lancaster

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!”
34+ Years Experience
Priory Close, St Mary's Gate, Lancaster LA1 1XB
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David Kneale Financial Management

David Kneale Financial Management

(1)
Investment Management Services & Advice, Pension Management Services & Advice
“Professional service.”
1 Aalborg Pl, Lancaster LA1 1BJ
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Brown & Co

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”
Transparent Fees & Pricing
Serving Morecambe Area
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Bridges & Co Financial Advisers

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 ...”
Serving Morecambe Area
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Knox Accounting

Knox Accounting

(3)
Business, Specialist, Personal
“Great Service From The Team Always Happy To Help. Highly Recommend”
Serving Morecambe Area
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Towers + Gornall

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!”
River View, 96 High St, Garstang, Preston PR3 1WZ
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J F Hornby & Co Chartered Accountants

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.”
Family Business
Serving Morecambe Area
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Face To Face Mortgages

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...”
In Business Since 2003
Serving Morecambe Area
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Prudentfpa

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.”
15 Dalton Square, Lancaster LA1 1PL
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Winders Financial Services

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...”
Serving Morecambe Area
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Lighthouse Financial Planning

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 ...”
Serving Morecambe Area
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James Larton

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...”
Serving Morecambe Area
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Fylde Law

Fylde Law

(9)
Commercial Conveyancing, Civil Litigation, Wills, Probate & Lpa’s
“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”
Serving Morecambe Area
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Garstang Independent Financial Services

Garstang Independent Financial Services

(2)
“Excellent advice Very helpful The other review with 1 star Was not written by me”
The Resource Centre, Bridge St, Garstang, Preston PR3 1YB
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Edward Hart Financial Services Limited

Edward Hart Financial Services Limited

(2)
“Good honest advice.”
Serving Morecambe Area
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Rdbifs

Rdbifs

“We're here for the long haul and have cultivated numerous multi-generational client relationships. Our mission is to build a legacy that future generations can benefit from, and we invest our time and expertise toward this end by helping our clients ...”
Serving Morecambe Area
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Retirement Planning and Investment Management Services in Morecambe Cost Estimates

Minimum cost
£1198
Maximum cost
£10171
National Average
£3590
Avg Per Hour Rates
£361
£2394
£6582
Typical price range is based on 408 cost profiles
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Average Cost £3590
Minimum cost £1198
Maximum cost £10171
Avg Per Hour Rates £361

Typical range $2394 to $6582 is based on 408 cost profiles.

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