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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 ...”

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We love seeing client feedback pop up on our Google Reviews, thank you Anne for these kind words: "I’d highly recommend TP. I felt completely at ease talking through the various scenarios and choosing how to safeguard my children ‘if’ and ‘when’ the inevitable happens (we were looking at life cover and critical illness cover). Tarnia was really patient, helping me choose the right products and terms for me, offering several different versions, and even finding a plan with an annual health check. It felt like I was discussing it with an old friend, but at the same time, she is extremely professional and explains everything clearly, answering all the questions I fired at her as they popped into my head. I didn’t feel embarrassed talking about how much I can afford, or going through the paperwork with her. I now have peace of mind!" Feedback like that really does help us step into Christmas! ☃️😊 -...

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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.”

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Tony Walker Financial Planning

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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 ...”

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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 .”

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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”

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Help For Wealth

(3)

Estate Planning, Pensions, Investments

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

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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!”

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David Kneale Financial Management

(1)

Investment Management Services & Advice, Pension Management Services & Advice

“Professional service.”

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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”

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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 ...”

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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!”

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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.”

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Winders Financial Services

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Lighthouse Financial Planning

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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...”

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James Larton

Investments, Retirement Planning, Corporate Services

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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”

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Edward Hart Financial Services Limited

(2)

“Good honest advice.”

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Garstang Independent Financial Services

(2)

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

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Acutus Financial Solutions

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Rdbifs

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Orchard Financial Planning

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The Independent Asset Management Co

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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

David Kneale Financial Management

Brown & Co

Bridges & Co Financial Advisers

Towers + Gornall

Prudentfpa

Winders Financial Services

Lighthouse Financial Planning

Face To Face Mortgages

James Larton

Fylde Law

Edward Hart Financial Services Limited

Garstang Independent Financial Services

Acutus Financial Solutions

Rdbifs

Orchard Financial Planning

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