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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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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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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.

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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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Lighthouse Financial Planning

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Winders Financial Services

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James Larton

Investments, Retirement Planning, Corporate Services

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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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Opes Independent Financial Advisers

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Rdbifs

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Orchard Financial Planning

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Lowson & Company Chartered Financial Planners

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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

Face To Face Mortgages

Prudentfpa

Lighthouse Financial Planning

Winders Financial Services

James Larton

Edward Hart Financial Services Limited

Garstang Independent Financial Services

Opes Independent Financial Advisers

Rdbifs

Orchard Financial Planning

Lowson & Company Chartered Financial Planners

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