Best Financial Advisors in Southport

The highest-rated Financial Planning & Wealth Management companies out of 36 vetted & reviewed in the Southport area.

Bainlye Drake Wealth

Bainlye Drake Wealth

(27)
Savings and Investments, Equity Release, Pensions
“Very good service and sorted all my pensions and put them together. We've been with this company a few years now, and it was the best move we did. Simon has helped us a lot and he's so helpful talks plain English to you, and explains everything. Keep...”
Free Initial Consultation
92-96 Lord St, Southport PR8 1JR
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Lloyd & Co. Financial Planning

Lloyd & Co. Financial Planning

(4)
Testimonials, Businesses, Individuals
“Absolute 1st class service from Andy Horner at Lloyd and from Andy Horner at Lloyd and Co. Without going in to too much detail, another well known insurer took 8 days to get back to me and their quote was 60% more for basically the same policy as fou...”
Chartered House, 15 Hoghton St, Southport PR9 0NS
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Optasia Wealth Management

Optasia Wealth Management

Research Links, Market Data, Calculators
“Pradeep Sharma started his advisory career in 1983 with the aim of providing an exceptional financial planning service to both private and corporate clients in the retail financial service sector. In additon to running this firm, he developed a succe...”
49 Ovington Dr, Southport PR8 6JW
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Premier Wealth Management

Premier Wealth Management

(2)
“Excellent advice given. Highly recommended”
In Business Since 2002
Wight Moss Way, Southport PR8 4HQ
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Williams & Co Accountants Southport

Williams & Co Accountants Southport

(1)
“Jane has acted for me since the early nineties both on a personal and company level and I have always found her expertise, professionalism and personal service far in excess of any previous accountant that I had dealt with since the early seventies! ...”
119 Eastbank St, Southport PR8 1DQ
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ADA Financial Consultants

ADA Financial Consultants

(5)
“Fantastic personal Service 5 stars!!!”
51 Hoghton St, Southport PR9 0PG
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The Right Will Company

The Right Will Company

“If you've ever had a will or other legal document prepared, you'll realise how daunting it can be sitting in the solicitor's oak panelled office giving your instructions whilst at the same time knowing you only have a half hour appointment in which t...”
2C Waterloo Rd, Southport PR8 2HW
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SG Financial Services

SG Financial Services

Partner With Us, Advice For Medical Professionals, Advice For Your Business
“While we've written to all SG Financial Services clients to tell them about this change, if, for some reason, you didn't receive our communication, please give us a call on 0345 609 2002 and our Client Services Team will be only too glad to assist yo...”
1C Preston New Rd, Southport PR9 8PB
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The Financial Planning Corporation

The Financial Planning Corporation

Transparent Fees & Pricing
Lancaster Terrace, 124 Station Rd, Ainsdale, Southport PR8 3HL
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Kay Capital Management

Kay Capital Management

(1)
“We have always used Kay Capital Nanagement for financial advice. Richard is genuine and we trust him. You can't go wrong with his unbiased advice Positive Professionalism”
40 Hoghton St, Southport PR9 0PQ
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Priority Bridging

Priority Bridging

(1)
“This company is remarkable, we had an opportunity to purchase some commercial property but didn't have the capital and Priority Bridging offered us a figure and completed a bridging loan to us in less than 48 hours! We're now looking to complete on t...”
8 Leicester St, Southport PR9 0EZ
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Millwood Administration Group

Millwood Administration Group

“Our support staff have a combined experience of over 20 years with St. James's Place. We are able to offer multiple services such as diary management & appointment making, through to more technical tasks such as inheritance tax planning business supp...”
Suite 7, Weld Parade Business Centre, Weld Rd, Birkdale, Southport PR8 2DT
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Principled Financial Planning

Principled Financial Planning

“Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dre...”
In Business Since 2018
81A King St, Southport PR8 1LQ
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Ludlow

Ludlow

“"I have been with Ludlow now for over 5 years. Our adviser, Ian Corcoran, helped to order a rather messy investment portfolio, and then gave valuable help over the formalities and practicalities arising from the death of my wife in 2014. Since my rec...”
172 Lord St, Southport PR9 0QA
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Trust In Equity Release

Trust In Equity Release

“This is a Lifetime Mortgage. To understand the features and risks, ask for a Personalised Illustration. A Lifetime Mortgage may reduce the value of your estate and could affect your entitlement to means tested state benefits. To understand the featur...”
23 Emmanuel Rd, Southport PR9 9RP
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Lawton & Taylor Financial Services

Lawton & Taylor Financial Services

(3)
“Had financial advice for over twenty years, excellent customer service”
118 Normoss Rd, Blackpool FY3 8QP
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Questa Chartered Financial Planners

Questa Chartered Financial Planners

(1)
“We use Questa for all areas of financial planning - mortgage, protection, investments and retirement planning. They are friendly and approachable, professional, responsive and so knowledgeable about the market, really taking care to protect their cli...”
Questa House, Whitehills Business Park, Croft Ct, Plumpton Cl, Blackpool FY4 5PR
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Rotherham Taylor Chartered Accountants & Registered Auditors

Rotherham Taylor Chartered Accountants & Registered Auditors

(50)
Trusts and Executorships, Forensic Accounting, Property Tax
“Excellent service! Thank you to Lucy Birchall and Rebecca Bradshaw for their amazing support. Knowledgeable, proactive, efficient, caring and always with a smile! I greatly appreciate also the information provided in the newletters and the updates re...”
Family Business
Unit 21-22, Navigation Business Village 21, Preston PR2 2YP
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Holden Associates

Holden Associates

(42)
Grow Your Business, Company Secretarial Services, Business Advice and Support
“I've been with Holden Associates for over ten years now and don't hesitate to give Jason and Nicola a 5 star recommendation. They genuinely care about their clients and go above and beyond to provide an exemplary service. They are also always ahead...”
Family Business
Remote Consultations Available
100+ Years Experience
Serving Southport Area
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EMS Mortgages and Protection

EMS Mortgages and Protection

(50)
  • House
  • Products
  • Property
“We recently went into a new fixed mortgage deal which John at EMS mortgages and can't thank him enough for all he did to make the process as smooth as possible. The level of customer service is outstanding, John went above and beyond and dealt with a...”
27 Willow Ave, Liverpool L32 0RX
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Becketts Wealth Management

Becketts Wealth Management

(50)
  • Funds
  • Market
  • Pension
“We chose Becketts to help us with our finances because they seemed to have the best attitude to their customers than other places we visited, and we haven't regretted that gut-instinct decision one iota since then. It was clear from the start that th...”
Family Business
Serving Southport Area
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Alexander Ross Mortgages & Financial Planning

Alexander Ross Mortgages & Financial Planning

(40)
  • Company
  • Family
  • First Time Buyer
“Excellent and professional service from beginning to end. I had been to other mortgage providers but Alexander Ross Mortgages found the right product and helped me through the whole process. Ed supported me at every stage and sorted out problems and ...”
37+ Years Experience
Suite 5D, Second Floor, Blackthorn House, Skull House Ln, Appley Bridge, Wigan WN6 9DB
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Appletree Financial Solutions

Appletree Financial Solutions

(50)
  • Happy
  • Insurance
  • Investments
“Have used Appletree 10 years now, on 2 properties and numerous other queries (Mike must be close to blocking my number by now) - always get a response in a timely manner and a clear explanation if required. Kathryn and Mike have been brilliant to dea...”
In Business Since 2002
Serving Southport Area
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Pioneer Mortgage and Protection Limited

Pioneer Mortgage and Protection Limited

(42)
Specialised Advice, Commercial Mortgages, Buy To Let
“The team were so friendly, helpful and efficient when supporting us with our first mortgage - we felt so supported through the whole process. I highly recommend Paul and the team to anyone looking for help with their mortgage! We will definitely be g...”
Free Initial Consultation
Remote Consultations Available
Serving Southport Area
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Retirement Planning and Investment Management Services in Southport Cost Estimates

Minimum cost
£1233
Maximum cost
£10472
National Average
£3696
Avg Per Hour Rates
£371
£2465
£6776
Typical price range is based on 503 cost profiles
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Average Cost £3696
Minimum cost £1233
Maximum cost £10472
Avg Per Hour Rates £371

Typical range $2465 to $6776 is based on 503 cost profiles.

Why these companies made our list

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