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Emma Ralls Wealth Management
“Very professional service with fantastic advice. Emma is so lovely and makes you feel completely at ease. Positive Responsiveness, Quality, Professionalism, Value”
Best Financial Advisors in Whitehaven
The highest-rated Financial Planning & Wealth Management companies out of 39 vetted & reviewed in the Whitehaven area.
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Fairstone
“Provide some basic details through our quick and easy to use online tool, and we'll provide you with the perfect match.”
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The IFA Company
“Your money is understandably important to you. Using a skilful, qualified financial adviser helps you make the most of your finances and allows you to focus on the things that really matter to you.”
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Kingfisher House Wealth Management
“Very professional and knowledgeable company..highly recommended”
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Robinson & Co
Personal, Financial Services, Business
“Our people are savvy, trained to the highest levels to provide smart-thinking accountancy, audit, financial and commercial services to corporates, owner managed businesses, partnerships, charities, trusts and private clients. From our offices in Work...”
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Rural Payments Agency
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David Allen
- Debtor
- Debt Recovery
- Pay
“We have been using David Allen Accountants for over 15 years and couldn't be happier with the service. In particular the help and advice on various matters for our unique business from Julie Osbourne, has been exemplary. Along with every interaction ...”
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J F Hornby & Co Chartered Accountants
Consultancy, Tax, Corporate Finance
“J F Hornby & Co make your accounting easy to understand and have always provided a very customer focussed service. Their cloud based accountancy package has really started to save the amount of time I spend on my accounts and keeps you in touch with ...”
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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 ...”
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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...”
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Quilter Financial Advisers
Financial Planning, Savings & Investments, Protection
“The financial services I offer are designed to help you build a brighter more financially secure future. Having been a financial adviser in Cumbria for over ten years, I understand the difficulties of financial management. For those looking to build ...”
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Hopkinson David IFA
“Making financial decisions can be hard; inertia, confusion and fear stop us from taking control of our money. You need a guide who can coach you into making the right decisions, as well as someone with expert financial knowledge. All our planners hav...”
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PBS Financial Solutions
- Company
- House
- Property
“We contacted PBS for some advise on our mortgage when looking to purchase a new property and Ross was fantastic. He talked us through our option and answered all questions quickly. He secured us a mortgage for our new home and we cannot thank him e...”
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Lamont Pridmore
Charities, Clubs and Associations, Asset and Wealth Management, Tax Planning & Tax Saving
“Chris Lamont and his team are a family-run business combining traditional values of service with modern values of holistic management of one's personal and business financial matters. Excellent, personal service. I happily recommend them to my fami...”
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Help For Wealth
Protection Planning, Pensions, Estate Planning
“Very professional service. As a first time investor I was naturally slightly apprehensive about the process, but Andrew and Matthew have made the experience easy and enjoyable. Thank you!”
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Stan Sherlock Associates
Key Person Insurance, Business Loan Protection, Relevant Life Cover
“We met Robert and his wife at the Self Build Association conference in Birmingham. Initial thoughts, very welcoming and professional. We have since had 2 further Zoom calls with Robert. We are first time investors and Robert quickly realised this, he...”
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TP Financial Solutions
- Understand
- Future
- Information
“I had a Zoom meeting with Tarnia and she gave me great advice about my pension. I would certainly recommend TP Financial Solutions for financial advice”
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Poole Townsend Estate Agents Kendal
Retirement & Inheritance, Invest & Save
“Cally at PT helped us so much with the sale of our house. The process has been so smooth, and it's been a relaxing experience during what could be a stressful time! Getting a sale agreed within about a week of going to market is just fabulous, and a ...”
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Financial Management Bureau
- Investing
- Team
“FMB are the main advisors that we us for our Accountancy practice - both personally and for Clients who need the expertise that FMB provide. We have always found them to be knowledgeable, helpful dependable and friendly. We have NO hesitation in givi...”
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Pollard Scott & Co
- Business
- Mortgage
“Mortgage, Remotrgage, insurance - Pollard Scott & Co team (especially Emma and Katie) are an absolute stars. We are very happy with the services provided by Pollard Scott & Co Team. We will be back with more business for sure!
Also at the same time ...”
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CMD Financial Solutions
General Insurance, Equity Release, Health Insurance
“Big shout out to Jack Menzies who found me a mortgage and helped me understand everything as a first time buyer. My circumstances aren't ideal for getting a mortgage and I couldn't have done it without his help. Super friendly and approachable and al...”
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Advice Matters Financial Planning
- Investments
- Retirement
“I had received regular advice from Chris and his team now for 20 years, always helpful, getting back to me with any query I might have. The planing is thorough regarding investments, a step by step approach to ones own views towards how much risk yo...”
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Harrison Brook Uk/Online - Expat Financial Advice
Qrops Pension Transfer, UK Pension Transfer â Qrop/Sipp, Portable Expat Retirement Planning
“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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Pegasus Portfolio Planning
Financial Planning, Retirement Planning, Mortgages
“I contacted Nigel Ryan, to help me ascertain my ability to get a mortgage. This information is for my divorce. Nigel understood my request straight away, and deal with it very kindly & quickly. I recommend him to everyone who needs a fast, helpful se...”
Retirement Planning and Investment Management Services in Whitehaven Cost Estimates
Minimum cost
£1186
Maximum cost
£10071
National Average
£3554
Avg Per Hour Rates
£357
£2370
£6517
Average price range is based on
436 cost profiles
Why these companies made our list
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