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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
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The IFA Company
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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
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Lighthouse Financial Planning
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Winders Financial Services
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Quilter Financial Advisers
Financial Planning, Savings & Investments, Protection
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Hopkinson David IFA
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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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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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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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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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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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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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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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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...”
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Dodd & Co Chartered Accountants
“I didn't want to stay on at school so decided to get out there and earn money whilst gaining knowledge in the workplace. I love working at Dodd & Co as it has a friendly atmosphere and everyone is always willing to help. I have recently completed my ...”
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Raymond James Kendal
FOR Intermediaries, WHY USE A Wealth Manager, FOR Private Clients
“I have not regretted joining Raymond James Kendal from a very large, impersonal investment company. Nick helped and advised when I needed his knowledge, expertise and understanding of the situation I found myself in. I trust Nick and his team. They ...”
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David Kneale Financial Management
Investment Management Services & Advice, Pension Management Services & Advice
“Professional service.”
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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