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Emma Ralls Wealth Management

(6)

“I'm very happy with the service Emma has provided me with . Emma is a very professional adviser making sure you understand all she discusses with you, and putting you totally at ease .”

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Financial Concepts Chartered Financial Planners

“Thanks to the support offered by Fairstone, we are looking forward to growing further as a business and being fully focused on providing the highest level of professional advice and guidance to our clients for the next 20 years and more.”

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Burnetts Solicitors

(2)

“Thank you so much Lynne and team for all your hard work and dedication it's been a long journey but you never stopped working to get my claim sorted. You're the best and I throughly recommend Burnetts to anyone Thanks again 👍🏻”

Featured

Burnetts recruits leading Corporate lawyer as Corporate Partner We have boosted our Corporate team with the appointment of Paul Bell as a Corporate partner. Paul has moved to us from his previous role as Head of Corporate law at Short Richardson & Forth in Newcastle and has over 20 years’ experience advising on all aspects of corporate and commercial law. His appointment is part of an ongoing growth strategy for our Corporate team, as it looks to double in size following an unprecedented period of growth and success. A further Corporate partner appointment is due to be announced in the coming months.

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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

(1)

“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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Gibbons

(2)

Business, Personal, Overview

“Never feel like they are just doing the bare minimum, have always been happy to go above and beyond.”

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David Allen

(13)

Debt
Team

“Rachel and her team were very helpful and diligent in her services to help us revcover a long standing debt. As soon as Rachel got involved she was very professional in her communication both with ourselves and the debtor. Without her help I don't ...”

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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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Lighthouse Financial Advice

Financial Planning, Savings & Investments, Protection

“Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future, in the short, medium and long...”

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Hopkinson David IFA

“The emphasis is on long-term client relationships, not one-off transactions. Clients can expect to have their affairs reviewed periodically to ensure their financial plans continue to be appropriate.”

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Winders Financial Services

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Poole Townsend

(10)

For Landlords

“I would highly recommend Poole Townsend Estate Agents especially “Cally” I would give 10* Plus. Throughout my selling and buying process she has kept me updated with everything ( always answered the phone) … She is polite, professional and excellen...”

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Stan Sherlock Associates

(30)

Remortgage
Life Insurance
Mortgage Advisor

“Having used Stan Sherlock associates for many years now i needed their services once more to buy my new build home. Their level of comitment was top notch especially on this particular occasion when I ran into an unforseen difficulty from a servayor....”

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TP Financial Solutions

(25)

Jargon
Future
Life

“Once again Annabel has put me on the right track! I came to TP about 10 months ago for help with my finances and Annabel was simply wonderful. All these months on, she is there for me; at the end of the phone (or today on zoom) to help me with tho...”

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Financial Management Bureau

(25)

“We have been with FMB for a number of years now and have always been pleased with their service. Andrew our FA is very friendly whilst remaining professional. He listens to what we have to say and tailors his recommendations to our wishes. He replies...”

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Harrison Brook Uk/Online - Expat Financial Advice

(1)

Qrops Pension Transfer, UK Pension Transfer – 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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Vesta Wealth Limited

(2)

For Businesses, For Trustees, For Individuals

“I carried out a portfolio review with my IFA today and some very important changes were made regarding future pension benefits. They carried out with immediate effect and were carried out very professionally to my satisfaction. Its a good feeling to ...”

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Burton & Fisher

(9)

Mortgage

“I Have used Michael for many years, I recommend him to my customers and friends.. He has always been professional and helpful. Have to be the best Advisor in the area.”

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David Kneale Financial Management

(1)

Investments, Pensions

“Professional service.”

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Help For Wealth

Protection Planning, Pensions, Estate Planning

“Whilst being based in the historic city of Lancaster in the North West, we like to think that we are a very diverse company. We serve a broad and interesting array of existing clients that have exposed us to all different types of circumstances, situ...”

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Advice Matters Financial Planning

(7)

“I have been a client of Advice matters for more than 10 years and value the service they provide. This company is small enough to make a personal relationship effective and I have found their advice sound and professional. from my experience I recom...”

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CMD Financial Solutions

(3)

General Insurance, Equity Release, Health Insurance

“Jo sorted our mortgage out from start to finish, we were first time buyers and didn't really know where to start. We would highly recommend Jo, she was very professional and friendly.”

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Average Cost	£3554
Minimum cost	£1186
Maximum cost	£10071
Avg Per Hour Rates	£357

Best Financial Advisors in Whitehaven

The highest-rated Financial Planning & Wealth Management companies out of 39 vetted & reviewed in the Whitehaven area.

Emma Ralls Wealth Management

Financial Concepts Chartered Financial Planners

Burnetts Solicitors

The IFA Company

Kingfisher House Wealth Management

Robinson & Co

Rural Payments Agency

Gibbons

David Allen

Lighthouse Financial Planning

Lighthouse Financial Advice

Hopkinson David IFA

Winders Financial Services

Poole Townsend

Stan Sherlock Associates

TP Financial Solutions

Financial Management Bureau

Harrison Brook Uk/Online - Expat Financial Advice

Vesta Wealth Limited

Burton & Fisher

David Kneale Financial Management

Help For Wealth

Advice Matters Financial Planning

CMD Financial Solutions

Retirement Planning and Investment Management Services in Whitehaven Cost Estimates

Why these companies made our list

Wealth Management Advisors near Whitehaven

Popular in Whitehaven