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Robinson & Co

Business, Personal, Financial Services

“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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Emma Ralls Wealth Management

(8)

“Made an appointment with Emma as I needed to get to grips with my pension and future plans. Was worried because I was totally clueless with it! Emma put me at my ease and talked me through where I was with it all and all of my options. Emma clarifi...”

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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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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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Lamont Pridmore

(10)

Agriculture & Rural Businesses, McDonaldâs Franchisees, Payroll Services

“Having used the services of other local accountancy firms over the last 25 years I moved to Lamont Pridmore 10-years ago and it is my experience that they have always offered a friendly, professional & value for money service no matter the size of th...”

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Stan Sherlock Associates

(50)

Business Services, Investments, Insurances

“Exceptional service! Helen Bush provided brilliant guidance throughout the purchase of my home and helped me secure a mortgage with the relevant insurances in place. Would definitely recommend!”

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Pollard Scott & Co

(18)

Mortgage
Business

“I used Emma Harrison for my mortgage 5 years ago when she was with a different company. My deal was due to expire so obviously tried to contact Emma, The company she previously worked for contacted me several times to offer their service. I was deter...”

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CMD Financial Solutions

(14)

Wealth Management, Savings & Investments, Pensions

“I have to say from my experience that CMD's services are excellent. Joanna Watson was tireless in supporting me, informing me of everything and giving me fundamental advice to make me feel more capable in making decisions. I am very grateful to CMD, ...”

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David Allen

(21)

Team
Communication
Debt Recovery

“Alison Welton Managing Partner at David Allen's has been my accountant for almost 12 yrs. Alison and the team are the upmost professionals, very responsive and always on at the end of the phone for any questions. During the pandemic Alison's passion ...”

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Vesta Wealth

(3)

“I have used Vesta Wealth since November 2019.. Catherine Aston is my adviser and i can certainly recommend her advice.. Very professional and always has the right answers.. Communication is great and my emails are always answered straight away.. ...”

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Myretirement - Pension Planning

“Katie is approaching 50 and beginning to reflect on the need to prepare for retirement. Up until now she has been building a successful career and with that has built up a substantial amount in savings and pensions, without really planning too far ah...”

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Quilter Financial Advisers

Pensions, Taxation, Mortgages

“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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Armstrong Watson Accountants, Business & Financial Advisers

(4)

“We have been clients of Armstrong Watson's for 12yrs and have found them very supportive and pro active with their advice in order for me to move our business forward. They discuss with us, prior to our year end, our financial position and discuss wa...”

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Sage Wealth Management

“In 2008, Michael felt confident that he could provide clients with a better service and the best possible advice by setting up his own Practice, Sage Wealth Management Ltd. Since these early beginnings, the Practice has continued to grow and became a...”

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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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Poole Townsend Estate Agents Kendal

(50)

Invest & Save, Retirement & Inheritance

“We experienced the efficiency of Poole Townsend in 2021 when buying our first house in Kendal so decided to choose them when we sold. Everything so far has been dealt with brilliantly and happily we sold within 3 days of our first viewing. I have bee...”

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Financial Management Bureau

(29)

Team
Investing

“Roger Jackson at FMB has been helping us with our investment portfolio for several years now. He provides us with a highly professional and friendly service, listening to our needs and wishes and finding the best place for our investments to grow. Wi...”

Featured

When thinking about preparing financially for retirement, it can feel a bit overwhelming not knowing where to start... Our '8-step plan to a fulfilling retirement' infographic should hopefully help! Achieving a fulfilling and financially secure retirement is one of the most common, yet most significant goals we help our clients to realise. Our friendly and experienced planners are always on hand if you ever want to discuss your retirement plans.

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Advice For Life Financial Planning

(5)

What We Do, Cashflow Planning, Environmental Responsibilities

“The service I have received from AFL has been superb. I have only been a client for a short while, yet in that time they have gone above and beyond. Their literature is clear and I know what service I can expect and more importantly I know exactly h...”

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Pegasus Portfolio Planning

(1)

Investments, 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

(8)

“As a start up business all I can say Is Claire Phillips and her team at dodd and co accountant have always and will continue to look after me. They keep me right with my accounts and up to date at all time. Exactly what I need from my accountant as I...”

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Raymond James Kendal

(1)

FOR Private Clients, FOR Intermediaries, WHY USE A Wealth Manager

“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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Border Finance

(4)

“Andrew is very professional and has a personal touch and we are sure he gives the best advice to all his client highly recommend Positive Professionalism”

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Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Workington

The highest-rated Financial Planning & Wealth Management companies out of 42 vetted & reviewed in the Workington area.

Robinson & Co

Rural Payments Agency

Emma Ralls Wealth Management

The IFA Company

Kingfisher House Wealth Management

Fairstone

Lamont Pridmore

Stan Sherlock Associates

Pollard Scott & Co

CMD Financial Solutions

David Allen

Vesta Wealth

Myretirement - Pension Planning

Quilter Financial Advisers

Armstrong Watson Accountants, Business & Financial Advisers

Sage Wealth Management

Hopkinson David IFA

Poole Townsend Estate Agents Kendal

Financial Management Bureau

Advice For Life Financial Planning

Pegasus Portfolio Planning

Dodd & Co Chartered Accountants

Raymond James Kendal

Border Finance

Retirement Planning and Investment Management Services in Workington Cost Estimates

Why these companies made our list

Wealth Management Advisors near Workington

Popular in Workington