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Robinson & Co
Business, Personal, Financial Services
Best Financial Advisors in Workington
The highest-rated Financial Planning & Wealth Management companies out of 42 vetted & reviewed in the Workington area.
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Emma Ralls Wealth Management
“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
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Kingfisher House Wealth Management
“Very professional and knowledgeable company..highly recommended”
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Fairstone
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Stan Sherlock Associates
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
- 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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Lamont Pridmore
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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CMD Financial Solutions
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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Vesta Wealth
“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
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Armstrong Watson Accountants, Business & Financial Advisers
“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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Quilter Financial Advisers
Pensions, Taxation, Mortgages
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Sage Wealth Management
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Hopkinson David IFA
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Poole Townsend Estate Agents Kendal
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
- 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...”
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Advice For Life Financial Planning
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
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
“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
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
“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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Westmorland Mortgage Advice Centre
“I was recommended Gemma at Westmoorland Financial Advice Centre and she is fantastic. She managed to secure myself a buy to let mortgage when i had been refused by several banks with a good interest rate. They provide a highly professional service an...”
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Tom Donald Financial Services
“We found Tom Donald to be very helpful, professional, a great source of advice and support, and most importantly, successful in helping us find the mortgage we needed to have the future we have planned of.”
Retirement Planning and Investment Management Services in Workington Cost Estimates
Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Fair price range is based on
407 cost profiles
Why these companies made our list
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