Money Matters: Discover the Best Financial Advisers in Lancashire

Get expert financial guidance in Lancashire with our trusted network of Independent Financial Advisers. Our certified professionals offer tailored advice on investments, retirement planning, and pension management. Reach out to discuss your financial goals and let us connect you with a reliable financial adviser in Lancashire who suits your needs.

Find financial advisers near you
We are a team of mortgage brokers operating from Preston and Southport, offering expert advice to clients across the UK. We conduct an extensive search through the Whole of Market to identify the most appropriate mortgage solutions for your personal situation. With over 20 years in the industry, we pride ourselves on exceptional service.
5.0
Based on 24 reviews
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Magnum Financial provides expert financial planning services, offering a comprehensive range of solutions including mortgages, pensions, insurance, protection, investments, and wills. With over 19 years of industry experience, our dedicated advisers support clients in achieving their financial objectives with clear and practical guidance. Our team tailors advice to meet individual needs, ensuring a smooth and stress-free experience.
The customers praised the exceptional customer service, professionalism, and expertise of Simon Lister and Mark M, highlighting their ability to find the best mortgage deals and provide quick responses to queries.
5.0
Based on 79 reviews
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As an award-winning firm of Independent Financial Advisers, we provide expert financial planning advice on pension reviews and transfers, savings and investments, inheritance tax and estate planning, and protection. Our team of experienced and qualified advisers offer bespoke services tailored to individual needs, providing impartial advice to help our clients achieve their financial goals. With a strong focus on customer satisfaction, we have been rated as one of the top Independent Financial Advisers in the UK, with almost 400 5-star reviews from our clients. Our services include free initial meetings, pension reviews, inheritance tax planning, and estate planning, all designed to provide peace of mind and financial security for our clients.
The majority of reviewers have praised the helpful, courteous, and professional service provided by Christina Clegg Financial Planning Services, citing their knowledge, trustworthiness, and clear explanations of pension arrangements.
One reviewer, Chris Allen, mentioned that the charges were excessive and felt pressured to make a decision.
5.0
Based on 79 reviews
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John Earnshaw Independent Financial Advisers Ltd is a team of qualified independent mortgage advisers based in Lancashire, with nationwide coverage, offering a comprehensive range of mortgage services and insurance solutions tailored to individual and family needs.
Clients praise the company's personalized service, efficiency, knowledge, and communication, making the mortgage application process stress-free and quick.
5.0
Based on 49 reviews
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Welcome to Acumen Financial Planning, a leading financial advisory firm providing expert financial planning and investment advice to individuals and businesses. Our experienced team of Independent Financial Advisers (IFAs) offer bespoke financial planning services, including estate planning, equity release advice, investment advice, and pension planning. With a focus on providing exceptional customer service, we are committed to delivering straightforward, honest, and unbiased financial advice, ensuring our clients' financial goals are met.
The reviewers have praised Acumen Financial Services for their excellent service, professional advice, and trustworthiness.
5.0
Based on 6 reviews
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At SBFS, we help you tip the balance in your favour, making the most of your money. We offer advice that can help you make informed choices that work for you and your wallet. Our services include investment advice, savings plans, pension planning, retirement planning, life insurance, Critical Illness and mortgages. We provide a personal and tailored service for all our clients, whether private or corporate.
The reviewers praised Steven Barton's professionalism, expertise, and excellent service, with many highlighting his financial knowledge and personal attention.
5.0
Based on 6 reviews
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Adcas Financial Management is a professional financial advisory firm based in Blackpool, covering Lancashire and the Fylde Coast. With a 20-year history in the area, our team of experienced professional financial advisors offers a range of personal services, including retirement planning, investment planning, cashflow modelling, life insurance, critical illness cover, income protection, and mortgages & equity release. We also specialise in financial advice services for businesses, including business protection, corporate investment planning, and tax planning. Our Chartered Financial Planners status ensures technical competence and service excellence, enabling us to help you achieve your objectives and goals.
The reviewers praised ADCAS for their knowledgeable financial advisors, competence, and innovative tools, making financial planning easy to understand.
5.0
Based on 4 reviews
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Whittaker Financial Solutions Limited is a team of experienced independent financial advisers providing clear and practical financial advice to individuals and businesses. With over 70 years of combined experience, our team offers a wide range of services including mortgages, pensions, protection, savings, investments, and inheritance and estate planning. We pride ourselves on our high levels of customer service, honesty, and integrity, and offer a complimentary initial consultation to get to know you and your financial goals. Our experienced advisers are committed to providing objective and impartial advice, researching and selecting products from the whole of the UK Financial Services Market to find the best solution for you.
4.5
Based on 2 reviews
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Chase de Vere is a leading independent financial advisory firm providing expert guidance and tailored solutions to individuals and businesses across the UK. With over 50 years of experience, we offer a comprehensive range of services, including personal financial planning, business protection, employee benefits, and specialist advice for medical and dental professionals. Our team of highly qualified advisers takes a personalized approach, providing unbiased advice that meets the unique needs of our clients.
The reviewer praises Chase de Vere for their expert advice and confidence in their portfolio.
4.3
Based on 4 reviews
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Lawton & Taylor Financial Services is an Independent Financial Advisers firm based in Blackpool, Lancashire. Established in 1993, we provide expert financial planning advisory services, helping clients meet their financial goals. Our team of Independent Financial Advisers and staff work closely with clients to understand their unique needs and provide tailored advice. We offer a full range of investment, pension, and life products from the whole of the market, ensuring our advice is tailored to each client's individual needs and goals. Whether it's retirement planning, purchasing a home, or protecting against life's uncertainties, we're here to support you.
Excellent customer service and personalized attention are the hallmarks of this financial advisory firm.
One customer reported poor advice that led to financial losses and a lack of accountability.
3.8
Based on 4 reviews
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