BEST LOCAL RATED

FINANCIAL SERVICES

LANCASTER

 

 

 

 

 

Expert recommended Best Local Rated Financial Services in Lancaster. All of our Financial Services face a rigorous Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. Only the best in Town, the crème of the crop, the best things since sliced bread ! Only the best local rated businesses make our lists. If you know any business that you think should be on our lists please feel free to submit them on the above links.

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Burton & Fisher (Financial Services) Ltd

76 Church St, Lancaster LA1 1ET, United Kingdom
What We Offer:

Our aim is to ensure that these core principles and values flow throughout our entire advice process. Ensuring that all our clients can receive the very best independent financial planning and investment advice. Clients and businesses decide to work with Burton and Fisher Financial Services for a variety of different reasons. It maybe they are tired of the impersonal nature of much of the mass market advice that is available, or that they are not able to access financial advice through traditional channels such as the high street banks. One thing is certain however, those that choose to work with Burton and Fisher can be assured that the advice is, and always has been, fully independent. This means that our advice is without restriction, bias or affiliation to any product or provider.

SPECIALITY:

Financial Accounting, Risk and Compliance, Technology

Established Since :

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REVIEWS

Fantastic people, super quick professional service. Michael and his collegue Jenny helped us with mortgage advise and insurance policies. We will recommend them to everyone looking to buy a house or invest money. 10/10
Excellent, efficient service from start to finish with every step clearly explained and kept in touch throughout the process of applying for a mortgage and home insurances. Worth every penny of the fee. They also have a branch in Lancaster.
Michael Burton provided a very professional service. He responded very promptly to any questions that we had and always kept us informed of the progress being made towards what proved to be a very successful outcome for us.
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PBS Financial Solutions Ltd

9 King St, Lancaster LA1 1JN, United Kingdom
What We Offer:

PBS Financial Solutions Ltd was established in 2007 by Paul Brett-Smith following more than 10 years’ experience in providing financial advice. Our focus is on providing financial advice that makes a real difference to peoples lives; from helping first time buyers through to making the most of someones investment portfolio or retirement income. Our aim is to not only help you get the best possible outcome but to also keep you informed and build a truly productive working relationship. We offer a personal and friendly service for clients seeking financial advice which is independent, jargon free and provides true value. As a company we believe it’s important to be approachable and take pride in providing a quality service built upon trust, integrity and value. In order to deliver this we use the latest and most comprehensive technology.

SPECIALITY:

Financial Accounting, Risk and Compliance, Technology

Established Since : 

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REVIEWS

Paul was, as always, very clear and easy to understand. Made mortgage advice simple and efficient to sort out. Very prompt and lovely friendly service. Highly recommended.
Ross was amazing – would definitely recommend.
Thank you Ross for your perfect service.
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TP Financial Solutions

1 Twemlow Parade, Heysham, Morecambe LA3 1PD, United Kingdom
What We Offer:
We are a friendly financial advice firm, based in the lovely seaside town of Heysham, Morecambe. Our aim is to provide thoughtful financial planning, which we know can easily take a back seat to daily life. Tarnia Elsworth Cert CII Director I enjoy helping our clients understand their finances and achieve their goals through relaxed meetings and thoughtful planning. Annabel Lumsden DipPFS Director | Financial Adviser Having worked in Financial Services since 2007, I have enjoyed advising lots of different clients with unique aspirations. No two cases have ever been the same and the importance of treating each client individually is vital. We are based in 1 Twemlow Parade, Heysham, Morecambe LA3 1PD, United Kingdom. Serving the community of Lancaster, Morecambe, Kendal & the North West
SPECIALITY:

Financial Accounting, Risk and Compliance, Technology

Established Since : 

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REVIEWS

I met up with Annabel of TP Financial Solutions recently as I needed advice on making an investment. Annabel has been absolutely great in guiding me through and explaining what products were the right ones for me to consider. Annabel is professional, approachable and knowledgeable on the products that she patiently and carefully discussed at length with me. I felt reassured and confident in her recommendations and her ongoing advice. Nothing was to much trouble. Highly recommend.
A big thank you to Annabel and Tarnia for the excellent service they provided my wife and myself. They reviewed our existing pensions and investments and provided us with sound recommendations of how we could consolidate and improve their performance over the medium to long term. We’ll definitely be using TP financial solutions for future regular reviews and will recommend them to family and friends without hesitation.
I am extremely impressed at how Annabel took time and trouble with my queries, going the extra mile to explain and compare alternatives and future outcomes. At this point, when I am making decisions about investments for retirement and inheritance, it is reassuring to be so fully advised. TP Financial Solutions is thorough and painstaking just when it matters.

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