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Financial Advisors in Lancashire

List of financial advisors & consultants in Lancashire. Find a comprehensive selection of recommended financial advisors & consultants with detailed business profiles, services, and unbiased customer reviews. Get free quotes!
Anne Wray

Anne Wray

Chorley, Lancashire, North West England, PR6 9BD

Anne Wray is a firm of professionally qualified Independent Financial Advisers. We specialise in giving advice to clergy and charitable organizations. We also welcome the opportunity to work with all other clients. For over eighteen years we have given advice to clients on a wide range of subjects from pensions and investments to mortgages and life assurance. less

Clear Water

Clear Water

Preston, Lancashire, North West England, PR4 2AA

We provide advice in several different ways depending on the needs of our clients or their representatives. The Bespoke service incorporates all aspects of long term financial planning and includes the preparation of detailed planning reports, regular holistic reviews as well as investment recommendations. less

Lynwood Finance

Lynwood Finance

Blackburn, Lancashire, North West England, BB2 6HL

Lynwood Finance is independent finance introducers in the UK, providing a wide range of loan solutions for all circumstances. We offer financial products such as secured loans, unsecured loans, homeowner loans, bad credit loans and debt consolidation loans. The company's main priority is to provide our customers with the best possible service, and unlike most loan companies we do not charge any upfront fees whatsoever. less

Orchard Financial Planning

Orchard Financial Planning

Carnforth, Lancashire, North West England, LA6 1NW

Royden and Stephen (see meet the team) have each been practicing financial advisers for over twenty years and are director owners at Orchard. They are proud to have clients that have been with them since the start of their advice careers. All advice is provided by Royden and Stephen so you can be rest assured of familiarity of outcomes and continuity of service. We provide a highly professional service, perhaps slightly unconventional (we generally don't wear black suits and ties). less

Pritchard Financial

Pritchard Financial

Clitheroe, Lancashire, North West England, BB7 2QW

We offer you high quality advice, excellence in service and careful and sustained attention to your needs. This will assist you and your family in supporting your lifestyle and protecting against risks. Many of us have a range of insurance policies which we have taken out over the years but when was the last time. less

Harrison Financial Planning

Harrison Financial Planning

Preston, Lancashire, North West England, PR4 4SU

Harrison Financial Planning provides honest, independent financial advice to private individuals and commercial clients in the UK. We offer up-to-the minute, knowledgeable information on an extensive range of financial products and services, including Pensions, Mortgages, Protection Planning and Investment and Saving opportunities. less

Bridges

Bridges

Lancaster, Lancashire, North West England, LA1 1JN

At Bridges & Co Financial Consultancy, we take away the frustrations of financial planning. From our approachable, friendly team of advisers and support staff, we offer both personal attention and over 100 years of combined experience to meet all your financial goals. less

Mark Hallam

Mark Hallam

Lancaster, Lancashire, North West England, LA1 1AB

With over 20 years practical Business experience in the Lancaster area, Mark Hallam can help you. Solutions can be offered to help grow your business, change direction, restructure or sell. If you want Business Advice in Lancaster or advice on how to sell your business in Lancaster give me a call. If you need Management advice in Lancaster or a Management Consultant in Lancaster then i can help. Mark Hallam can offer help on all aspects of Business; Finance, Re-Finance, forecasting and planning. less

Patterson Sales Training

Patterson Sales Training

Lytham St Anne's, Lancashire, North West England, FY8 5QY

Many people in financial services spend too much time working in the business, not working on it. This course is designed to develop the skills of advisers in building rapport, cross-selling, developing questioning skills and positioning your advice offering. In our experience, most firms T&C arrangements still bear an unhealthy resemblance to those suggested by the PIA. How well does your T&C support your business? Ever wondered what leading edge T&C looks like? less

Simon Lister Financial Adviser

Simon Lister Financial Adviser

Colne, Lancashire, North West England, BB8 9BD

We offer a whole range of financial products including mortgages, investments, pensions, life and critical illness cover, income protection, buildings and contents. First of all we will assess your current circumstances by taking some basic information from you. Then we will take the information away to research and find the most suitable solution for you. less

Astute Wealth Management

Astute Wealth Management

Longridge, Lancashire, North West England, PR3 3JP

We are an independent financial advisory company based in the Ribble Valley/Longridge, near Preston. We provide financial planning that can cover every aspect of individual lifestyle or specific areas of financial advice. Our services are provided by highly qualified Independent Financial Advisers who specialise in a diverse range of financial fields. Having experienced success in running their own business, Andy and Jean McLaughlin founded Astute Wealth Management in 2007. less

Berry Financial Planning

Berry Financial Planning

Blackpool, Lancashire, North West England, FY2 9HN

Berry Financial Planning has been established to provide a structured and clear approach to financial planning for both corporate and private clients. We provide a bespoke service that is designed to help you plan for your future and we will work with you to assess your needs before designing a suitable strategy to achieve your short, medium and long term financial goals. Importantly, we will ensure the strategy remains flexible enough to cope with the uncertainties that lie ahead. less

HBS Financial Planning

HBS Financial Planning

Blackpool, Lancashire, North West England, FY4 2RH

For many years, HBS Financial Planning has been providing clients with innovative and sound financial advice through our professional team of highly qualified advisers. This is a proven approach based on experience and expertise. Financial planning can be a complex maze to navigate and there are many benefits to be gained from having an experienced guide. less

Burton & Fisher Financial Services

Burton & Fisher Financial Services

Morecambe, Lancashire, North West England, LA4 6BY

When you're looking for a financial adviser, you want somebody independent, trustworthy and professional. You want expert, specialist advice, but you don't want to be baffled by jargon. At Burton & Fisher, that's exactly what we offer; clear advice that's easy to understand, tailored to your personal circumstances, and completely independent. less

McNeil Financial Services

McNeil Financial Services

Rossendale, Lancashire, North West England, BB4 8EQ

At McNeil Financial Services whether you are investing £1,000,000 or £10, looking to start a pension or looking at taking an income from your existing pension, we invest our time in you to make sure that your investments work for you both now and in the future. We will keep in regular contact with you to make sure that any recommendations that we have given suit your circumstances both now and in the future. less

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Most of the usual clients of a financial advisor in Lancashire would be either owners of a business, people, who are about to invest in a new startup business or an idea they have in mind, or even older folks planning their retirement. It is usually in front of a big decision or a change we have to make in our lives when we need the help of a financial advisor in Lancashire to help us get on the right pat. However, nowadays the clientele of a financial advisor in Lancashire is getting more and more variable. People from different walks of life, different age groups, and different plans and priorities would enjoy and need the help of a financial advisor in Lancashire. A financial advisor in Lancashire is the professional who is trained in helping others gain the financial culture and knowledge they need according to the place in life they are at and where they want to go, what they want to achieve. A financial advisor in Lancashire is the person you go to, when you want to make the right steps. Therefore, today we would like to share with you some key tips you can get from a reputable financial advisor in Lancashire.

Tip from a Financial Advisor in Lancashire: Take Bigger Risks

You are maybe thinking that a financial advisor in Lancashire in their right state of mind would never advise you on taking risks. However, the good financial advisor in Lancashire knows that risks, when the right ones and at the right time, can bring back some great returns in investment and dedication. A financial advisor in Lancashire would encourage the younger clients to take bigger risks, because this is the right time for them to learn to walk and be brave to achieve their goals.

Tip from a Financial Advisor in Lancashire: Invest in Yourself

Another important tip from a financial advisor in Lancashire you would get is that no matter your age, investing in yourself in a great thing and it will pay off for sure. Especially when investing into improving a set of skills, developing a talent, learning something new or educating yourself, a financial advisor in Lancashire will tell you it is all worth it for sure. The single best investment you can make, especially while you are young, is investing in yourself, as a reliable and reputable financial advisor in Lancashire won’t get tired to tell you.

Tip from a Financial Advisor in Lancashire: Follow Opportunities

Like literary, a good and experienced financial advisor in Lancashire can also suggest that literary following the great opportunities is so important. Especially while you are young and carefree, you can easily move out the town, follow you dreams, don’t be afraid to go out of your comfort zone. A reputable and experienced financial advisor in Lancashire knows that there is a geography of success. For example, if you live in a small town with less opportunities, but you dream big, a financial advisor in Lancashire would suggest you don’t have to be afraid to move out and give yourself the chance to try new and exciting opportunities. Take it from a good financial advisor in Lancashire and allow yourself all chances.