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BEST RATED BARNSLEY, UK FINANCIAL SERVICES

3 Best Financial Services in Barnsley, UK

Expert-recommended Top 3 Financial Services in Barnsley, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

Lifetime Financial Management
Lifetime Financial Management
9+ YEARS IN TBR
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LIFETIME FINANCIAL MANAGEMENT

(4.8 Score)
Lifetime House, Great Cliffe Court, Great Cliffe Road, Barnsley S75 3SP, UK Directions

Since 1999

Speciality:

✓ Investments ✓ Pensions ✓ Mortgages ✓ Estate Planning ✓ Savings ✓ Protection ✓ Financial Planning ✓ Savings and Investment Management ✓ Pension Planning ✓ Corporate ✓ Retirement Planning ✓ Financial Guidance ✓ Customer Service ✓ Financial Wellbeing ✓ Financial Education ✓ Employee Benefit ✓ Workplace Benefit ✓ Digital Coach

“Lifetime Financial Management is passionate about helping people take control of their finances and make better-informed money choices. They strive to provide all generations with easy and secure access to financial planning and a comprehensive digital experience. Their approachable, supportive team is always ready to help you navigate the complexities of finance, making it easier for you to take actionable steps toward a brighter financial future. They help you at whatever stage of life, whether you are purchasing your first home, starting to save, or considering your retirement options.

2025 Update: They strive for seamless and open communication, always being direct, honest, considerate, and friendly. With over 20 years of experience and a wide and varied team of highly qualified specialists, they have helped thousands of people improve their financial wellbeing through planning, education and advice, and they look forward to doing the same for you. You can schedule one-to-one chats with a coach that are confidential.”

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Registration 4539070

Contact:

01226 208600 0333 920 5888

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Mosaac Ltd
Mosaac Ltd
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MOSAAC LTD

(4.8 Score)
1 Station Road, Royston, Barnsley S71 4EW, UK Directions

Speciality:

✓ Retirement Planning ✓ Pension Options ✓ Investment Advice ✓ Independent Mortgage Advice ✓ Financial Protection Advice ✓ Business Advice ✓ Estate Planning

“Mosaac Ltd has financial advisers who provide independent, unbiased financial advice nationwide in the UK. They have a team of experienced independent financial advisers ready to help you with all aspects of your finances. They specialise in retirement and pension planning, mortgages, investments and financial protection, and they pride themselves on being there for whatever your financial needs. Mosaac Ltd aims to make financial advice available by reducing barriers to entry and ensuring that the advice is affordable through fair charging structures. They will endeavour to utilise investments that do good and minimise harm by encouraging clients to understand the value of sustainable investing. Mosaac Ltd embraces an inclusive work culture that listens to employees, enables them to reach their potential and invests in them as unique individuals.

2025 Update: Mosaac Ltd is authorised and regulated by the Financial Conduct Authority. Their advisers will discuss your requirements when they first make contact with you, and you can agree whether a face-to-face or remote appointment will best suit your needs.”

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Registration 07984481

Price:

Select £500
Premium £1,000
Bespoke £3,000
Premium £1,500
Bespoke £4,400

Contact:

01226 701155

Mon-Fri: 9am – 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Informed Financial Planning Barnsley
Informed Financial Planning Barnsley
Informed Financial Planning Barnsley
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INFORMED FINANCIAL PLANNING BARNSLEY

(4.8 Score)
12 Victoria Road, Barnsley S70 2BB, UK Directions

Speciality:

✓ Personal Planning ✓ Retirement Planning ✓ Investments ✓ Tax Planning ✓ Protection ✓ Cash Flow Planning ✓ Corporate Planning ✓ Business Investment ✓ Auto Enrolment ✓ Business Protection

“2025 Update: Informed Financial Planning Barnsley is an award-winning finance firm that is authorised to advise on the full range of financial planning services. Josh Richardson is the Managing Director of the firm. For more than two decades, IFP has continued to deliver expert, independent, and Chartered advice. As the business has expanded, so has the board of directors. With a fresh board of directors and a team of 6 financial planners who have over 100 years combined experience in the industry, they are confidently poised to uphold their founding principle: delivering peace of mind through independent financial advice. They are focused on achieving meaningful outcomes. Whether it's meeting client goals or pushing themselves to reach new heights, personally or collectively, they are passionate about delivering results that matter. Using cutting-edge technology, there are no physical barriers to client location, but where possible, they prefer face-to-face meetings. They have clients across the UK with offices in Hull, Leeds and Barnsley.”

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North East Adviser Firm of the Year by Professional Adviser in 2014, 2015, 2016, 2018 & 2022
Best IFA to Work for by Professional Adviser in 2017-2024
UK Adviser Firm of the Year by Money Marketing in 2018
New Model Adviser-Top 100 in 2015-2024
Registration 07008093

Contact:

01226 233 816

Mon-Thu: 9am - 5pm
Fri: 9am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

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LIFETIME FINANCIAL MANAGEMENT REVIEWS

Myself and my Partner have recently used lifetime to buy our first home and Scott has been amazing! He stuck with us for almost 4 years, as we had to put things on pause for personal reasons and spend some time getting things in order, but Scott was always offering us the best advice and guiding us through. We couldn't imagine navigating the process without him! He was a pleasure to speak with and always had time to explain things, answer our questions and helped make our dreams a reality. Thank you so much for all of your help and hard work Scott, you were truely a God send!

Myself & my partner have recently worked with Scott to sell our individual properties and buy together. Scott has worked with us from January to August, initially figuring out which route is best for us and then seeing us through to application and getting our keys. He looked into whether to rent a property out, sell both, whether to port a mortgage and showed us so many illustrations to start with so that we understood our position and options better. Scott has been so helpful to us, answering all of our questions and giving advice throughout the process - we can’t thank him enough and have already recommended him to a few of our friends and family.

Happy to work with Lifetime and, particularly, to benefit from the advice given by Charlie Parker. He is knowledgeable, friendly, patient, and excellent at clearly explaining complex financial details. Highly recommend his services to anyone looking for a meticulous and practical financial advisor.

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MOSAAC LTD REVIEWS

Excellent service, professional yet friendly, very good at explaining key factors, helpful and reliable.

INFORMED FINANCIAL PLANNING BARNSLEY REVIEWS

Friendly up to date real world approach with excellent advice that could help with planning your finances. No pressure to make any decision without you making the call. Worth considering for a medium to longer term view.

TBR® Inspection Score Report

LIFETIME FINANCIAL MANAGEMENT Total Inspection Points: 116/120
Business Hours: 8
Business Images: 9
Complete Info: 9
Contact Info: 10
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Videos: 10
Website Standard: 10

TBR® Inspection Score Report

MOSAAC LTD Total Inspection Points: 115/120
Acknowledgements: 9
Business Hours: 9
Business Images: 9
Complete Info: 9
Reviews Accuracy of : 9
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

INFORMED FINANCIAL PLANNING BARNSLEY Total Inspection Points: 114/120
Acknowledgements: 9
Business Hours: 9
Complete Info: 9
Contact Info: 9
Reviews Accuracy of : 9
Reviews Study: 9
Business Images: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10
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