Berry Financial Planning Ltd is a leading financial advisory firm in Blackpool. Matthew Berry is an independent financial advisor at Berry Financial Planning Ltd. His goal is to provide access to local financial advice throughout his career as an advisor tracking the future life expectancy of his clients. He specializes in Income Options in Retirement. They offer tailored services to help you plan your future. They will work with you to identify your needs and develop a suitable strategy to achieve your short, medium and long-term financial goals. The company offers a structured and clear approach to financial planning for companies and private clients. BFP prides itself on providing an effective, efficient and transparent service to its customers. They offer complete control over your financial resources. Financial calculators are available. Get a schedule an appointment.
UNIQUE FACTS:
• Out-of-hours Appointments.
• Their Range of Personal Financial Planning Services is Extensive Covering Areas.
• Provide Access to Local Financial Advice.
• Free Car Parking is Available.
3 Best Financial Services in Blackpool, UK
Expert recommended Top 3 Financial Services in Blackpool, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
BERRY FINANCIAL PLANNING LTD REVIEWS
Extremely professional, friendly and excellent advice about my wife's and my own pensions. After one face to face meeting with Matthew and leaving all necessary paperwork, Matthew made all the enquiries and advised us on the best way forward. Thanks to Matthew we have now paid off our mortgage and we are now in a far better position financially. Berry Financial Planning is definitely the place to go for excellent financial advice.
Choosing berry financial planning has been the best choice we made when we retired, Mathew has looked after us very well, he is very pleasant and explains everything to you in a manner that you understand, keeps us up to date with any changes. Thank you mathew for all your help and good advice.
Great advice from Matthew pension planning. We discussed my retirement goals and he was realistic about my expectations. Highly recommend.
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Adcas Financial Management Ltd is one of the financial advisory services in Blackpool. James Cocker and Ben Wrigley are financial advisors at Adcas Financial Management Ltd. James advises clients on all aspects of personal retirement planning, investments and security. Ben holds the prestigious Chartered Financial Planner Level 6 qualification. He is one of a select group of financial advisors in Lancashire who have the prestigious Chartered Financial Planner status and are proud of the service they provide to their clients. Their reputation is backed by knowledgeable and friendly staff who will help you find the best solution. They also specialize in various business financial advisory services, including business protection, business investments and tax planning. Within the company, their experience brings added value to help you achieve your goals today and tomorrow. Their team of professional advisors is here to provide you with the best possible advice on all your financial matters.
UNIQUE FACTS:
• Provides Financial Advice to Local People for Over 20 Years.
• Offers a Friendly, Personal, Plain Speaking, Easy to Understand, Quality Service for all their Customers.
• Their Team of Experienced Professional Financial Advisors.
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Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
ADCAS FINANCIAL MANAGEMENT LTD REVIEWS
Very knowledgeable financial advisors who explained how to get my pension in order in clear, easy to understand language. Their cashflow modelling system is a brilliant way to visualise various options.
ADCAS have proved to be extremely competent financial advisers to myself and my wife over the last 10 years or so.
So far so good! thank for your service.
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Lawton & Taylor Financial Services Ltd. assists you in protecting, managing and growing your finances in all from their Blackpool office. Their team of highly experienced financial advisors will be happy to discuss your needs. The company provides expert financial planning advice, assessing clients' needs identifying and discussing their goals to help them achieve their financial goals. They offer a full range of investment, retirement and life insurance products in the market, allowing you to tailor your advice to each client's needs fully. The company draws on its extensive experience in all aspects of its business and, with its customer-focused advisory approach, puts customers' needs at the heart of their business.
UNIQUE FACTS:
• Up-to-date Advice in All of Your Financial Affairs and Requirements.
• Provide Independent, Impartial and Professionally Delivered Financial Advice.
• Proudly Serving Clients of Any Age and Background in Blackpool and Beyond.
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Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
LAWTON & TAYLOR FINANCIAL SERVICES LTD. REVIEWS
I sought financial advice from Duncan Taylor and Steve Lawton as I needed help with the purchase of our first home and all relevant insurance. I found him very approachable and willing to take the time to explain the many options available to me. He gave me complete confidence in navigating the minefields of all of the different products associated with purchasing and insuring a home. I would wholeheartedly recommend Duncan Taylor for his professionalism, personal touch and honesty in such matters.
Michael from Lawton & Taylor is a diligent and knowledgeable adviser who provides a truly personal and consistently professional service. I am comfortable with his approach and feel secure that his extensive market knowledge has resulted in outstanding fund performance for my pension. His commitment is excellent and he pro-actively provides me with a bespoke regular review of my investments to ensure my future objectives and goals are met.
Steve and Sam have sorted all my finacial needs for the past 4 years. Excellent, professional service and great advice.
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