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BEST RATED FALKIRK, UK FINANCIAL SERVICES

3 Best Financial Services in Falkirk, UK

Expert-recommended Top 3 Financial Services in Falkirk, 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!

A.R.D. Consultancy
A.R.D. Consultancy
A.R.D. Consultancy
Falkirk financial services A.R.D. Consultancy video
10+ YEARS IN TBR
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A.R.D. CONSULTANCY

(4.9 Score)
9 Melville Street, Falkirk FK1 1HZ, UK Directions

Since 1999

Speciality:

✓ Pensions ✓ Mortgages ✓ Investment ✓ Protection ✓ Life Assurance ✓ Critical Illness Insurance ✓ Income Protection

“A.R.D. Consultancy provides honest advice and solutions for all your financial requirements. Andrew Dawkins is the director of A.R.D. Consultancy. Their team is committed to empowering you with the knowledge and strategies necessary to achieve your financial goals, whether securing a comfortable retirement, investing wisely or protecting your family's future. They want to help you make the best financial choices possible to achieve your financial goals. They are committed to providing appropriate financial advice in a way that will make sure you understand. They have an enthusiastic team who are always on hand to help their clients.

2025 Update: They are dedicated to helping you navigate the complexities of financial planning with personalised, expert guidance tailored to your unique needs. You can contact them to book a free consultation.”

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Registration SC334089

Price:

Standard Review and Client Take-On Fee £995

Contact:

01324 670555

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

TBR® Inspection Report:

Finli (Falkirk) Ltd
10+ YEARS IN TBR
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FINLI (FALKIRK) LTD

(4.8 Score)
20 Meeks Road, Falkirk FK2 7ES, UK Directions

Since 2020

Speciality:

✓ Financial Planning ✓ Savings and Investments ✓ Retirement and Pensions ✓ Estate Planning ✓ Mortgages and Protection

“Finli (Falkirk) Ltd helps you take control of your financial future with expert guidance and a personalised approach. The team is dedicated to helping you achieve your financial goals with confidence. They have a nationwide network of financial planners, each with a proven track record of exceptional independent advice. Their goal is to provide you with a clear financial picture and a realistic path to achieve your goals. They take the time to truly understand the life you want to live, crafting a personalised financial plan tailored to reflect your unique story. The team works with you to break down the complexity into clear steps so you can take action with confidence. From crafting a personalised financial plan to monitoring your progress, they are with you every step of the way. Finli (Falkirk) Ltd also has offices in Arundel, Borehamwood, Camberley, Cheltenham, Glasgow and more.

2025 Update: They collaborate with you to offer guidance and personalised strategies that help minimise tax liabilities, ensuring your legacy is preserved for your loved ones.”

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Registration SC651182

Contact:

01324 625225

Mon-Fri: 9am - 1pm|2pm - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

DPB Wealth Management Ltd
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DPB WEALTH MANAGEMENT LTD

(4.7 Score)
40 Kersebrock Place, Larbert, Falkirk FK2 8ST, UK Directions

Speciality:

✓ Pensions and Retirement ✓ Planning for Your Eventual Retirement ✓ Pension Consolidation ✓ Pension Drawdown ✓ Annuity Purchase ✓ Pensions and Divorce ✓ Pension Reviews ✓ Pension Switches ✓ Phased Retirement ✓ Investments ✓ Investing for Income ✓ Investment Trusts ✓ Investment Bonds ✓ Discretionary Fund Management (DFM) ✓ ISAs ✓ OEICs ✓ Unit Trusts ✓ Offshore Investments ✓ Socially Responsible and Ethical Investments ✓ Savings ✓ Cash Management ✓ National Savings ✓ Regular Savings Plans ✓ Savings for Children ✓ School Fees Planning ✓ Financial Planning ✓ Wealth Management ✓ Tax and Trust Planning ✓ Capital Gains Tax ✓ Estate Planning ✓ Income Tax ✓ Taxation Planning

“2025 Update: DPB Wealth Management Ltd is an independent financial advice firm that provides independent, impartial advice and guidance to its clients. Darren Burns is the owner of the firm. He has over 20 years of experience in Financial Services and Retirement planning through having worked at one of the UK's leading and largest financial services firms. The team prides itself on delivering a professional service that is truly tailored to your individual set of circumstances, needs and objectives. They give expert advice on a wide range of financial planning areas and work with a range of clients, including individuals, business owners and companies. They are also pleased to be able to complement the services of other professional advisers, such as solicitors and accountants. You can contact them to get a quote.”

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Contact:

01324 460163 07984 709833

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

TBR® Inspection Report:

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A.R.D. CONSULTANCY REVIEWS

Having read reviews, I employed ARD's services to provide options with consolidating two pensions. One deciding factor was being able to deal with them in person. After initial introductory chat with Andrew... Daniel gathered information relating to my (and partner's) personal financial profile, aspirations and attitude to risk. Andrew then provided a detailed summary and various options to consider going forward. Once I made my decision, Maureen and Stacey put that into action. Andrew and the team were very personable and profession, and I would highly recommend their services.

I approached Andrew and his team on the advice of a friend and this has been a very positive experience. After a bereavement, I needed to approach a financial advisor regarding estate matters and they have made everything easy and relaxed. I feel like I am in good hands and look forward to a secure future.

Having read reviews, I employed ARD's services to provide options with consolidating two pensions. One deciding factor was being able to deal with them in person. After initial introductory chat with Andrew... Daniel gathered information relating to my (and partner's) personal financial profile, aspirations and attitude to risk. Andrew then provided a detailed summary and various options to consider going forward. Once I made my decision, Maureen and Stacey put that into action. Andrew and the team were very personable and profession, and I would highly recommend their services.

These reviews are provided for information purposes and to help you make informed decisions.

To share your experience, click here or send it to reviews@threebestrated.co.uk.

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FINLI (FALKIRK) LTD REVIEWS

Inheritance tax was a big worry for us, as was ensuring our assets passed on to our family in the way we wanted. The strategies put in place by Douglas & his team have given us the peace of mind we require on both issues. If you have Inheritance tax worries, this is the team to speak to.

As a business owner, it is important to me that my financial plans are tax-efficient and flexible enough to adapt to my changing needs. Douglas listened to what was important to me and built my wealth management strategy around this. Would not hesitate to recommend you to friends and family.

The entire team at Harley Financial are a credit to the company. I want to thank you all for the help and guidance you provided.

DPB WEALTH MANAGEMENT LTD REVIEWS

Very pleased with the prompt,courteous and professional service I received from Darren at DPD Weath Management. My Pension query was followed up efficiently and diligently regarding explaining my Pension Retirement options which can be quite daunting.Darren laid out in 'layman's terms' enabling me to act with confidence when selecting the correct Pension option for my needs. I have already passed family members onto DPB wealth management because of the great help and service I have received.

I’ve dealt with Darren on a few occasions for various bits of advice and have always found him knowledgeable and very professional. I would highly recommend him for any of your financial advice needs.

Great efficient service. All the information provided in a clear way to understand. Will definitely use Darren’s services in future.

TBR® Inspection Score Report

A.R.D. CONSULTANCY Total Inspection Points: 117/120
Business Hours: 8
Complete Info: 9
Business Images: 10
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

FINLI (FALKIRK) LTD Total Inspection Points: 114/120
Experience: 8
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

DPB WEALTH MANAGEMENT LTD Total Inspection Points: 113/120
Current Evaluation: 8
Acknowledgements: 9
Business Hours: 9
Complete Info: 9
Contact Info: 9
Reviews Study: 9
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Website Source: 10
Website Standard: 10
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