Walmsley Financial Planning Ltd was established in 2015 by Peter Walmsley, a business with a solid commitment to environmental consciousness and recognising the importance of personal and business financial planning. As the firm's director, Peter Walmsley leads with a straight-talking approach. He upholds core values of trust, responsibility, and sustainability, which form the foundation of all financial advice provided by Walmsley Financial Planning. Whether clients seek financial planning, financial advice, or business planning, Walmsley Financial Planning prides itself on maintaining accessibility through phone or email. Although physically based in the Lancaster area, they extend their services to clients in the surrounding area and beyond. The firm adopts a forward-thinking strategy, starting with the end in mind, guiding clients to gain clarity about their financial goals and aspirations. Walmsley Financial Planning collaborates with clients to develop tailored financial plans, offering consistent support, guidance, and financial advice. Their approach is geared toward helping clients achieve their financial future by aligning their goals with a personalized and comprehensive financial plan.
UNIQUE FACTS:
• Online Appointments.
• On-site Services.
• Encourage All Their Clients to Go Paperless.
• Quickly Answer Any Financial Queries Or Concerns.
Best Financial Services in Lancaster
Expert recommended Top 3 Financial Services in Lancaster, 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.
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WALMSLEY FINANCIAL PLANNING LTD REVIEWS
I have been a client now for over 3 years and has proven to be an excellent decision. I originally became a client as I had some dormant pensions that were not being managed, I was made aware that Pete might be able to help. It turns out he could and could consolidate them all and actively manage them to make sure I am getting a good return for my retirement. Since, I have opened a stocks and shares ISA which means my money will be ahead of inflation. As well as my money being well managed, Pete also offers me great financial advice when needed. Highly recommended.
Walmsley Financial Planning have been looking after my new work pension and investments for 18 months now and after eventually following their suggestions I found a large amount of money sat in old pension pots that I have now put all into the one place so I can see exactly what I have !! The team are professional, courteous, always explain in a way I understand - they provide a great client service, I highly recommend them.
Walmsley Financial Planning are extremely professional and knowledgeable about financial planning. When I looked at retirement planning I spoke to many different companies but Peter Walmsley made it individual and bespoke to what I needed. Would definitely recommend.
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PBS Financial Solutions Ltd, Founded in 2007 by Paul Brett-Smith, has been a prominent player in financial services for over nineteen years. Based in Lancaster, Lancashire, they stand out as a leading Independent Financial Adviser, catering to local and nationwide clients. Paul Brett-Smith takes pride in his ability to communicate with clients in a clear and friendly manner, facilitating a comprehensive understanding of their options and the most suitable solutions. PBS Financial Solutions specializes in providing personalized and social services for clients seeking independent, jargon-free financial advice. Their approach is built on trust, integrity, and value principles, ensuring that clients receive quality service. The company places importance on being approachable and is committed to answering clients' questions, with experts available to provide clear and efficient explanations. PBS Financial Solutions aims to deliver top-notch service using the latest and most comprehensive technology, coupled with their extensive knowledge and experience. Their straightforward approach prioritizes open communication and disclosure, allowing them to provide the best possible financial advice. In navigating the complexity of financial planning, PBS Financial Solutions excels in creating simplicity for its clients. Appointments are available outside regular business hours, including evenings & Saturdays.
UNIQUE FACTS:
• Online Appointments.
• On-site Services.
• 50 Years Of Collective Experience.
• Quality Advice.
• Highly Satisfied Clients.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
PBS FINANCIAL SOLUTIONS LTD REVIEWS
Having recently purchased our first house we were completely new to the property market; the support we received from PBS Financial Solutions Ltd was invaluable, especially the designated support of Gareth Watts who could not have been more helpful. Not only did PBS Financial Solutions Ltd secure a very competitive five year fixed rate on our mortgage but also ensured we obtained suitable insurances to protect should the worse happen, an all round great service.
Superb service from the team at PBS - highly recommended. Gareth was exceptional and provided great support throughout. Fee was also more than reasonable. Looking forward to using PBS again when my mortgage renewal is due.
Ross has been very helpful since finding us our first mortgage. He has contacted us each time our fixed-rate deal ended and helped us identify our best option. We're very happy with PBS and will use them again when the time comes.
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Burton & Fisher Financial Services is a Lancaster-based independent financial planning firm with a history spanning over 12 years. Founded by Michael Burton & Lee Fisher on Princess Crescent in Bare, the firm has expanded to employ ten staff across their two offices. Their success lies in cultivating long-term relationships with clients grounded in integrity and trust. With a highly qualified and professional team dedicated to specific financial planning areas, Burton & Fisher provides independent pension planning advice to guide clients towards optimal solutions. They offer private and secure online access to fund valuations through their client wealth management portal, ensuring secure 24/7 access. Acknowledging the significance of routine assessments, Burton & Fisher customizes their services for investment amounts totaling £75,000 & above. Clients benefit from ongoing professional investment research and holistic advice covering all aspects of their finances. The firm manages the day-to-day administration of portfolios and extends its advisory services to various financial areas, including defined benefit pension transfers and equity releases.
UNIQUE FACTS:
• Strategic Planning.
• Professional Update.
• Prioritise Your Concerns.
• Ongoing Review & Service.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
BURTON & FISHER FINANCIAL SERVICES REVIEWS
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.
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.
I Have used Michael for many years, I recommend him to my customers and friends.. He has always been professional and helpful. Have to be the best Advisor in the area.
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