BEST RATED » LANCASTER » FINANCIAL SERVICES

3 Best Financial Services in Lancaster, UK

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. Only the bee's knees!

BURTON & FISHER FINANCIAL SERVICES

76 Church Street, Lancaster LA1 1ET DIRECTIONS

Since 1996

Here’s The Deal:
Burton & Fisher Financial Services has been trading since 2006 and is one of the leading independent financial advisors able to assist you in all aspects of financial planning. The firm helps you to complete your long term financial goals. Their highly qualified and professional team are responsible for specific areas of financial planning. Their team believes in affording a first-class, personal service to all their clients, building long-term relationships based on integrity and trust and guiding you. The company gives a free initial consultation with no obligation.

SPECIALITY:
Investments and Pension planning, Long Term Care, Equity Release, Wealth Management, Accident, Sickness and Unemployment Cover, Income Protection, Mortgages, Life, Buildings & Contents Insurances

[email protected]

burtonandfisher.co.uk

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

TBR® Inspection Report:

PBS INDEPENDENT FINANCIAL ADVISORS

9 King Street, Lancaster LA1 1JN DIRECTIONS

Since 2007

Here’s The Deal:
PBS Financial Solutions Ltd was founded in 2007 by Paul Brett-Smith following more than ten years of experience in providing financial advice. They aim to help you get the best possible outcome and keep you informed and build a genuinely productive working relationship. The firm offers a personal and friendly service for clients seeking financial advice which is independent, jargon-free and provides real value. The company provides impartial guidance on the right policies, from the best insurers to ensure your peace of mind.

SPECIALITY:
Mortgages, Pre and Post Retirement Pension Advice, Investment Advice and Portfolios, Life and Home Insurance, Critical Illness, Income Protection & Financial Planning

Registration 624550

[email protected]

mortgageadvisorslancaster...

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Mon-Fri: 9am - 5:30pm
Sat & Sun: Closed

TBR® Inspection Report:

DAVID KNEALE FINANCIAL MANAGEMENT LTD.

78 Church Street, Lancaster LA1 1ET DIRECTIONS

Since 2004

Here’s The Deal:
David Kneale Financial Management Ltd has been in the business of affording financial guidance for over thirty years. They have particular expertise in all features of planning for retirement. The firm extends to guiding the legal profession on pension matters in divorce cases. The business offers impartial guidance from the whole financial market. Their services include the implementation, recommendation and most importantly, ongoing review of the best financial and investment solutions to satisfy your requirements. DKFM Ltd offers complimentary initial consultation.

SPECIALITY:
Estate, Financial and Retirement Planning, Offshore Investment, Defined Benefit Pension Transfer Advice, Personal Protection, Group Pension Schemes, Pensions in Divorce, Investments & Savings Planning

Registration 04934070

[email protected]

dkfm.co.uk

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

TBR® Inspection Report: