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BEST RATED LANCASTER, UK FINANCIAL SERVICES

3 Best Financial Services in Lancaster, UK

Expert-recommended Top 3 Financial Services in Lancaster, 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!

PBS Financial Solutions Ltd
PBS Financial Solutions Ltd
PBS Financial Solutions Ltd
10+ YEARS IN TBR
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PBS FINANCIAL SOLUTIONS LTD

(4.8 Score)
9 King Street, Lancaster LA1 1JN, UK Directions

Since 2007

Speciality:

✓ Financial Planning Advice ✓ Investments ✓ Pensions ✓ Insurance ✓ Mortgage Advice ✓ First Time Buyers ✓ Homemovers ✓ Re-Mortgaging ✓ Buy-to-Let ✓ Specialist Mortgages

“PBS Financial Solutions Ltd was founded by Paul Brett-Smith, who has experience in providing mortgage advice and advising clients on their investment and retirement options. He has worked in financial services for 28 years. He prides himself on communicating with clients in a clear and friendly manner, allowing them to understand their options and the most suitable solution. They take pride in the expertise of their highly qualified staff. PBS Financial Solutions provides a personal and friendly service for clients seeking independent, jargon-free financial advice. They take pride in providing a quality service built upon trust, integrity, and value. They are here to help answer any questions, and their experts are on hand to help explain things clearly and efficiently.

2025 Update: Regulated by the Financial Conduct Authority and a member of the Chartered Insurance Institute, they uphold the highest standards.”

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Registration 06278623

Contact:

01524 888877

Mon-Fri: 9am – 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Walmsley Financial Planning LTD
Walmsley Financial Planning LTD
Lancaster financial services Walmsley Financial Planning LTD video
3+ YEARS IN TBR
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WALMSLEY FINANCIAL PLANNING LTD

(4.8 Score)
Brunel House, First Floor, 9 Penrod Way, Lancaster LA3 2UZ, UK Directions

Since 2015

Speciality:

✓ Investment Planning ✓ Retirement Planning ✓ Protection Planning ✓ Corporate Services ✓ Mortgages and Specialist Banking ✓ Exploring Intergenerational Wealth Management ✓ ISAs ✓ Junior ISAs ✓ Unit Trusts ✓ Portfolio Solutions ✓ Discretionary and Stockbroking Services ✓ Offshore Investments ✓ Investing for Income ✓ Investment Bonds ✓ Inheritance Tax ✓ Gifts ✓ Long Term Care ✓ Estate Administration ✓ Wills and Powers of Attorney ✓ Professional Trustee Services ✓ Pension Reform ✓ Corporate Planning ✓ Shareholders ✓ Employee Benefits ✓ Corporate Pensions ✓ Tax Mitigation ✓ Exit Strategy ✓ Will Writing ✓ Protection Planning ✓ Later Life Planning

“Walmsley Financial Planning Ltd encourages all its clients to go paperless. The firm was established by Peter Walmsley in 2015. Peter Walmsley is the Director of the company. He has built the business around his ethos on life. Clients can envision the future they desire for themselves and their families. They will help you achieve that future and live life as you wish. Whether they support you in the complex area of corporate planning or with pension advice or estate planning, they want you to feel confident and in control of your finances.

2025 Update: They work with you to achieve this by building a tailored financial plan involving regular support, guidance, and financial advice.”

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Registration 11731930

Contact:

01524 932 003

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

TBR® Inspection Report:

Advice Matters Financial Planning Ltd
Advice Matters Financial Planning Ltd
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ADVICE MATTERS FINANCIAL PLANNING LTD

(4.6 Score)
11 Wilton Cl, Lancaster LA1 2TL, UK Directions

Since 2004

Speciality:

✓ Retirement Planning ✓ Wealth Management and Financial Clarity for Business Owners

“Advice Matters Financial Planning Ltd is likely to do what they say and get things done. They say they enjoy the security and reassurance of having a trusted expert to manage their financial planning. Chris Wheatman is the Financial Planner and Managing Director of the firm. However, Chris can only deliver a first-class service with the support of their highly qualified and experienced back-office team. They aim to continue to give 100% satisfaction to their clients. Advice Matters Financial Planning Ltd assists clients in deriving retirement plans and exit strategies by creating the most accurate account of how their income will unfold.

2025 Update: They also provide advice to clients in Kendal, the Lake District and beyond.”

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Contact:

07811 333 844

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

TBR® Inspection Report:

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PBS FINANCIAL SOLUTIONS LTD REVIEWS

Really professional, friendly and reliable! Paul and the team helped me and my wife with our latest mortgage... more helpful than our solicitor! They also helped us with advice for our life insurance and home insurance, would 100% recommend them!

Have been using PBS since buying our first home in 2005. Really easy to deal with fantastic communication and service. I would never go anywhere else.

While buying our first house together, my partner and I changed our plans as well as our budget a few times over the course of six months. Throughout, Ross was patient, super helpful and fast. I wouldn't hestitate to use PBS again for mortgage advice and will recommend to friends in the area.

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

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WALMSLEY FINANCIAL PLANNING LTD REVIEWS

We've been with Pete Walmsley and his team at Walmsley Financial Planning for 3 years, and they’ve been excellent. Pete’s advice is no-nonsense and jargon-free, ensuring we clearly understood our financial plan for the future. He’s approachable, professional, and was great at handling our needs, after finding out what our current situation was and where we needed to be. His team is always helpful and quick to respond. We highly recommend Pete and look forward to continuing with them.

Pete has been my financial advisor for a number of years now. His knowledge of finances for business owners is exceptional. Pete is particularly good at ensuring you have the correct knowledge to make informed decisions, which usually differs from common misconceptions! Pete is also backed up by a wonderful team, ensuring your queries are always followed up on promptly and efficiently. If you are a business owner, looking for a no-nonsense financial advisor, Pete is your guy! (It helps if you like dogs, running, or golf!).

I asked Peter to help my parents with their finances. He took time explaining how the profile system works and other information so they could make an informed decision. He has kept them informed about investment performance and done an in person review and been on hand for any questions. Good personal service, thank you all.

ADVICE MATTERS FINANCIAL PLANNING LTD REVIEWS

Chris and the team at Advice Matters Financial Planning couldn’t be more helpful. Nothing is too much trouble and they make complex financial issues and retirement planning easy to understand. They have helped us make decisions with our finances by giving advice and compiling what if scenarios, enabling us to plan for retirement on our terms and giving us complete peace of mind. We can't recommend them highly enough.

Very professional advice given on a personal basis exactly tailored to our needs at the time. In particular we apprecate the quarterly reviews.

Chris and his team have helped us to navigate towards a retirement plan, consolidating our various pensions and providing support and advice in a very understandable and professional manner.

TBR® Inspection Score Report

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

TBR® Inspection Score Report

WALMSLEY FINANCIAL PLANNING LTD Total Inspection Points: 115/120
Business Hours: 8
Experience: 8
Complete Info: 9
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Review Analysis: 10
Videos: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

ADVICE MATTERS FINANCIAL PLANNING LTD Total Inspection Points: 111/120
Acknowledgements: 8
Business Hours: 8
Complete Info: 8
Reviews Accuracy of : 8
Experience: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10
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