ThreeBestRated.co.uk
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!

Video

Write a Review

Our Review Process:

  • All reviews matter:We publish both positive and negative reviews to provide a balanced perspective.
  • No censorship: Businesses cannot pay to remove or modify negative reviews.
  • Verification process: All reviews are checked for authenticity and compliance with our community guidelines before publication.
  • Fair representation: We display reviews of all ratings (1–5 stars) to help users make informed decisions.
  • Independence: We are not affiliated with the businesses we review and receive no compensation for favorable ratings.

Your honest opinion helps others make better choices. Whether your experience was excellent, average, or disappointing, we want to hear from you. For more details, click here

Contact Business

TOP 3 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.

To share your experience, click here or send it to [email protected].

We will display both positive and negative reviews. All submitted reviews are published after verification for authenticity and compliance with our Terms and Conditions, Privacy Policy, and Community Review Guidelines.

TOP 3 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.

TOP 3 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
We use cookies to improve your experience. By continuing, you agree to our Privacy Policy.