3 Best Financial Services in Peterborough, UK

Expert-recommended Top 3 Financial Services in Peterborough, 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!

6+ YEARS IN TBR
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ORCHID FINANCIAL SERVICES LTD

Thorney Lake Golf Centre, English Drove, Thorney, Peterborough PE6 0TJ, UK Directions

Since 2005

Speciality:

Financial Services Protection Retirement Investment Mortgage

Orchid Financial Services Ltd offers advice on various products and services to meet many financial needs. They manage more than £60 million in client assets, providing affordable solutions with a clear and straightforward approach. With over 60 years of combined experience, they cater to personal financial planning and bespoke financial services for the business community, serving clients from East Anglia, the Midlands, London, and the South East. If anything is identified and actions are agreed upon, the client will proceed to complete a full financial questionnaire and terms of engagement.

2025 Update: Their friendly team delivers a bespoke service to help you achieve the outcome you desire. At Orchid Financial Services Ltd, all initial meetings are free of charge.

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Registration 05509898

Contact:

0330 024 4244

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

TBR® Inspection Report:

7+ YEARS IN TBR
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POSITIVE ADVISERS LTD

26 Priestgate, Peterborough PE1 1WG, UK Directions

Since 2016

Speciality:

High Net Worth Financial Planning Retirement Planning Investing Inheritance Tax Equity Release Life Cover Critical Illness Income Protection Director's Pensions Legacy Planning Employee Benefits Auto Enrolment

Positive Advisers Ltd has 30 years of combined financial experience supporting families and businesses. Mark Scott is the director and financial advisor of the firm. With office bases in Corby and Peterborough and a network of advisers throughout the UK, the team has clients from Brighton to Scotland. You can access their services by visiting one of their offices, using the latest web meeting technology, or arranging pre-agreement home visits. They assist high-income individuals or those with wealth from a younger age to the end of life, providing holistic advice to maximise financial wealth. They pride themselves on explaining complex financial matters in plain English, so contact them today, as all initial consultations are free and without obligation.

2025 Update: They are fully authorised by the FCA. They can help new start-up businesses or support well-established businesses. Being Independent means they work for you to search the market for the best solutions for your unique personal and financial circumstances. They specialise in retirement planning and investment management for clients with £250,000+ portfolios.

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Contact:

0300 303 4674

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4+ YEARS IN TBR
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HENSON CRISP LTD

33 Thorpe Road, Ground Bank House, The Lawns, Peterborough PE3 6AB, UK Directions

Since 2007

Speciality:

Inheritance Tax Planning Investment Advice Trust Review Service Pension Planning Retirement Options Succession Planning Philanthropic Giving Portfolio Management Tax Planning Trust Planning Wealth Management Generational Wealth Investments ESG Investing Business Protection Employee Benefits Retirement Planning Pensions on Divorce

Henson Crisp Ltd is an award-winning independent financial planning firm based in Peterborough. At Henson Crisp, they believe financial advice should be clear, personal and genuinely life-enhancing. They specialise in helping people approaching retirement or already enjoying it make confident decisions about their future. They take the time to understand what really matters to you, then build tailored financial plans that support your goals, values and peace of mind. Whether you are planning the retirement you have worked hard for or navigating the financial complexities of Divorce, their expert advisers are here to guide you with empathy and clarity. Their two core specialisms are Retirement Planning and Pensions on Divorce. Retirement Planning, from pension consolidation and drawdown strategies to tax efficiency and legacy planning, offers structured, expert advice for those preparing for or in retirement. No jargon, no pressure, just smart planning for the life you want. Pensions on Divorce, as one of the few firms with specific expertise in this complex area, will help you understand pension sharing options, valuations, and long-term implications. Their advice is sensitive, impartial and rooted in your best interests. Since their founding, they have donated over £50,000 to charities, planted over 1,200 trees through their partnership with Carma, and created meaningful opportunities for UK veterans. They believe in doing the right thing for their clients, their community, and the planet. Whether you are facing a life transition, looking to grow your wealth, or simply want to feel more in control of your finances, Henson Crisp offers the support you need with people you can trust.

2025 Update: Henson Crisp Ltd is an Independent Financial Advisers (IFA) in Peterborough that provide bespoke wealth management and financial planning services to individuals and businesses across the UK.

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NMA Top 100
Peterborough Telegraph Business of the Year 2022
Registration 06266686

Contact:

01733 355120

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

TBR® Inspection Report:

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