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BEST RATED WORTHING, UK FINANCIAL SERVICES

3 Best Financial Services in Worthing, UK

Expert-recommended Top 3 Financial Services in Worthing, 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!

Ascot Lloyd
Ascot Lloyd
Ascot Lloyd
5+ YEARS IN TBR
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ASCOT LLOYD

(4.9 Score)
Grafton House, 26 Grafton Road, Worthing BN11 1QT, UK Directions

Since 2004

Speciality:

✓ Financial Planning ✓ Investment Planning ✓ Retirement and Pension Planning ✓ Tax Planning ✓ Protection Planning ✓ Inheritance Tax and Estate Planning

“Ascot Lloyd's team prioritises comprehensive financial planning over mere advice. They are committed to earning clients' trust by helping them achieve their financial goals, viewing this responsibility as a privilege. With extensive expertise and experience, they are confident in securing your financial future. Ascot Lloyd offers various financial services tailored to your unique needs, understanding that each individual has distinct financial goals and circumstances. Their mission is to guide you in developing lifetime financial plans that consider every aspect of your financial situation. Ascot Lloyd serves over 57,000 clients and manages £10 billion in funds.

2025 Update: Francis Jackson is the CEO of the firm. The team has 140 experienced and qualified advisers. Whether you receive face-to-face advice or advice through their telephone-based Connect Team, you’ll always receive expert, jargon-free advice tailored to your needs.”

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Registration 07584487

Contact:

0345 475 7500 01903 214 640

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

TBR® Inspection Report:

Carpenter Box Financial Advisers
Carpenter Box Financial Advisers
Carpenter Box Financial Advisers
Worthing financial services Carpenter Box Financial Advisers video
5+ YEARS IN TBR
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CARPENTER BOX FINANCIAL ADVISERS

(4.8 Score)
First Floor, Amelia House, Crescent Road, Worthing BN11 1RL, UK Directions

Since 2008

Speciality:

✓ Cash Management ✓ Estate Planning ✓ Investment Planning ✓ Later Life Planning ✓ Retirement Planning ✓ Protection Planning ✓ Separation and Divorce Guidance ✓ Sustainable Investing ✓ Tax Planning ✓ Business Services ✓ Auto Enrolment ✓ Business Finance Finder ✓ Cash Management ✓ Corporate Financial Planning

“Carpenter Box Financial Advisers is led by partner and head of Financial Services Roy Thompson. The firm provides integrated financial and tax advisory services. Their experienced financial advisers collaborate closely with professional tax advisers at Carpenter Box Financial Advisers to deliver comprehensive wealth management solutions. They serve individuals, business owners, and professionals at all stages of life. With significant experience in supporting businesses and individuals, their broad and deep knowledge allows them to offer practical advice across all aspects of your finances, ensuring security and peace of mind. Their expertise has earned them the trust of high-net-worth individuals and organisations, who rely on them to listen, understand, and guide them toward achieving their financial aspirations.

2025 Update: They provide a fully comprehensive wealth management solution in Brighton, Crawley, Chichester, London and the entire South Coast. At Carpenter Box Financial Advisers, they take a collaborative and proactive approach. Their dedicated team is enthusiastic, knowledgeable and friendly, and they’re committed to working hard for you.”

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Registration OC338257

Contact:

01903 534587

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

TBR® Inspection Report:

Concierge Wealth Management
Concierge Wealth Management
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CONCIERGE WEALTH MANAGEMENT

(4.8 Score)
196 Findon Road, Worthing BN14 0EJ, UK Directions

Speciality:

✓ Financial Protection ✓ Retirement Planning ✓ Savings ✓ Mortgages ✓ Investment ✓ Estate Planning ✓ Later Life Planning ✓ Life Insurance ✓ Critical / Serious Illness Insurance ✓ Income Protection ✓ Relevant Life Plans ✓ Executive Income Protection Plans ✓ Keyman Insurance

“2025 Update: Concierge Wealth Management is led by Director Adam Mccallion. As Independent Financial Advisers (IFA) with over 60 years combined experience, they offer bespoke financial planning services to discerning clients. They seek to develop strategies that exactly reflect what you want to achieve with your wealth, and review the plan regularly over time. Their most fundamental objective is to place their clients in an informed position, thereby allowing them to make informed choices and to interrogate the most effective way to bring those requirements into reality. They play multiple roles throughout their advice process, including Financial Planner, Wealth Manager, Adviser, Guide, Educator, and sometimes even Counsellor. Every client at Concierge Wealth Management receives a bespoke fee arrangement based on the services required and the expertise involved.”

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Registration 7697178

Contact:

01903 681138

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

TBR® Inspection Report:

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ASCOT LLOYD REVIEWS

I searched for someone to manage my pension pot and I had quite complex tax issues. A number of Investment companies couldn't help, didn't respond, or wouldn't help until I agreed to pay some money upfront. Don't believe the web sites that offer a free consultation. Khalil at IS was helpful and provided lots of info before I had signed up. After I did he was clear, concise and able to answer all my questions. They now manage my portfolio and I recommend Khalil to anyone who is looking for friendly, knowledgeable and professional help. Geoff.

We were introduced to Investment Solutions by our own financial advisor who was retiring. We were very impressed with the courteous reception we received from Ivan and his team and subsequently the very prompt action taken on the handover and the advice given on our investments and future requirements. Stuart & Jan Jackson.

Ivan was happy to review my financial situation and provide a detailed report about my current financial status. He was incredibly responsive to the follow up questions that I had and, though the service was not in the end the right solution for me, Ivan resolved all my queries in a fair and very helpful manner. I would whole-heartedly recommend Ivan and his team to anyone looking to move forward with planning their future finances.

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CARPENTER BOX FINANCIAL ADVISERS REVIEWS

Last week I met with financial advisor Gill Lynes. Such a lovely lady. She was more helpful than I imagined and it was so worthwhile. I thought the meeting would be all formal and complicated but Gill was so relaxed and easy to talk to. She took things at my pace and explained things clearly. I wanted advise on my pension and had asked specific questions. Gill not only answered my questions but also spoke about things I hadn't even considered and gave me some really useful information. There was no selling of products - not even a hint of that. No pressure to book further appointments. It was simply giving me the information I'd asked for and more! The whole experience was very pleasant. The building is bright modern and comfortable. The receptionist was lovely and welcoming and made me a coffee. Everyone seemed casual, friendly and professional. I've recommended to my friend as well. I would go back in the future if I needed more advice. Thank you to everyone.

Contacted Gill Lynes, a Later Life Financial Adviser at Carpenter Box, via the Carewise scheme. We were warmly welcomed, and Gill was extremely knowledgeable and empathetic to our situation. She answered all of our questions, and some that we hadn’t even thought of. Would strongly recommend – and they have plenty of parking on site.

We contacted Carpenter Box and were welcomed by friendly staff as soon as we arrived. Roy Thompson has been outstanding and has helped us so much by explaining things so simply. We have also had the pleasure of meeting and dealing with some of his team who have all been most helpful.

CONCIERGE WEALTH MANAGEMENT REVIEWS

My wife and I have recently engaged with CWM to assist with our finances and couldn’t be happier. Adam and his team and polite, concise and quick with our dealings with them. Adam has cleared up some messy details with pension and insurance positions that we were in which has simplified things and also been financially beneficial to us and this is just the start. We look forward to a long and fruitful relationship with CWM. Highly recommend.

I have been a client for many years and the service and advice that Adam has given me has always been spot on and has helped me achieve my financial goals. My most recent experience was regarding a remortgage. Derek dealt with this and again he was excellent and found me the right product. He responded quickly and the remortgage was arranged in a quick timeline.

Adam proved very knowledgeable in understanding and helping me with my inheritance tax issue.

TBR® Inspection Score Report

ASCOT LLOYD Total Inspection Points: 117/120
Business Hours: 9
Contact Info: 9
Reviews Study: 9
Acknowledgements: 10
Business Images: 10
Complete Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Review Analysis: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

CARPENTER BOX FINANCIAL ADVISERS Total Inspection Points: 115/120
Business Hours: 9
Complete Info: 9
Contact Info: 9
Reviews Accuracy of : 9
Reviews Study: 9
Acknowledgements: 10
Business Images: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10

TBR® Inspection Score Report

CONCIERGE WEALTH MANAGEMENT Total Inspection Points: 114/120
Acknowledgements: 9
Business Hours: 9
Business Images: 9
Contact Info: 9
Reviews Accuracy of : 9
Reviews Study: 9
Complete Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10
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