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The Best Financial Advisors In Preston
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Let us find the Best Financial Advisor for your Needs and Situation.
Our role in your life story is to walk alongside you and help provide you peace of mind to reach your financial destination. We provide bespoke financial planning and investment management for our clients, who are largely based throughout Lancashire.
We have a team of 16 people working in specialist teams, based in Longridge, to help our clients meet their financial objectives and life goals. Our financial planning and investment proposition are specifically geared towards for business owners and individuals with busy, complicated lives or financial arrangements.
Having a wide range of experts here in branch allows us to help clients meet their financial objectives and life goals. We help clients grow their wealth, live off their wealth and pass on their legacy to loved ones.
We create and manage bespoke portfolios tailored to each individual client’s needs; as well as their attitude to risk, to make sure client assets are working as hard as possible, such as generating the income needed.
We are able to offer the financial strength, infrastructure and resources of a large multinational financial services company, but with the personable, quality service of an owner managed, local business. We don’t subcontract out to other service providers or companies – we have the capabilities, resources and expertise to do everything in-branch.
Services
Office
8 Berry Ln, Longridge, Preston PR3 3JA, United Kingdom
Trafford & Houghton Financial Planning Ltd
Trafford & Houghton are a team of Independent Financial Advisers. Not all financial advisers are independent, some are tied to an individual company and some are tied to a small number of companies, yet at Trafford & Houghton Financial Planning we passionately believe that the best form of advice for any client is independent financial advice.
Based in the heart of Preston’s business sector. Our young team of advisers have over 63 years of experience between them in financial services.
We pride ourselves on our extremely high levels of customer service, our clients have stayed loyal to us throughout our careers and often refer family and friends who need advice.
We advise clients on all aspects of planning for their financial security and we work closely with several other local professionals including solicitors and accountants.
When planning your finances, it is important to distinguish between savings and investments. Savings are generally funds that you set aside that can be accessed relatively quickly. These savings are often for a specific need or purchase, like a holiday or a new car.
The most common way of saving is into a bank account (‘deposit’ account) where the money can be accessed in an emergency, and for every £1 you put in, you will get £1 back and possibly some interest. In other words, the original capital is guaranteed.
Services
Office
25-27 Ribblesdale House, 14 Ribblesdale Place, Preston PR1 3NA, United Kingdom
Fox Lifestyle Financial Planning Ltd
After joining financial services in 2008 right in the middle of the market crash, and looking for honesty and integrity from my employers instead I witnessed first-hand how not to run an advice business.
This was a challenging time however on reflection I could not have wished for a better route into financial planning and to say I am now well equipped to put in place a perfectly balanced lifestyle financial planning service would be an understatement.
Our business exists for the sole purpose to improve clients circumstance and to mend and put right bad practice as seen by our predecessors in the industry to date. Our clients are the only reason we exist today and this is at the forefront of our mind from our Discovery Module, right the way through to Our Recommendations and beyond.
When you retire, will things carry on as normal or will adjustments need to be made? We share our client experience to ensure you are well placed for the final day at work, and for what comes next.
The vast majority of investments we see are tracking an average index with no real strategy leading to average results and an average lifestyle – don’t be one of them – let’s see what we do different.
Services
Office
7 St Edwards Chase, Fulwood, Preston PR2 3BF, United Kingdom
We believe that your retirement should be just right for you. We understand that what’s right for some of us in retirement is not always the case for others. That’s why we take the time to get to know you and your needs. From equity release to creating important legal documents such as your Will, our services help you take control of your finances – and life.
Founded in 1998 with just six people, we were originally known as Home Income Gold and mainly offered home income plans. That was until 2001 when we started to focus on all equity release advice services.
It was at this point we also renamed as Key Retirement Solutions. A few years later in 2004, our directors bought Key from our previous owners, Countrywide.
In May 2007, after bringing in a number of new faces to our family, we launched our estate planning service to help customers focus on more than just their retirement finances, writing Wills and Lasting Powers of Attorney.
Our services didn’t stop there either, and in June 2010 we launched our annuities service to help customers select the right retirement income product for them. Just over two years later, we continued our expansion in the annuity market by buying another business called Annuity People.
In 2018, we celebrated our 20th anniversary and rebranded to Key; which is part of Key Group. The original six people has now grown to over 500, and that’s not the only thing that’s multiplied. Over the years, Key has picked up more than 60 awards and has helped more than 1 million people decide if equity release is right for them.
Services
Office
Baines House, 4 Midgery Court, Fulwood, Preston PR2 9ZH, United Kingdom
At Juniper Wealth Management we do things a bit differently. We work hard to understand what is important about money to you and what you value most in life. We then put a tailored plan together to help you protect what is important to you and provide for what you value most.
We use familiar tools such as ISAs, Pensions, Trusts, and Life Insurance to do this as well as specialist software and most importantly asking good questions and listening hard. We are called Juniper because it is a strong evergreen but also highly flexible plant. Despite growing in some rather tough conditions it also produces Juniper berries which, well……Gin.
We like to think this is rather like our financial planning; strong, evergreen, flexible with rather enjoyable fruits. Fortunately for you, we find money and finance very interesting and have some very strong views on how it should be looked after and managed. Feel free to read more about this on our blog.
As a firm, Juniper Wealth deliver a very personal and bespoke service. We use technology effectively to work with clients all over the country from our offices in Preston, Lancashire. This service would be impossible to deliver without our team of highly dedicated people who are really important to us.
If you hire Juniper Wealth Management as your Financial Planners you will soon discover how much of a team effort it is and how important this team is to your success.
Services
Office
The Old Docks House 90 Watery Lane Preston PR2 1AU
When choosing an Independent Financial Adviser you need to be sure that you’re choosing the right team. When you choose Barrow Financial Services Ltd you’ll benefit from a team that boasts a wide range of skills and experience in the financial industry.
Established in 1989, Barrow Financial Services Ltd offer a wide range of financial services to businesses and private customers across Preston and Lancashire. When you contact Barrow Financial Services Ltd you can be sure that you’re getting professional, independent advice.
Established by John G. Barrow Cert PFS (Cert II MP) over 25 years ago you can be sure of a professional service that boasts experience as well as up-to-date knowledge of the pension, mortgage, savings and life assurance industries.
You will almost certainly have plans of one kind or another – buying a home, starting a family, living abroad, perhaps retiring, but such ambitions have financial implications and you can’t leave it all to chance. Careful planning aims to help turn your plans into reality and the sooner you start your financial planning the greater your chance of realising your goals.
There are so many issues to consider when planning one’s financial future, so here are a few thought provoking ‘milestones in life’ to assist you.
Services
Office
199 Garstang Rd, Fulwood, Preston PR2 8JQ, United Kingdom
Based in Preston, we have been offering expert, independent financial advice to clients in the North West for over thirty-five years.
We focus on providing a bespoke service to meet your particular needs and build your wealth. Through our style of financial planning, we want to secure income for you for the rest of your lifetime – now, in the future and for future generations. That’s why we have developed our Lifetime Income Planning service.
My solicitor recommended me to Charter Financial Planning. My husband had died and although I liked to think of myself as a financially astute person, I’d ‘inherited’ his pension fund and I also had a portfolio of investments which were uncoordinated. I was particularly concerned about the Inheritance Tax bill my children would face should I die and I wanted to help them start saving for their financial future.
Charter have been able to help me take control of my investments and plan my pension income to suit my requirements. They have arranged a portfolio of investments designed to produce the income I need and minimise any income tax. Charter have helped me arrange my affairs, initially in close association with my solicitor, in the most inheritance tax efficient way. I’ve happily since remarried and am enjoying my new life.
We want to help you answer the big questions in life. We want to put you in a position where you can make those all-important decisions with confidence. Most of all, we want to turn the notion of a vague ‘some day’ into an actual reality for you.
The common theme running through all of these is creating ‘income’. It could be provided by building savings, clearing debt, selling a business – it’s all about being able to generate enough money to maintain your lifestyle throughout life. Strategic financial planning enables you to be prepared for any eventuality.
So whether you need a specific service such as pensions, estate or trust planning or a full financial review, our team of experienced advisers will be able to help.
Services
Office
Ferry Road Office Park, 3, Preston PR2 2YH, United Kingdom
We provide a range of independent advice, services and recommendations tailored to each investors needs and focus on helping individuals reach and exceed their own financial goals.
Our multi-disciplinary team of specialists can advise you on all areas of retirement planning, investments, estate planning including trusts, inheritance tax planning, tax mitigation and protection both in a UK and an international context.
As Independent Financial Advisers we provide totally unbiased expert advice and access to a wide range of products. Our team is at the heart of our Financial Advice process. Our Advisers and Servicing Team deliver consistently high standards and are committed to delivering an excellent customer experience for all our clients.
From childhood most of us are told to put away money to save for the future – perhaps for something special? Or perhaps to be sure that when we really need something we have the funds to acquire it, without taking on debt?
Whether you place your money in a piggy bank, or in a multinational investment house, our aims are broadly the same; to provide for our future needs, and to protect ourselves against unexpected causes of expenditure.
We aim to ensure all out investments meet your objectives and search from the whole of the market in recommending a suitable investment. We appreciate you have worked hard for your investment and therefore aim to work as hard for you as we would do for our own investments.
When planning your finances, it is important to distinguish the difference between savings and investments. Savings are generally funds that you set aside, but can be accessed relatively quickly.
These savings are often for a specific need or purchase, like a holiday or a new car. The most common way of ‘saving’ is into a bank account (‘deposit’ account) where the money can be accessed in an emergency, and for every £1 you put in, you will get £1 back (short of a bank collapse!), and possibly some interest.
Services
Office
189 Watling St Rd, Fulwood, Preston PR2 8AE, United Kingdom
Embrace Financial Services – Preston
Our financial advisers aim to save you time and take the hassle away. They will be clear, outlining all the paperwork you will need for your initial application. Plus they will look at a variety of options so you don’t have to spend hours and hours comparing different mortgages from different lenders.
Our advisers give friendly, straightforward advice. They are very helpful and will guide you through the entire process. Your first appointment with an Embrace Financial Services adviser is free.
You will be given details of all the documentation you need to take – how many months bank statements, what ID you will need, how to access your credit score etc. They will also help complete all the paperwork, meaning less time and stress for you.
There are 100s of different mortgage lenders throughout the UK – with 1000s of products, rates and processes. Our financial advisers are able to consider mortgages from a large panel of lenders and they have access to 1000s of mortgages, many of them exclusive to PRIMIS Mortgage Network, giving you a better chance of getting the best mortgage for your own personal circumstances.
We offer straightforward, honest advice in a way that helps you understand. We don’t place time restrictions on appointments so you won’t feel rushed or unable to ask the questions you need to.
Building a rapport with you is important because finding a mortgage is just the first step on your journey. We can also help you plan your moving budget, and liaise between your lender, solicitor and the estate agent of the property you are buying, if appropriate.
Services
Office
80 Fishergate, Preston PR1 2UH, United Kingdom
Veritas Independent Financial Advice Ltd
We provide independent financial advice to select high net worth individuals & their families, and to business owners & their companies, to help them plan and protect their financial futures.
We advise Attorneys and Trustees supporting them in their legal obligations with prudent investments and attentive portfolio management. Our advice is delivered using the latest technology and market leading products, with the support of technical paraplanning & compliance teams, delivering the best possible solutions for our clients.
When relevant, we also work alongside strategic expert partners to enhance our clients experience and returns. Veritas Independent Financial Advice Limited was founded by Sue Swain, a qualified, widely experienced IFA who has worked within financial services for over 25 years.
We commit to undertake regular and ongoing ‘continuous professional development’ to maintain and improve our knowledge and skills across all financial planning areas. Support within the firm comes from team members who have also gained higher level qualifications, Chartered status and Fellowships.
We are based in the historic area of Winckley Square in the financial centre of Preston, yet we are blessed to be overlooking the stunning victorian Avenham & Miller Parks. We are supported by our Chartered compliance network L J Financial Planning Ltd in Warrington; we advise mainly throughout the Northwest of England, the Lake District and Cheshire, however we provide advice and services for our clients nationwide.
Services
Office
14 Ribblesdale Pl, Preston PR1 3NA, United Kingdom
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