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Independent Financial Advisors in Lancaster ready to help


The Mortgage Hut

The Mortgage Hut

The Mortgage Hut is verified Certificate of Excellence 2019

Providers of award winning mortgage advice across the UK. We have access to over 90 lenders and 12,000 products, so one of our professional, approachable and qualified advisers can help. 

MacFarlaine & Brooks

MacFarlaine & Brooks

We don’t just give financial advice to help people generate or protect money and wealth, we do it with YOUR specific goals in mind, helping build the life you want for you and your family, while protecting against the worst of what life can throw at you. “Advice For Life” Mortgages, Pensions, ISA's, Insurance, Protection, Bonds, Investments 

Spires Independent

Spires Independent

Spires Independent is verified Certificate of Excellence 2019

At Spires Independent we are dedicated to providing you unbiased independent advice with a high level of service. We offer a range of financial services, backed by our team of Independent Financial Advisers, including a specialist Pension transfer expert. So whatever you're looking for, at Spires Independent you're safe in the knowledge that we've got just the expert team waiting in the wings to be of assistance.  

LBA Global Partners Ltd

LBA Global Partners Ltd

LBA Global Partners is your leading partner for UK and International Business & Legal Advisory services. We specialise in Wills, Trusts, UK & International Tax, Legal Advisory and Regulatory reporting services. We also provide UK and Global Immigration Services. 

APPLETREE FINANCIAL SOLUTIONS LTD

APPLETREE FINANCIAL SOLUTIONS LTD

APPLETREE FINANCIAL SOLUTIONS LTD is verified Certificate of Excellence 2019

At Appletree our aim is to provide exceptional service to all clients. Our core values and principles have been at the heart of our business for over 18 years. We aim to build long-standing relationships with clients and appreciate the importance of each clients individual challenges and aspirations. Our advisers combine expert technical knowledge with over 90 years combined experience. Our advisors are supported by a team of four excellent customer service administrators with over 40 years combined experience, waiting to assist five days per week between 9am-7pm. Whether it's pension or investment planning, we're passionate about safeguarding our clients financial interests. 

Captec Wealth Group

Captec Wealth Group

Captec Wealth Group is verified Certificate of Excellence 2019

The Captec Wealth Group was established in 2015 to absorb as much of the stress and time involved in growing and managing an active investment portfolio, whilst reducing costs and securing discounts wherever possible. It isn't necessary for successful investing to become a full time job. Through our investment structures and our access to high quality new-build apartments in strategically chosen high growth areas in The UK, we aim to help our clients maximise their returns from property & other investment products in a hassle free way to free up time for the things that really matter. The Captec Wealth Group of companies have been structured to work hand in hand to source and provide bespoke investment products based on our individual client’s requests. Captec Wealth Group believes in “efficient wealth creation through strategic investing” Captec Investments: An alternative investment consultancy, focused on raising capital through equity & debt/fixed income vehicles.. Captec Developments: A Property Investment Consultancy that aims to remove the uncertainty and stress and time involved when buying a new-build property investment. Captec have an extremely in depth due diligence process in place to ensure a development has the key fundamentals to be a good investment, before any proposal is put in front of an investor. We also specialising in sourcing, structuring and distributing off-market UK development level property projects across a variety of sectors (PRS, Student) and geographical locations. 

Chameleon Financial Planning

Chameleon Financial Planning

 

Wayne Graham True Potential Wealth Management LLP

Wayne Graham True Potential Wealth Management LLP

Wayne Graham True Potential Wealth Management LLP is verified Certificate of Excellence 2019

Experienced Financial Advisor with a demonstrated history of working in the financial services industry for over 22 years. Skilled in Pension Funds, ISAs, and Self-Invested Personal Pension (SIPP). Member of the PFS and accredited with level four qualifications. Wayne Graham is a Restricted Financial Adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. 

Equity Release Supermarket

Equity Release Supermarket

Equity Release Supermarket offers a fresh thinking approach to equity release advice. We help you compare deals & interest rates from the whole of the market which include exclusive deals negotiated with some of the UK's leading financial providers. Using a nationwide team of friendly & experienced equity release advisers, we can offer specialist advice from the whole of the market, either face-to-face or over the telephone.  

Artjig

Artjig

I have many years experience working as Graphic designer, more recently has a in-house designer for one of the UK's largest manufacturers of furniture and now for a leading LED lighting company. Design services: Illustrations, logos, business cards, marketing materials, POS, brochures. I also offer a wide range of photo manipulation/enhancement/colour correction services. Video editing. 

Keith Jobson DipPFS, CertSMP - Wealth Management - Independent Financial Adviser (IFA) and Advanced qualified - Independent Mortgage Adviser (IMA) with Julian Harris Financial Consultants IFA national  network

Keith Jobson DipPFS, CertSMP - Wealth Management - Independent Financial Adviser (IFA) and Advanced qualified - Independent Mortgage Adviser (IMA) with Julian Harris Financial Consultants IFA national network

Keith Jobson DipPFS, CertSMP - Wealth Management - Independent Financial Adviser (IFA) and Advanced qualified - Independent Mortgage Adviser (IMA) with Julian Harris Financial Consultants IFA national  network is verified Certificate of Excellence 2019

"I was pleasantly surprised to find out that I was selected by the UK Financial Times (FT) Adviser Publication (23/01/2019) - 'Mystery Shopper's Choice' for (Whole of Market) Independent Financial Advice as the best Independent Financial Adviser (IFA) for providing - Inheritance Tax (IHT) Mitigation Planning Advice. I received a Mystery Shopper's score of 34 out of 35" Contact me if you need IHT mitigation planning Advice. I cover all locations in my service of providing the absolute best quality Whole of Market - Independent Financial Advice. "Send me a request if you need Financial Advice, it will be my pleasure to be of service - thank you - Keith" ********************************** January 2019 - Special Offer ********************************** No client fee on whole of market Mortgage Advice "Contact me for whole of market Mortgage Advice and I there is 'no personal client fee' for you to pay" I can assure you that I can research and source the best mortgage for the following: 1st time buyer, remortgage, Buy to Let and self build "Don't delay, contact me today to save money on your mortgage requirements, please call me on: 07757 139132" I deal with all the Banks, Building Societies and specialist Mortgage Providers Also if you are looking to clear unsecured debt on credit cards, or unsecured loans, on a second charge, I can advise and assist, please call me on: 07757 139132 "Providing financial advice and mortgage advice to assist you in achieving your financial goals, is my goal" "Thank you and I look forward to speaking with you Kind regards - Keith" *************************************************************************************** "I am grateful to be Winner of the Bark Professional 2018 / 2019 - IFA / Advanced Qualified - Mortgage Adviser - Certificate of Excellence Award" *************************************************************************************** Whole of Market Professional - Independent Financial Adviser (IFA) and Advanced Mortgage Advice qualified - Independent Mortgage Adviser (IMA) with Julian Harris Financial Consultants (JHFC) IFA network. I started my career in Financial Services as a regulated Financial Adviser in 1995. As a Whole of Market Professional - Independent Financial Adviser and Mortgage expert, I help my clients achieve their personal goals and ambitions, by structuring financial plans in line with personal objectives. I have access to the whole of market to provide independent financial advice, with some examples being advising on investments, savings plans, pensions, and protection solutions, including: Whole of Market research to source the absolute best Financial Planning solutions, including: * Wealth Management * Investment Planning * Life Assurance - personal and for businesses * Income protection * Critical Illness protection * Tax efficient investment advice * Pension advice * Annuities * Income Drawdown * Tax efficient investments for growth or income * Capital Protected Investments * VCT; EIS; SEIS (on determination of suitability) * Corporate Investments * Ltd Company protection solutions * Ltd Company Relevant Life (offset against Corporation tax) * Regular saving plan options * Inheritance Tax (IHT) planning * Trust advice * School fee planning solutions * Protecting your mortgage * Private Medical Insurance * Whole of Market Mortgages * Self Build Mortgages * HNW (Large) Mortgages * Buildings and contents HNW value, whole of market broking Contact me to arrange a friendly, confidential no obligation FREE initial consultation, by Telephone, Skype or Face to Face. I am able to provide a whole of UK service. Several of my areas of specialisms include: * Removing the complexities and explaining all aspects of financial planning in plain English. * Retirement options and how to retire early. * Investments for Wealth Preservation * Protection Specialist * IHT planning * Schools fee planning * HNW (Large) Mortgages It would be my pleasure to be of service, please feel free to get in touch for a no obligation initial FREE consultation: 07757 139132 "My focus is to provide high quality financial advice and build long term client relationships" ________________________________________________________________________________________________________________________ Financial Services Professional Qualifications: I hold qualifications with the Chartered Institute of Bankers (CIB) CeFA (merit), and the Chartered Insurance Institute (CII) Diploma in Financial Planning -DipPFS and the Advanced Mortgage Advice qualification - CertSMP. I also hold the specialist qualification with the CII in Equity Release - CertCII(ER) ________________________________________________________________________________________________________________ Keith Martin Jobson is an Independent Financial Adviser (IFA) of Julian Harris Financial Consultants - IFA national network, authorised and regulated by the Financial Conduct Authority number: 153566. Company number: 3927189. Registered Office: Julian Harris House, Musgrove, Ashford, Kent, TN23 7UN. ________________________________________________________________________________________________________________ Think carefully before securing debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.  

Dolphin Financial Limited

Dolphin Financial Limited

Dolphin Financial Limited  is verified Certificate of Excellence 2019

We offer bespoke solutions to help you achieve your goals. Dealing with all aspects of financial planning needs for individuals, families, & businesses. We are Independent Financial Advisers, Independent Mortgage Advisers and Commercial Managers offering whole of market advice when you need it most. We can offer and end to end proposition for you in the all the areas of financial planning from mortgage advice to arranging commercial insurance.  

PH7 Wealth Management

PH7 Wealth Management

PH7 Wealth Management is verified Certificate of Excellence 2019

As trusted Independent Financial Planners PH7 Provide honest, clear, straight forward advice to clients seeking out help with their Financial Planning Objectives. Working with both corporate and individual clients PH7 pride themselves on their high quality, personal service offering independent advice on financial matters, including Retirement Planning and Investments, whilst recommending suitable financial products from the whole of the market. Good financial planning is key to helping you achieve your future goals and aspirations, at PH7 We work with you on your financial journey ensuring you and your families’ long-term future objectives are secure. Company Statement and Principles To establishing your principle objectives and ensuring these are central to our advice. To allow you the time and patience required to explore a range of possibilities and outcomes To demonstrate to you the feasibility of your aims and the costs to achieve this. To deliver our message clearly and comprehensively and only moving forward once advice is fully understood To give advice with compassion and integrity. To ensure we are FCA compliant and ethical in line with our regulator – FCA’s policies. To be an asset to your journey. To act always with your best interests at heart. 

financial-advisor-near-me.com

financial-advisor-near-me.com

financial-advisor-near-me.com is verified Certificate of Excellence 2019

 

Julian Harris Financial Consultants (Network)

Julian Harris Financial Consultants (Network)

We help navigate you through your financial journey with our six stage process 1. Engage - We explain how we work for you, what you can expect from us and how we charge for our services. We establish how we can add value to you now and in the future. If we agree to work together we set out the terms of our relationship.​ 2. Discover - We delve deep, exploring your personal and financial objectives. We learn about your short term plans and long term aspirations and the things that are most important to you now and in the future. We safeguard your confidentiality and store information securely.​ 3. Analyse - Here we knuckle down and get hard to work researching the whole marketplace identifying financial solutions to meet your agreed objectives. It's the really savvy technical stuff which sets the backbone of the journey ahead. 4. Present - We present your financial plan in a clear transparent jargon free manner. We explain the strategy and how it meets your goals. We navigate you through the journey ahead, confirming your understanding and explaining the potential rewards and drawbacks. 5. Implement - Once you are completely happy and on board with the solutions we recommend, we will set sail and implement your financial plan, the start of your journey to financial independence. 6. Review - We promise not to keep you in the dark, and will monitor the progress of your plan in line with our agreed service level. We will assess if key changes in legislation or your circumstances affect the ongoing suitability of your financial plan. 

Rock Pension Research

Rock Pension Research

We are an independent pension research company that offers a free service for consumers. We only work with fully regulated independent financial advisors across the UK 

Go Futures

Go Futures

Go Futures is an established futures broker which has been in business for over 10 years and is based in Chicago, IL. The company offers their customers access to futures and futures options worldwide. 

NoDownCarInsurance

NoDownCarInsurance

NoDownCarInsurance is a professional no down payment car insurance company to help make insurance inexpensive to every single driver. We provide top quality auto insurance options and sense no down payment for middle class families. 

Aci Money

Aci Money

We're a bespoke Financial Information service based in Salford Quays, specialising in lending and investing. Our team is backed by over 35 years in the industry. We provide an array of financial services through our lending, and the competitive, investment arena. Our specialists, collectively have more than 75 years experience in this industry. We offer a personal touch to our clients through our ability to speak 5 different languages, including Arabic, Urdu, Punjabi, Gujarati and Chinese. We offer flexibility with our investments and loans where our competitors quite often struggle with, as we not only have access to the High Street - Conventional lending facilities, we also have access to private venture capital, which is simpler to obtain, competitive in this climate and far more flexible to deal with. So if its flexibility, speed, market leading rates and choice you are looking for, then give us a call or simply complete our ONLINE enquiry form from our website, and we will do all we can to assist.  

Jardine Finan Ltd

Jardine Finan Ltd

Independent Financial Advice delivered by a Chartered Financial Planner and Fellow of the Personal Finance Society, with over 30 years' experience. We can help with advice in the following areas: Investment Advice & Reviews Pensions, Including Pension Reviews Inheritance Tax Planning Long Term Care Fees  

paulhancock@friendscapital.co.uk

paulhancock@friendscapital.co.uk

paulhancock@friendscapital.co.uk is verified Certificate of Excellence 2019

Independent Mortage specialists Any circumstance considered Soft credit search (doesn`t affect your credit rating) Previously refused we can help. CCJ`s & adverse credit ignored. Our Financial Advisors have many years of experience working within the Financial Services sector and are all regulated and authorised by the Financial Conduct Authority. We only get paid once we`ve found and you have accepted the mortgage offer we have found for you. No appointment necessary, all applications can be done by phone & email. 

Mortgages Remortgages

Mortgages Remortgages

 

Rotheham

Rotheham

 

Business Loan 4 U

Business Loan 4 U

 

Ramsey

Ramsey

 

1000Pip Builder Forex Signals

1000Pip Builder Forex Signals

At 1000 Pip Builder, we want our subscribers to achieve greater success in Forex trading. Our trusted daily Forex signals have been helping traders to make pips and our results have been independently verified. We perform a thorough technical analysis to provide daily Forex trading signals whenever a trade is opened on our own account, we will send you an E-mail and SMS with all relevant details. Our trading signals include entry price, stop loss and take profit so you can follow exactly the trades we are doing. 

Hang Seng

Hang Seng

 

heritage financial solutions

heritage financial solutions

 

Empire Business Group Ltd

Empire Business Group Ltd

In 2015, Empire Business Group Limited was born while working at the House of Commons as one of the supervisors at facilities department in 2015. After three months, I met my wife who at one point was my business partner, after few years, our relationship broke down in August 2018, then she had to resigned from her duties at EBG Ltd. As a goal driver, EBG Ltd has to sustained and grow. This led me to take full ownership and responsibilities of EBG Ltd. Indeed, Empire Business Group Ltd (EBG Ltd) is a “one stop shop” company which aims to assist and help individuals and organisations new to the UK which are struggling to succeed here or are wishing to boost their prospects, to find their feet, utilise their talents and compete in one of the most rewarding and challenging markets in the world. From consultancy, through development to implementation, we offer a wide range of end to end services across various industries to whoever is desiring to soar to new heights. Either they are individuals or businesses, either it is for their own interest or for the interest of their whole organisation, we aid and personalised solutions to meet their needs are. Students, families, new business owners and corporations, we are here to plug them into the resources they need to thrive. Our core services are : o Legal Advisory and Consultancy o Financial and Accountancy o Technology Consultancy o Business Consultancy o Property Consultancy o Education o Energy Some services in details, such as Accountancy service: Accountancy Services Financial Services Book-keeping Services Payroll Administration Self-Assesment Personal & Corporate Tax Year-end Accounts Preparation Monthly Management Accounts VAT Returns- if registered Annual Company Returns Analysis of Financial Accounts Company registration with Business Bank A/C Insurance........... Today EBG Ltd offers support to individuals and organisations (both private and public), to entrepreneurs and students to help them to smoothly transition to life in the UK. We offer advisory services to overseas businesses looking to relocate or set up a business in the UK. And we consult for UK businesses that wish to source the very best talent from overseas, helping them to ensure that their new staff feel welcomed and at home so they can hit the ground running in their new company. Contact us today on 02039810160 or info@ebg-ltd.com or visit our website: https://www.ebg-ltd.com 

FPP Benefits Group Ltd

FPP Benefits Group Ltd

 

Trading Signals Ltd

Trading Signals Ltd

 

Opes Independent Financial Advisers Ltd

Opes Independent Financial Advisers Ltd

 

seo.mandslawltd@gmail.com

seo.mandslawltd@gmail.com

M&S Law is well recognized as an efficient and professional personal injury solicitor practice in the UK.Our experienced solicitors at M&S Law are genuinely passionate about giving the best legal advice and go the extra mile to deal with different types of injury claims.  

Anthony.harris@wubco.co.uk

Anthony.harris@wubco.co.uk

 

Maxi iClean

Maxi iClean

Www.maxiiclean.net  

Huuti

Huuti

Huuti exists to make your financial life simple. Our goal is to make achieving your financial plans as simple as possible, from getting on the property ladder to reducing your existing debt. Huuti is financial wellbeing at its simplest. We offer a free service where you can handle everything to do with your finances in one place. This includes your free credit score, your mortgage affordability, your pension, savings & investments all in one place. Services: We offer a digital mortgage brokering service. 

James Larton - Independent Financial Adviser - Truly Independent Ltd

James Larton - Independent Financial Adviser - Truly Independent Ltd

 

Protection Reviews

Protection Reviews

 

Harrison Brook UK

Harrison Brook UK

 

Profusion FX

Profusion FX

 

Independent Financial Advisors on Bark


  • We'll reach out to them as well as others, based on your requirements.

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  • Professionals value their reputation on Bark and strive to do a great job for customers they find on our platform.

Example Independent Financial Advisors Barks


How confident are you managing your finances?

Not confident

How old are you?

30-49

Which service(s) do you require?

Retirement planning

What is your approximate annual income before tax?

£30,000 to £49,999

What is the approximate total value of your cash savings and other investments?

£100,000 or more

In which location(s) would you like to meet the advisor?

At the advisor's office

Any additional details?

.

How confident are you managing your finances?

Very confident

How old are you?

30-49

Which service(s) do you require?

Pensions & Annuities

What is your approximate annual income before tax?

£10,000 to £19,999

What is the approximate total value of your cash savings and other investments?

Less than £1,000

In which location(s) would you like to meet the advisor?

At my location

Any additional details?

I have pensions everywhere, as well as AVCs. I would really appreciate advice about managing / rationalising / releasing pension savings.

How confident are you managing your finances?

Very confident

How old are you?

60 or older

Which service(s) do you require?

Retirement planning

What is your approximate annual income before tax?

£30,000 to £49,999

What is the approximate total value of your cash savings and other investments?

£30,000 to £49,999

In which location(s) would you like to meet the advisor?

Internet or phone (no face to face meeting)

Any additional details?

pension transfer


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