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Contributor

64%

MATCH FOR YOU

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4.8out of 5

Roger Kuhlmann

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% clients advised in each area  :

Investments

70%

Annuities

9%

Pensions

48%

Insurance & Protection

13%

Later life planning

9%
Chartered, Independent, Client focussed, local Financial PlannerAfter completing a degree in economic and social history at the University of Leiceste... Read More
Serves clients with: Over £50k of investable assets or household income
Roger's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Chartered Financial Planner
Contributor

63%

MATCH FOR YOU

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4.8out of 5

Stuart Dewin

More Info
% clients advised in each area  :

Investments

100%

Annuities

27%

Pensions

45%

Insurance & Protection

18%

Later life planning

18%
I am Certified Financial Planning (CFP) Professional, and I am one of only 680 people in the UK to have been awarded a fellowship by the Chartered Ins... Read More
Serves clients with: Over £100k of investable assets or household income
Stuart's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

61%

MATCH FOR YOU

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4.9out of 5

Eden Whittaker

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% clients advised in each area  :

Investments

45%

Mortgages

64%

Pensions

55%

Insurance & Protection

18%
Our independence is not just about fitting to a regulatory definition but in our determination to provide the best quality and value of services and p... Read More
Serves clients with: Any level of wealth
Eden's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

60%

MATCH FOR YOU

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4.6out of 5

Sylvia Bentham

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% clients advised in each area  :

Investments

88%

Annuities

19%

Pensions

69%

Insurance & Protection

19%

Later life planning

13%
We have been providing jargon-free independent financial advice since 1991 (previously called Sylvia Joyce & Associates)Sylvia Bentham, a highly quali... Read More
Serves clients with: Over £250k of investable assets or household income
Sylvia's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

59%

MATCH FOR YOU

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Lee Fisher

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Pension and Retirement, Saving for children, Annuities
Lee is a Director at the firm and has worked as a financial adviser for over 12 years. He prides himself on offering clear, personal and independent a... Read More
Serves clients with: Any level of wealth
Contributor

58%

MATCH FOR YOU

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4.8out of 5

Jonathan Darwen

More Info
% clients advised in each area  :

Investments

94%

Pensions

12%

Insurance & Protection

12%

Later life planning

18%
As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to deli... Read More
Serves clients with: Any level of wealth
Jonathan's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years

Latest client reviews of Lancaster IFAs

Takes the time to make sure that I understand complicated issues and updates me regularly.   Read More
D

Can't find the right Lancaster IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Lancaster.

Roy BridgesBridges & Co (Lancaster) Limited
James BoothPrudent Financial Planning Advice Ltd
Mark OrmerodTIC Financial Services (UK) Limited
Gary LaneDavid Kneale Financial Management Ltd
Ian AmblerAmbler Blackburn Ltd
Angie SeelACS Wealth Management Ltd
David BerryScott Berry (0130)
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