Showing the top 5 rated and reviewed Financial Advisers and Mortgage Brokers near Chorley (out of 517)

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112 reviews

21 recent reviews

4.8 out of 5

Steven Sasimowicz

Sandringham Financial Partners

112 reviews

21 recent reviews

Top Rated 2024

Steven Sasimowicz

Sandringham Financial Partners

0330 038 8939

Prior to joining Sandringham Financial Partners, I worked for the HSBC Bank in the Premier department of banki...

Prior to joining Sandringham Financial Partners, I worked for the HSBC Bank in the Premier department of banking where I gained additional knowledge in Wealth Planning. I was also ...

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Chorley (2.11 miles away)

Independent Financial Adviser

Verified since December, 2021

Free 30 minute initial consultation

Savings/pensions: Over £100,000

Mortgage value: Over £100,000

Services offered:

Investments and Savings

Pensions

Mortgages

Retirement income (annuities, drawdown)

+ 4 more

Top Rated 2024

122 reviews

77 recent reviews

4.8 out of 5

Paul Tuson

Ascot Lloyd

122 reviews

77 recent reviews

Top Rated 2024

Paul Tuson

Ascot Lloyd

0330 038 8942

I began my career in financial services after leaving school, and now have a total of 30 years’ experience. My...

I began my career in financial services after leaving school, and now have a total of 30 years’ experience. My main focus is on high net worth and affluent individuals along with c...

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Bolton (6.56 miles away)

Independent Financial Adviser

Verified since December, 2020

Savings/pensions: Over £100,000

Services offered:

Investments and Savings

Pensions

Insurance & Protection

Top Rated 2024

69 reviews

39 recent reviews

5 out of 5

David Cole

Viva Retirement Solutions

69 reviews

39 recent reviews

Top Rated 2024

David Cole

Viva Retirement Solutions

0330 038 8941

I thoroughly enjoy helping clients over 55 enjoy a better standard of retirement, achieving their goals and as...

I thoroughly enjoy helping clients over 55 enjoy a better standard of retirement, achieving their goals and aspirations. I can help clients nationwide as I offer appointments eit...

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Whole of Market Equity Release Adviser

Leyland (3.90 miles away)

Verified since August, 2022

Services offered:

Equity Release

Top Rated 2024

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61 reviews

31 recent reviews

5 out of 5

Rachel Ramsay

Ramsay Financial Ltd

61 reviews

31 recent reviews

Top Rated 2024

Rachel Ramsay

Ramsay Financial Ltd

0330 038 8938

Welcome to Ramsay Financial Ltd, where you will feel valued and prioritised as you are guided effortlessly thr...

Welcome to Ramsay Financial Ltd, where you will feel valued and prioritised as you are guided effortlessly through the entire mortgage journey. With a solid foundation of over 21 y...

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Chorley (3.45 miles away)

Independent Mortgage Adviser

Verified since February, 2023

Free 30 minute initial consultation

Mortgage value: Any level

Services offered:

Mortgages

Insurance & Protection

Top Rated 2024

138 reviews

26 recent reviews

5 out of 5

Paul Handford

Sandringham Financial Partners

138 reviews

26 recent reviews

Top Rated 2024

Paul Handford

Sandringham Financial Partners

0330 038 8940

I am a Chartered Financial Planner and Fellow with the Personal Finance Society with over two decades of exper...

I am a Chartered Financial Planner and Fellow with the Personal Finance Society with over two decades of experience in the Financial Services Industry having previously worked in s...

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Bolton (6.28 miles away)

Independent Financial Adviser

Verified since October, 2020

Free one hour initial consultation

Savings/pensions: Over £100,000

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Pension Transfers - Non Specialist

+ 2 more

Top Rated 2024