Showing the top 5 rated and reviewed Financial Advisers and Mortgage Brokers near Preston (out of 490)

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174 reviews

7 recent reviews

4.9 out of 5

Ashley Parry

Polygon Financial Ltd

174 reviews

7 recent reviews

Top Rated 2024

Ashley Parry

Polygon Financial Ltd

0177 229 8266

For the last five years I have been proudly recognised as one of the highest rated independent financial advis...

For the last five years I have been proudly recognised as one of the highest rated independent financial advisors in the UK. Put simply my job is to work on your behalf without any...

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Preston (1.29 miles away)

Independent Financial Adviser

Verified since February, 2017

Free 30 minute 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

80 reviews

28 recent reviews

4.9 out of 5

Thomas Dalton

True Potential Wealth Management LLP

80 reviews

28 recent reviews

Thomas Dalton

True Potential Wealth Management LLP

0177 229 8266

As a Financial Adviser with True Potential Wealth Management, part of the successful True Potential Group, I a...

As a Financial Adviser with True Potential Wealth Management, part of the successful True Potential Group, I am committed to delivering better value, choice and results for my clie...

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Preston (0.91 miles away)

Restricted Financial Adviser

Verified since June, 2023

Free one hour initial consultation

Savings/pensions: Any level

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Pension Transfers - Non Specialist

+ 3 more

124 reviews

8 recent reviews

4.9 out of 5

Vanessa Townshend

Springfield Financial Services, Chartered Financial Planners

124 reviews

8 recent reviews

Top Rated 2024

Vanessa Townshend

Springfield Financial Services, Chartered Financial Planners

0177 293 7317

I am a multi-award winning, Chartered Financial Planner, specialising in retirement and later life advice. I...

I am a multi-award winning, Chartered Financial Planner, specialising in retirement and later life advice. I also have the SOLLA accreditation. I can help you to understand your ...

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Preston (1.64 miles away)

Independent Financial Adviser

Verified since September, 2016

Free one hour initial consultation

Savings/pensions: Over £100,000

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Inheritance Planning

+ 2 more

Top Rated 2024

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62 reviews

9 recent reviews

4.9 out of 5

Jon Doyle

Juniper Wealth

62 reviews

9 recent reviews

Jon Doyle

Juniper Wealth

0177 293 7181

I believe we work hard in life to earn enough money to achieve the standard of lifestyle that we enjoy. But h...

I believe we work hard in life to earn enough money to achieve the standard of lifestyle that we enjoy. But have you ever asked yourself how you will know if you have saved enough...

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Preston (1.01 miles away)

Independent Financial Adviser

Verified since January, 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

20 reviews

20 recent reviews

4.8 out of 5

Tim Stubbins

Charter Financial Planning

20 reviews

20 recent reviews

Tim Stubbins

Charter Financial Planning

0177 293 7520

Tim is based in Preston for Charter Financial Planning, that became part of One Four Nine Group in October 202...

Tim is based in Preston for Charter Financial Planning, that became part of One Four Nine Group in October 2021. He started his career in financial services as an administrator in ...

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Preston (1.79 miles away)

Independent Financial Adviser

Verified since March, 2024

Savings/pensions: Any level

Services offered:

Investments and Savings