Connect with Top-Rated Financial Advisers in Preston!

Fernleigh Wearden & Company Ltd is an independent financial advice business that was established in 1985 by Paul and Alison Wearden. We have three highly qualified and experienced independent financial advisers who have over 70 years of experience in the financial services industry between them. Our job is to help you achieve your financial goals and dreams. We do this by helping you to live life by planning well and managing your money in order to achieve your life goals. It is important for us to understand you; what makes you happy, what you want to achieve, your dreams and aspirations. We will ask you what your lifestyle is like now and what you want it to look like in the future and then put a financial plan together to help you to get there. We are fully independent and whole market, enabling us to provide holistic, unbiased financial advice, considering all companies and products, in all areas of financial planning. We offer a full range of services and are experts in our field.

City Investment & Insurance Services offer a range of services backed by knowledge, expertise, and experience. Whether you're concerned about your eventual retirement or simply feel you're paying too much tax, they could help you find ways of making the most of your money for both the present and the future. The company provides a range of services, including investments, protection, retirement planning, mortgages, and insurance. With a focus on building long-term relationships, they aim to nurture a higher rate of success over time.

Whittaker Financial Solutions Limited provides expert financial guidance to individuals and businesses across the North West and South Lakes regions. With over 70 years of combined experience, our team of independent financial advisers offers comprehensive financial services, including mortgages, pensions, protection, savings, investments, and inheritance and estate planning.

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. As Independent Financial Advisers, we believe in the benefits of independent financial advice, with a team of advisers closing in on one hundred years of financial services experience. We advise clients on all aspects of financial planning, working closely with several other local professionals including solicitors and accountants.

PNM Financial Management is a well-established wealth management company offering a range of financial planning services to individuals and businesses. We pride ourselves on providing a proactive and independent service, tailored to each client's unique circumstances. Our experienced team of Chartered Financial Planners use their expertise to help clients make the most of their financial situation, whether in good or challenging times. From investments and pensions to tax planning and insurance, we offer a comprehensive range of services designed to help our clients achieve their financial goals.

Clearwater Financial Planning is a financial advisory service that helps individuals and families achieve their financial goals and create a fulfilling life. Our expert financial planners, led by Debbie Carter, provide personalized advice and guidance on investment returns, financial planning, and retirement planning. We take a holistic approach to financial planning, considering our clients' passions, values, and goals to create a tailored plan that aligns with their financial situation. Our team is passionate about helping people live their best life and achieve financial freedom. Whether you're seeking guidance on investment returns, wanting to plan for retirement, or simply trying to make sense of financial paperwork, we're here to help. With years of experience and a passion for financial planning, we're dedicated to delivering exceptional service and helping our clients achieve their dreams.

Cox Financial is a trusted and experienced financial advisory firm that provides personalized financial planning and wealth management solutions to individuals and businesses. With over 30 years of experience, we offer tailored advice on mortgates, life and protection insurance, pensions, investments, and business protection. We provide clear, trustworthy, and professional financial advice to our clients throughout their life, considering their individual needs and goals.

Longton Financial Services is a leading independent financial advisory firm providing expert guidance to individuals and families in achieving their financial goals. Our experienced team of financial advisers offers a comprehensive range of services, including savings and investments, retirement and pension planning, estate planning and inheritance, and financial protection. With over 75 years of combined experience, we pride ourselves on providing clear, pragmatic, and independent financial advice. Our advisors take the time to understand our clients' specific circumstances and develop personalized plans to help them achieve their financial objectives. From pensions and investments to estate planning and inheritance, we provide expert guidance to help you make informed decisions about your financial future.