Review the services and client experiences of 10 financial advisers serving Preston. Whether you need pension planning, investment advice or broader financial guidance, identify relevant professionals and ask about consultations and fees.
Fernleigh Wearden provides independent financial advisory services in Preston, Lancashire. Specialising in pensions, investments, and protection planning, we help clients achieve long-term financial security through tailored strategies. Our independent status enables unbiased advice across the full market, prioritising clients' needs over product provider interests.
Investments & Tax Planning
Retirement & Pensions
Company Pensions
Excellent and personal service
Highly recommended
Prompt and timely advice
Clearwater Financial Planning provides expert financial advisory services specialising in retirement planning, care fees management, and investment strategy. Established in 2006, we combine technical expertise with compassionate guidance to help clients achieve their life goals. Our FCA-authorised services focus on creating sustainable financial plans that adapt to changing personal circumstances and market conditions.
Retirement Planning
Care Fees Planning
Financial Life Planning
Sage Financial Management provides independent Sharia-compliant financial advisory services specialising in investment and pension planning. We offer ethical Islamic banking solutions that align with Islamic law while delivering competitive returns. Our services cater to high-net-worth individuals, SMEs, and corporate clients seeking ethical financial growth.
Trafford & Houghton Financial Planning provides independent financial advice to individuals and businesses. Specialising in pensions, protection, and investment strategies, we deliver tailored solutions grounded in decades of expertise. Our client-first approach ensures clarity, trust, and long-term financial security.
Arena Investment Management provides comprehensive financial planning, investment management, and tax planning services tailored to individual and business needs. With a structured six-step process, we help clients achieve long-term financial goals through cashflow modelling, risk-appropriate investments, and tax-efficient strategies. Our independent advisory approach, established in 1919, combines expertise with transparent fee structures to deliver personalised solutions.
P N M Financial Management provides independent financial planning services, specialising in pensions, investments, and tax strategies. Regulated by the Financial Conduct Authority, we offer bespoke solutions tailored to individual circumstances. Our team of Chartered professionals combines decades of experience with cutting-edge technology to deliver client-centric advice.
Cox Financial provides comprehensive financial advisory services including mortgages, pensions, investments, and business protection. Based in the North West of England, we serve clients nationwide with a focus on tailored advice and long-term financial planning. Our team of qualified professionals delivers transparent, regulated solutions aligned with individual client needs.
City Investment & Insurance Services offers independent financial advice specialising in investments, protection, retirement planning, and mortgages. With over 100 years of combined experience, we deliver tailored solutions for individuals and businesses across Preston and surrounding areas. Our Chartered status and FCA authorisation reflect our commitment to professional excellence and client-focused service.
Longton Fs offers independent financial advice specialising in pensions, investments, and estate planning. We help clients define and achieve their financial goals through tailored strategies. With decades of combined experience, we prioritise transparency, expertise, and client trust in every recommendation.
Whittaker Financial Solutions is an independent financial advisory firm offering expert guidance on mortgages, pensions, protection, and investment strategies. Our team delivers impartial advice tailored to individual and business needs, leveraging decades of industry experience. We prioritise client education and long-term financial security through transparent, personalised solutions.