BEST LOCAL RATED

FINANCIAL SERVICES

BLACKPOOL

 

 

 

 

 

Expert recommended Best Local Rated Financial Services in Blackpool. All of our Financial Services face a rigorous Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. Only the best in Town, the crème of the crop, the best things since sliced bread ! Only the best local rated businesses make our lists. If you know any business that you think should be on our lists please feel free to submit them on the above links.

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Appletree Financial Solutions Ltd

12-14 Breck Rd, Blackpool, Poulton-le-Fylde FY6 7AA, United Kingdom
What We Offer:

Here at Appletree Finance, we are a close-knit team, more of a family than simply colleagues. We do our utmost to ensure that our clients are happy and fully understand every aspect of the process that they’re undertaking with us. Whether you’re getting your first mortgage or drawing down your pension we’re here to support you. We’ve given you a little bit of information about us all, hopefully, to help you get to know us.With over 21 years providing financial and mortgage advice in Blackpool and surrounding areas, we’re the right choice with no nonsense, friendly service. 

SPECIALITY:

Financial Accounting, Risk and Compliance, Technology

Established Since :

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REVIEWS

Have worked with Dave, Jason, Mike and the team for some time now and can’t recommend highly enough. Professional service with friendly faces and people who go above and beyond. As has been said before … if there were 10 stars to click … I would.
Jo at Appletree helped us get on the housing ladder and found us a really good mortgage – we can’t thank or rate her highly enough. She always went above and beyond for us and guided us through the process, nothing was too much trouble for her, no question was too silly and she would gladly pick up the phone anytime (often after hours to work around our schedules!). She really made us feel cared about and listened too. Jo has been the best part of our house journey so far and without her I think it’d would’ve been a lot of stress and hard work. Thanks for everything Jo and team.
 
We were approached by them at least 10-15 yrs ago and to be honest we were dreading it due to our previous experiences with other Independent Finance Companies – so glad we were and have not hesitated in recommending them to friends & family.
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Becketts Financial Services

Beckett House, Wyrefields, Poulton-le-Fylde FY6 8JX, United Kingdom
What We Offer:

We’re an ambitious team of puzzle solvers, strategic thinkers and born collaborators. We thrive on making complex ideas simple so you can take control of your future. Expect award-winning service from some of the most highly qualified financial minds in the UK.  We are an award winning independent financial advice company, built on trust and driven by improving the lives of our clients – who include individuals, families, companies, trusts and charities. Our aim is always to build long standing relationships that deliver clear and well communicated results Want control over your finances and your future? Let’s get talking. 

SPECIALITY:

Financial Accounting, Risk and Compliance, Technology

Established Since : 

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REVIEWS

Dominic was great at providing me with a knowledge and base for myself with advice. He uses down to earth terminology and is very pleasant overall, I found my time flew by in our meeting but had gained significant information.
As is often the case, a business is only as good as it’s people. I followed my advisor from a previous firm to Becketts because of long term trust, responsiveness and proactive advice and can only say this has been advanced through the relationship under the Becketts umbrella. The personal touch, nothing too much trouble, strong portfolio performance and really working hard to stay in touch with clients long term aspirations are key aspects of the service and I wouldn’t hesitate to recommend them.
We have dealt with the Becketts’ team for a number of years and always receive excellent service. Dominic has held our hands through both personal and business financial decisions – pointing us in the direction of other appropriate professionals where additional expertise was required. Could not recommend Dominic and team highly enough.
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Berry Financial Planning Ltd

335 Red Bank Rd, Blackpool FY2 0HJ, United Kingdom
What We Offer:

we Operating from offices in the North West of England we provide unbiased whole of market financial advice to companies and individuals across the United Kingdom. We provide a bespoke service that is designed to help you plan for your future and we will work with you to assess your needs before designing a suitable strategy to achieve your short, medium and long term financial goals. We pride ourselves on providing an effective, efficient and transparent service and this is underpinned by our core values of trust, integrity, fairness and the highest levels of customer care, values that are embedded in our people.

 
SPECIALITY:

Financial Accounting, Risk and Compliance, Technology

Established Since : 

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REVIEWS

Extremely helpful and friendly.
Thanks Mathew superb advice on my pensions 5 star service .highly recommend anyone looking for advice.
They were  helpful and took the worry out of who to invest with. They said they would review the investment regularly to ensure it stays on track which he has been doing since it started.

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