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Professional Adviser Awards - Winners 2023 & 2022
NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland
Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
Clients
helped
helped
2731
Minimum
wealth
wealth
£50k+
Meet the team
+3
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages

Over the last forty years we have worked with thousands of clients to plan and achieve their financial goals and hence their lifetime aims.
If you are looking to invest, plan for your retirement or review your pension situation, contact us.
Clients
helped
helped
128
Minimum
wealth
wealth
£100k+
Meet the team
S
N
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

We offer high quality independent solutions to meet the needs of modern day life. Investment, Pensions & Wealth Management.
We are committed to providing quality intelligent financial advice to support you through the different stages of your life.
Clients
helped
helped
47
Minimum
wealth
wealth
£250k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care

🏆 Advice Firm of the Year 2023 (Professional Adviser)
🏆 Advice Firm of the Year 2022 (Money Marketing)
🏆 New Model Adviser Top100 - 2021 | 2022 | 2023 | 2024
Multi-award winning Chartered Financial Planning firm (Lancashire/Yorkshire/Cheshire/London)
Clients
helped
helped
108
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care

Horbury Financial Services Ltd is a trusted, well established business offering a one stop financial solution to clients.
Clients
helped
helped
50
Minimum
wealth
wealth
£50k+
Meet the team
S
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
helped
40126
Minimum
wealth
wealth
£150k+
Meet the team
+37
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages

Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
helped
39
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings

A family-run firm providing professional, personalised and independent advice since 1970. Contact us to discuss your Investments and Pensions.
Clients
helped
helped
17
Minimum
wealth
wealth
£50k+
Meet the team
G
R
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
and 1 more matches
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