Walmsley Financial Planning LTD
22 Reviews
- Friday9 am–5 pm
- SaturdayClosed
- SundayClosed
- MondayClosed
- TuesdayClosed
- Wednesday9 am–5 pm
- Thursday9 am–5 pm
About the Business
Financial Planner | Advisor | Lancaster & Morecambe | Walmsley FP | Walmsley Financial Planning offer straight talking personal financial advice and financial planning for business owners, in Lancaster, Morecambe and beyond.
Contacts
Call Us
+443300430078
12 Winster Park, Lancaster LA1 5TH
Hours
- Friday9 am–5 pm
- SaturdayClosed
- SundayClosed
- MondayClosed
- TuesdayClosed
- Wednesday9 am–5 pm
- Thursday9 am–5 pm
Features
- Wheelchair-accessible car park
- Appointment required
- Toilets
- On-site services
- Online appointments
Recommended Reviews
Suzi Wynne
13.03.2024
Walmsley Financial Planning LTD
Walmsley Financial Planning are extremely professional and knowledgeable about financial planning. When I looked at retirement planning I spoke to many different companies but Peter Walmsley made it individual and bespoke to what I needed. Would definitely recommend.
Tanya Harris
03.03.2024
Walmsley Financial Planning LTD
Walmsley Financial Planning have been looking after my new work pension and investments for 18 months now and after eventually following their suggestions I found a large amount of money sat in old pension pots that I have now put all into the one place so I can see exactly what I have !!The team are professional, courteous, always explain in a way I understand - they provide a great client service, I highly recommend them.
Graham Bowers
28.02.2024
Walmsley Financial Planning LTD
Pete’s been helping me with my investments for the last couple of years now . He’s easy to talk to and breaks down any queries you have in plain English.
Mark Bonsor
16.02.2024
Walmsley Financial Planning LTD
Peter and the team are always friendly and on hand for any assistance. We have been with Peter for the past 4 years now and choosing where to invest our money in ways that align our values has been really helpful. No question goes un answered and is explained in a detailed easy to understand way. Planning for the future was made so much easier with Peter's help. We cannot recommend him enough to people. Keep up the good work team.
Carl Hutchinson
03.02.2024
Walmsley Financial Planning LTD
As a tradesman, I felt I needed some financial protection for me and the family just in case of the worst-case scenario.We sat down to discuss my financial situation and after some thought-provoking questions, he then gave his professional advice, rather than just go with what I thought I needed. He also advised on other matters which I found helpful.Pete was really friendly, not too formal, put me and Adele at ease, and asked lots of questions to help understand our situation.The team at Walmsley Financial Planning were great communicators and all the admin side of things were really straightforward.
Phil Tarbun
22.01.2024
Walmsley Financial Planning LTD
I’ve known and been working with Pete for around 8 years. I find him very easy to work with and have happily referred him numerous times with successful outcomes.
Netty H
23.12.2023
Walmsley Financial Planning LTD
After speaking to Pete in 2022 I felt we were in good hands to start planning our future finances. A year in and we feel confident that we made a great decision. Pete has been able to talk us through various scenarios and the affect that it will have on our retirement and pensions. This is enabling us to make the best decisions we can to plan for a fulfilling future without sacrificing now.
Paul Calland
18.12.2023
Walmsley Financial Planning LTD
Pete has been our Financial Advisor for a number of years and has made a complex subject very easy for us to understand, and made us feel confident that we are properly prepared for our retirement!
David Atherton
17.12.2023
Walmsley Financial Planning LTD
I have been a client now for over 3 years and has proven to be an excellent decision. I originally became a client as I had some dormant pensions that were not being managed, I was made aware that Pete might be able to help. It turns out he could and could consolidate them all and actively manage them to make sure I am getting a good return for my retirement. Since, I have opened a stocks and shares ISA which means my money will be ahead of inflation. As well as my money being well managed, Pete also offers me great financial advice when needed. Highly recommended.
Judith Green
17.12.2023
Walmsley Financial Planning LTD
Fabulous service. Honest, easy to understand and extremely beneficial when planning ahead
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12 Winster Park, Lancaster LA1 5TH
Walmsley Financial Planning LTD