Walmsley Financial Planning LTD - Lancaster

Thornthwaite G.

Walmsley Financial Planning Ltd have supported us and our journey to expand our businesses as well as personal forward planning. We highly recommend them, Peter is ‘real’, knowledgable, contactable and genuinely interested in his clients.

Dawn B.

I cannot recommend Walmsley Financial Planning highly enough. For someone with very limited understanding of the financial world like myself, Pete ensures he explains everything in a way I can comprehend and I feel completely comfortable and at ease knowing he is making my finances work in the best way possible.

Liam T.

We have been using Peter's services for almost a year now, and we've been really impressed so far. Peter and his team are very professional and knowledgeable. They are also very friendly and approachable whenever we need assistance from them.

Our financial situation was slightly more complex and we needed somebody with the right knowledge and confidence to be able to plan our finances correctly, and I believe Peter has done a great job on that front. We feel like we can always contact him if we have questions.

His team are also very helpful and polite, and prompt to reply to messages.

We would recommend Peter and his team to anyone and are looking forward to working with them more in the future.

James S.

Pete has been my financial advisor for a number of years now. His knowledge of finances for business owners is exceptional. Pete is particularly good at ensuring you have the correct knowledge to make informed decisions, which usually differs from common misconceptions! Pete is also backed up by a wonderful team, ensuring your queries are always followed up on promptly and efficiently. If you are a business owner, looking for a no-nonsense financial advisor, Pete is your guy! (It helps if you like dogs, running, or golf!)

Ben C.

Absolutely first class service. Pete is incredibly knowledgeable about what he does and clearly has his client's best interests at heart. It's so much more than that though, he really takes the time to get to know you. I know many of Pete's clients grow to class Pete as a close friend. I certainly do.

Harry A.

We have known Pete and invested through Walmsley FP for several years, and we very much expect this to continue.

Pete understands our goals and our ethical principles, and he ensures our investments are best aligned.

Without doubt, the performance of our investments with Pete and WFP far exceed that which we could have reasonably achieved on our own.

This is an easy recommendation.

Netty H.

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.

Janet W.

I asked Peter to help my parents with their finances. He took time explaining how the profile system works and other information so they could make an informed decision. He has kept them informed about investment performance and done an in person review and been on hand for any questions. Good personal service, thank you all!