Man paddling on top of a key - FH Manning Financial Adviser near me

Independent Financial Adviser Near Me!

Running a business can be all-consuming. This means your time is often limited, and therefore, you need the right people around you to help make the right decisions. At FH Manning, we don’t profess to have all the answers, but we have often been told our advice and support has been invaluable.

If you have ever searched for an ‘ independent financial adviser near me’, you know how daunting the task can be. With so many specialised areas of finance, it’s essential to define what services you need and choose an adviser with the right expertise.

We have been providing financial advice to clients in Lincolnshire and beyond for over four decades. Based in Horncastle, the firm has a rich history that has seen it evolve and adapt to changing legislation in the financial services industry.

From its origins as part of an accountancy practice to its current status as a top-rated financial advisory business, FH Manning has a long-standing reputation for expertise and experience. Today I want to open our doors even further and explain some of the reasons why we have been given this accolade.

Why FH Manning Financial Services Could be the Right Fit for You

Our financial firm offers advice on investments and pensions and provides guidance on tax planning opportunities. We also offer free meetings to understand what is essential to our clients and how we can help them. With our team of experienced advisers, we have a total commitment to providing the best advice tailored to each individual’s needs.

We strive to build strong relationships with our clients, understanding that the happiest clients think of their adviser as a trusted friend. Here are a few reasons why so many of our clients have stayed with us year after year.

Long-Standing Staff

When looking for an ‘ independent financial adviser near me’, you need a firm with long-standing staff who can provide stability and continuity in the advice and services they offer you. At FH Manning Financial Services, we have provided tax, pension, and investment advice since 1975.

We started as part of an accountancy practice, where the advisers were former tax inspectors and a local authority pension scheme investment manager. In 1986, a change in legislation resulted in the business becoming a stand-alone entity and moving to Skegness. Later, we moved to Horncastle and have been operating from the same offices ever since.

Over the years, we have always focused on serving clients in Lincolnshire, but due to the recommendations of satisfied clients, we now serve clients further afield and do some travelling to meet with them in person. All of our clients are based in the UK.

One of our staff members, Malcolm, has been with the business since its inception and is part of the original team from the accountancy arm.

Trustworthy

Working with a trustworthy financial advisor gives you access to experience and perspective, diversification, proactive retirement planning, and tax planning advice. Such an advisory firm helps you meet long-term financial goals, and emotions do not affect investment returns. At FH Manning Financial Services Ltd, we offer you exactly that.

  • We are committed to providing quality service and advice.
  • Our approachable and empathetic team helps build strong and lasting relationships with our clients.
  • Our firm is authorised by the Financial Conduct Authority (FCA), meaning we conform to the FCA’s strict criteria and standards. This assures you that we operate ethically and professionally and protects our client’s interests.
  • We have received excellent customer reviews for our service, sound financial advice, and financial stability. This is from our track record of delivering quality services to our clients.

Reliable

Our firm has won awards for excellent customer service, including the VouchedFor top-rated financial advisors award for 2021. Clients rate us highly on VouchedFor and Unbiased, with an average rating of 4.9/5 from 148 reviews on VouchedFor and 4.9/5 from 54 reviews on Unbiased. These ratings demonstrate our reliability as a provider of quality financial advice.

When looking for a ‘ financial adviser near me’, you want a firm committed to providing reliable and trustworthy advice to its customers. We meet this criterion by offering free consultations to help clients understand their goals and how their finances can achieve them.

Experienced

Being in business since 1975, we have developed a wealth of experience and expertise in the financial advisory industry. Our longevity in the market is a testament to our ability to adapt to changing market conditions and provide relevant and effective financial solutions to our clients.

Over the years, we have built a reputation for delivering a high-quality service and providing sound financial advice to our clients, enabling us to establish long-lasting relationships with them. Our team of experts has a deep understanding of the financial markets and the latest financial products. We are committed to staying up-to-date with the latest industry developments to provide the best possible advice to our clients.

Our Team

Our team is qualified and fully conversant with all finance, investment, and taxation matters. It is made of:

Claire Markham

As the new Managing Director at FH Manning Financial Services Ltd, Claire is a highly experienced financial adviser awarded the Top rated adviser from Vouched For in 2020, 2021, 2022 and 2023. In 2018, she won an award for examination success from the local Chartered Insurance Institute (CII) and achieved Chartered status in 2017. She has been with the company for over 25 years, bringing a wealth of knowledge and expertise to her new role.

Malcolm Wright

Malcolm, who has worked at FH Manning Financial Services Ltd for 42 years, recently stepped down from his role as Managing Director to make way for Claire to take the reins. Despite no longer being in the MD role, he still works at the company. Our team and clients will continue to benefit from his experience and knowledge.

Cole Mills

Cole has become a vital member of the team and works alongside Claire. He is a qualified financial adviser and started as a trainee with the company in 2018. He has a BSc in Banking Practice and Management. Cole is highly rated on VouchedFor and likes nothing more than helping his clients achieve their financial goals.

Julie Bark

A long-serving FH Manning Financial Services Ltd team member, Julie has been with the company for over 25 years. Her extensive experience and knowledge make her a valuable asset to the firm, and her commitment to delivering high-quality services to clients is unwavering.

Lynda Groombridge

Company Secretary at FH Manning Financial Services Ltd, Linda has been with the company for 18 years. During her time with the firm, Linda has demonstrated high professionalism and efficiency, and her expertise has played a crucial role in ensuring the company’s smooth operation.

Sam Robinson

An Administrative Support at FH Manning Financial Services Ltd, Sam has been with the company for 8 years. With her attention to detail and commitment to providing excellent customer service, Sam has become a vital team member and plays an important role in ensuring the smooth running of the firm.

Book An Appointment Today

Are you looking for a professional financial adviser to help you take control of your finances?

Claire Markham, our newly appointed Managing Director at FH Manning Financial Services Ltd, is here to help. With her expertise, experience, and commitment to providing quality service and advice, she is the perfect financial adviser to help you reach your financial goals.

Don’t wait. Take the first step towards a brighter financial future today by emailing Claire at clm@fhmanning.co.uk. We look forward to hearing from you.

 

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