Home - PBS Financial Solutions

Personalised Financial Guidance

Our commitment to tailoring advice means each client receives guidance crafted to fit their unique needs. We believe in simplifying the complex world of finance for you.

Complete & Unbiased Service

From mortgages and insurance to investments and pensions, our all-encompassing services adjust to your changing needs. As independent advisors, we take pride in providing unbiased and thorough financial guidance.

Ethical, Reliable & Locally engaged

Regulated by the Financial Conduct Authority and a member of the Chartered Insurance Institute, we uphold the highest standards. As a local firm, we actively contribute to our community through participation in local clubs and charities.

Don’t just take our word for it...

Great financial advice, very clear and concise and with no pressure. I’ve used Ross a couple of times now and he couldn’t be more helpful, that goes for the rest of the team too. Excellent company to use would recommend to anybody thinking about financial/mortgage advice.

Jon Ford

Lancaster

Superb service from the team at PBS - highly recommended. Gareth was exceptional and provided great support throughout. Fee was also more than reasonable. Looking forward to using PBS again when my mortgage renewal is due.

Ben Knott

Lancaster

We have used PBS's services quite a few times and every time we have had fantastic service. Ross, in particular, is professional, helpful and understanding. He helped us navigate our very first mortgage in 2016, then subsequent remortgaging processes. Thank you for all your help, it's been invaluable!

Grace Rawsthorne

Lancaster

An excellent service, very efficient & a very good remortgage deal. Streamlined service & we were kept up to date regularly about the progress. Would definitely use again & recommend.

Gary Macdonald

Lancaster

Cannot rate PBS financial solutions highly enough. Paul has always been very helpful, listening to our changing needs and giving us sound advice and direction in relation to mortgage renewals. This has been especially important with the prices going up significantly. Would recommend without hesitation.

Mireille Formosa

Lancaster

Very informative and efficient service. Everything was explained clearly and presented to us well which made the whole re-mortgaging process simple and stress free. Thanks to the team at PBS!

Michael Orford

Lancaster

PBS was recommended to me by a friend and I am so glad to have had the tip. PBS went above and beyond to help us and we will certainly be using them again. I have already recommended them to two other people myself. Many thanks to Ross and Sara for their hard work and determination.

Helen Hanks

Penmaenmawr

Paul and his team were excellent in helping us secure a mortgage for our new home. They explained everything carefully and went above and beyond in helping find the very best deal for our particular circumstances. I want to also extend extra thanks for their patience and understanding when things got a bit stressful! I would highly recommend their services.

Josh Heron

Lancaster

Paul and his team were excellent in helping us secure a mortgage for our new home. They explained everything carefully and went above and beyond in helping find the very best deal for our particular circumstances. I want to also extend extra thanks for their patience and understanding when things got a bit stressful! I would highly recommend their services.

Terri Whiteside

Morecambe

They are very knowledgeable and helpful. I have used their services multiple times and have always been more than happy with the process and outcome. Highly recommended.

Ashley Foster

Berkshire

Where are you on your Financial Journey?

Financial Advice for your Future...

Mortgages Made Simple

First Time Buyers

Remortgaging

Buy-to-let

Specialist Mortgages

Financial Planning Made Simple

Protection

Pensions

Investments

Personalised Financial Guidance

Complete & Unbiased Service

Ethical, Reliable & Locally engaged

Meet our team

Don’t just take our word for it...

Great financial advice, very clear and concise and with no pressure. I’ve used Ross a couple of times now and he couldn’t be more helpful, that goes for the rest of the team too. Excellent company to use would recommend to anybody thinking about financial/mortgage advice.

Superb service from the team at PBS - highly recommended. Gareth was exceptional and provided great support throughout. Fee was also more than reasonable. Looking forward to using PBS again when my mortgage renewal is due.

An excellent service, very efficient & a very good remortgage deal. Streamlined service & we were kept up to date regularly about the progress. Would definitely use again & recommend.

Very informative and efficient service. Everything was explained clearly and presented to us well which made the whole re-mortgaging process simple and stress free. Thanks to the team at PBS!

PBS was recommended to me by a friend and I am so glad to have had the tip. PBS went above and beyond to help us and we will certainly be using them again. I have already recommended them to two other people myself. Many thanks to Ross and Sara for their hard work and determination.

They are very knowledgeable and helpful. I have used their services multiple times and have always been more than happy with the process and outcome. Highly recommended.

Ready to start planning your financial future?