Best Financial Advisors in Altrincham

Handpicked from 182 vetted & reviewed Financial Planning & Wealth Management firms in the Altrincham area, discover the top 5 elite providers among the selected group of 24 finalists.

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Haven Financial Planning

(50)

Pensions & Retirement Planning, Corporate Financial Advice, Investment Advice

“"Haven" made my dreams come back to live and i strongly recommend to everyone. Healthy conversations, positive approach & valuable guidance from my personal Mortgage advisor "Sveta Kohli" really helped me to get what i was looking for. "Sveta" is ext...”

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Lift-Financial Group

(50)

Employee Benefits, Life, Financial Planning

“5 star business and 5 star people. As a family we have used Lift since they formed and what a great company. Joel and Micheal, the owners, have built a great team and Sarah Trainor our financial advisor is brilliant. We feel safe in her hand and th...”

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Capstone Financial

(45)

Pensions Reform – Your Obligation, Employee Benefits, Corporate Planning

“I would Highly recommend Capstone Financial and specifically Senior IFA, Joshua Jones - very thorough and sound advice given with regular updates on my investments and it's performance, particularly supportive during the lockdowns with great communic...”

Featured

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Entire FS

(50)

House
The Future
Property

“Entire FS were professional throughout our mortgage application process. The communication and rapport we had with Lee was second to none. Due to our circumstances and not so straightforward application, it would be easy to cast doubt over the pro...”

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M1 Debt Solutions

(21)

Debts
Understanding
Bailiffs

“What can I say wow such a amazing team. Cannot thank mckenzie for helping me getting all my debts into one. McKenzie has kept me informed day and night and always replied any queries needed answering. Everyone is so helping, non judgemental and least...”

Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score

98 (100)

Minimum Reputation Rank

99.2 Percentile

All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.

Read our methodology

Prominent finalists

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HT Legal Claims

(16)

Communication
Compensation
Team

“Very happy with the work done by the HT Legal team. My claim started as an off hand comment to a financial advisor who then offered to introduce me to HT. I'm glad they did as I couldn't have dealt with the claim myself. The claim itself ended up bei...”

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Parsonage Financial Planning

(7)

Financial Advice

“Very happy with Parsonage Financial Planning, and Flora Maudsley-Barton in particular. She has looked after my finances since 2009 and has always been extremely helpful and patient in explaining investments and financial planning. Parsonage Financial...”

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Scullard Chartered Accountants

(13)

Essential, Enhanced, Elevated

“We are a small local company and Scullards provide a tailored service which is perfect for our needs. They provide us with a full accountancy service including payroll and VAT, and although we know we are only one of their smaller clients, it still ...”

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Otus Financial Planning

(7)

Pension

“I was taking early retirement and needed an IFA to help organise my pension planning. Chris was recommended to me by a trusted work colleague. From the very first meeting Chris has been charming and personable, he never rushes, takes time to have a c...”

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Elite Financial Planning Consultants

(1)

Calculators, My Portfolio, Market Data

“Great service again from Kevin 👍 … Positive Responsiveness”

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Bennettbrooks Chartered Accountants

Accountancy, Payroll, Audit

“We've made it our mission to create a great service offering that delivers on all the keynotes a business could need and resolve your problems. When you speak to one of our team, you'll get an understanding of what we can offer, but we've outlined ou...”

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Neil Clifford & Co. Cost Lawyers and Consultants

Services Overview, Councils & Local Government – Legal Cost Recovery Support, Solicitors – Legal Costs Recovery

“As a qualified and experienced costs lawyer, Neil Clifford works independently with individual clients and with solicitors in private practice and City firms, dealing with all aspects relating to legal costs.”

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Barrington Cooper Limited

(23)

Understanding

“an excellent service from barrington cooper the whole way from when i phoned to having my iva accepted neil was very helpful and would recommend him and the company to anyone many thanks”

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Carole Benn Wealth Management

(8)

“I wish to express my complete satisfaction with the competent, professional manner in which Carole Benn Wealth Management has recently assisted with my children's financial affairs. Due to ever diminishing interest rates on their junior cash ISAs ...”

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Mills & Anderson

(2)

“Excellent service, I highly recommend. I can't thank John and Gillian enough for all their help and assistance.”

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Vale Insurance Services

“We pride ourselves on our independence and conduct business by an initial no-obligation meeting at our office or your home. In keeping with our personal approach, all clients retain the same IFA as their contact, and as such a relationship of trust a...”

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Dunham Wealth

““Dunham have been our family's financial planners for 30 years. They have always taken the time to understand our family's unique, varied and complex financial requirements. Whether it's stakeholder pensions, bond portfolio management, ISAs or update...”

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Amber River True Bearing

“Looking after your people is one of the biggest responsibilities of running a business. Our corporate financial planners can help you attract and retain talent, protect key people and shareholders, and plan for succession.”

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Chronos Wealth

(9)

Management
Investment

“Tom has worked tirelessly with us over the past 6 months to discuss, review, coordinate & manage outdated legacy policies along with setting out a series of significantly improved revised & new policies. The work carried out has given me & the fam...”

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Periscope Wealth

(4)

“Had excellent dealings with Jon and Martin, helped me out no-end to decide what to do with my savings. Taught me more in one meeting than I had been able to learn before.”

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Cheshire Wealth Management

“With great diversity in the financial market place and ever changing legislation, there has never been more need for bespoke Independent Financial Planning to address all aspects of pension, protection and investment matters. We use our knowledge, sk...”

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Value My Business

“As one of the leading providers of online business valuations, our valuation calculator takes into account a number of company specific financial indicators and up-to-date market conditions in order to provide a quick and simple guide to your busines...”

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Thrive Wealth Management

Calculators, Market Data, Research Links

“Thrive Wealth Management Limited and The Openwork Partnership are proud of the personal difference we can make helping our clients and their families look forward to a better future with confidence and optimism. If it matters to our clients, it's a m...”

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Kellands Chartered Financial Planners

“As Chartered Financial Planners, we are committed to providing an unrivalled holistic financial planning service, with the aim of delivering bespoke financial solutions for our clients in the field of financial advice and corporate services. We belie...”

Average Cost	£3630
Minimum cost	£1211
Maximum cost	£10286
Avg Per Hour Rates	£365

Best Financial Advisors in Altrincham

Handpicked from 182 vetted & reviewed Financial Planning & Wealth Management firms in the Altrincham area, discover the top 5 elite providers among the selected group of 24 finalists.

Haven Financial Planning

Lift-Financial Group

Capstone Financial

Entire FS

M1 Debt Solutions

HT Legal Claims

Parsonage Financial Planning

Scullard Chartered Accountants

Otus Financial Planning

Elite Financial Planning Consultants

Bennettbrooks Chartered Accountants

Neil Clifford & Co. Cost Lawyers and Consultants

Barrington Cooper Limited

Carole Benn Wealth Management

Mills & Anderson

Vale Insurance Services

Dunham Wealth

Amber River True Bearing

Chronos Wealth

Periscope Wealth

Cheshire Wealth Management

Value My Business

Thrive Wealth Management

Kellands Chartered Financial Planners

Retirement Planning and Investment Management Services in Altrincham Cost Estimates

Why these companies made our list

Wealth Management Advisors near Altrincham

Popular in Altrincham