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.

Capstone Financial

Capstone Financial

(28)
Pensions Reform – Your Obligation, Employee Benefits, Corporate Planning
“I sought an adviser because I was interested in developing my career and interested in getting on the property ladder. I appreciate the ongoing advice I receive regarding my investments and pension and the support in finding and arranging a mortgage ...”
Family Business
13 Ashley Rd, Altrincham WA14 2DT
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Entire FS

Entire FS

(30)
  • Team
  • Remortgage
  • House
“Gemma has been invaluable in helping me with a very complex mortgage and been patient, available and quick at responding to every question that I had during this time. Her knowledge has opened doors for me which every other adviser immediately said w...”
Warrant House, High St, Altrincham WA14 1PZ
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Haven Global Strategies Limited

Haven Global Strategies Limited

(30)
Pensions, Business Protection, Investments
“Sveta and the team were fantastic in handling our mortgage application. Sveta was sharp , on point and acted in a swiftly manner as we were up against the increasing interest rates. Her proactiveness resulted in a huge savings and I would highl...”
34+ Years Experience
Earle House, Ground Floor, Atlantic St, Cheshire, Altrincham WA14 5DD
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Access2funding

Access2funding

(28)
  • Team
  • Company
  • Efficient
“Our experience with the team at Access2Funding has been absolutely fantastic and professional. We will be using their services again. Thank you Keisi, Lee and Louise! Look forward to working with you again.”
Family Business
Albert Buildings, 3 Scott Dr, Hale, Altrincham WA15 8AB
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HT Legal Helpline

HT Legal Helpline

(4)
Non-Standard Investment (Nsa) Claims, Small Self Administered Scheme (Ssas) Claims, Financial Advisor (Ifa) Claims
“I'd definitely recommend HT Legal Helpline to anyone who thinks they may have a claim. They managed my pension claim from start to finish and updated me throughout. Thankyou to all the team.”
Transparent Fees & Pricing
Craven Business Centre 4-5, Craven Court, Broadheath, Altrincham WA14 5DY
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
98.4 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
Otus Financial Planning

Otus Financial Planning

(4)
“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...”
30+ Years Experience
Transparent Fees & Pricing
Grosvenor House, 45 The Downs, Altrincham WA14 2QG
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Parsonage Financial Planning

Parsonage Financial Planning

(7)
  • Team
“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...”
1 Dunham Rd, Altrincham WA14 4NX
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Smart Financial

Smart Financial

(5)
“I was blown away by the advice and support I received from Smart Financial. It was eye-opening to be shown how to plan my financial future up until the age of 100. It had never occurred to me to do that before - but it makes perfect sense. Tamsin ...”
The Victoria, 29 Stamford St, Altrincham WA14 1EX
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Elite Financial Planning Consultants

Elite Financial Planning Consultants

(1)
Calculators, My Portfolio, Market Data
“Great service again from Kevin 👍”
Licensed
30 Park Rd, Timperley, Altrincham WA14 5AU
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Ian Rankin

Ian Rankin

Corporate Planning, Life Assurance, Health Insurance
“We specialise in providing independent financial advice to individuals and small businesses and are able to offer a free initial consultation, either at our offices in Altrincham or at your home or place of work. Alternatively, we can provide our ser...”
Scriven House, Richmond Rd, Bowdon, Cheshire, Altrincham WA14 2TT
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Barrington Cooper Limited

Barrington Cooper Limited

(23)
  • Understanding
“Great service and understanding from start to finish. Can't say how much we really appreciate everything you have done for us, we now have a light at the end of the tunnel. Thank You.”
Ground Floor, Thornfield House, Delamer Rd, Bowdon, Altrincham WA14 2NG
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Mills & Anderson

Mills & Anderson

(2)
“Excellent service, I highly recommend. I can't thank John and Gillian enough for all their help and assistance.”
8a Broomfield Ln, Hale, Altrincham WA15 9AQ
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Carole Benn Wealth Management

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 ...”
Offers Financing Options
3, Beech House, 1 Cambridge Rd, Hale, Altrincham WA15 9SY
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Chronos Wealth

Chronos Wealth

(9)
  • Management
“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...”
Grosvenor House, 45 The Downs, Altrincham WA14 2QG
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Periscope Wealth

Periscope Wealth

(5)
  • Team
“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.”
Suite 208, Ocean Business Centre, 10 Ocean St, Broadheath, Altrincham WA14 5QL
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Neil Clifford & Co. Cost Lawyers and Consultants

Neil Clifford & Co. Cost Lawyers and Consultants

163A Ashley Rd, Hale, Altrincham WA15 9SD
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Vale Insurance Services

Vale Insurance Services

“Based in the heart of Altrincham's regenerated market quarter, Vale consists of ten Independent Financial Advisors (IFA) who between them have over 250 years experience. We pride ourselves on our independence and conduct business by an initial no-obl...”
250+ Years Experience
22-24 Market St, Altrincham WA14 1PF
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Braemar Wealth Management Limited

Braemar Wealth Management Limited

“As a double Olympic decathlon Champion, I am fully aware of the demands that are required to be the best and achieve your dreams. I am very familiar with the tips, skills and techniques demonstrated and I recommend that you take some time and sit and...”
95A Wood Ln, Timperley, Altrincham WA15 7PG
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Cheshire Wealth Management

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...”
In Business Since 2015
62 Westgate, Hale, Altrincham WA15 9AZ
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Fresh Finance Marketing

Fresh Finance Marketing

“At Trust-Deeds.co.uk we are committed to providing you with the highest level of service. Trust-Deeds.co.uk work closely in association with Campbell Wallace Fraser Ltd, who charge a fee for the service they provide. As they do not receive funding fr...”
Transparent Fees & Pricing
Belgravia House, 1 Brown St, Altrincham WA14 2WH
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Kellands Chartered Financial Planners

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...”
In Business Since 2011
Transparent Fees & Pricing
24 Victoria Rd, Hale, Altrincham WA15 9AD
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Thrive Wealth Management

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...”
The Oak Suite, 10 Ashley Rd, Altrincham WA14 2DW
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Foresight Wealth Strategists

Foresight Wealth Strategists

Protection Planning, Business Owner Strategy, Inheritance Tax
“We are different because we focus first and foremost on the end goal, and only once we understand what you are looking to achieve do we work back from there. Whether your aim is to be able to retire early and travel the world, or simply ensure that y...”
Richmond House, Heath Rd, Hale, Altrincham WA14 2XP
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NOW Financial Planning

NOW Financial Planning

“Since starting to work with Phil almost a year ago, I have found him to be extremely knowledgeable, professional and courteous. He places great importance on understanding a client's individual situation and advising accordingly on the best course of...”
168 Ashley Rd, Hale, Altrincham WA15 9SF
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Retirement Planning and Investment Management Services in Altrincham Cost Estimates

Minimum cost
£1211
Maximum cost
£10286
National Average
£3630
Avg Per Hour Rates
£365
£2421
£6656
Fair price range is based on 471 cost profiles
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Average Cost £3630
Minimum cost £1211
Maximum cost £10286
Avg Per Hour Rates £365

Fair range $2421 to $6656 is based on 471 cost profiles.

Why these companies made our list

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