Best Financial Advisors in Barnsley

The highest-rated Financial Planning & Wealth Management companies out of 47 vetted & reviewed in the Barnsley area.

Lifetime

Lifetime

(50)
  • Decisions
  • Understand
  • Advisor
“Kris Booth has been very helpful and explained all the aspects of our pension plan in a language that is easy to understand. He has also shown us how it will develop in the future and advised us on certain problems we may have with not having done a ...”
In Business Since 2005
Lifetime House, Great Cliffe Rd, Dodworth, Barnsley S75 3SP
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Mosaac

Mosaac

(1)
“Excellent service, professional yet friendly, very good at explaining key factors, helpful and reliable.”
1 Station Rd, Royston, Barnsley S71 4EW
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Regent Street Advisers

Regent Street Advisers

(1)
“Regent Street Advisers have a wealth of experience in all aspects of financial planning advice, they ensure wealth management is tailored to the needs of each individual and are always on hand when needed. Positive Responsiveness, Quality, Profession...”
The Business Village, Innovation Wy, Wilthorpe, Barnsley S75 1JL
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Genesis Wills & Estate Planning

Genesis Wills & Estate Planning

(5)
  • Price
“Great customer service, got me sorted after a health scare with a will fair price, will definitely refer on. Thanks.”
Transparent Fees & Pricing
In Business Since 2024
Barnsley Business & Innovation Centre, Innovation Wy, Barnsley S75 1JL
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Clayton Professional Wealth

Clayton Professional Wealth

(1)
“Carl sorted out my pension excellent service , very professional would highly recommend. Positive Responsiveness, Quality, Professionalism”
35 Staincross Common, Mapplewell, Barnsley S75 6JF
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Chrysalis Financial Planning

Chrysalis Financial Planning

“And by spending more time working harder, we spend less time enjoying the 'good stuff' in life. Over time, this affects our perspective and leaves us stressed, out of control and more insecure than we were start with. But it doesn't have to be that w...”
Remote Consultations Available
In Business Since 2011
42 Sackville St, Barnsley S70 2DB
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Silkstone Consultants

Silkstone Consultants

12 Victoria Rd, Barnsley S70 2BB
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Lakeside Wills

Lakeside Wills

Mortgage Services, Investment Platform, Financial Solutions
“Lakeside Wealth Management Ltd. is authorized and regulated by the Financial Conduct Authority. FCA No: 458204. Registered in England, Company Number 05933022. Registered Office: 2 Lakeview Stables, Kemsing, Kent, TN15 6NL”
Wharncliffe Business Park, longfields court, Biz Hub, Barnsley S71 3GN
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L F P Financial Planning & Wealth Management

L F P Financial Planning & Wealth Management

“We only deal with a small number of clients allowing us to get to know you well and establish trust and an ongoing relationship, we believe that this is the best way to provide financial advice and it is always in your best interests and not ours.”
21 Spark Ln, Mapplewell, Barnsley S75 6AA
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My Pension Expert

My Pension Expert

(50)
“True experts who really understand pensions, are always available and are exceptionally reasonable on costs compared to their competitors who charge far more and give you far less.”
Transparent Fees & Pricing
In Business Since 2011
Colonnades House, Duke St, Doncaster DN1 3BW
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James Rudd Mortgage Services

James Rudd Mortgage Services

(50)
Conveyancing, Protection, Mortgages
“James has been wonderful yet again in assisting me with remortgaging after my fixed term rate came to an end. He was able to get me an excellent and competitive rate with a new lender, which was hassle free for me and he has sorted everything out ma...”
25+ Years Experience
30 Sorbus Way, Lepton, Huddersfield HD8 0EY
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Fogwill & Jones Wealth Management

Fogwill & Jones Wealth Management

(49)
Business Financial Planning, Family Office, Pension & Retirement Advice
“I recently met with Dave to discuss consolidating a number of pensions from previous jobs. Dave took time to make sure I understood every step of what we were doing and explained everything clearly, I look forward to our next meeting and would recom...”
In Business Since 2011
DeVere House, 4 Acorn Business Park, Woodseats Close, Sheffield S8 0TB
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Hitel Financial

Hitel Financial

(50)
  • Knowledge
  • Questions
  • House
“Hi Guys, I'm extremely happy as We've found Petra's team. They are the Best one! 👍🏻 Everyone is so friendly, professional, helpful 'n' kind. If You would like to buy an own house, DO NOT HESITATE just pick the phone up 'n' dial Mortgages by Petra...”
Suite 20, The Quadrant, Sheffield S9 4WG
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Chris Bescoby: True Potential Wealth Management

Chris Bescoby: True Potential Wealth Management

(46)
  • The Future
  • First Time Buyers
  • Questions
“Absolutely amazing. Mark was a great help, every step of the way. As a first time buyer, mortgage applications can be a nightmare. With citrus financial was a breeze and I got a great deal. Couldn't be happier with the service, wouldn't hesitate to r...”
Transparent Fees & Pricing
335b Wakefield Rd, Denby Dale, Huddersfield HD8 8RT
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Oakworth Financial Planning

Oakworth Financial Planning

(50)
Estate Planning, Investment Advice, NHS Benefits
“Dealing with Ross to consolidate a pension fund and organise life cover was straight-forward and Ross took care of everything, keeping us informed of progress along the way. Happy to have Ross and Oakworth as a go-to for any future needs. Thanks agai...”
Serving Barnsley Area
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Q E D Financial Associates

Q E D Financial Associates

(37)
Health & Life Protection, Savings & Investments, Managed Portfolio Service (Mps)
“Over the last few years, I have used Jason Beecroft at QED to provide me with sound financial advice. He is professional, friendly and has excellent knowledge and experience in his field, which gives me the confidence I need in dealing with my finan...”
Regents Court, St Mary's St, Penistone, Sheffield S36 6DT
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Phoenix Estate Planning

Phoenix Estate Planning

(30)
Additional Services, Landlord Trusts, Lpas
“Sonny is so friendly and helpful, he explained everything fully and in detail, he is so approachable and will go out of his way to make sure everything is ok, would not hesitate to recommend him to anyone”
Free Initial Consultation
Aizlewoods Mill, Nursery St, Sheffield S3 8GG
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SMH Sutton McGrath Hartley

SMH Sutton McGrath Hartley

(25)
Commercial Finance, Financial Services, Residential Mortgages
“Pleasure to deal with. Stuart was informative, helpful and thorough throughout the entire accounting process. Would not hesitate to recommend this firm.”
Free Initial Consultation
In Business Since 2022
5, Westbrook Court, Sharrowvale Road, Sharrow, Sheffield S11 8YZ
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Haighwood Financial Services

Haighwood Financial Services

(30)
  • Property
  • Future
  • Pensions
“Could not recommend Paul Wilson enough for his expertise and help during securing the best mortgage for our first home! he has provided a real sense of understanding and support and we will forever be truly grateful for the support and high standard ...”
Serving Barnsley Area
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The Mortgage Avenue

The Mortgage Avenue

(19)
  • Team
  • First Time Buyers
  • Ant
“I had a great experience with the company. We looked through numerous different mortgage options over the last 6 month. I felt the help and advise was always transparent and in the customers best interest. I would definitely recommend their service...”
Emergency Services
Serving Barnsley Area
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Philpott Financial

Philpott Financial

(25)
  • Meeting
  • Future
  • Understanding
“Outstanding service, professional and confidential space. I feel alot more financially secure for the future. Positive Responsiveness, Quality, Professionalism, Value”
Transparent Fees & Pricing
In Business Since 2016
14B Commercial Rd, Skelmanthorpe, Huddersfield HD8 9DA
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West Riding Personal Financial Solutions

West Riding Personal Financial Solutions

(11)
Testimonials, Asset Defence, Find Us
“I cannot recommend Neil and the team at West Riding Personal Financial Solutions high enough. Incredibly honest and down to earth advice plus Neil had gone more than the extra mile in supporting me in my fight to release a private pension. This is a ...”
Emergency Services
In Business Since 2004
Serving Barnsley Area
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Ethos Financial Solutions

Ethos Financial Solutions

(21)
  • Efficient
  • Mortgage
  • Confidence
“Mark and the team helped us secure a mortgage when moving property. It was a pleasure working with them and they made the process so easy and simple. We especially appreciated their prompt and efficient replies to our email and calls. Would highly re...”
Offers Financing Options
ProAktive House, off Sidings Ct, White Rose Way, Doncaster DN4 5NU
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Hawsons Chartered Accountants

Hawsons Chartered Accountants

(27)
  • Roles
  • Director
  • Audit
“From start up, Hawsons have supported both myself and my business each step of the way. Be it accounts, tax, payroll or general advice they have always been professional and pragmatic in their approach. Particular thanks go to Scott and Ian who could...”
Family Business
Transparent Fees & Pricing
Pegasus House, 463A Glossop Rd, Sheffield S10 2QD
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Retirement Planning and Investment Management Services in Barnsley Cost Estimates

Minimum cost
£1248
Maximum cost
£10602
National Average
£3742
Avg Per Hour Rates
£376
£2495
£6861
Average price range is based on 286 cost profiles
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Average Cost £3742
Minimum cost £1248
Maximum cost £10602
Avg Per Hour Rates £376

Average range $2495 to $6861 is based on 286 cost profiles.

Why these companies made our list

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