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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 ...”

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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...”

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Mosaac

(1)

“Excellent service, professional yet friendly, very good at explaining key factors, helpful and reliable.”

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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.”

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Clayton Professional Wealth

(1)

“Carl sorted out my pension excellent service , very professional would highly recommend. Positive Responsiveness, Quality, Professionalism”

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Chrysalis Financial Planning

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Silkstone Consultants

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Lakeside Wills

Mortgage Services, Investment Platform, Financial Solutions

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L F P Financial Planning & Wealth Management

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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.”

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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...”

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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...”

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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...”

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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...”

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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...”

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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...”

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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.”

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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 ...”

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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...”

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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”

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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 ...”

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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...”

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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...”

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Hardman Financial Advice

(24)

Understand
Meeting
The Future

“great advice and investment strategy and my pension and investments are now delivering so much more then before, i would highly recommend Positive Responsiveness, Quality, Professionalism”

Featured

How retirement has changed Many people think retirement is for ‘old’ people and this holds them back from engaging with their pensions. But the way we retire has changed radically in the past decade, and far from being an end, retirement is more like the start of a new phase of life that can include periods of work mixed with sabbaticals, travel and relaxation. • It’s becoming less common to stop work entirely at 60 or 65. • People increasingly use a range of assets, from pensions to property and ISA investments, to fund their retirement. • Financial advisers understand the intricacies of taxation and can help you plan for today and the future. To make the most of your life after the age of 55, it’s crucial to have sufficient retirement income, including pension pots. To read the article in full and find out how retirement has changed and how planning ahead can help you enjoy the ‘new retirement’ visit...

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Average Cost	£3742
Minimum cost	£1248
Maximum cost	£10602
Avg Per Hour Rates	£376

Best Financial Advisors in Barnsley

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

Lifetime

Regent Street Advisers

Mosaac

Genesis Wills & Estate Planning

Clayton Professional Wealth

Chrysalis Financial Planning

Silkstone Consultants

Lakeside Wills

L F P Financial Planning & Wealth Management

My Pension Expert

James Rudd Mortgage Services

Fogwill & Jones Wealth Management

Hitel Financial

Chris Bescoby: True Potential Wealth Management

Oakworth Financial Planning

Q E D Financial Associates

SMH Sutton McGrath Hartley

Haighwood Financial Services

The Mortgage Avenue

Philpott Financial

West Riding Personal Financial Solutions

Ethos Financial Solutions

Hawsons Chartered Accountants

Hardman Financial Advice

Retirement Planning and Investment Management Services in Barnsley Cost Estimates

Why these companies made our list

Wealth Management Advisors near Barnsley

Popular in Barnsley