Best Financial Advisors in Barnsley

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

Lifetime

Lifetime

(30)
  • Result
  • Company
  • Understand
“We have used Lifetime several times and they have always found us the best deal for our mortgage. They take the time to find out exactly what you need and are always welcoming and professional. A massive thank you to Scott for sorting our new mortgag...”
In Business Since 2005
Lifetime House, Great Cliffe Rd, Dodworth, Barnsley S75 3SP
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V Financial

V Financial

(1)
“Ive been a client of V Financial for a few years. Ryan Moore is my Financial Advisor, he has always provided good quality advice and helped me to consolidate my Pensions into one. I meet with him a couple of times per year and would highly recommend ...”
Wharncliffe Business Park, Biz Hub, Barnsley S71 3GN
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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.”
Victoria House, 19 Victoria Rd, Barnsley S70 2BB
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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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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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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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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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Ethos Financial Solutions

Ethos Financial Solutions

(22)
  • Mortgage
  • Team
  • Efficient
“We have just received our very comprehensive proposal which we are pleased to say accurately reflects our needs and wishes, in particular the need for ethical investment. And all this in the midst of the pandemic, thanks to video conferencing and ema...”
ProAktive House, off Sidings Ct, White Rose Way, Doncaster DN4 5NU
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SMH Sutton McGrath Hartley

SMH Sutton McGrath Hartley

(7)
Commercial Finance, Financial Services, Residential Mortgages
“used SMH for my accounting over the last couple of years, highly professional, any queries I've had along the way have been dealt with promptly and always to my satisfaction. Aside from the accounts, I've also obtained invaluable financial advice ...”
Free Initial Consultation
In Business Since 2022
5, Westbrook Court, Sharrowvale Road, Sharrow, Sheffield S11 8YZ
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R H Financial Consultants

R H Financial Consultants

(9)
“Would highly recommend Richard and Emma. Both were extremely helpful from beginning to end of purchasing my house! Very lovely and professional and always happy to help!”
Free Initial Consultation
Licensed
Acorn Business Park, Woodseats Cl, Sheffield S8 0TB
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The Money Map

The Money Map

(2)
Financial Protection, Investments, Mortgages
“It's good”
Free Initial Consultation
Unit 3, Twelve O'Clock Court, 21 Attercliffe Rd, Sheffield S4 7WW
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West Riding Personal Financial Solutions

West Riding Personal Financial Solutions

(10)
Prepaid Funeral Plans, Children’s Investments, Regular Savings
“I have been a client of Neil's for many years now and can recommend him without reservation. He and his team are fantastic, friendly, knowledgeable and quick to responsd to any queries. I am confident that he and his team are looking after my financ...”
In Business Since 2004
Serving Barnsley Area
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Heritage Wealth Solutions

Heritage Wealth Solutions

(2)
Wills and Estate Planning, Retirement Planning, Protection
“Andrew is honestly the best IFA I have ever dealt with. He gives excellent, straight-forward advice, and I really believe in his investment strategies. Andrew is well researched and up to date as well as being flexible in his approach to meet my need...”
Suite G2, Seven Hills Business Centre, South St, Morley, Leeds LS27 8AT
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Greaves Wealth Management

Greaves Wealth Management

(1)
“I have been a client of Peter Greaves for over 20 years. His investment philosophy is not only excellent but also evidence based and he has delivered great outcomes for my pension portfolio. Advice given to my partner and I about which mortgage to c...”
Free Initial Consultation
30+ Years Experience
104 Blair Athol Rd, Sheffield S11 7GD
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James Rudd Mortgage Services

James Rudd Mortgage Services

(30)
Conveyancing, Protection, Mortgages
“This is the 2nd time we have used Jim for our mortgage. He's professional, the communication is fast and efficient. Any questions we had were answered quickly and straight to the point. He has great advice. I would highly recommend his services as th...”
24+ Years Experience
30 Sorbus Way, Lepton, Huddersfield HD8 0EY
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Q E D Financial Associates

Q E D Financial Associates

(28)
Health & Life Protection, Savings & Investments, Managed Portfolio Service (Mps)
“Since l invested wuth QED l gave git the peace if mund that my investments are being taken care of.Hasin has always been si helpful. there to help explain things.l am extremely satisfied wuth all the care they give.thankyou”
Regents Court, Penistone, Sheffield S36 6DT
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Citrus Financial

Citrus Financial

(30)
  • Team
  • Questions
  • First Time Buyers
“I would like to thank Chris for his professional advice and guidance throughout the process and completing the paperwork. Elizabeth has always been welcoming and knowledgeable when speaking to her and leaving information for Chris. A great team.”
In Business Since 2001
335b Wakefield Rd, Denby Dale, Huddersfield HD8 8RT
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Hardman Financial Advice

Hardman Financial Advice

(21)
  • Pension
  • Investments
  • Mortgage
“Cannot recommend Victoria more. She has been very helpful in setting up our mortage and giving us the information needed to help us make the choice which was best for us. Everything has been easy and the stress of mortgages has been taken away. Thank...”
Family Business
Ramble House, Hillam Hall Ln, Leeds LS25 5HL
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Maplebrook Wills Sheffield

Maplebrook Wills Sheffield

(12)
Additional Services, Landlord Trusts, Lpas
“Sonny was very helpful, explained everything carefully for my mother and kept us updated on progress all the way through. A very efficient and professional service that we will surely use again in the future”
Free Initial Consultation
Transparent Fees & Pricing
Aizlewood's Mill, Nursery St, Sheffield S3 8GG
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Fogwill & Jones Wealth Management

Fogwill & Jones Wealth Management

(30)
  • Confidence
  • Understand
  • Meeting
“After my initial meeting with Chris at Fogwill & Jones I felt very at ease and would have no hesitation in recommending Fogwill & Jones to friends and family. I always find it beneficial dealing with a local firm who can understand what is importa...”
In Business Since 2011
DeVere House, 4 Acorn Business Park, Woodseats Close, Sheffield S8 0TB
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Wilson Field - Insolvency Practitioners

Wilson Field - Insolvency Practitioners

(29)
  • Phone
  • Chat
  • Professional
“Spoke to Beverly Horton this morning who kindly offered to help my partner with debt advice ... was very much appreciated Very Kind Lady Thankyou”
260 Ecclesall Rd S, Sheffield S11 9PS
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Sheards

Sheards

(14)
Services For Business, Cloud Accounting, Services For Individuals
“Excellent service - as a new business owner Sheards walked me through what was needed, kept me informed and has helped me get through my first year in business! Recommended to me and I'd recommend them to others.”
40 New N Rd, Huddersfield HD1 5LS
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BPR Consultancy

BPR Consultancy

(7)
Finance Strategy, Company Strategy, Up-Skilling Package
“Perfection: This is the only word that I can use to express the quality of work Medhya produced for our startup company. Our process was not an easy one, with the amount of info required in the Business Case and Medhya was very easy to work wit...”
Free Initial Consultation
In Business Since 2019
3 Gill Sike Ave, Wakefield WF2 8RD
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Philpott Financial

Philpott Financial

(15)
  • Future
  • Pension
“Thank you for giving me clarity over my financial future. The team at Philpott Financial are professional and efficient. Made me feel welcome. Would highly recommend. Cheers guys.”
In Business Since 2016
14B Commercial Rd, Skelmanthorpe, Huddersfield HD8 9DA
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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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