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Pension Justice

(40)

Mis Sold Sipp Compensation Claim, Mis-Sold Pension Compensation, Mis-Sold Investments Claims – What You Need to Know

“Pension justice was a recommendation so I thought I would see what they could do for me when I contacted them I found them really helpful put me at ease and explained how it all works, they told me they have a very good success rate, I honestly didn'...”

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Ricketts Financial Planning

(4)

Goals
Mortgage

“Having received financial advice and a number of investment and mortgage services from the team at RFP over the past few years, I cannot thank Tom and Remco enough! Very informative and efficient, while being friendly, approachable and honest, which ...”

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Gee & Watson Wealth Management Limited

Financial Planning, Protection Planning, Book Today

“Gee & Watson Wealth Management Limited has become part of Ascot Lloyd, who are one of the UK's leading Independent Financial Advice firms. At Ascot Lloyd, we are dedicated to building tailored, lasting relationships with clients and their wider famil...”

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McEwan Wallace Chartered Accountants & Business Advisers

Services For Individuals, Services For Businesses, Specialist Support

“Tell us about you and your business, so we can handpick a team of advisers best suited to help you achieve your goals.”

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Kearsley Financial Management

“We were confident before we met Simon that we knew about our financial planning. After meeting Simon we totally changed our plans, for the better. He talked us through what we have now, what we're likely to want and need in the short-to-medium term, ...”

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Mark Eldor Financial Planning

“Welcome to Peak Fifteen Financial Planning We will help our clients make the right decisions to improve their life by taking the time to understand their needs and goals, helping them analyse their obstacles and options to create a clear plan to ensu...”

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RHB Wealth

(1)

“Sound advice provided by Raoul.”

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SRG Wealth Management

(4)

Understand
Advice

“SRG Wealth Management has helped me a lot to plan for my retirement. As an NHS worker, financial planning can be complex to understand as I know about health and not wealth. SRG Wealth Management has clearly explained my options, and has provided rev...”

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Financial Fortress

(50)

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“Malcolm has advised and helped me secure mortgages on multiple occasions. Each time providing a fantastic service using his wealth of knowledge to overcome any obstacles along the way. Could not recommend more! Positive Quality”

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Holden Associates

(42)

Bookkeeping, Hmrc Investigation Cover, Cashflow

“Holden Associates have been fantastic partners for our business, offering tailored advice and making the difficult things easy. Highly recommended! Positive Responsiveness, Quality, Professionalism, Value”

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EMS Mortgages and Protection

(50)

The Future
Insurance
Remortgage

“Fantastic service from John during the process of our mortgage. He kept us up to date with everything and responded to emails promptly and efficiently. At no point was it too much trouble to call him and have a chat. I Couldn't recommend highly enoug...”

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Advantage Investment

(50)

Information
Patient
Questions

“I was interested to invest in real estate around UK and Andy was super helpful with that, sharing the necessary information for me to take the best decision. I really like his transparency and honesty!”

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JB Brokers Limited

(44)

Company
Understanding
Price

“Rob's knowledge of the insurance industry is truly impressive. He took the time to thoroughly understand my specific requirements and provided tailored solutions that perfectly fit my needs. His ability to explain complex insurance terms and policies...”

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Blue Strawberry Financial Services

(50)

Professional
Remortgage
Team

“Blue Strawberry took their time with us and explained everything that we needed to know and answered all of our questions. They were even good enough to let us know about a better deal and switched us.”

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Chesterton Grant Mortgages

(50)

Investments, Retirement Planning, Estate Planning

“Was recommended through our state agent and first time buyers. Ian and Harrison have both been amazing throughout the whole process and super flexible with booking appointments in the evening.”

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Pioneer Mortgage and Protection Limited

(42)

Remortgages, Buy To Let, First Time Buyers

“Alison @ Pioneer Mortgages is a professional mortgage broker with an in depth knowledge of the market. She is helpful, caring and friendly and good at hand holding through, what can be, a stressful process. Pioneer are whole of market brokers so you ...”

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Alexander Ross Mortgages & Financial Planning

(40)

Solicitor
First Time Buyer
Questions

“Ed has been amazing. Supported at every stage of the way. I really wouldn't go anywhere else ever again. I can't recommend this company highly enough. Thanks so much Ed.”

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Storeton Rose Financial Planning

(50)

Communication
Pension
Team

“Laura nd the team helped me with my recent mortgage, followed shortly by a buy to let property minimum fuss, quick responses and also found some great rates, highly recommended 👍 …”

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Clear Cut Financial Planning

(50)

Company
Mortgage
Advice

“Have always been given sound advice and trust in the team's professionalism, clear cut are always accessible for advice by phone if required and provide an extremely detailed review”

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Innes Reid Investments Limited

(35)

Personal Financial Planning, Pensions and Retirement Planning, Financial Planning

“A very friendly and competent company giving good advice and making appropriate suggestions for my investments. I can recommend Innes Reid to potential clients.”

Featured

We’re Awarded VouchedFor ‘Top Rated’ for 2024 - At Innes Reid, we always aim to deliver the best possible outcome to our clients, in fact, it’s our company culture and that may be why we have been awarded VouchedFor 'Top Rated' for 2024. We take every opportunity to connect with our clients and build strong relationships so we can provide advice to help them reach their goals. And no two goals are ever the same, that’s why it’s so important that we listen and understand the unique range of needs our clients bring to us. Client feedback is part of our DNA, it’s invaluable to our service and something we take seriously. During every client meeting we provide an opportunity for clients to share their experience and what they value from Innes Reid. This is crucial for us as your trusted partner and helps us to adapt and grow our service constantly. Of course, we are always glad to hear when a client is positive about their experience with Innes Reid, but it’s also rewarding when we receive recognition from our industry too. Innes Reid named in the 2024 VouchedFor 'Top Rated' guide We’re delighted to reveal that Mark Reidford APFS is named in the 2024 VouchedFor 'Top Rated' guide. VouchedFor is an adviser directory that helps potential clients find reliable financial advisers, planners, mortgage specialists and accountants. Its aim is simple: to help consumers access the best possible advice for them. Every year, VouchedFor publishes its “Top...

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HL Financial

(28)

Pensions, Protection, Investment Planning

“We are very confident in trusting HL Financial with our savings. We are always made very welcome. Rob and his team are very thorough and are experienced in investments. Nothing is too much trouble. Rob takes his time to really understand what financi...”

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Kyzen Sports

(32)

“I would definitely recommend Tom and Kyzen Sports to anyone looking to do their tax return. Tom made the process easy and explained everything in detail. I'm very happy with the service he provided and I'm looking forward to working with him again in...”

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Hanson Financial Services

(30)

Knowledge
Stress
Mortgage Broker

“Danielle is nothing short of amazing. Recently seeking advice on a lifetime mortgage. We as family spoke with Danielle, she explained in exceptional detail the products available and how this would affect inheritance ect. She explained every detail...”

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First Equitable

(17)

Wealth Management, Wills & Power of Attorney, Pensions & Retirement Planning

“I have been looked after by First Equitable for a few years now. It has certainly been reassuring and seamless in the way Sam and the team have looked after me. Incredibly professional - I feel informed and they explain everything in a way that I un...”

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Average Cost	£3725
Minimum cost	£1243
Maximum cost	£10555
Avg Per Hour Rates	£374

Best Financial Advisors in Birkenhead

The highest-rated Financial Planning & Wealth Management companies out of 46 vetted & reviewed in the Birkenhead area.

Pension Justice

Ricketts Financial Planning

Gee & Watson Wealth Management Limited

McEwan Wallace Chartered Accountants & Business Advisers

Kearsley Financial Management

Mark Eldor Financial Planning

RHB Wealth

SRG Wealth Management

Financial Fortress

Holden Associates

EMS Mortgages and Protection

Advantage Investment

JB Brokers Limited

Blue Strawberry Financial Services

Chesterton Grant Mortgages

Pioneer Mortgage and Protection Limited

Alexander Ross Mortgages & Financial Planning

Storeton Rose Financial Planning

Clear Cut Financial Planning

Innes Reid Investments Limited

HL Financial

Kyzen Sports

Hanson Financial Services

First Equitable

Retirement Planning and Investment Management Services in Birkenhead Cost Estimates

Why these companies made our list

Wealth Management Advisors near Birkenhead

Popular in Birkenhead