Best Financial Advisors in Bishop Auckland

The highest-rated Financial Planning & Wealth Management companies out of 53 vetted & reviewed in the Bishop Auckland area.

Tallow Financial Planning

Tallow Financial Planning

(50)
Protection Planning, Investment Planning, Retirement Planning
“We have received sound financial advice from Linton for a good few years now and money we have saved and recouped has been nothing short of magnificent, even managing to get our Sky monthly subscription nearly halved yesterday while he was going thr...”
Innovation House, South Church Enterprise Park, Longfield Rd, Bishop Auckland DL14 6XB
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Carter Thompson Wealth Management

Carter Thompson Wealth Management

(19)
  • Investments
  • Understand
  • Insurance
“Great service. After years of putting off addressing my pension needs, i spoke to Andy who sorted this for me. Professional and knowledgeable and makes pensions easy to understand. Easy to get in touch with and keeps in regular contact about my pla...”
64 W Auckland Rd, Darlington DL3 9EP
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Mortgage Advice Centre

Mortgage Advice Centre

(16)
  • Financial Advice
  • Questions
  • Hand
“Ian at the Mortgage Advice Centre was very professional, extremely supportive and patient throughout the covid pandemic in securing our mortgage also making sure we had the correct life insurance cover. Always at hand for any queries that we had and ...”
20+ Years Experience
126 Newgate St, Bishop Auckland DL14 7EH
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Homesavers Mortgages & Loans

Homesavers Mortgages & Loans

(5)
“An excellent and friendly service. Trevor was very knowledgable, clear and concise when we visited for a remortage. Getting our new deal was really easy and straightforward!”
Coupons & Offers
6 Kensington South, Bishop Auckland DL14 6JA
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Chipchase Nelson Chartered Accountants

Chipchase Nelson Chartered Accountants

Individual Services, Business Services
“The Willis Scott Group is a dynamic firm of accountants and business advisors, headed up by our Senior Partner Ken Scott. Having been established since 1902, our offices are situated throughout the North-East of England, head office being in the City...”
Transparent Fees & Pricing
Chipchase Nelson Chartered Accountants, 5/6 Kensington, Bishop Auckland DL14 6HX
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MGL Wealth Management

MGL Wealth Management

(2)
“We use Barry and Andrew for our retirement pension plans, qualified and knowledgeable, with annual reviews, an all round excellent personal service - highly recommended”
Kensington House, 3 Kensington, Bishop Auckland DL14 6HX
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Northumbria Financial Management

Northumbria Financial Management

(3)
“Quality and integrity in financial advice. Have used for over 30 years- highly recommended.”
Frankland Ln, Durham DH1 5TA
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Ben Charles Durham Financial Services

Ben Charles Durham Financial Services

(38)
Auctions, Estate Agency, Book A Valuation
“Excellent service! When you don't know a lot about mortgages it's hard to find a good advisor who will put your needs first rather than the needs of the company. Rachael Leonard made this whole process so easy. The communication throughout kept me in...”
96 Claypath, Durham DH1 1RG
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Dolphin Financial Services Limited

Dolphin Financial Services Limited

(50)
  • Home Insurance
  • Fault
  • Remortgage
“I would both highly recommend Andrew at Dolphin Financial Services for anyone looking to purchase a new house or remortgage. He supported us throughout the whole process and went above and beyond for us. Never felt like we didn't have someone to reac...”
Serving Bishop Auckland Area
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Later Life Money Limited

Later Life Money Limited

(27)
  • Choice
  • Decision
  • Equity Release
“Exceptional service and support. Steve and the team at LLM have been assisting with my Mum's finances for several years. From the outset they saved us tens of thousands of pounds in interest payments, and they continue to provide valuable advice and ...”
Serving Bishop Auckland Area
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Holistic Finance

Holistic Finance

(14)
  • Financial Advice
  • Portfolio
  • Options
“Kevin has done a great job with my portfolio over the last year. He takes a personal interest in you and your finances, which has resulted in a yield of 17%. I have no hesitation in recommending Holistic Financial Services to anyone.”
Family Business
Gloucester House, 72 Church Rd, Stockton-on-Tees TS18 1TW
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The Tax Faculty

The Tax Faculty

(9)
  • Property
  • Capital Gains Tax
  • Knowledge
“The Tax Faculty is a top class one stop shop for anybody with tax problems or queries of any type. Charlie is knowledgeable and personable and takes his time to properly understand the problem before working hard to ensure the best possible solution.”
Free Initial Consultation
Transparent Fees & Pricing
Portland House, Belmont Business Park, Durham DH1 1TW
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Baines Jewitt Chartered Accountants and Business Advisers

Baines Jewitt Chartered Accountants and Business Advisers

Hmrc Forms, Tax Calculators, Baines Jewitt Publications
““Baines Jewitt provides a meticulous approach to the tasks in hand, as well as providing a pragmatic view on numerous ad hoc situations. We talk regularly and freely and think of Baines Jewitt as a trusted, sometimes critical, adviser, who supports o...”
Transparent Fees & Pricing
Spitfire House, 19 Falcon Ct, Preston Farm Industrial Estate, Stockton-on-Tees TS18 3TU
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Atom Financial

Atom Financial

(2)
“Having worked with Atom Financial for the best part of 15 months, I can say I have nothing but positive experiences. They are both friendly and approachable and bring a level of service and expertise that builds a new level of confidence. I would hig...”
Offers Financing Options
Tees Valley Business Centre, Suite 35 Durham, Orde Wingate Way, Stockton-on-Tees TS19 0GD
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Lifeplan Financial Management

Lifeplan Financial Management

(5)
“We have been clients of Lifeplan for 18 months . Kate and Gary are friendly, professional and very knowledgeable. We would highly recommend their service.”
Serving Bishop Auckland Area
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MG Shaw

MG Shaw

(1)
Pension Planning, Insurance Planning, Financial Planning
“Very knowledgeable, professional and friendly. I can't find fault with the plan put in place for my retirement and I feel like I am in safe hands moving forward. Positive Responsiveness, Quality, Professionalism”
4 High St, Norton, Stockton-on-Tees TS20 1DN
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Wealth of Advice

Wealth of Advice

(14)
  • Meeting
  • Confidence
“I have been with Chris and the team since early 2019 on the recommendation of a family member and have no regrets with the decision. The have proved to be invaluable with advise on my Pensions & investments. I would highly recommend Chris and his t...”
Serving Bishop Auckland Area
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Prismatic Wealth Limited

Prismatic Wealth Limited

(3)
“Very impressed with this company. Professional but friendly.”
Prismatic House, 26 Falcon Ct, Preston Farm Industrial Estate, Stockton-on-Tees TS18 3TX
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Bloomfield Financial Limited

Bloomfield Financial Limited

(8)
  • Financial Advice
“I have a 100% trust in the financial affairs John looks after for me. He puts you at ease and let's you make your own mind up with his support and advice.”
Serving Bishop Auckland Area
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Principled Limited

Principled Limited

(7)
  • Decision
  • Financial Advisor
  • Pensions
“Excellent service provided by neale, everything explained fully and done at a pace your comfortable with. Neale is thorough in his work and I wouldn't go anywhere else for financial advice”
Serving Bishop Auckland Area
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We Complement

We Complement

(1)
“We have been working with WeParaplan for around four months now. This is the first outsourcing Paraplanning company we have had a working relationship with, so initially we didn't know what to expect but I think it's safe to say they have blown our e...”
The Old Brewery, Business Centre, Castle Eden, Hartlepool TS27 4SU
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New World Financial Group

New World Financial Group

(1)
“We spoke to New World to help us plan for retirement. We were very happy with the service and would highly recommend to anybody.”
In Business Since 2019
Sheraton House, Surtees Business Centre, Level Q, 2A, Stockton-on-Tees TS18 3HR
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MN Consultancy

MN Consultancy

(10)
  • Mortgage
“Mark is a superb financial advisor with a breadth of knowledge, second to none. Not only does he ensure your financial future is secure he also finds ways to save in many other ways. He is totally professional and extremely genuine. Positive Respon...”
2, Endeavour Court, Lingfield Way, Darlington DL1 4JW
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Constellation Financial Solutions

Constellation Financial Solutions

“We offer a whole-of-market approach, which we have always believed to be a key component in providing high quality financial advice. Whether you need to review your investment planning, prepare or manage your retirement provisions, look at Inheritanc...”
The Arena, Neasham Rd, Darlington DL2 1DL
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Retirement Planning and Investment Management Services in Bishop Auckland Cost Estimates

Minimum cost
£1187
Maximum cost
£10079
National Average
£3557
Avg Per Hour Rates
£357
£2372
£6522
Average price range is based on 535 cost profiles
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Average Cost £3557
Minimum cost £1187
Maximum cost £10079
Avg Per Hour Rates £357

Average range $2372 to $6522 is based on 535 cost profiles.

Why these companies made our list

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