Best Financial Advisors in Bridgnorth

The highest-rated Financial Planning & Wealth Management companies out of 66 vetted & reviewed in the Bridgnorth area.

Taylor Haines Financial Planning

Taylor Haines Financial Planning

(2)
Pensions, Business Protection, Wealth Management
“Excellent personal service. Informative and insightful.”
Smithfield Centre, Whitburn St, Bridgnorth WV16 4QT
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Matrix Capital Limited

Matrix Capital Limited

(1)
Enjoy Your Retirement, Estate Planning, Investments and Savings
“Excellent financial planners who put the clients at the centre of everything they do.”
Little Hudwick, Monkhopton, Bridgnorth WV16 6TG
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Hayburn Rock Financial Planning

Hayburn Rock Financial Planning

(3)
“Very helpful and friendly service”
Stourbridge, ENG
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Bentley Independent Financial Advisers

Bentley Independent Financial Advisers

“Very good impartial financial advice which has helped me sort numerous old and separate pensions into one productive investment. Sam has an excellent manner and is trustworthy in a shark infested sector!”
60+ Years Experience
Waterloo House, Castle Terrace, Bridgnorth WV16 4AH
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Manning Financial

Manning Financial

9 Severnvale, Eardington, Bridgnorth WV16 5JW
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Supportive Financial Planning

Supportive Financial Planning

Inheritance Tax Planning, Office of the Public Guardian - Deputy, Paying For Care
Bridgnorth WV16 9EJ
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HRS Asset Management Limited

HRS Asset Management Limited

(1)
Estate Planning, Pension Planning, Savings and Investments
“Had a really interesting meeting with Rhian. She has given me a lot to think about. Fantastic financial advice”
Transparent Fees & Pricing
2 Woodhouse Rd, Tettenhall Wood, Wolverhampton WV6 8JJ
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Darwin Wealth Management

Darwin Wealth Management

(2)
Investment Planning, Personal & Business Protection, Retirement Planning
“Mr Med Evan's is a person whom I know through my husband. He has been a great help to me with personnel financial help. I would truly recommend and trust Med .”
Countrywide House, Knights Way, Shrewsbury SY1 3AB
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Pensionlite

Pensionlite

(50)
Pension Drawdown – Flexible Retirement Income, Protection & Insurance Advice, Annuities & Enhanced Annuities
“Pensionlite have provided a consistently excellent service to myself and my family. They are friendly, approachable and always respond with sensible and helpful advice. I cannot recommend their services highly enough.”
Stafford Ct, Stafford Park 1, Telford TF3 3BD
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JWC Financial Solutions

JWC Financial Solutions

(50)
Pensions, Protection, Mortgages
“Thank you to John, Sheila and the rest of the team for their help with the mortgage for my first home! Always happy to help with any questions I had, and gave me great advice throughout the process.”
1 Hagley Hall Gardens, Hall Dr, Hagley, Stourbridge DY9 9LQ
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Opal Wealth Management

Opal Wealth Management

(44)
Introduction to Financial Planning
“Gary and the team took the time to listen, review and work with me through the various options for my Pension arrangements. Very patient, attentive and professional. Positive Responsiveness, Professionalism”
38 Waterloo Rd, Wolverhampton WV1 4BL
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SRC Accountancy Services

SRC Accountancy Services

(50)
  • Knowledge
  • Phone
  • Questions
“SRC Accountancy Services, have been a great help to me. They look after my VAT, Tax and payroll. It leaves me the time to concentrate on my business.”
Remote Consultations Available
Transparent Fees & Pricing
Serving Bridgnorth Area
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Meriden Financial Planning Limited

Meriden Financial Planning Limited

(43)
  • Questions
  • Emails
  • Service
“Would highly recommend using Meriden Finance. Great service, very responsive and very knowledgeable. Positive Responsiveness, Quality, Professionalism, Value”
Alpha House, 42 New Rd, Stourbridge DY8 1PA
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The Compliance Guys

The Compliance Guys

(32)
Appointed Representatives, Retailers, Warranties
“I couldn't recommend Sam enough, he works extremely efficiently and managed to deliver exactly what he proposed! Positive Responsiveness, Quality, Professionalism, Value”
Transparent Fees & Pricing
28 Cleveland St, Wolverhampton WV1 3HT
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Howard Wright

Howard Wright

(43)
  • Company
  • Options
  • Pension
“I've been really happy with my investment performance since I've been a client at Howard Wright. My family have received ongoing advice for many years, we recommend them to everyone.”
Family Business
Serving Bridgnorth Area
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James Gregory Financial

James Gregory Financial

(35)
  • Information
  • Company
  • Questions
“James Gregory Financial came recommended from a work colleague and Andy has provided a no nonsense explanation and advice of the why and wherefores for pensions. He has used his experience to explain what's good for me, so far so good. I have passed...”
In Business Since 2009
11, Newton Court, Pendeford, Wolverhampton WV9 5HB
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Midlands Investment Agency

Midlands Investment Agency

(31)
  • Knowledge
  • Heart
  • Pension
“Very professional service. I have used Martin at MIA for 12 months now to assist in Pension consolidation and ongoing retirement planning. I would highly recommend to anyone who needs assistance with their financial planning.”
Transparent Fees & Pricing
16 High St, Tettenhall, Wolverhampton WV6 8QT
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Pure Advice

Pure Advice

(36)
Home Movers, 1st Time Purchases, Remortgages
“Excellent, honest and friendly advice about my financial circumstances and mortgage. Will definitely be returning for more in the future. Positive Responsiveness, Quality, Professionalism, Value”
Serving Bridgnorth Area
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Masons Independent Financial Advisers

Masons Independent Financial Advisers

(29)
Health Insurance, Mortgages, Life Assurance
“Cannot recommend Will and his entire team enough. From the get go to the very end they have been amazing with helping me and my family with our mortgage, going above and beyond. Super friendly and very accommodating. Thankyou!!”
6 St John's Hill, Shrewsbury SY1 1JD
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D.r.e. & Co. Chartered Accountants

D.r.e. & Co. Chartered Accountants

(43)
Business Management, Financial Services, Payroll
“Aaron has completed several different submissions for HMRC. He has given me clear advice and responded quickly to questions. His follow up has been excellent and he is friendly and very helpful.”
Serving Bridgnorth Area
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8 Financial Planning

8 Financial Planning

(23)
  • Understand
  • Confidence
  • Pension
“Rik was incredibly helpful and patient with our questions. He had a lot of knowledge and extensive awareness of the current financial climate, and his advice was clear and detailed. He has a very patient and sensitive approach which we really appreci...”
The Hangar, Hadley Park E, Hadley, Telford TF1 6QJ
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Sandwell Accountancy Services

Sandwell Accountancy Services

(23)
Book Keeping, VAT Returns, Financial Planning & Business Startups
“SAS - Swaran have been doing my personal and company account's for the last 14 years. The level of service is second to none with attention to detail and filing done in a precise and detailed manner. The whole outfit is extremely professional and the...”
Family Business
Serving Bridgnorth Area
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JPA Financial Services

JPA Financial Services

(14)
Protection Needs, Wills, Trusts & Estate Planning, Savings and Investments
“Nik at JPA financial services limited has a very approachable and calm manner, this put us at ease during our meetings. Nik presents as very professional and knowledgeable about the financial sector, he has many years experience working in this profe...”
Serving Bridgnorth Area
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Azi Accountancy Services

Azi Accountancy Services

(5)
Auto Enrollment Pensions, Mergers, Acquisitions & Disposals, Corporation Tax, VAT and Business Tax Advice
“Great Accountant.. Great Office. Very helpful. highly recomended for tax advice”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2020
Serving Bridgnorth Area
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Retirement Planning and Investment Management Services in Bridgnorth Cost Estimates

Minimum cost
£1141
Maximum cost
£9688
National Average
£3420
Avg Per Hour Rates
£344
£2280
£6269
Typical price range is based on 441 cost profiles
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Average Cost £3420
Minimum cost £1141
Maximum cost £9688
Avg Per Hour Rates £344

Typical range $2280 to $6269 is based on 441 cost profiles.

Why these companies made our list

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