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Outwoods Financial Planning

(36)

Sense of Humour
Pensions
Informative

“Jon was recommended to us and with good reason. Our visit was unhurried and although professional Jon was very approachable and down to earth, we were able to understand his advice clearly, he also gave us some sound guidance regarding where we go f...”

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Brian Mole Independent Financial Advisers

(22)

Sound
Pensions
Patient

“Excellent impartial advice and next level way of thinking to allow calculated decision. No pressure just education on a way of thinking then you make the choices to suit your own needs. Very professional and sound advice that allowed to to retire ver...”

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Trent River Capital

(25)

Protection, Trusts, Financial Planning

“Hello all you rich people out there ok I have been with Trent River capital for a few years now all very good service explain everything in detail you feel safe and secure very friendly and helpful staff and the head owner knows his business. Call i...”

Featured

Chancellor Jeremy Hunt has cut workers' National Insurance by another 2p in the Budget, meaning it falls from 10% to 8% He says the cut, to begin next month, is worth £450 a year for the average worker It follows another 2p cut announced in last year's Autumn Statement - but there is no change to income tax Hunt says that, since the Conservatives took office in 2010, unemployment has halved, and absolute poverty is down...

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Legal & Financial Planning

(24)

Retirement
Family
Financial Advisor

“My wife and I have been clients of Legal & Financial Planning since 2009. During this time we have always been extremely happy with the service, professionalism, advice, guidance and friendliness of Leo and his his long standing and highly dependab...”

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A&E Accountants Limited

(1)

Creditor and Debtor Control, Bank Reconciliations, Financial Reporting

“I cannot praise A and E accountants enough. I contacted A and E accountants to do some emergency tax work at a very busy time of year. They were efficient,knowledgeable and fantastic value for the amount of work that had to be done. They are now my...”

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Geens Chartered Accountants

(7)

Inheritance Tax, Trusts and Estates, Support Services, Company Secretarial

“I have been with Geens since 2003 when I moved up from Kent. Geens deal with my and my wife's personal tax affairs as well as both of our businesses, so they have a great understanding of how we work and thus are able to advise effectively. On top of...”

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Marshall Accountancy

(11)

Team
Tax Return
Advice

“Marshall Accountancy have been our accountants for 10 years. One business of ours to start with, but then two others as well as our personal taxes. Their service is friendly and professional, and we've benefited hugely from their advice. I recomme...”

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Pace Ward

(9)

Price
Policy
Car

“Fab company to be insured by and everyone I've spoken to on the phone has been super helpful. I have the family fleet policy which is absolutely fantastic when you've got multiple vehicles in the policy - extremely reasonable pricing especially for m...”

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Henson Aslam Financial Management

(1)

Retirement Planning, Business and Family Protection, Sustainable Investing

“I was in a difficult situation and urgently needed a second opinion and support. The team at Henson Aslam were able to quickly understand the issues and within less than a week produced a solution that was just the ticket. Excellent service!”

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Equity Select

(9)

Questions

“I am constantly impressed with the integrity that Allan has and the quality of the work. Always seems to find the best deals for his clients and often when others struggle!”

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Right Financial Planning

Investments, Protection, Tax Planning

“Right Financial Planning Ltd is an Independent Financial Advisor Company covering the whole of the UK. Our clients are nationwide. We pride ourselves in offering fully Independent Financial Advice based on our clients individual needs. We specialise ...”

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Shaun Davis Financial Adviser

“The time it takes to track your pension(s) can vary depending on how many pensions you have, where they are held and the information you can supply. Our tracing liaison team can help you understand the necessary information required, chase the releva...”

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Wealth Experts

“We're proud to hold Chartered Financial Planner status. Chartered status is awarded by the CII, the Chartered Insurance Institute, and is considered the 'gold standard' professional accreditation. Holding Chartered status positions us among the UK's ...”

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Ivanhoe Financial Planning

(7)

Advice
Ability
Confidence

“After spending 20 years as an employee I really didn't have a clue what my pensions were worth or what I could do with them. After getting to know Nick, Lawrence and Kristy over the last couple of years I felt I could trust their opinion and passed ...”

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Griffin & King - Insolvency Practitioners Stoke

“We are Business Rescue Specialists and offer no-nonsense, clear advice to business owners and individuals who are in financial difficulties. Our comprehensive range of services covers all aspects of turnaround, recovery and insolvency solutions.”

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Hillswood Wealth Management and Mortgage Advice Bureau

Investment Planning, Equity Release, Estate Planning

“We currently manage around £25 Million worth of pension and investment funds on behalf of our clients so are well placed to give you clear advice on making the right choices with your pension, investment and mortgage requirements in a friendly and ap...”

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Invest Stoke-on-Trent

Why Stoke-on-Trent, Major Projects

“A place that's thriving, using the innovation and know-how from a diverse industry base to drive business creativity and attracting international brands. We're home to some of the world's well-known household names, like bet365, Michelin Tyres, Wedgw...”

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Impact Wealth Management

(1)

“Although Impact Wealth Management Ltd have their head offices in Burton - on - Trent, their financial advisers specialising in mortgages, protection and wealth management are based in the Midlands, East Midlands, West Midlands and Yorkshire; Leiceste...”

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Andrew Street Financial Services

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Lindsay Lockett Financial Guidance Limited

“Lindsay holds the Diploma in Financial Planning and plus specialist qualifications to advise on Long Term Care Insurance and the Taxation & Trust qualification under the Advanced Financial Planning Certificate. In addition, having worked for a number...”

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JT Payroll

“At JT Payroll we bring clarity to complexity, with a friendly, professional service that's tailored to meet the exact needs of your business. By outsourcing payroll, you'll not only save time and the hassle of handling payroll yourself, but because i...”

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JW Financial Advice

“Jason Wadsworth DipPFS Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is useful to regularly review your financial situation to take advantage of any developme...”

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Turners

Accounts & Audit, Company Returns, Book Keeping

“Business, more than any other occupation, is a continual dealing with the future; it is a continual calculation, an instinctive exercise in foresight.”

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Firmus Financial Services

(3)

“I have been using Firmus Financial Services Ltd. for nearly 20 years have always found Karl Wood to be trustworthy and knowledgeable and very helpful and pleasant......have recommended him to friends and family and will continue to do so...............”

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Average Cost	£3673
Minimum cost	£1225
Maximum cost	£10406
Avg Per Hour Rates	£369

Best Financial Advisors in Burton upon Trent

The highest-rated Financial Planning & Wealth Management companies out of 37 vetted & reviewed in the Burton upon Trent area.

Outwoods Financial Planning

Brian Mole Independent Financial Advisers

Trent River Capital

Legal & Financial Planning

A&E Accountants Limited

Geens Chartered Accountants

Marshall Accountancy

Pace Ward

Henson Aslam Financial Management

Equity Select

Right Financial Planning

Shaun Davis Financial Adviser

Wealth Experts

Ivanhoe Financial Planning

Griffin & King - Insolvency Practitioners Stoke

Hillswood Wealth Management and Mortgage Advice Bureau

Invest Stoke-on-Trent

Impact Wealth Management

Andrew Street Financial Services

Lindsay Lockett Financial Guidance Limited

JT Payroll

JW Financial Advice

Turners

Firmus Financial Services

Retirement Planning and Investment Management Services in Burton upon Trent Cost Estimates

Why these companies made our list

Wealth Management Advisors near Burton upon Trent

Popular in Burton upon Trent