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.

Brian Mole Independent Financial Advisers

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...”
26-27 Bridge St, Burton-on-Trent DE14 1SY
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Trent River Capital

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...”
Federation House, 121 Station Rd, Stoke-on-Trent ST4 2SA
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Legal & Financial Planning

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...”
Transparent Fees & Pricing
Trent Business Centre, Eastern Ave, Lichfield WS13 6RN
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Henson Aslam Financial Management

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!”
Transparent Fees & Pricing
61 Trent Blvd, West Bridgford, Nottingham NG2 5BE
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Equity Select

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!”
Remote Consultations Available
12, Granary wharf, Business Park, Wetmore Rd, Burton-on-Trent DE14 1DU
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Pace Ward

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...”
In Business Since 2011
Festival Park, 6 Ridge House, Ridgehouse Dr, Stoke-on-Trent ST1 5SJ
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Right Financial Planning

Right Financial Planning

Investments, Protection, Tax Planning
Burslem Enterprise Centre, 2, Moorland Rd, Burslem, Stoke-on-Trent ST6 1JQ
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Shaun Davis Financial Adviser

Shaun Davis Financial Adviser

In Business Since 2012
159 Belgrave Rd, Stoke-on-Trent ST3 4NL
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Wealth Experts

Wealth Experts

Transparent Fees & Pricing
Family Business
Lake View, Festival Wy., Stoke-on-Trent ST1 5BJ
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Invest Stoke-on-Trent

Invest Stoke-on-Trent

Why Stoke-on-Trent, Major Projects
The Civic Centre, Glebe St, Stoke-on-Trent ST4 1HH
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Hillswood Wealth Management and Mortgage Advice Bureau

Hillswood Wealth Management and Mortgage Advice Bureau

Investment Planning, Equity Release, Estate Planning
25+ Years Experience
64 Millrise Rd, Milton, Stoke-on-Trent ST9 9DR
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Impact Wealth Management

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...”
Impact House, Eastgate Business Centre, Eastern Avenue, Burton-on-Trent DE13 0AT
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Lindsay Lockett Financial Guidance Limited

Lindsay Lockett Financial Guidance Limited

Foxlowe Cottage Crowborough Road Biddulph Moor, Stoke-on-Trent ST8 7NT
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Andrew Street Financial Services

Andrew Street Financial Services

471 Hartshill Rd, Hartshill, Stoke-on-Trent ST4 6AA
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JW Financial Advice

JW Financial Advice

Offers Financing Options
1a Cropwell Rd, Radcliffe on Trent, Nottingham NG12 2FJ
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Firmus Financial Services

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...............”
Serving Burton upon Trent Area
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Lyon & Co

Lyon & Co

(1)
“Fantastic company lovely staff .”
Serving Burton upon Trent Area
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My Financial Planning Partner

My Financial Planning Partner

Serving Burton upon Trent Area
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Ginders Wealth Management

Ginders Wealth Management

North Staffs Business Park, S02, Genesis Centre, Innovation Way, Stoke-on-Trent ST6 4BF
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Julian Spencer Wealth Management

Julian Spencer Wealth Management

23+ Years Experience
Althorp House, 18 Franklin Dr, Stallington Rd, Stoke-on-Trent ST11 9TN
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Chartered Independent

Chartered Independent

Serving Burton upon Trent Area
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BRB Financial Horizons

BRB Financial Horizons

213 Etruria Rd, Hanley, Stoke-on-Trent ST1 5NS
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Merchant Advice Service

Merchant Advice Service

(38)
  • Business
  • Result
  • Payment
“"We heavily rely on card machines for our business so it was really important we had a smooth transition and found a good deal. Libby did both for us and we were really pleased with the service she provided and the money we've saved as a result of he...”
Transparent Fees & Pricing
Bezant House, Bradgate Pk Vw, Chellaston, Derby DE21 5EL
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Integritas Financial Planners

Integritas Financial Planners

(31)
Pension Advice, Protection, Mortgage Advice
“Since finding Mark as a recommended financial advisor on the internet, we have had extremely good experiences and advice regarding pensions and general financial wellbeing. We both feel much more confident in our pension planning and retirement prosp...”
Transparent Fees & Pricing
Free Initial Consultation
Serving Burton upon Trent Area
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Retirement Planning and Investment Management Services in Burton upon Trent Cost Estimates

Minimum cost
£1225
Maximum cost
£10406
National Average
£3673
Avg Per Hour Rates
£369
£2449
£6734
Fair price range is based on 506 cost profiles
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Average Cost £3673
Minimum cost £1225
Maximum cost £10406
Avg Per Hour Rates £369

Fair range £2449 to £6734 is based on 506 cost profiles.

Why these companies made our list

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