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Prestfield Wealth Management

(50)

Life Insurance
Meeting
Information

“John and his team are passionate about their clients and nothing is too much trouble. I would recommend them unreservedly! Positive Responsiveness, Professionalism”

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WHN Solicitors

(29)

Individuals, Wealth Management, Family

“Excellent service from start to finish. I have used the debt recovery team recently and cannot recommend them highly enough. I was kept informed by them at each stage of the process and the desired result was delivered in a friendly and professional ...”

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Holcombe Financial Services

(20)

Retirement Planning, Company and Workplace Pensions, Key Person Protection

“Cannot recommend highly enough. Excellent service from start to finish, Lisa was fantastic throughout and made everything easy for us, she even chased up solicitors to ensure paperwork was completed on time and we could move in when we needed to. Pos...”

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Bury Financial Adviser

Business Planning, Inheritance Tax Planning, Pensions

“Bury Financial Advisers, company no 6777832, registered office Europa House, barcroft Street Bury BL9 5BT is an appointed representative of pi financial, company no 3556277, registed office Morfe House, Belle Vue Road, Shrewsbury, SY3 7LU.”

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Healthy Investment

(2)

“Good firm”

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Simon Adams Solicitors

(1)

“I regular deal with Simon. Really impressed with him. We use their services both in business and personally. They are professional and courteous. Calls and emails are answered. When chasing they follow up with the other side as requested. Pricing is ...”

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Wealthcare

“"I have been using Wealthcare for all my financial advice for the last 6 years. I have found all the team extremely helpful and approachable to any requests I have made, and they supply me with regular updates outside of my annual review. My requests...”

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Moscrops Financial Planning

“Looking after you and/or your loved ones in the event of a serious illness or your early death is a key part of Financial Planning. The cost of insurance, particularly life insurance has fallen over recent years, whilst the quality of cover has in ma...”

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DTE Business Advisers

(1)

Corporate Finance, Forensic Accounting, Tax Advice

“DTE is a fantastic advisory firm, reliable, hands-on, smart and knowledgeable. Great pleasure to do business with!”

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Mendelsons Solicitors

(3)

“Professional and knowledgeable.”

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Hunt Minas Financial Planning

(2)

Pensions

“I received amazing service and great advice when I needed to talk about my old pensions. Very helpful and easy to deal with. Highly recommend.”

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Samuels Financial

(2)

“I have been very impressed with both the service and professionalism of Samuels Financial. Always very quick to respond to requests and regular meetings enables me to stay in control of my investments and finances- and watch them grow! The advice has...”

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James Sharp & Co

(1)

“Nice friendly folk. Nothing too much trouble Been with them for around 50 years. Never had a problem. Positive Responsiveness, Quality, Professionalism, Value”

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Davies Carrington

Buy Online, Research Links, My Portfolio

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Mason Cole Wealth Management

Savings & Investments, Mortgages, Business Protection

“Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dre...”

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Howards

(1)

“Chris was brilliant from start to finish. Prior to applying for a mortgage we were worrying about the horror stories, especially with being self employed. However, Chris made applying for a mortgage an altogether enjoyable process and got us a great ...”

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Consilium Wealth Management

“Both Wayne and Jack have helped me setup a pension and savings for our children. They gave me thorough advice on my options and advised on how best to invest my money to get the best return. We've now partnered with Consilium Wealth Management to ...”

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The Debt Help Centre

(1)

“Thank you for all help!”

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Mackenzie Financial Planning

“We also specialise in helping clients with 'new wealth'. This may be as a result of inheritance, or other windfall. You may be recently widowed, approaching or recently divorced and require guidance from a trusted advisor on the new challenges of man...”

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True Chartered Financial Planners

“We're currently building a new website. In the meantime, please feel free to drop us a line.”

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Pro Sport Wealth Management

“Gareth was a professional footballer for 14 years prior to entering financial services. During his career he obtained a first class honours degree, a post graduate qualification from the Chartered Institute of Marketing and his Chartered Insurance In...”

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The Financial Options Group

“Financial Options Group is a trading style of CJP Financial Services Limited, an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited who are authorised and regulated by the Financial Conduct Authority....”

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S Holmes Fairtrade I F A

Investment Advice, Retirement Planning, Cashflow Forecasting

“Our fully regulated service is provided with safe and secure business practices. You will have 24-7 access to a dedicated client portal, enabling both secure communication and the ability to track your investments.”

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DTE Financial Planning

Financial Protection For Businesses, Executive Retirement Planning, Employee Benefits

“DTE Financial Planning has a great deal to offer. Our team of highly qualified and experienced Financial Planning Consultants are here to provide professional, independent financial advice to you.”

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Average Cost	£3682
Minimum cost	£1228
Maximum cost	£10431
Avg Per Hour Rates	£370

Best Financial Advisors in Bury

The highest-rated Financial Planning & Wealth Management companies out of 38 vetted & reviewed in the Bury area.

Prestfield Wealth Management

WHN Solicitors

Holcombe Financial Services

Bury Financial Adviser

Healthy Investment

Simon Adams Solicitors

Wealthcare

Moscrops Financial Planning

DTE Business Advisers

Mendelsons Solicitors

Hunt Minas Financial Planning

Samuels Financial

James Sharp & Co

Davies Carrington

Mason Cole Wealth Management

Howards

Consilium Wealth Management

The Debt Help Centre

Mackenzie Financial Planning

True Chartered Financial Planners

Pro Sport Wealth Management

The Financial Options Group

S Holmes Fairtrade I F A

DTE Financial Planning

Retirement Planning and Investment Management Services in Bury Cost Estimates

Why these companies made our list

Wealth Management Advisors near Bury

Popular in Bury