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

Prestfield Wealth Management

(30)
  • Retirement
  • Knowledge
  • Life Insurance
“I had the pleasure of dealing with Mr. John Myatt regarding my private pensions. I swapped over during the pandemic and as a self employed business owner I was delighted to find out with John's professionalism my pension managed to gain an extra £120...”
430 Bury New Rd, Prestwich, Manchester M25 1BD
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Holcombe Financial Services

Holcombe Financial Services

(19)
Retirement Planning, Company and Workplace Pensions, Key Person Protection
“Saw Carolyn a few weeks ago for some general financial guidance/planning for my future.She was so knowledgable and helpful and explained everything in easy to understand terminology. Would certainly use again and have already recommended this company...”
9-11 Peel Brow, Ramsbottom, Bury BL0 0AA
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Bury Financial Adviser

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.”
In Business Since 2009
18 Barcroft St, Bury BL9 5BT
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DTE Financial Planning

DTE Financial Planning

Corporate Finance, Forensic Accounting, IT Services
“"I've worked with DTE on year-end group audit and accounts, and more recently on an specific project for our international Group. This was the first time our Group had to deliver this project so we engaged DTE's professional services to assist us. Th...”
In Business Since 2000
The Exchange, 5 Bank St, Bury BL9 0DN
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Simon Adams Solicitors

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 ...”
452A Bury Old Rd, Prestwich, Manchester M25 1PQ
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James Sharp & Co

James Sharp & Co

(1)
“Nice friendly folk. Nothing too much trouble Been with them for around 50 years. Never had a problem.”
The Exchange, 5 Bank St, Bury BL9 0DN
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Consilium Wealth Management

Consilium Wealth Management

(1)
“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 ...”
14a Manchester Old Rd, Bury BL9 0TB
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Moscrops Financial Planning

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...”
Millett House, Millett St, Bury BL9 0JA
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Wealthcare

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...”
4, Castlecroft Court, Castlecroft Rd, Bury BL9 0LN
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Samuels Financial

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...”
205 Bury Old Rd, Prestwich, Manchester M25 1JF
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Healthy Investment

Healthy Investment

(1)
“Good firm”
The Old Court House, 2 Tenterden St, Bury BL9 0AL
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Davies Carrington

Davies Carrington

Buy Online, Research Links, My Portfolio
Fern Hill Business Centre, Todd St, Fernhill, Bury BL9 5BJ
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Wipe Your Debts

Wipe Your Debts

(3)
“My adviser, rob was helpful, patient and kind. Helped me in this stressful time!”
Unit 1, Mossfield House, Chesham Fold Rd, Bury BL9 6JZ
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Howards

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 ...”
1 Bolholt Terrace, Bury BL8 1PP
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The Debt Help Centre

The Debt Help Centre

(1)
“Thank you for all help!”
quebec building, Quebec Offices, Bury St, Manchester M3 7DU
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Pro Sport Wealth Management

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...”
10+ Years Experience
The Grants, 11 Market Pl, Ramsbottom, Bury BL0 9AJ
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The Financial Options Group

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 recognised by the Financial Conduct Authority. CJP Financial...”
42 Stoneholme Rd, High St, Walshaw, Bury BL8 3AN
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S Holmes Fairtrade I F A

S Holmes Fairtrade I F A

“At FT every client has their personal low-cost wealth platform. This is a dedicated portfolio portal which enables you to track your investments 24-7. It's the same technology used by investors all over the world to view and manage investment funds. ...”
8 Garden St, Ramsbottom, Bury BL0 9BQ
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Mason Cole Wealth Management

Mason Cole Wealth Management

“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...”
Lester House, 21 Broad St, Bury BL9 0DA
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Mackenzie Financial Planning

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...”
The Exchange, 5 Bank St, Bury BL9 0DN
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Winnington Financial Planning

Winnington Financial Planning

“I am the Director of Winnington Financial Planning Ltd and have been involved in the industry since 2003, having worked for various large financial institutions and obtaining a vast amount of knowledge over these years. I have specialised for many ye...”
Offers Financing Options
19+ Years Experience
27 Beryl Ave, Tottington, Bury BL8 3NF
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Hall Wealth Management

Hall Wealth Management

“We are fully engaged with all aspects of being a partner business, from the Environmental, Social & Governance policies, driving change on a global scale through our approach to fund management, and also the endeavours of our Charitable Foundation, n...”
Oak Hill Court, 171 Bury New Rd, Prestwich, Manchester M25 9ND
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Business Debts Advice

Business Debts Advice

“When a company is experiencing financial distress, one option is to place it into liquidation and bring the business to an orderly conclusion. However, in some instances the company may be viable in spite of its current financial difficulties. If the...”
In Business Since 2020
1 7 Taylor St, Bury BL9 6DT
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SLH Financial Services

SLH Financial Services

“The XYZ Doohickey Company was founded in 1971, and has been providing quality doohickeys to the public ever since. Located in Gotham City, XYZ employs over 2,000 people and does all kinds of awesome things for the Gotham community.”
In Business Since 2020
Warth Rd, Bury BL9 9TB
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Retirement Planning and Investment Management Services in Bury Cost Estimates

Minimum cost
£1228
Maximum cost
£10431
National Average
£3682
Avg Per Hour Rates
£370
£2455
£6750
Typical price range is based on 504 cost profiles
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Average Cost £3682
Minimum cost £1228
Maximum cost £10431
Avg Per Hour Rates £370

Typical range $2455 to $6750 is based on 504 cost profiles.

Why these companies made our list

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