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West Riding Personal Financial Solutions

(11)

Claims Management, Client Login, Business Financial Planning

“I simply cannot understand the nonsense published here or indeed the lowly rating. Neil Liversidge is a true IFA professional who operates with prodigious knowledge of Personal Finance. He has transformed the performance of my SIPP and for that I wil...”

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Celestial Wealth

(1)

“I called these for pension advice and spoke to Adele and she knew straight away what I was trying to achieve. I just want to say thank you to Adele for her advice guidance. It's nice to know there are financial companies out there that don't take adv...”

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Mortgage Advisor

(50)

Product
Life Insurance
Remortgage

“Steve and the team always strive to get us the best deal, keep us well informed and give the best advice. Takes the stress out of looking for new deals.”

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Business Works UK

(50)

Other Accounting Services, Business Growth, Company Year End

“Excellent work and very efficient, been with business works for 9 years. Thank you for your support. Positive Responsiveness, Quality, Professionalism, Value”

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My Pension Expert

(50)

“From start to finish,My Pension Expert handled the bulk of all the paperwork and made everything an easy transaction in regards to my transfers. I cannot fault any of their endeavours in making it an easy experience. I would highly recommend them to...”

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James Rudd Mortgage Services

(50)

Mortgages, Insurance, Protection

“Jim was a great help during our recent house move guided us through the mortgage process in a very clear and friendly manner. Wouldn't hesitate to use his services again!”

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Oakwood Solicitors

(44)

Mis-Sold Pensions, Bank Fraud and Scam Claims, CFD Trading (Contract For Differences)

“From the start of my claim to finish of the claim, Oakwood have been spot on..from complete up to date communication throughout the procedure. To how things were proceeding and all updates! I cannot thank them enough but let it be known they deserv...”

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Lifetime

(50)

Confidence
Pressure
Pensions

“Fantastic company. I am a first time buyer and Scott and the team helped me through the whole process. He explained everything clearly without sounding patronising. Lovely team.”

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Clarity Wealth Limited

(50)

Options
Turbulent
Pensions

“Clarity Wealth Limited is an excellent financial services company. Richard Platt and his team have always provided me and my family with first clash advise for pensions and investment portfolios, with regular updates and feedback. I have known Richa...”

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Chris Bescoby: True Potential Wealth Management

(46)

Information
Expertise
Mortgage

“Mark is professional man and was helpful throughout the encounter. He responded to emails even after work which helped us to follow through on most of the outstanding issues. Although I did not close a deal with him, most of his advice helped us to ...”

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Yorwealth

(38)

“Fresh out of uni, I had no idea how best to manage my company pension. A quick, but extensive 15 min phone call later and my finances are sorted. Simon talked through what was important and unique about my case, as well as discussing the gotchas to l...”

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Vista Financial Management

(46)

Buy to Let
Life Insurance
Mortgage

“Fantastic service. Responded promptly to any question I had (and I had a lot of mostly stupid ones), and got me a really good deal on my mortgage. Would recommend.”

Featured

It's Thankful Thursday at Vista Financial Management! nnToday, we're taking a moment to express our gratitude to our incredible team. From our dedicated office and administration staff to our vigilant PA's who keep the directors in line, and our outstanding Independent Mortgage and Protection Specialists – you all play an indispensable role in the Vista family. nnTogether, we make the Vista Team shine! Thank you for your hard work and commitment. nn #ThankfulThursday #TeamAppreciation #VistaFamily...

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Lazenby's Financial Services

(33)

Mega Heading 1, Mega Heading 3, Mega Heading 2

“I would highly recommend Alan and Dee. Alan was fantastic to deal with throughout our meetings and conversations and took a complicated topic (for me!) and broke it down so I could understand everything that was going on. I really appreciated the amo...”

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Oakworth Financial Planning

(50)

Retirement Planning AND Pension Advice, Financial Protection, Investment Advice

“We have found that Oakworth offered an excellent service and have been responsive and made us feel at ease with a professional approach. Everything we required regarding our finances were met and advice is readily available to us when required. We wo...”

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Berry & Oak

(50)

Savings
Understand
Pensions

“Andrew has been looking after my finances for nearly 30 years and is now advising two of my adult children as well. He is caring and always responsive and we have benefited hugely from his advice and support over the years.”

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Brooke Financial

(38)

Property Insurance, Pensions, Mortgages

“I have used Brooke Financial for several years, they helped me to re-mortgage, manage pensions and more recently assist with wills and even taking out lasting Power of Attorney, quite a broad spectrum when you think about it. My family have also us...”

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Q E D Financial Associates

(37)

Retirement Planning, Inheritance Tax Planning, Savings & Investments

“I've been so impressed with QED and particularly Nicola Wall. I had collected a different pension from each employer over 12 years and so needed a new way to manage things having recently set up my own business. QED's approach is friendly, open and ...”

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Ideal Financial Options

(50)

Questions
First Time Buyer
Team

“Amazing experience getting financial help here! The service was one-on-one and very in depth, where nothing was too much and all questions answered in a helpful and friendly way. Lucy was a treasure in helping us understand our financial options to b...”

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MSF Associates

(50)

Advice
Deadline
Team

“MSF Associates Ltd are without doubt the most efficient and professional organisation that I have had the pleasure to work with. In particular, Sadaf has always been supportive and thorough in his approach and timely work that has been completed to ...”

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Christopher Little & Co

(50)

Knowledge
Confidence
Mortgage

“Fully recommend Christopher Little & Co for any financial advice. Understandable and well thought out with clear focus on each person's individual circumstances”

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The Private Office

(31)

Trusts Explained, Life Changing Personal Injury, Financial Planning on Divorce

“An extremely helpful and professional team who gave me honest advice and didn't try to get more money out of me or anything - seems like they genuinely care about helping their clients to get the most out of their money and building long term relatio...”

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Wendy Cochran Independent Financial Advice

(33)

Mortgages, Switch to a New Mortgage Deal, Buy to Let

“I used the services of Matthew Harris to facilitate my DB pension transfer. I considered a number of other IFAs before I chose Matt. He impressed me with his knowledge and his approach to the process. His quote was also one of the most competitive. D...”

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True Financial Design

(37)

Divorce
Jargon
Future

“True helped me understand exactly what I had to save, on a year by year basis to live my vision for retirement and how early I could achieve that goal. Incredibly motivating and has actually helped focus my mind and increase my own production. Lotti...”

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Care Financial Services

(30)

Mortgage

“Care Financial are very professional and quick to reply on our Mortgage application. We have been happy with them that we decided to use other of their services. I would strongly recommend.”

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Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Castleford

The highest-rated Financial Planning & Wealth Management companies out of 63 vetted & reviewed in the Castleford area.

West Riding Personal Financial Solutions

Celestial Wealth

Mortgage Advisor

Business Works UK

My Pension Expert

James Rudd Mortgage Services

Oakwood Solicitors

Lifetime

Clarity Wealth Limited

Chris Bescoby: True Potential Wealth Management

Yorwealth

Vista Financial Management

Lazenby's Financial Services

Oakworth Financial Planning

Berry & Oak

Brooke Financial

Q E D Financial Associates

Ideal Financial Options

MSF Associates

Christopher Little & Co

The Private Office

Wendy Cochran Independent Financial Advice

True Financial Design

Care Financial Services

Retirement Planning and Investment Management Services in Castleford Cost Estimates

Why these companies made our list

Wealth Management Advisors near Castleford

Popular in Castleford