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

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...”
In Business Since 2004
Emergency Services
West Riding House, 6a Commercial St, Castleford WF10 1DG
i
Celestial Wealth

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...”
Family Business
65 Bridge St, Castleford WF10 1HH
i
Hardman Financial Advice

Hardman Financial Advice

(24)
  • Pension
  • Remortgage
  • Meeting
“Victoria was absolutely great throughout the whole mortgage application process. The way in which she dealt with the other parties to the transaction was seamless and so helpful, as it took the pressure away from us. I cannot recommend Victoria highl...”
Offers Financing Options
Family Business
Ramble House, Hillam Hall Ln, Leeds LS25 5HL
i
Mortgage Advisor

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.”
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
Stoops Rd, Bessacarr, Doncaster DN4 7ES
i
James Rudd Mortgage Services

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!”
25+ Years Experience
30 Sorbus Way, Lepton, Huddersfield HD8 0EY
i
Business Works UK

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”
4 Lidgett Ln, Garforth, Leeds LS25 1EQ
i
My Pension Expert

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...”
In Business Since 2011
Transparent Fees & Pricing
Colonnades House, Duke St, Doncaster DN1 3BW
i
Oakwood Solicitors

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...”
Transparent Fees & Pricing
Princes House, 635 Roundhay Rd, Roundhay, Oakwood, Leeds LS8 4BA
i
Clarity Wealth Limited

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...”
8 Kerry St, Horsforth, Leeds LS18 4AW
i
Lifetime

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.”
In Business Since 2005
Lifetime House, Great Cliffe Rd, Dodworth, Barnsley S75 3SP
i
Chris Bescoby: True Potential Wealth Management

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 ...”
Transparent Fees & Pricing
335b Wakefield Rd, Denby Dale, Huddersfield HD8 8RT
i
Yorwealth

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...”
Studio 7, Forest Farm Business Park, York YO19 4RH
i
Vista Financial Management

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.”
Dale House, Queensway, Guiseley, Leeds LS20 9JE
i
Lazenby's Financial Services

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...”
Free Initial Consultation
Family Business
Beechwoods Estate, 1st Floor, Stable Mews, Elmete Ln, Roundhay, Leeds LS8 2LQ
i
Oakworth Financial Planning

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...”
Serving Castleford Area
i
Berry & Oak

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.”
In Business Since 2017
Transparent Fees & Pricing
Serving Castleford Area
i
Brooke Financial

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...”
Suite 7, 2nd Floor, West 44, Richardshaw Lane, Pudsey, Leeds LS28 7UR
i
Q E D Financial Associates

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 ...”
Regents Court, St Mary's St, Penistone, Sheffield S36 6DT
i
Ideal Financial Options

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...”
Serving Castleford Area
i
MSF Associates

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 ...”
In Business Since 2006
MSF Associates Ltd, Call House, Enfield St, Leeds LS7 1RF
i
Christopher Little & Co

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”
Serving Castleford Area
i
The Private Office

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...”
In Business Since 2003
Transparent Fees & Pricing
2 The Bourse, Leeds LS1 5DE
i
True Financial Design

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...”
Serving Castleford Area
i
Wendy Cochran Independent Financial Advice

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...”
In Business Since 2012
Serving Castleford Area
i

Retirement Planning and Investment Management Services in Castleford Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Fair price range is based on 343 cost profiles
Click to copy
Successfully copied!
Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Fair range $2007 to $5519 is based on 343 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top