Castleford

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Best Financial Advisors in Castleford

Handpicked from 63 vetted & reviewed Financial Planning & Wealth Management firms in the Castleford area, discover the top 5 elite providers among the selected group of 24 finalists.

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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...”
In Business Since 2016
65 Bridge St, Castleford WF10 1HH
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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
West Riding House, 6a Commercial St, Castleford WF10 1DG
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Business Works UK

Business Works UK

(50)
Other Accounting Services, Business Growth, Company Year End
“Sindy was very helpful in sorting out an unexpected tax bill. She kept me updated and explained things clearly. I would definitely recommend Business Works”
Licensed
4 Lidgett Ln, Garforth, Leeds LS25 1EQ
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Chris Bescoby: True Potential Wealth Management

Chris Bescoby: True Potential Wealth Management

(45)
  • Team
  • Mortgage
  • Emails
“When looking at remortgaging recently, I was recommended by a friend to contact Mark Clayton at Citrus Financial and very glad I did. From the onset Mark was incredibly professional in his approach and personable too. His attention to detail, quic...”
Transparent Fees & Pricing
335b Wakefield Rd, Denby Dale, Huddersfield HD8 8RT
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Lazenby's Financial Services

Lazenby's Financial Services

(29)
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
1st Floor, Stable Mews, Beechwood Estate, Elmete Ln, Roundhay, Leeds LS8 2LQ
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
99.4 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Elmhirst Parker

Elmhirst Parker

(17)
Search, Enquiry, Phone
“I used the conveyancing services at Elmhirst Parker LLP. I was extremely pleased with the helpful and professional way in which they conduct business and would definitely recommend them to friends and family.”
In Business Since 2008
Transparent Fees & Pricing
Serving Castleford Area
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Vision Independent Financial Advisors

Vision Independent Financial Advisors

(19)
  • Business
  • Investment
  • Goals
“Planning for retirement was always something I'd put 'on the back burner'. However, as 'mid-life' loomed ever closer, I knew it was something I'd need to take a proper look at but lacked the confidence (and specialist knowledge) to make sound invest...”
Serving Castleford Area
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Kirk Newsholme Chartered Accountants & Business Advisors

Kirk Newsholme Chartered Accountants & Business Advisors

(13)
International Businesses, Cloud Accounting, Audit & Accounting Services
“We moved to KN around 5 years ago, essentially to outgrowing our existing accountants. It was the best move we could have made, they have every skillset needed for any SME. Great staff , amazing service , approachable and great rates. Best practice I...”
10+ Years Experience
4315 Park Approach, Thorpe Park Gardens, Leeds LS15 8GB
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Ideal Financial Management

Ideal Financial Management

(11)
Services For Lawyers, Wealth Management, Investment Planning
“I have used Ideal Financial Management for my mortgages and investments for many years. The level of service received is top notch - trustworthy, reliable, responsive, efficient. I would not hesitate to recommend Ideal to anyone, and I will continue ...”
In Business Since 2009
142 Thorne Rd, Edenthorpe, Doncaster DN3 2LU
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Mortgage Advisor

Mortgage Advisor

(49)
  • Sorting
  • Life Insurance
  • Remortgage
“All I can say is a very BIG THANK YOU to Stephen and Joanne at Mortgages Remortgages. All the support and advice on helping me get my first home. After struggling to get a mortgage the first time with others. I finally found someone that knows his st...”
In Business Since 2005
Free Initial Consultation
Transparent Fees & Pricing
Stoops Rd, Bessacarr, Doncaster DN4 7ES
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Oakwood Solicitors

Oakwood Solicitors

(49)
Online Trading Claims, Bank Fraud and Scam Claims, CFD Trading (Contract For Differences)
“I would certainly recommend oakwood solicitors to anyone with a personal injury incident, extremely professional and no hidden costs from the off,, everything explained in a prompt freindly manner and best of all advised me expertly to receive a gr...”
In Business Since 2018
Transparent Fees & Pricing
Princes House, 635 Roundhay Rd, Roundhay, Oakwood, Leeds LS8 4BA
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Care Accountancy

Care Accountancy

(49)
Business Outsourcing, Accounting & Tax, Retirement Strategies
“I have been dealing with Care Accountancy for a number of years now, I can say the services they provide is first class, they treat their clients with understanding and care. Many thanks to the Asif family and their very experience staff. I will rec...”
Transparent Fees & Pricing
94 Street Ln, Roundhay, Leeds LS8 2AL
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Oakworth Financial Planning

Oakworth Financial Planning

(50)
Retirement Planning AND Pension Advice, Financial Protection, Investment Advice
“Having been with Oakworth since retirement in 2011 I feel I have been well served by all my advisers. I was given a presentation by them whilst I was working in the NHS and have stayed with them since then. Ross Megretton in the present and Rachel be...”
In Business Since 2018
Serving Castleford Area
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James Rudd Mortgage Services

James Rudd Mortgage Services

(50)
Mortgages, Insurance, Protection
“Fantastic service. Jim was brilliant from start to finish and found us a great deal. He was always responsive and answered all our questions. Highly recommend.”
25+ Years Experience
30 Sorbus Way, Lepton, Huddersfield HD8 0EY
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My Pension Expert

My Pension Expert

(50)
“This is the second time I have used My Pension Expert they did a great job sorting my pensions out. They asked me my requirements and then advised me what would be the best options for me to do. I could have said no if I did not want it with no probl...”
In Business Since 2011
Colonnades House, Duke St, Doncaster DN1 3BW
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Lifetime

Lifetime

(50)
  • Options
  • Funds
  • Pensions
“Scott at Lifetime made the whole experience of buying my first home pain free. Nothing was too much to ask and he always explained things to me brilliantly. Highly recommend.”
In Business Since 2005
Lifetime House, Great Cliffe Rd, Dodworth, Barnsley S75 3SP
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IFO Ideal Financial Options

IFO 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
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Clarity Wealth Limited

Clarity Wealth Limited

(48)
  • Meeting
  • Expert
  • Team
“We first met Richard in 2017 when I needed to establish a strategy for investing the pension funds I had built up during my working life. He is very personable and friendly and his advice has been impeccable over the last few years which has included...”
8 Kerry St, Horsforth, Leeds LS18 4AW
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Berry & Oak

Berry & Oak

(50)
  • Options
  • Company
  • Team
“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
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Yorwealth

Yorwealth

(33)
“Yorwealth are a team of very helpful and professional Financial Advisors. Simon has extensive knowledge and really helped me with his explanation of how my pensions worked. After speaking and discussing with Simon I was able to make the right choices...”
Studio 7, Forest Farm Business Park, York YO19 4RH
Featured

We wish everyone good luck with their exam results and hope you get what you are hoping for, but if you initially don’t get what you wanted don’t give up… all of us at YorWealth are testament that a career path has many twists and turns. There is No Wrong Path. #nowrongpath...

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Vista Financial Management

Vista Financial Management

(41)
  • Company
  • Number
  • Mortgage
“We have been working with John from Vista since 2006, on both our residential and buy to let mortgages. He is very user friendly and extremely helpful and efficient, giving sound financial advice and always has always given an honest opinion! He has ...”
Dale House, Queensway, Guiseley, Leeds LS20 9JE
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Q E D Financial Associates

Q E D Financial Associates

(37)
Retirement Planning, Inheritance Tax Planning, Savings & Investments
“We met Wayne at the beginning of the year were we sort his advice on my pension details. He put us both at ease with his professional and kind manner. Wayne explained things to us throughly and in no time at all I knew this was the person and company...”
Regents Court, St Mary's St, Penistone, Sheffield S36 6DT
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MSF Associates

MSF Associates

(50)
  • Advice
  • Team
  • Company
“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 ...”
MSF Associates Ltd, Call House, Enfield St, Leeds LS7 1RF
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Brooke Financial

Brooke Financial

(35)
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...”
In Business Since 2013
Suite 7, 2nd Floor, West 44, Richardshaw Lane, Pudsey, Leeds LS28 7UR
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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
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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

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Wealth Management Advisors near Castleford

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