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Tina Owen Financial Planning

(19)

Future
Pensions
Understand

“We recently had Andrew McDonald as our contact for our first mortgage application. It was undoubtedly a stressful time for us, but Andrew was fantastic every step of the way. He was friendly, professional, accommodating and always approachable. I wou...”

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Bowden Financial Planning

(19)

Mortgage
Questions

“John was excellent throughout. He was the middleman who made sure the deal was done on time. Without his badgering the solicitors, surveyors and SIPP were sitting on paperwork which could have delayed it for months. I never knew John before he was re...”

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Peter Johnson Financial Planning

(5)

Financial Advisor

“My experience with St James Place and especially my financial advisor Mr Peter Johnson has been very rewarding I would highly recommend their services. Thank you”

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Spillane & Co. Wealth Management

(2)

“Just to balance out the other review Chris is the most genuine and trustworthy adviser I have met. Would recommend 100%. + never trust a review from someone that cannot spell evasion!”

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Earley Wealth Management

“We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.”

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Alban Financial Management

“As an Independent Financial adviser in Colwyn Bay, we will help you to plan your finances and arrange them so they fit into your aims and aspirations. We can ensure that you money is always working for you – this could be by reviewing your investment...”

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Portal Financial Management

Annual Valuations of Invested Assets, Ongoing Portfolio Reviews, Tax Planning Advice

“Portal Financial Management Ltd is an appointed representative of pi financial ltd, Company Number 3556277. pi financial ltd is authorised and regulated by the Financial Conduct Authority (”

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Sanlam Wealth

(10)

Adviser
Financial
Family

“Over the last 8 years I have received a fantastic service from Daniel Jones at Sanlam, St. Asaph. Nothing is every too much trouble and Daniel has always found the result I was looking for with any issues I have had around business, home and famil...”

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75point3 Saint Asaph

(1)

“Always very helpful .. we always deal with Antonia Martins .and she hasn't let us down yet ..always makes us feel at easy and always receive good advice Thank you Antonia x”

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Beardmore & Co Independent Financial Advisers

(3)

Protection, Financial Planning, Capital Investments

“I phoned up Beardmore & Co. with a question regarding a Tax issue and spoke to Chris. He offered me free advice and said that although he would deal with it if I wanted the best option would be to contact the tax office myself so I didn't have to pay...”

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Morris Financial Management

(2)

“Ben Morris of Morris Financial was beyond helpful in finding me a great deal with an old pension I had that wasn't going to pay out very well. He worked hard, there was a lot of paperwork involved. Efficient, friendly and very professional service!”

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LL Financial Solutions

(5)

Team
Mortgage

“Having Fiona and Katie as my mortgage advisor was great from the very start! Both of them are down to earth and speaking to them was always a pleasure. The kindness, compassion and support I have been given all the way through what can be a stressful...”

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RPG Chartered Financial Planners

“I started using RPG on the advice of my bank when I started my own limited company. They have guided me through potential pitfalls in such a friendly manner that, even though our relationship has always been professional, I still consider them as fri...”

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Martin McCudden, Dip Pfs, CII Cert, Financial Adviser

(3)

“We used Martin to help us purchase our home. He found us the best deal as we had no idea of what we could possibly afford. From the moment we met we felt at ease. Martin is very professional, left no stone unturned and had our best interests at hear...”

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Swayne Johnson Solicitors Denbigh

(9)

“Use this firm for excellent service and professional advice. They are attentive to your needs and keep in regular touch with you regarding progress. Positive Responsiveness, Quality, Professionalism, Value”

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JNS Financial

(7)

“James provided an excellent service. He kept us fully updated and he dealt with any queries promptly and to our full satisfaction. We would not hesitate to recommend him to anyone requiring financial advice.”

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Robinson Rice Associates Limited

(1)

Business Consultancy, Accounts, Specialist Accounts

“Very friendly staff”

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Celtic Financial Planning

(50)

Equity Release, Ethical Investments, Seminars & Workshops

“As the owner of a business that is growing and I have high aspirations for it is critical that I work with a financial partner who understands me and my goals. Rob and the team at Celtic Financial Planning have very quickly become a source of trusted...”

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Heritage Financial Planning

(32)

Future
Mortgage
Individual Savings Account

“I just want to say the help I received from Alex at Heritage was just totally amazing, I am planning to retire in the next few months and I was unsure how to deal with it and how to go about this so Alex really helped me understand how I can adapt to...”

Featured

Read our latest blog article: Annuity vs flexi access drawdown - Which is best for me? Navigating retirement options can be daunting, but we're here to help you make informed decisions for a secure financial future. Choosing between Flexi-Access Drawdown and Annuity requires careful consideration of various factors. Both options present unique advantages and challenges that can shape your retirement landscape. Annuities offer a guaranteed income for life, providing financial stability but lack flexibility. Flexi-Access Drawdown offers flexibility but requires active management and carries investment risk. The choice depends on individual preferences, goals, and risk tolerance. In this blog, we'll explore the intricacies of Flexi-Access Drawdown and Annuity, highlighting their features, benefits, and potential drawbacks. Whether you're a seasoned investor seeking to maximise flexibility or a risk-averse individual craving financial stability, our guide aims to equip you with the knowledge needed to make informed decisions about your retirement income strategy...

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Clickery Financial

(20)

Financial Advice
Pension
Family

“Two of my colleagues recommended Clickery Financial having received very good pension advice and retirement planning . I am very pleased with the quality of advice , excellent professionalism and the steady progress made with clear and balanced adv...”

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Morgan's Financial & Mortgage Services

(22)

Income Protection, First Time Buyers, Equity Release

“When it comes to personal independent advice Morgan's Financial Services I can highly recommend. Having been a customer for many years, the team are always friendly and welcoming. These days having someone who actually calls you back when they say wi...”

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Acorn 4 Mortgages

(3)

“Excellent service for the 2nd time remortgaging with Ian and Elaine. As as a business owner, mortgages can be quite tricky to arrange how these guys were excellent with it all. Really happy with their service and would highly recommend them to anyon...”

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Bathgate Leasing

(2)

Invoice Finance, Services Overview, Banking Advice

“I have worked with the Bathgate Business Finance team for over 5 years. They are professional and extremely helpful when seeking business finance solutions for SMEs. They have a wide range of business finance sources to tap into, including their o...”

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Wirral Financial Services

(9)

“Will was extremely professional, courteous and helpful. Gave extremely good advice which enabled us to proceed with our financial affairs. First rate service. Positive Professionalism”

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

Best Financial Advisors in Colwyn Bay

The highest-rated Financial Planning & Wealth Management companies out of 52 vetted & reviewed in the Colwyn Bay area.

Tina Owen Financial Planning

Bowden Financial Planning

Peter Johnson Financial Planning

Spillane & Co. Wealth Management

Earley Wealth Management

Alban Financial Management

Portal Financial Management

Sanlam Wealth

75point3 Saint Asaph

Beardmore & Co Independent Financial Advisers

Morris Financial Management

LL Financial Solutions

RPG Chartered Financial Planners

Martin McCudden, Dip Pfs, CII Cert, Financial Adviser

Swayne Johnson Solicitors Denbigh

JNS Financial

Robinson Rice Associates Limited

Celtic Financial Planning

Heritage Financial Planning

Clickery Financial

Morgan's Financial & Mortgage Services

Acorn 4 Mortgages

Bathgate Leasing

Wirral Financial Services

Retirement Planning and Investment Management Services in Colwyn Bay Cost Estimates

Why these companies made our list

Wealth Management Advisors near Colwyn Bay

Popular in Colwyn Bay