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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

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Alban Financial Management

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Portal Financial Management

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

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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

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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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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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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...”

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Read our latest blog article : Do I have enough to retire at 60? If you are heading towards 60 and have had enough of work, the prospect of retirement may be very enticing. You may dream of travelling, spending more time on the golf course, or simply putting your feet up. But can you afford to retire at 60? If you're wondering if your pension savings plan will allow you to live in the style you wish in the 6/7 years before your state pension kicks in - and beyond - read on for our professional advice...

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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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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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Family Tree Wealth Management

(8)

Pensions

“I am not wealthy but needed good independent advice on my pensions, mortgage etc and these were so fair. They were non judgemental and patient with me Positive Professionalism”

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Robinson Rice Associates Limited

(1)

Business Consultancy, Accounts, Specialist Accounts

“Very friendly staff”

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Willson Grange Limited

(4)

“Used their brokerage service as a first time buyer, slightly hesitant at first but it was worth every penny in the end. Special thanks to my assigned broker - Becky, who went above and beyond throughout the entire process and offered exemplary ser...”

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Alington Ruthin Stockbrokers and Investment Management Limited

(1)

“Excellent advice and service.”

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75point3

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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.

Bowden Financial Planning

Peter Johnson Financial Planning

Spillane & Co. Wealth Management

Earley Wealth Management

Alban Financial Management

Portal Financial Management

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

JNS Financial

Celtic Financial Planning

Heritage Financial Planning

Clickery Financial

Morgan's Financial & Mortgage Services

Acorn 4 Mortgages

Wirral Financial Services

Family Tree Wealth Management

Robinson Rice Associates Limited

Willson Grange Limited

Alington Ruthin Stockbrokers and Investment Management Limited

75point3

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