Best Financial Advisors in Congleton

“I can not recommend this company enough. they worked with me all the way through and we found them very competitive. Tim explained everything in great detail he was very professional & friendly.”

“We needed to review our pension portfolio prior to retirement, especially working our whether to retain one or both of our defined benefit schemes. A 'regulated' type review was required if we were to shift funds out DB schemes. Everything was condu...”

“Please do get in touch and view our website and LinkedIn profile for genuine client feedback”

“I can't recommend the Franklyn mortgage advising team enough. Lauren really helped me to find the best mortgage rate and offers, and was always a friendly voice at the other end of the phone. The team were also so helpful through the whole process. N...”

“After recently losing my husband, I have received kindness, consideration and prompt service. I have no hesitation in recommending Jacob and Clarion Financial Services”

“I met Phil because Phil had dealt with my family for years - he knew my Dad. I decided to continue out of loyalty and because of my Dad's good judgement in choosing Phil as his Financial Adviser. I'm very, very happy with what he's doing. He keeps...”

“Tom Chadwick contacted me to discuss my mortgage. He explained everything to me and kept me up to date throughout the whole process. I highly recommend in using this company. Thank you Tom”

“Very helpful! I was nervous and worried about asking for help and explaining my situation. When I filled out the enquiry/calculator I got a call from Shaun he was friendly and explained things clearly and made sure on various occasions did I understa...”

“Damien has been my financial adviser for years now, consummate professional. Compass Financial keeps you informed and updated, couldn't recommend them enough.”

“My husband and I came across Consumer Savings Network purely by chance in an advertisement in Lancashire Life magazine. Over the last two years, Ron and his team have pursued our case regarding a mis-sold investment dating back to the year 2006. We ...”

“I can't rate the professional accounting services offered by Davidson Stant highly enough. Although I'm only a small business, they've gone above and beyond to support me both while growing my business, and also through the recent pandemic crisis. Th...”

“I left my last account as I was wholly dissatisfied. Since transferring my business over to Banks Sheridan (Paul Sammons), the stress of the company returns, VAT and other HMRC and accounting essentials has been an absolute breeze. My business is now...”

“I switched to CRS Accountancy because I had been highly disappointed with my previous accountant. CRS now looks after three accounts for me and does it all really well. Three things stand out. Firstly, they are easy to communicate with, questi...”

“After being constantly worried about my debt and scared to open my curtains and answer the front door incase debt collectors were knocking I looked for help and debt advice and found M1. I filled out a form online and an advisor got back to me the s...”

“My wife and I have been dealing with HG Financial Planning for well over 15 years. They have helped us with a Personal Pension plan for my wife , the transfer from an Occupational Pension Plan to an Personal Pension Plan for myself , and two ISA inve...”