View Profile
Premier Wealth Solutions
Protection, Estate Planning, Pensions
“Please do get in touch and view our website and LinkedIn profile for genuine client feedback”
Best Financial Advisors in Congleton
Handpicked from 63 vetted & reviewed Financial Planning & Wealth Management firms in the Congleton area, discover the top 5 elite providers among the selected group of 24 finalists.
View Profile
Franklyn
“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...”
View Profile
The Mortgage Corner
- House
- Professional
- Team
“Craig has been absolutely fantastic throughout the whole process. We will definitely be using the Mortgage Corner again and will 100% recommend them to people we know who are looking to buy.”
View Profile
Simple Financial Advice
Pension Reviews, Retirement Income
“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...”
View Profile
Simpwill
“well worth the chat. kind and understanding and very helpful”
Qualification Criteria for best of Winners
Minimum Overall Score
98 (100)
Minimum Reputation Rank
98.5 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
View Profile
Malbon Townsend
“Very friendly and professional and swift to reply to queries. Regular supply of information and sound advice on investment. I would heartily recommend this company.”
View Profile
Snowball Group
View Profile
Banks Sheridan Accountants
Audit, Business Tax, Bookkeeping & Cloud Accounting
“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...”
View Profile
CRS Accountancy
Accountancy, Taxation Services, Financial Planning
“Chris has been our accountant for the last 15 years dealing with all aspects of our finances from personal finances, business accounts, buy to lets, company investments and trust accounts. He covers a wide variety of revenue streams for us. Chris ha...”
View Profile
Applewood Independent
Investments, Life & Income Protection, Pensions
“Since we have been with them, we have been very impressed by their professionalism, proactiveness and responsiveness. Anyone you contact in the office is courteous and is quick to answer or resolve any queries/ issues you have. Alex, his Dad and the ...”
View Profile
John Greenall & Co
Annual Accounts, Payroll / Paye, Taxation Advice
“Expert advice in a relaxed manner”
View Profile
Libertas Wealth Management
“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...”
View Profile
Trent River Capital
Protection, Trusts, Retirement
“i have been using trent river since around 2006, they have managed my personal pension fund from that point investing through major pension fund providers. The pension fund has grown reasonably well over the years given the various market ups and d...”
View Profile
Roberts McBain Mortgage & Finance
Buy to Let Mortgages, Mortgages, Bridge Finance
“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”
View Profile
Money Advice
“Fantastic help, talked me through everything and has given me confidence again.
I was broken and didn't know where to turn. Gareth went through everything, he made me laugh when I needed it and also a lot of reassurances.
For anyone reading thi...”
View Profile
Giliker Flynn Independent Wealth
Equity Release Advice, Savings & Investment Advice, Pension Advice
“Giliker Flynn manage my pension and have done for many years and I have always been very happy with the advice that I have received. Frances and Chris are friendly, knowledgeable and explain everything in a way that I can understand.”
View Profile
Compass Financial
- Company
- Confidence
- Number
“Fantastic service from Keely (Compass Financial). She has always been there for us.
My daughter finds the online portal really useful to keep track of her online investments .”
View Profile
How Financial Review Limited
- Professional
- Spoke
- Future
“Fantastic advice as always from Paul, his determination to get the right offering and friendly chat really makes getting mortgages and life insurance jargon free”
View Profile
Clarion Wealth Planning Limited
- Company
- Meeting
- Managing
“I have dealt with Jacob Hartley for a number of years and found him to be very professional, knowledgeable and personable. I would have no hesitation in recommending both Jacob and Clarion Wealth.”
View Profile
Knight Brown Accountants
Freelance Contractors, Wealth Management, Mortgages & Commercial Finance
“I changed my accountant nearly 3 years ago now, to Crewe & Nantwich Accounts, whom are now Knight Brown Accountants, recommended by my partner as I needed an accountant that provided the full accountancy and tax service, not just bookkeeping.
I also...”
View Profile
Burfield Financial Planning
Insure, Retire, Invest
“I have been a customer for over 6 years and continue to experience complete satisfaction with the highly professional, yet highly personal service from Chris and his team. Burfield has successfully placed my pension and ISA investments and continues ...”
View Profile
Consumer Savings Network
- Outcome
- Payment
- Company
“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 ...”
View Profile
Davidson Stant
Services For Business, Services For Individuals, Specialisms
“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...”
View Profile
AFS Wealth Management
- Mortgage
- Company
- Questions
“Nick Evans and his team are the most professional, supportive, helpful, and genuinely insightful business you could hope to meet. I grew to know, like, and trust Nick back in 2018 and then asked him to review the various pension pots I had as a legac...”
Retirement Planning and Investment Management Services in Congleton Cost Estimates
Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Fair price range is based on
289 cost profiles
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
