Best Financial Advisors in Crewe

The highest-rated Financial Planning & Wealth Management companies out of 55 vetted & reviewed in the Crewe area.

Knight Brown Accountants

Knight Brown Accountants

(26)
Mortgages & Commercial Finance, Freelance Contractors, Wealth Management
“My wife and I have used these accountants for a number of years, both for tax and payroll services. Always on time and quick to respond to any questions. Use with confidence.”
In Business Since 2021
Free Initial Consultation
3 Crewe Rd, Sandbach CW11 4NE
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Banks Sheridan Accountants

Banks Sheridan Accountants

(10)
Business Advice & Corporate Finance, Financial Planning, Business Tax
“I have worked alongside Banks Sheridan since the inception of our business and they have helped us grow to a 20 strong team member business. David Morris has been my main contact and I can honestly say that I cannot speak highly enough of his timely ...”
Remote Consultations Available
Coupons & Offers
Datum House, Electra Way, Crewe CW1 6ZF
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Marshall Accountancy

Marshall Accountancy

(11)
  • Tax Return
  • Team
  • Advice
“The whole team at Marshall accountancy have been very patient, efficient and helpful throughout my 10 years with them. Particularly in the yearly information gathering and processing, Experienced professionals, no need to look elsewhere.”
Free Initial Consultation
Family Business
St Marys House, Crewe Rd, Alsager, Stoke-on-Trent ST7 2EW
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John Greenall & Co

John Greenall & Co

(1)
Financial Planning, Bookkeeping, Payroll / Paye
“Expert advice in a relaxed manner”
Free Initial Consultation
20 Crewe Rd, Sandbach CW11 4NE
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Zen Financial

Zen Financial

(16)
  • Pension
“I have been working with Mike on and off for a number of years. I find him to be very professional, helpful and has gone out of his way a number of times to advise me. I would recommend him to anyone Positive Responsiveness, Professionalism”
In Business Since 2005
47 Broadleigh Way, Wistaston, Crewe CW2 6TT
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Hwifm

Hwifm

(1)
Savings and Investments, Long Term Care, Protection
“I can thoroughly recommend HW Independent Financial Management. They have been giving me pension advice. I am extremely satisfied with the service they have provided. Very professional, swift and accurate. I can personally recommend Paul Galley. Pr...”
1, Allum Brook Barns, London Rd, Holmes Chapel, Cheshire, Crewe CW4 8AX
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Alextra Accountants

Alextra Accountants

(4)
“Alextra have been our accountants for seven years and Shawn Gallimore and his team have looked after us impeccably well in that time. They are patient, supportive and extremely good at saving us money. I am happy to recommend them to anyone needed ac...”
7-9 Macon Ct, Crewe CW1 6EA
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Amberley Advisory

Amberley Advisory

“It is with deep regret that, due to a major change in my personal circumstances, I must announce the closure of my FCA regulated practice, Amberley Business Services Limited ("ABSL").”
In Business Since 2008
46 Brooklands Dr, Goostrey, Crewe CW4 8JD
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Paul Hughes

Paul Hughes

Protection, Equity Release, Retirement Planning
“Our Independent Financial Advisers provide expert financial advice on pensions, investments, protection and mortgages as well as other financial services.”
Transparent Fees & Pricing
22 Middlewich Rd, Holmes Chapel, Crewe CW4 7EA
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Lyon & Co

Lyon & Co

(1)
“Fantastic company lovely staff .”
14 Crewe Rd, Alsager, Stoke-on-Trent ST7 2ES
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Clarion Wealth Planning Limited

Clarion Wealth Planning Limited

(45)
  • Company
  • Sound
  • Retirement
“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.”
Serving Crewe Area
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Stonegate Wealth Management

Stonegate Wealth Management

(10)
  • Financial Planning
  • Informative
“I received comprehensive and informative advice on my pension portfolio and forward financial planning options from Olivia at Stonegate Wealth Management. The advice was impartial and explained in a thorough and clear manner, which greatly helped me ...”
Transparent Fees & Pricing
Serving Crewe Area
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Atherton & Associates Wealth Management

Atherton & Associates Wealth Management

(6)
  • Financial Advice
  • Pensions
  • Knowledge
“Lauren took the headache out of consolidating all my pensions, she took the time to listen and discuss future investment plans. I have already recommended Lauren to several friends who have equally been impressed by her knowledge and professionalism.”
Serving Crewe Area
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Giliker Flynn Independent Wealth

Giliker Flynn Independent Wealth

(50)
Retirement Advice, Savings & Investment Advice, Equity Release Advice
“Very helpful knowledgeable and friendly, answered all my questions and all the advice I could have needed. A very pleasant service. We will continue to use. Thank you Chris.”
Transparent Fees & Pricing
Free Initial Consultation
2 Gower St, Newcastle-under-Lyme, Newcastle ST5 1JQ
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A J Reid Estate Agents

A J Reid Estate Agents

(49)
  • Price
  • Solicitor
  • Business
“I was very impressed with the whole process of the sale of my property. Communication was superb and the video was excellent as were the photos. The sale went quickly and smoothly reaching a final offer beyond my expectations. I fully recommend AJ R...”
Family Business
Serving Crewe Area
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The Mortgage Corner

The Mortgage Corner

(50)
  • Solicitors
  • Fee
  • Insurance
“I received an absolutely superb service from Craig. I wanted to check the status of my mortgage and he promptly investigated and came up with a great new deal without me having to even visit the office. 100% Recommended.”
In Business Since 2001
Serving Crewe Area
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Burfield Financial Planning

Burfield Financial Planning

(35)
Invest, Insure, Retire
“I could not ask for any better service from a great company and people I would recommend them 200% Thanks for all your help and effort as I know I have put some challenges your way Regards Mark Positive Responsiveness, Quality, Professionali...”
Free Initial Consultation
Serving Crewe Area
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Consumer Savings Network

Consumer Savings Network

(32)
  • Investment
  • Payment
  • Bank Account
“My experience with this company was brilliant from the sales team right through to paying my invoice 10 weeks later. I had several loans and credit cards and really did not think I had PPI but had 7k back in total after paying my fees that were well ...”
3, Slaters Court, Princess St, Knutsford WA16 6BW
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AFS Wealth Management

AFS Wealth Management

(33)
  • Team
  • Understanding
  • Integrity
“I had the pleasure of dealing with Gary Barton to obtain me my mortgage. Very informative, friendly and professional and would highly recommend him and his team. Always on hand to guide me through the process via message or a quick call nothing was t...”
4 Cherry Orchard, Newcastle-under-Lyme, Newcastle ST5 2UB
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CRS Accountancy

CRS Accountancy

(17)
Payroll, Taxation Services, Accountancy
“Chris and his Team have been giving me expert business and personal financial advice for years and I don't hesitate to recommend them and indeed I have done to friends family and business associates Friendly, easy to understand expertly and ethical ...”
In Business Since 2020
Serving Crewe Area
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Simple Financial Advice

Simple Financial Advice

(13)
Pension Reviews, Retirement Income
“If you ever require Pension advice then Simple Financial Advice are the people to contact. They are professional and understanding of your needs and take the time to go through every aspect. They help you understand the complexities and answer your q...”
Transparent Fees & Pricing
Serving Crewe Area
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Trent River Capital

Trent River Capital

(25)
Investment, Inheritance TAX, Trusts
“Trent River Capital have got very helpful & friendly staff. They answer any questions that I may have. Rod Hopkins the financial consultant has our very best interests at heart.”
Federation House, 121 Station Rd, Stoke-on-Trent ST4 2SA
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Thompson Wright

Thompson Wright

(17)
  • Phone
  • Team
  • Financial
“We moved our business and personal accounting & Fiancial advisors to TWCA 4 years ago. In this time, Jess, Rachel and their team have helped enormously on a day to day basis with several changes within our business most recently with the purchase of...”
Serving Crewe Area
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A&E Accountants Limited

A&E Accountants Limited

(1)
Expense Reporting, Creditor and Debtor Control, Self Assessment
“I cannot praise A and E accountants enough. I contacted A and E accountants to do some emergency tax work at a very busy time of year. They were efficient,knowledgeable and fantastic value for the amount of work that had to be done. They are now my...”
Free Initial Consultation
In Business Since 2018
Transparent Fees & Pricing
Unit 2,Chatterley Whitfield Enterprise Center, Stoke-on-Trent ST6 8UW
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Retirement Planning and Investment Management Services in Crewe Cost Estimates

Minimum cost
£1225
Maximum cost
£10399
National Average
£3670
Avg Per Hour Rates
£369
£2447
£6729
Typical price range is based on 359 cost profiles
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Average Cost £3670
Minimum cost £1225
Maximum cost £10399
Avg Per Hour Rates £369

Typical range $2447 to $6729 is based on 359 cost profiles.

Why these companies made our list

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