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Merchant Advice Service

(38)

Result
Payment
Business

“I can not recommend the merchant advice service enough. They have helped to provide me with my card machine for my floristry business, I wouldn't be able to run the business without it! Libby helped and guided through the set up process which was qui...”

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Nelsons Solicitors

(42)

Sectors, Family Alternative Dispute Resolution, Domestic Violence

“Great service fully informed all the way thank you so much for the service provided regarding our granddaughter even through covid restrictions Positive Responsiveness, Quality, Professionalism”

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Hanbury Financial Planning

(42)

Ethics
Future
Decisions

“I have used Chris & Michelle for a couple of months for my personal and business financial planning. They have been fantastic, always on hand for advise and guidance. If you are looking for help with investments then Hanbury is the company to call.”

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AMG Wealth

(26)

Choice
Wealth Management
Income

“I have worked with Phil @ AMG for a couple of years now and he has helped me secure my pension for the considerable future, securing myself getting old (and hopefully wise!) during that period. Albeit we don't see eye to eye on the football, we do ev...”

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Glenrose Financial Planners

(21)

Mortgages, Corporate Financial Planning, Investments

“Great company to work with, they are very friendly but professional and their response to requests is very quick. Nothing is too much trouble and I would highly recommend Glenrose Financial Planners.”

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Bates Weston

(3)

Wills & Probate Services, BW Insight – Business Advisory, Tax Planning

“Fantastic, prompt, considered and insightful service from people who understand my business and personal accountancy needs”

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Willis Cooper Accountants

(2)

Tax, Cloud Accounting, Finance

“Excellent service and advice at great price, always friendly and helpful staff. Would recommend to anyone.”

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Orridge & Dunn Independent Financial Advice

(1)

Pension Planning, Insurance and Protection, Mortgages

“I have used Orridge and Dunn twice now for financial advice. I found them knowledgeable, professional and highly organised. Highly recommended.”

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Moss & Company

(1)

“Have dealt with David for a number of years and his advice has been superb. Very professional and knowledgeable which has shown up in the results of the advice given.”

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McCarthy Hill Family Office

(1)

Financial Planning, Relevant Life, Pensions

“Very professional service, in taking over from my previous advisors seemlessly. Annual reviews very thorough. Great communication. Positive Responsiveness, Quality, Professionalism, Value”

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Alpha Independent Financial Solutions

Auto Enrolment, Tax Planning, Long Term Care

“We offer independent, face to face financial advice to both private clients and SMEs. ”

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Right Wealth Management

(3)

“On brief acquaintance,, our IFA Andrew seems to know his stuff and we have had good advice from him.”

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Omnia Wealth Management

(9)

Policy
Knowledge

“Paul has been excellent in advising us on all aspects of our finances. The knowledge and experience he has built up over the years and his outstanding manor made our decisions very easy to invest. I would recommend Paul highly and you will get a very...”

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Friar Gate Independent Financial Services

(3)

“I have dealt with David for many years and found his advice to be first class!!”

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Derby Financial Solutions

(2)

“Thank you so much for your great service. Quick response to all of my queries all the time by Mr Martin. Great dealing Great customer service. Highly recommended and I am definitely going to use his services whenever next time I buy property again. T...”

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Cooper Parry Wealth

(2)

“This company are leaders in their field. From their Google-esque offices in Castle Donington and Birmingham, through to their expert staff and cool branding, everything and everyone oozes professionalism. If you want a firm of accountants who dare to...”

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Create Financial Management

(1)

“Fantastic advice from Roger Lee turned my struggling investment into an investment I was able to retire on. Highly Recommend”

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Sheldon Flanders Financial Services

(1)

“Great meeting with Karen, really useful and wouldn't hesitate to recommend.”

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Chambers Smith Financial Planning

(1)

“Chambers Smith, or on a more personal note: Dan and his team, have always been quick to respond to any questions that have been concerning me. Their prompt replies have never failed to put my mind at rest and inspire me with more confience and reass...”

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Lifewise Financial Services

“We specialise in providing you with quality, professional Financial Advice that you can trust. Whatever your particular requirements, whether it be a mortgage, retirement planning*, investment for income or growth*, protection against accident, sickn...”

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JMK Wealth Management

(10)

Life Insurance
Pension
Company

“I am happy to recommend James and the team at JMK Wealth Management for Wealth Management, Pensions and Mortgages. They are very trustworthy, personable and knowledgeable with a 'straight talking' approach to meet everyone's needs.”

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Clear Solutions Wealth & Tax Management

(6)

“At our first meeting. Stephen took the time to listen and asked questions as to what were my financial objectives and importantly what I wanted to achieve from financial advice. From this initial meeting, Stephen and his team conducted a very detaile...”

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The Review Business

(5)

“Excellent service, very friendly and efficient I would recommend to anyone.”

FAQs

What is an Annuity?

An annuity converts the money in your pension pot into a guaranteed retirement income for life. Depending on your lifestyle and medical history, you may qualify for an enhanced annuity which provides you with an increased income.

What are the tax advantages of making contributions?

You will receive tax relief of any personal contributions made into your pension this means a basic rate taxpayer will receive 20% on top of your payment.

What do I need to do to start a review?

Just click here and fill out the form then we will then be in contact to arrange a date and time and arrange the signing of a Letter of Authority. Once this is received by us, we will contact your pension providers and start to gather important information about your pensions.

How long does a pension review take?

This depends on your current pension providers; older pension providers tend to be slow when producing information. Typically, the regulated firm would like the whole process completed in 12 weeks.

How are the documents processed?

We can use a specialist document collection agency called collectacase who will go out to your home address at a time that suits you so that if you wish to go ahead with that option, no matter the route we will make sure that the documents are sent and processed safely and securely.

You'll find more information on the FAQ page of our website.

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Expatriate Advisory Services PLC

(1)

“This is a really good investment intermediary but Google have them down as Castle Donington when it should be Kegworth. Shame on Google for getting the address wrong.”

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Average Cost	£3746
Minimum cost	£1250
Maximum cost	£10615
Avg Per Hour Rates	£376

Best Financial Advisors in Derby

The highest-rated Financial Planning & Wealth Management companies out of 56 vetted & reviewed in the Derby area.

Merchant Advice Service

Nelsons Solicitors

Hanbury Financial Planning

AMG Wealth

Glenrose Financial Planners

Bates Weston

Willis Cooper Accountants

Orridge & Dunn Independent Financial Advice

Moss & Company

McCarthy Hill Family Office

Alpha Independent Financial Solutions

Right Wealth Management

Omnia Wealth Management

Friar Gate Independent Financial Services

Derby Financial Solutions

Cooper Parry Wealth

Create Financial Management

Sheldon Flanders Financial Services

Chambers Smith Financial Planning

Lifewise Financial Services

JMK Wealth Management

Clear Solutions Wealth & Tax Management

The Review Business

Expatriate Advisory Services PLC

Retirement Planning and Investment Management Services in Derby Cost Estimates

Why these companies made our list

Wealth Management Advisors near Derby

Popular in Derby