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AMG Wealth Management
Investment Planning, Other Services, Investment Planning For Compensation Settlements
“Good service and helpful advice, patiently explained.”
Best Financial Advisors in Derby
Handpicked from 56 vetted & reviewed Financial Planning & Wealth Management firms in the Derby area, explore the top 5 leading options among the selected group of 24 finalists.
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Clear Solutions Wealth & Tax Management
- Team
“Stephen and his team are an extremely efficient professional team who are very approachable. Their approach to understand our financial needs is very thorough. Stephen clearly has a very good understanding of the financial markets and acts with integ...”
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Glenrose Financial Planners
Retirement Planning, Redundancy, Corporate Financial Planning
“Glenrose have been a pleasure to deal with, providing timely information in an easy to understand format. I now have a much greater understanding of my business financial requirements and my personal plans too. The team are all down to earth and easy...”
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Willis Cooper Accountants
Tax, Cloud Accounting, Finance
“Excellent service and advice at great price, always friendly and helpful staff. Would recommend to anyone.”
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Hanbury Financial Planning
- Interest
- Future
- Meetings
“Hanbury Financial Planning have been fantastic at helping me begin the journey to building my wealth. Not only do they help create the building blocks to achieve your life & financial goals, they also teach you a thing or two on the way. I believe i ...”
Qualification Criteria for best of Winners
Minimum Overall Score
97 (100)
Minimum Reputation Rank
99.6 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
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Merchant Advice Service
- Result
- Team
- Payment
“Libby is very professional in her approach and simply a go getter. She understands clients needs accurately and goes for the bull eye. I am really happy with her services and would always recommend her for any of your payment needs.”
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Moss & Company
“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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Ensign Mortgages & Investments
- Experience
“Hi I was very lucky to meet so nice team, specially Mr Paul Arnold, who can be a professional advisor, friend and member of your family. Good luck to everyone and highly recommend to use their services!!!”
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Belmont Regency
General Insurance, Farm Insurance
“These guys provide an excellent service, the staff are really friendly and take the time to explain things to you. I would recommend them to anyone looking for a good mortgage deal in Derby.”
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McCarthy Hill Family Office
Financial Planning, Relevant Life, Pensions
“Very professional service, in taking over from my previous advisors seemlessly. Annual reviews very thorough. Great communication.”
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Orridge & Dunn Independent Financial Advice
Pension Planning, Insurance and Protection, Mortgages
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Friar Gate Independent Financial Services
“I have dealt with David for many years and found his advice to be first class!!”
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Cooper Parry Wealth
“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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Chambers Smith Financial Planning
“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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Derby Financial Solutions
“We tailor the full financial package to suit your needs. Delivered by fully qualified professional advisers who possess a wealth of experience within their own individual sectors, gives you confidence that you have received the very best in financial...”
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Derby Financial Services
“Being able to give 'Whole of Market' Mortgage Advice means that we have access to the widest range of lenders. These lenders include “High Street Banks, “Challenger Banks and Building Societies . However, just because a mortgage advisor has access to...”
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Expatriate Advisory Services PLC
“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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Alpha Independent Financial Solutions
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Bates Weston
Tax Planning, Brexit Planning, BW Insight – Business Advisory
“Fantastic, prompt, considered and insightful service from people who understand my business and personal accountancy needs”
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JMK Wealth Management
Corporate Services, Investment Planning, Legacy Planning
“At JMK Wealth Management, we understand that investments are about more than just the money. It's about planning for what's to come and providing a secure future for you and your loved ones. We view wealth management as an ongoing journey, using our ...”
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Aristotle Financial Planning
““James answered all our questions (we had a lot!). He's approachable and easy to work with. Before talking to James, we had estimated an outcome. After working with him, we have a much better outcome than we ever expected. Excellent.””
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Chrysalis Wealth Management
- Pensions, - Taxation, - Financial Planning
“I have been dealing with John Moore as my financial adviser for over 7 years. I previously used Lloyd's Private Banking but transferred fully to John when my wife Chrissie passed away in 2009. My previous adviser showed little interest, however John ...”
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Blowfish Financial Services
“I found Mark very friendly and extremely professional in answering all my questions regarding planning my future finances. He has introduced me to a simple regular savings plan and has helped me set up a private pension plan. This is definitely the s...”
Retirement Planning and Investment Management Services in Derby Cost Estimates
Minimum cost
£1250
Maximum cost
£10615
National Average
£3746
Avg Per Hour Rates
£376
£2498
£6869
Typical price range is based on
326 cost profiles
Why these companies made our list
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