View Profile

Active Mortgage & Insurance Solutions

(50)

Remortgage
House
Planning

“I have been in my first home for 6 months now, I cannot thank Phil enough for all of his help. Supporting me in getting the right mortgage whilst buying my first home. He responded quickly, took calls outside of normal working hours and went above an...”

i

View Profile

James Rudd Mortgage Services

(50)

Protection, Mortgages, Insurance

“Honestly a top service from James Rudd mortgages, we couldn't have asked for more! We had been to lots of banks before James and they hadn't stuck at us in finding us a mortgage like he did. He helped us with our first ever mortgage too so was very r...”

i

View Profile

Business Works UK

(50)

Payroll and Auto Enrolment, Access to Finance, Other Accounting Services

“We have been with this wonderful team of accountants for 2 years now and I couldn't rate them more highly if I tried. Jo is so calming, encouraging and knowledgeable and makes me feel like no question is wrong or silly and takes the time to explain e...”

i

View Profile

Oakwood Solicitors

(44)

Mis-Sold Investments, Breach of Insurance Claims, Online Trading Claims

“Excellent service throughout, Elle constantly kept us updated and replied same day when we had questions. Would highly recommend this company and would definitely use again if I ever needed too. Staff are very polite and go out of their way to get yo...”

i

View Profile

Lifetime

(50)

Company
Advisor
Pressure

“Lifetime have provided excellent support to me after the death of my husband. They have handled the setting up of an annuity using my husband's investment. They search for the best buy for my future needs and provided advice to me and acted as effi...”

i

View Profile

Clarity Wealth Limited

(50)

Happy
Advice
Turbulent

“Feeling a little apprehensive regarding the best options for investment of my upcoming Pensions, I contacted Clarity Wealth to arrange a meeting with Richard and John. After discussing my financial requirements and lifestyle going forward, I was quic...”

i

View Profile

Chris Bescoby: True Potential Wealth Management

(46)

Company
Questions
Expertise

“When looking at remortgaging recently, I was recommended by a friend to contact Mark Clayton at Citrus Financial and very glad I did. From the onset Mark was incredibly professional in his approach and personable too. His attention to detail, quic...”

i

View Profile

Vista Financial Management

(46)

Product
Questions
Life Insurance

“Another great experience, and this come at a time where the mortgage rates went silly, John as ever knew our circumstances, remembered our 1st meeting 5 years ago, and worked hard in the background covering several deals speaking on our behalf to id...”

i

View Profile

Lazenby's Financial Services

(33)

Mega Heading 2, Mega Heading 1, Mega Heading 3

“Lazenby's Financial Services - what can I say. Dee has been spectacular as our mortgage advisor for first time buyers!! We was going through our first house purchase at the beginning of the year which Dee supported us throughout but unfortunately thi...”

i

View Profile

Berry & Oak

(50)

Options
Advice
Understand

“We initially reached out to Andrew and his team because our money wasn't working for us and we weren't clear about how we could eventually retire while enjoying a lifestyle similar to the one we have right now. Andrew and Dan explained different o...”

i

View Profile

Oakworth Financial Planning

(50)

NHS Benefits, Investment Advice, Retirement Planning AND Pension Advice

“Oakworth was recommended to us by family, and after using their service we were very impressed. We asked Richard for advice on retirement planning, and his approach was brilliant. He talked us through the options, explaining everything in simple term...”

i

View Profile

Brooke Financial

(38)

Life Insurance, Investments, Conveyancing

“Highly recommend Brooke Financial! These guys can make anything happen. They took on my very complicated request, found me a lender and then guided me though each step with so much care and compassion. When it seemed that all hope was lost and I coul...”

i

View Profile

Q E D Financial Associates

(37)

Managed Portfolio Service (Mps), Savings & Investments, Retirement Planning

“We met Wayne at the beginning of the year were we sort his advice on my pension details. He put us both at ease with his professional and kind manner. Wayne explained things to us throughly and in no time at all I knew this was the person and company...”

i

View Profile

Christopher Little & Co

(50)

Questions
Pension
Confidence

“From the very first moment of meeting Richard and all the team at Christopher Little, it has been a pleasure, great advice, great knowledge, and also understanding what l want to do over the coming years and giving me now the confidence l am on track...”

i

View Profile

MSF Associates

(50)

Efficient
Service
Deadline

“MSF Associates have been handling all my tax returns for over 15years. They always deliver on time and no hassle. I can leave it in their capable hands and not have to worry about anything.. they offer a wide range of services which are suitable to v...”

i

View Profile

Approachable Finance IFA

(40)

Advice
Mortgage
Confidence

“Apart from making a few jokes about my name Chris has been amazing over many years of looking at mine and my wife's pension and investments. He always gets back to us in a timely manner. We had a previous IFA and was recommended Approachable Finance ...”

i

View Profile

The Private Office

(31)

Equity Release Explained, High Net Worth Individuals, Trusts Explained

“My contact was with Jasmine who was both very professional and thoroughly pleasant to talk with. I felt very comfortable sharing my personal and financial details with her - and in response she gave me a full initial impression of the status and vari...”

i

View Profile

Care Financial Services

(30)

Mortgage

“Professional, swift and comprehensive. I've had more than 20 mortgages (residential and investment properties) and the process for this one was the smoothest of them all. Polite, friendly and easy to deal with.”

Featured

At Care Financial Services, we provide customised insurance solutions to support you in all facets of your life, including your home and business. With more than a decade in the business and our market knowledge, we have a wide range of insurance products to offer crucial protection when things don’t go according to plan. Our specialised covers for your life, home and businesses include public liability and professional indemnity cover to ensure the efficient functioning of your business'.

i

View Profile

Starling Corporate Limited

(41)

Knowledge
Team
Proactive

“Great experience with starling corporate. Spoke to Sam at the beginning and he explained he would help directly through the whole process which I took with a pinch of salt. Turns out he was available any time on the phone to answer any questions I ha...”

i

View Profile

Haighwood Financial Services

(30)

Company
Pensions
Expertise

“Paul Wilson is absolutely amazing! I couldn't have asked for any more from him and there's no way I could have done it without him! This is the second time I have used Paul as a financial advisor to help with my mortgage and I would never use anyo...”

i

View Profile

The Mortgage Avenue

(19)

Ant
First Time Buyers
House

“As a first time buyer and with a rather complicated purchase to navigate, I would never have managed to do this without Anthony and the amazing team at The Mortgage Avenue. The time, effort, and level of care and consideration given to me as a client...”

i

View Profile

Philpott Financial

(25)

Understanding
Future
Service

“Having absolutely no knowledge of pensions I was put in touch with Philpott Financial, Henry came to my place of work during Dinner times a number of times and basically when through all my options. My future in now more secure and decisions are now ...”

i

View Profile

Preston Baker Mortgage Advisors in Crossgates

(24)

Understanding
First Time Buyer
Professional

“I Had an arrange call with the mortgage advisor Claire Winnard! I Rang up amd within days I had an arranged call, all suited to when I was free! Claire was really quick to get everything sorted for me! Claire was professional and very responsive so ...”

i

View Profile

SMH Howard Matthews

(17)

Residential Mortgages, Financial Services, Corporate Finance

“We've used SMH Howard Matthews for a few years now and so happy with their service. Everyone is friendly, helpful and so efficient. We are a small business and really feel looked after. We also do our payroll with them and Nichola is always so helpf...”

i

Average Cost	£3652
Minimum cost	£1219
Maximum cost	£10348
Avg Per Hour Rates	£367

Best Financial Advisors in Dewsbury

The highest-rated Financial Planning & Wealth Management companies out of 62 vetted & reviewed in the Dewsbury area.

Active Mortgage & Insurance Solutions

James Rudd Mortgage Services

Business Works UK

Oakwood Solicitors

Lifetime

Clarity Wealth Limited

Chris Bescoby: True Potential Wealth Management

Vista Financial Management

Lazenby's Financial Services

Berry & Oak

Oakworth Financial Planning

Brooke Financial

Q E D Financial Associates

Christopher Little & Co

MSF Associates

Approachable Finance IFA

The Private Office

Care Financial Services

Starling Corporate Limited

Haighwood Financial Services

The Mortgage Avenue

Philpott Financial

Preston Baker Mortgage Advisors in Crossgates

SMH Howard Matthews

Retirement Planning and Investment Management Services in Dewsbury Cost Estimates

Why these companies made our list

Wealth Management Advisors near Dewsbury

Popular in Dewsbury