The highest-rated Financial Planning & Wealth Management companies out of 41 vetted & reviewed in the Dukinfield area.
Learn how we score.
Top-rated companies A-Z in Dallas
Power Up Electric
Highlights Chicago Electrical Services
Sapphire Electric
Noteworthy finalists A-Z in DallaS
Power Up Electric
Highlights Chicago Electrical Services
Sapphire Electric
Learn how we score.
Prominent finalists A-Z in Dukinfield
Accounting Solutions Manchester
Active Mortgage & Insurance Solutions
Bright Ideas Accountancy
Capstone Financial
Carter Collins & Myer
Chadwick & Company
Clarion Wealth Planning Limited
Compass Financial
Debt Support Service
Entire FS
Farley Dwek Solicitors
Fletchers Chartered Accountants
Haven Global Strategies Limited
Keepstead Money
LIFT-Financial Group
Money & Mortgages UK
Money Advice
NDH Financial
R A E Financial Services
Retirement Professionals
Roberts McBain Mortgage & Finance
TPD Wealth Management
The Consumers Choice
Unity Corporation Limited
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Fletchers Accountants Limited
(4)
Exit Strategy, Management Accounting, Start-Ups
“Fantastic accountants and even better people. I couldn't recommend Fletchers accountants highly enough.”
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Carter Collins & Myer
(50)
Tax Advice and Compliance, VAT Returns, Mergers and Acquisitions
“CCM accounts have been a great change, more information given than previous accountants and the Payroll team are Fantastic! They really make my life easier thanks Diane!”
“Ms Sveta Kohli was Very helpful, understanding & caring for getting us Mortgage.Worked tirelessly to help meet our needs and was always available to answer any questions or concerns. Thanks Sveta . She could talk to me in Hindi as well😎
1 …”
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Clarion Wealth Planning Limited
(45)
Advice
Fund
Portfolio
“Excellent advice & service. Explained in a way that makes future life choices, clear & informed. Working with John & Clarion has enabled us to have a home that we did not think possible & also gives us flexibility when making decisions about our fut...”
“we've used ramzy to set up our pensions and found him very professional, thorough and calmly explains everything so we understood the policy we were advised to go for.
we would highly recommend him . Positive Professionalism”
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Bright Ideas Accountancy
(50)
Pricing, Freeagent, Switching Accountants
“Bright Ideas has been my accountant for around 8 years now, and I have always received great and prompt support. Lately, Jack has been assisting me, and he follows Bright Ideas' overall vision in an excellent manner.”
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Money & Mortgages UK
(50)
Protection, Equity Release, Pensions
“Great service once again from Steve and Megan - very response and even after they've provided their brokerage service, they keep in touch to see how the purchase is going right up until completion. Hoping to be working with you guys again very soon. ...”
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Chadwick & Company
(49)
Online Accounting, Business Services, Personal Services
“I find the staff to be very efficient, approachable and friendly. I use their accounting (Tony Figura and Naila) and PAYE facilities (Leanne Crowley) and cannot fault the service.”
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Lift-Financial Group
(50)
Life, Sports, Mortgages
“LIFT are top class, everyone is so helpful and friendly, you always get to speak to a human quickly, no number pressing! Rhys Edwards is an amazing Mortgage Broker, very knowledgeable and speedy, he has provided us with an impeccable service for th...”
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Active Mortgage & Insurance Solutions
(50)
The Future
Planning
Professional
“We have used phil for two house purchases now and several mortgage switches and insurance services. His service is faultless, nothing is ever too much and he provides great guidance along the way in what can be a difficult process of buying a house. ...”
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Roberts McBain Mortgage & Finance
(50)
Mortgages, Secured Loans, Insurance and Protection
“Excellent 5 star service from James. Throughout the mortgage application process James was very professional, and delivered great service always being on hand to answer any queries we had, whilst securing us a competitive mortgage. I would fully reco...”
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Accounting Solutions Manchester
(50)
Company Formation, VAT Services, Personal Tax Returns
“We started our own business just over two years ago. Jay has been with us every step of the way. He knows his stuff and is a very personable accountant. We never feel rushed working with him. He takes his time to clearly explain our options witho...”
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The Consumers Choice
(50)
Weight
Shoulders
Pay
“Luke and Simon helped me massively. They guided me through the process step by step and even when they done their job, they still answer my questions and give the best advice.
If you struggle with the finances, contact them for sure! They are the be...”
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Keepstead Money
(50)
Keep it Safe, Keepstead For Independent Financial Advice, Keep it Covered
“Me and my partner recently purchased our first house and we wanted to say how highly we regard Kirsty and Keepstead.
Kirsty was professional and reassuring thought and made our first time buying a house smooth! Thank you 🙏 …”
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Unity Corporation Limited
(50)
Questions
Advice
Financial
“Fantastic service. A massive thank you to Joanne who helped me through the iva process and all her support. Thank you guys its a massive weight off my shoulders now have the iva set up.”
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Money Advice
(50)
Shoulders
Tunnel
Worries
“I spoke with Steven initially, I was in a very dark place as I suffer badly with my mental health but he put me at ease and guided me incredibly well, I'm a bit calmer now thankfully”
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Farley Dwek Solicitors
(49)
Care Home
Expertise
Knowledge
“The service I received was very professional, I felt totally supported throughout my CHC funding appeal (which we won!). The knowledge and support given during the appeal process was second to none and I would highly recommend anyone needing guidanc...”
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NDH Financial
(49)
Sleep
Management
Communication
“Really helpful and thoughtful service throughout the whole process. I had been having sleepless nights and stress problems but everything is now resolved. Thank you so much!”
“We were unhappy with our previous financial advisor and needed somebody to take a fresh look and review our situation. We received advice on pensions and inheritance tax planning and are now very happy and feel all of our loose ends have been tidied ...”
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Retirement Professionals
(44)
Equity Release, Home Insurance, Life Insurance
“Great Company to deal with. All the staff were very friendly from the minute I walked through the door! In particular Dave helped me with my pension and was very approachable. I would highly recommend them and wouldn't hesitate to go back gor any f...”
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Debt Support Service
(50)
“I spoke with Brandon yesterday. He was an absolute delight to speak to! Very professional, helpful and made my call to Debt Support a pleasure! Thank you Brandon.”
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Entire FS
(50)
Solicitors
Mortgage Advisor
The Future
“We have recently used Entire FS for our re mortgage. Lee and the team made the process very straightforward. He explained and walked us through the many options available to us, making sure we got the best deal possible. We will happily used Entire F...”
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Compass Financial
(50)
Retired
Options
Meetings
“I am very happy with the service I receive from Compass. Jack is very knowledgeable, very professional and very trustworthy. I would recommend Compass for your financial advice. Positive Responsiveness, Quality, Professionalism, Value”
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TPD Wealth Management
(50)
Interests
Matter
Information
“Tim is great, very friendly, took time to explain things in a way we could clearly understand, always happy to answer our many questions. Highly recommend TPD Wealth Management Ltd”
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Retirement Planning and Investment Management Services in Dukinfield Cost Estimates