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
Active Mortgage & Insurance Solutions
Capstone Financial
Chadwick & Company
Cheetham Jackson Financial Planning
Cullen Wealth
Debt Support Service
Entire FS
Farley Dwek Solicitors
Fletchers Chartered Accountants
Haven Global Strategies Limited
Informed Wealth Management
Joanne Fogo Wealth Management
Keepstead Money
Lionbridge Wealth Management
Money & Mortgages UK
Money Advice
NDH Financial
R A E Financial Services
Retirement Professionals
Roberts McBain Mortgage & Finance
TPD Wealth Management
The Consumers Choice
Thomas and Co Accounting Limited
Unity Corporation Limited
View Profile
Fletchers Accountants Limited
(3)
Exit Strategy, Management Accounting, Start-Ups
“Best Accountants in the area.”
i
View Profile
Informed Wealth Management
(32)
The Future
Pension
Investment
“Richard has been extremely helpful during my recent bereavement. He is professional but friendly and I have complete confidence in his advice regarding my investments.”
“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 .”
“Ryan has been a massive support both personally and professionally, I genuinely don't think we would've been able to achieve what we have this year without him. He is professional, understanding and incredibly efficient. Highly recommend Ryan and the...”
i
View Profile
Cullen Wealth
(2)
“Cullen's have looked after my private pension, advised and helped plan for my financial future for many years. I trust them to give me the best advise and Kai Ansari has given me sound advise as I work towards my retirement.”
i
View Profile
Joanne Fogo Wealth Management
(3)
“Joanne Fogo Wealth Management is a caring and friendly company, who I would have no qualms in recommending in a heartbeat (and often have!).
Joanne has been invaluable in providing measured and honest financial advice, and always goes above and beyo...”
i
View Profile
Money & Mortgages UK
(50)
Protection, Equity Release, Pensions
“Stephen Seward from Money & Mortgages is absolutely first class, extremely helpful and very friendly, Stephen definitely knows his job, he goes out of his way to find the best deal suitable for you, I would absolutely recommend, I wouldn't use anyone...”
i
View Profile
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.”
i
View Profile
Active Mortgage & Insurance Solutions
(50)
The Future
Professional
Stress
“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. ...”
i
View Profile
Money Advice
(50)
“Claire was amazing. In such difficult times for me at the moment, she was empathic. Non judgemental and supportive. She gave me a number of options of what would work best for and explained everything. Very grateful for her advice and guidance.”
i
View Profile
Keepstead Money
(50)
Keep it Safe, Keepstead For Independent Financial Advice, Keep it Covered
“Maj and Rebecca were excellent at providing me with advice and keeping me up to date with my mortgage application. There were some last minute changes to my circumstances and both went above and beyond to make sure my mortgage was updated in time for...”
i
View Profile
Cheetham Jackson Financial Planning
(50)
Company
Options
Advice
“Just had a pension review. Chris was wonderful, giving straight forward advice to ensure our retirement plans remain on track and how best to proceed in the interim. Wish we had done this years ago.”
i
View Profile
Haven Global Strategies Limited
(50)
Tax Planning, Business Protection, Wills & Trusts
“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 …”
i
View Profile
Roberts McBain Mortgage & Finance
(50)
Mortgages, Secured Loans, Insurance and Protection
“Roberts Mc Bain and the team Diane, Cheri did a wonderful job of looking after us from beginning to completion. It was a long road but we got there in the end. They are patient, polite and super helpful with things we didn't understand and explained ...”
i
View Profile
The Consumers Choice
(50)
Phone Call
Shoulders
Worries
“Could not recommend enough. Luke and the team at consumers choice have helped take the stress and worries of debt away. Couldn't be happier with the help and advice given. Looking forward to good nights sleep at last. Thanks again 5⭐️👍🏻 …”
i
View Profile
Farley Dwek Solicitors
(48)
Fee
Meeting
Knowledge
“What a fantastic group of people. I asked for help with a family member's continuing health care and paid for a consultation - unfortunately the family member passed away before the scheduled call. I emailed to let them know and Angela and Andrew rep...”
i
View Profile
NDH Financial
(47)
Polite
Sleep
Call
“Excellent help ,advice and step by step instructions into changing my life due to bad debt I had ,will highly recommend to anyone who is struggling financially.”
i
View Profile
Thomas and Co Accounting Limited
(43)
Payroll, Bookkeeping Services, Landlords
“Josh has dealt with my company tax returns and various other company related affairs professionally, I would recommend Thomas and Co for all your company finacial needs.”
i
View Profile
TPD Wealth Management
(50)
Phone
Knowledge
Information
“For a number of years these guys have looked after my pension.
They also offer mortgages, life insurance and saving goals, you can ring them anytime and always get back to you.”
i
View Profile
Debt Support Service
(50)
Debt Management Plan
Creditors
Worry
“Really friendly and helpful company. Non judgemental and there to help. Monthly emails and updates and a phone line available daily for any concerns or enquiries in between.”
i
View Profile
Entire FS
(50)
Stress
Life Insurance
Communication
“Myself and my partner have just purchased our first home, Vicky and Tom have been super helpful throughout the process, proactively chasing and checking in. Craig was also on hand to assist with relevant protections to ensure myself and my partner ar...”
i
View Profile
Unity Corporation Limited
(45)
Respect
Professional
Financial
“I just wanted to say a massive thank you, i feel like a massive rock has been lifted and i can finally start to see the end. Everyone at unity has been fantastic and out me at so much ease thank you so much”
“Richard Goodier has been advising me on my financial matters for over 20 years and he's always been professional and knowledgeable. I would highly recommend his services to anyone seeking financial advice.”
i
View Profile
Retirement Professionals
(37)
Equity Release, Home Insurance, Life Insurance
“Great service and kept updates all the way thru the process of purchasing my pension annuity policy, after hearing so many spam stories, I did my research and found PP to be reliable and one best I found
Phil”
i
Retirement Planning and Investment Management Services in Dukinfield Cost Estimates