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
ARK Financial Planning
Accounting Solutions Manchester
Active Mortgage & Insurance Solutions
Anchorage Chambers
Bright Ideas Accountancy
Capstone Financial
Clarion Wealth Planning Limited
Compass Financial
Eadon & Co
Entire FS
Farley Dwek Solicitors
Financial Agent Solutions
Fletchers Chartered Accountants
Haven Global Strategies Limited
Keepstead Money
LIFT-Financial Group
Money & Mortgages UK
Prestfield Wealth Management
Retirement Professionals
Roberts McBain Mortgage & Finance
TPD Wealth Management
Thomas and Co Accounting Limited
Unity Corporation Limited
Wetherall’s
View Profile
Fletchers Accountants Limited
(4)
Exit Strategy, Management Accounting, Start-Ups
“Fantastic accountants and even better people. I couldn't recommend Fletchers accountants highly enough.”
i
View Profile
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. ...”
i
View Profile
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.”
i
View Profile
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 🙏 …”
“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
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.”
i
View Profile
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...”
i
View Profile
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. ...”
i
View Profile
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...”
i
View Profile
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...”
“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 ...”
i
View Profile
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...”
i
View Profile
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...”
i
View Profile
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...”
i
View Profile
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”
i
View Profile
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”
i
View Profile
Thomas & Co International Limited
(50)
Payroll, Bookkeeping Services, Landlords
“Great service from Thomas and Co Accounting in not only managing my accounts but also giving me advise in helping me progress my business. Highly recommended. Positive Responsiveness, Quality, Professionalism, Value”
i
View Profile
Eadon & Co
(42)
The Future
Implementation
Communication
“I have received comprehensive and friendly advice and I have increased my assets by following the recommendations. I have been updated regularly and the whole process has been smooth and painless. Thank you”
i
View Profile
Prestfield Wealth Management
(50)
Understanding
Life Insurance
Mortgage
“John, Liam and Elwyn provide a really friendly, practical and helpful service with commitment and kindness. They are dedicated to providing expert advice that suits their clients regardless of circumstances or resources, and care deeply about providi...”
i
View Profile
Wetherall's
(35)
Result
Generations
Family
“James, Lettie and the team have delivered everything we could have expected and more, so far, on our financial planning journey. They've provided excellent advice with patience, diligence and skill and we feel confident our finances are in capable ha...”
i
View Profile
ARK Financial Planning
(39)
Expertise
Options
Company
“I retired 3 years early thanks to Ark. Obviously the financial advice was great. I had a lot of different pensions and lots of decisions to make. They really listened to me and sorted everything out and made it all easy. I would recommend them to any...”
i
View Profile
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...”
i
View Profile
Anchorage Chambers
(48)
“My recent experience with the signatures was made so much easier as i was guided through the whole process by Wali Hassan.
Thanks again Wali for all your help and support today.”
i
View Profile
Financial Agent Solutions- Mortgage and Insurance Brokers
(34)
Soul
Questions
Advisor
“Just got the keys from the house. Great service, quick and understandable answers from mortgage advisor. Would 100% recommend this company to get you sorted with the mortgage! Good luck everyone.”