Dukinfield

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Dukinfield
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Best Financial Advisors in Dukinfield

The highest-rated Financial Planning & Wealth Management companies out of 41 vetted & reviewed in the Dukinfield area.

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Bright Ideas Accountancy

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.”
In Business Since 2014
Transparent Fees & Pricing
80 Ashton Rd, Denton, Manchester M34 3JF
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Money & Mortgages UK

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. ...”
Transparent Fees & Pricing
Dalton Place, John Dalton St, Manchester M2 6DS
Featured

If you want to stay on top of your mortgage repayments and ensure you’re getting the right deal for your circumstances then remortgaging is one of the most important financial decisions you can make. But is it best to change to a new mortgage product with your current lender via a product transfer or look to remortgage with another provider? Read more in our latest blog.

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Haven Financial Planning

Haven Financial Planning

(50)
Tax Planning, Corporate Financial Advice, Wills, Trusts & Estate Planning
“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 …”
Earle House, Ground Floor, Atlantic St, Cheshire, Altrincham WA14 5DD
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Roberts McBain Mortgage & Finance

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...”
In Business Since 2016
Licensed
Serving Dukinfield Area
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Lift-Financial Group

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...”
In Business Since 2010
Century House, Regent Rd, Altrincham WA14 1RR
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Active Mortgage & Insurance Solutions

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. ...”
Free Initial Consultation
The Bungalow, Park Ln, Greenfield, Oldham OL3 7DX
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Keepstead Money

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 🙏 …”
Sentinel House, Peel St, Eccles, Manchester M30 0SS
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Capstone Financial

Capstone Financial

(45)
Exit Strategies, Employee Benefits, Tax Mitigation
“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 ...”
Family Business
13 Ashley Rd, Altrincham WA14 2DT
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Retirement Professionals

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...”
Transparent Fees & Pricing
1st Floor, 3, Worsley Court, High St, Walkden, Worsley, Manchester M28 3NJ
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Compass Financial

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”
Building One, Green, 333 Styal Rd, Wythenshawe, Manchester M22 5LW
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TPD Wealth Management

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”
In Business Since 2014
Serving Dukinfield Area
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Entire FS

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...”
Warrant House, High St, Altrincham WA14 1PZ
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Thomas & Co International Limited

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”
In Business Since 2020
Free Initial Consultation
1, Holly House, Mill St, Uppermill, Manchester OL3 6LZ
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Eadon & Co

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”
In Business Since 2023
17 Marble St, Manchester M2 3AW
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Prestfield Wealth Management

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...”
430 Bury New Rd, Prestwich, Manchester M25 1BD
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ARK Financial Planning

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...”
Unit 3, Block A, Gatehead Business Park, Delph New Rd, Delph, Oldham OL3 5DE
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Wetherall's

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...”
Transparent Fees & Pricing
70 Spring Gardens, Manchester M2 2BQ
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Clarion Wealth Planning Limited

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...”
Serving Dukinfield Area
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Anchorage Chambers

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.”
Licensed
Serving Dukinfield Area
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Financial Agent Solutions- Mortgage and Insurance Brokers

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.”
In Business Since 2020
Transparent Fees & Pricing
Office 4a, City view Offices, 99 Long St, Middleton, Manchester M24 6UN
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Informed Wealth Management

Informed Wealth Management

(32)
  • Goals
  • Confidence
  • Options
“Richard spent a lot of time getting to know our requirements and advising accordingly. He is also very knowledgeable and helpful with ongoing advice. Highly recommended.”
In Business Since 2017
Transparent Fees & Pricing
9 Barton Rd, Worsley, Manchester M28 2PD
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Claritas Wealth

Claritas Wealth

(32)
  • Decision
  • Mind
  • Knowledge
“Tim and his team have been extremely helpful in sorting out our financial planning for our future needs and those of our children. We have already recommended several of our friends to Tim and they have all been as impressed as we have been.”
Serving Dukinfield Area
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Harrison Townend Financial Services

Harrison Townend Financial Services

(31)
Pensions & Retirement, Ethical Investing, Wealth Management
“Got exceptional service, had no idea how complicated it would be to set up my pension. But was guided through the minefield step by step. Excellent service, John B”
Transparent Fees & Pricing
Serving Dukinfield Area
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The Mortgage Avenue

The Mortgage Avenue

(19)
  • House
  • Team
  • Property
“Absolutely recommend! I used this company recently, and they do not disappoint. I needed help, and advice with a few problems , selling my previous home, and my purchase moving forward. Anthony dealt with all of this , great advice, always at the...”
Emergency Services
Serving Dukinfield Area
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UK Law Guides

Retirement Planning and Investment Management Services in Dukinfield Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Typical price range is based on 268 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Typical range £2007 to £5519 is based on 268 cost profiles.

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