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Bell Anderson
Statutory Accounts, Audits, Management Accounts
“Lovely friendly staff, always find away to help when needed”
Best Financial Advisors in Durham
The highest-rated Financial Planning & Wealth Management companies out of 39 vetted & reviewed in the Durham area.
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Mullen Stoker Chartered Accountants & Business Advisers
Individuals, Large Corporate, Business Startup
“I've found the while team at Mullen and Stoker to always be polite and curteous, easy to deal with and no issues regarding accounts, payments or advice at all. After several years of custom it's always nice to visit somewhere with an upbeat attitude....”
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Ben Charles Durham Financial Services
- Mortgage
- Job
- Patient
“Highly recommend Rachael and the Ben Charles team. Rachael has overseen my mortgage requirements over the last three years +. Works great for me with working away and being able to trust her to work with little input from myself for my residential mo...”
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The Tax Faculty
- Hmrc
“Delighted with the overall service and result Charles delivered!
We were hit with a capital gains request on a previous property that we had owned but sold quickly due to personal / work related circumstances.
We had at the time of buying and selli...”
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Atom Financial
“Having worked with Atom Financial for the best part of 15 months, I can say I have nothing but positive experiences. They are both friendly and approachable and bring a level of service and expertise that builds a new level of confidence. I would hig...”
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Later Life Money Limited
“Exceptional service and support. Steve and the team at LLM have been assisting with my Mum's finances for several years. From the outset they saved us tens of thousands of pounds in interest payments, and they continue to provide valuable advice and ...”
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Wealth of Advice
- Team
- Meeting
- Investments
“I've been with Wealth of Advice for over two years now and found them to be very professional and informative.
They always keep you up to date on how investments are performing by organising annual reviews and general meetings throughout the year.
...”
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Northumbria Financial Management
“Quality and integrity in financial advice. Have used for over 30 years- highly recommended.”
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Ne1invest
“We are very proud of our cleaning team who are thorough trustworthy and carry out an excellent service. From one off cleans, holiday guest change overs to regular weekly cleans. Laundry service is also available. All pre quoted with no obligation. ca...”
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Primary Financial Management
“Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical pl...”
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Advanced IFA
Wealth Management, Taxation, Pensions
“Over the past 15 years Advanced IFA has advised me, provided guidance for me and organised matters such as my remortgage and also setting up my private pension needed when changing profession. The team have up to date knowledge and many years of expe...”
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Jackson Potter
- House
- Insurance
- Number
“I have used Steve for mortgages on a number of occasions. His knowledge is second to none and I have always received friendly, professional, personalised advice. I have made countless recommendations to family and friends who all have also had positi...”
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Safeguard Financial Services
- Team
- Property
- Stress
“Excellent service from the first call! Liam has been fantastic throughout the process and has kept us informed during every step along the way. Being a first time buyer in such unstable times was made much easier by Liam and the team.
Would definit...”
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Intouch Financial Advice
- Professional
- Insurance
- Emails
“Adam & Georgia made such a stressful process steamless and were super responsive to all my requests.
Incredibly professional and friendly service and I'd recommend them to anyone. Thank you so much answering all my questions and being os patient ...”
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B-Advised
Mortgages, Family Protection, Funeral Plans
“Superb service and advice from Jim with help needed for an equity release. Everything was done remotely via video calls and telephone because of covid with exceptional professionalism.”
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Robinson Financial Careers
“I have utilised the services of Ian Robinson, the founder, twice over the past few years and have always found that he listens to what I'm looking for and identifies opportunities that match my requirements. He is well connected in the FS industry an...”
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Robson Laidler Accountants Limited
- Team
“I have found Robson Laidler to be incredibly responsive as a firm. They have been able to quickly prioritise my requests for information and paperwork without any difficulty. It really feels like they are on your side!”
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Holistic Finance
Pension Reviews, Inheritance Tax Planning, Annuity & Flexi Access Drawdown
“I have used Holistic Finance Ltd for the past 3 years to manage my drawdown pension
When I was thinking of retirement, I checked the govt website and this led me to Holistic Finance. I spoke to Kevin who was brilliant and went through all my optio...”
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Giraffe Financial
- Team
- Mortgage
- Experience
“I've known Steven now in excess of 15 years and recently recommended him to a family member who was in need of financial advice.
I was delighted with Steven's approach to the situation, the speed of his response and his absolute professionalism. He ...”
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Mortgage Advice Centre
- Company
- Professional
- Life
“Steve and the company have been absolutely fantastic for over more than ten years with us. He is extremely professional, truthful with impeccable honesty, and advised the best at any given time, but if change is about to happen suddenly, you can guar...”
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Accounting
“I can't recommend this service enough. Being a new business owner I required a lot of advice and direction in terms of my financing and how to manage my money. I found Neil to be highly efficient, knowledgeable and pro-active when I met him in person...”
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Paraplan Limited
Financial Planning Admin, Central Propositions, Financial Advice Audits
“Tony and his team have provided invaluable support, I look forward to working closer with TSFP in the future.”
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Guidon Group
Bookkeeping, Training and Workshops, Tax & Vat
“I was introduced to Kathryn via a connection from a member of my team who met Kathryn through BNI. As a newbie to self assessment processes and keeping my own accounts in order it was an absolute pleasure to have Kathryn come to my home and help me t...”
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Your Complete Finance
“We were put on to Andrew at Your Complete by our mortgage advisor as we wanted to review our policies.
Andrew was brilliant! Very knowledgeable about products, patient in terms of fielding questions, professional, flexible in terms of meeting times/...”
Retirement Planning and Investment Management Services in Durham Cost Estimates
Minimum cost
£1207
Maximum cost
£10250
National Average
£3618
Avg Per Hour Rates
£363
£2412
£6633
Fair price range is based on
300 cost profiles
Why these companies made our list
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