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Blackbear Financial Group

(12)

Team
Knowledge

“I have dealt with BlackBear Financial Group Ltd since its' inception & previously with Andy Anderson (Independent Financial Advisor & Director) for many years prior and have always found him & them to be honest, professional, conscientious, hard work...”

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Rathbone Investment Management

(1)

“Excellent financial advice and support.”

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Avista Financial Planning

(5)

“I took advice from Nathan who owns the company. I can honestly say that he was really straightforward to deal with. Very easy to discuss issues with Nathan who I found to be very honest and open. I know many of my friends and colleagues have used, an...”

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Willson Grange Limited

(4)

“Used their brokerage service as a first time buyer, slightly hesitant at first but it was worth every penny in the end. Special thanks to my assigned broker - Becky, who went above and beyond throughout the entire process and offered exemplary ser...”

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Practice Finance Company

“Investing in new equipment is an investment in your business. PFC offer several variations of finance, designed to suit your business.”

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Brooks Financial Consultancy

“Our services always begin with a complimentary, no-obligation conversation in which we can discuss your specific requirements to see if it is an area we can help. We provide advice and help following a financial review which can take place at a conve...”

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Investment EYE

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Innes Reid Investments Limited

(35)

Pensions and Retirement Planning, Financial Planning, Personal Financial Planning

“I have been very pleased with the service I have received from Innes Reid. They are proactive in dealing with my financial matters and present a high level of technical knowledge in their field. I am very happy to recommend Innes Reid to others look...”

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Moneytree Wealth Management

(24)

Retirement
Market
Team

“What a very helpful company! The advise from AMY from day one Was very helpful they do really search the market & work hard for you to get the best deal available for yourself. I would 100% recommend Moneytree & Amy was fantastic all along the proces...”

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Libertas Wealth Management

(5)

“I met Phil because Phil had dealt with my family for years - he knew my Dad. I decided to continue out of loyalty and because of my Dad's good judgement in choosing Phil as his Financial Adviser. I'm very, very happy with what he's doing. He keeps...”

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Robinson Rice Associates Limited

(1)

Business Consultancy, Accounts, Specialist Accounts

“Very friendly staff”

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Financial Fortress

(50)

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“I can highly recommend Financial Fortress, having used them for our initial mortgage 5 years ago, we have just completed our re mortgage with them. I can't thank Kieran enough as he has secured us another great deal, giving us peace of mind in these ...”

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Advantage Investment

(50)

Patient
Buy to Let
Questions

“Leo has been great. Provided us with lots of insight and information about the properties and the pros and cons of each one. Very knowledgeable about the surrounding areas, didn't miss any details. He knows what he's talking about. Also very pa...”

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EMS Mortgages and Protection

(50)

Insurance
House
Remortgage

“John was incredibly helpful at securing us a mortgage during a time of increasing rates. John sorted everything, quickly, and made sure we were constantly in the loop with what was happening. He made the remortgage process so easy for us and couldn't...”

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JB Brokers Limited

(44)

Understanding
Knowledge
Price

“I was recommended to use JB by a friend of mine (and current customer) and the service I've had has been amazing, really pleased and would highly recommend them to everyone!”

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Chesterton Grant Mortgages

(50)

Retirement Planning, Investments, Estate Planning

“My fiancé was an existing customer with a good experience, so we came back to Ian at Chesterton Grant to discuss our house purchase. The service we received was clear, quick and friendly. Really helped with understanding the process as a new comer an...”

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Blue Strawberry Financial Services

(50)

Remortgage
Solicitors
Team

“Couldn't recommend the team at Blue Strawberry enough. My boyfriend and I were first time buyers and didn't know where to start. Stuart and Ian guided us through the whole process and explained everything to us and always answered my endless emails e...”

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Celtic Financial Planning

(50)

Equity Release, Ethical Investments, Savings & Investments

“Been with Celtic Financial for nearly 2 years and Rob has reorganized my pensions and has already made a significant difference in such a short time, nothing is a hassle for them, if I had the choice again I wouldn't hesitate to use them once more.”

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Pension Justice

(40)

Mis-Sold Pension Compensation, Mis Sold Sipp Compensation Claim, Claiming Work Pension Compensation Due to a Final Salary Pension Transfer

“Happy to highly recommend Pension Justice - Paul and his team have successfully obtained me FSCS compensation for a mis-selling complaint, and their excellent communication and detailed updates on the process have been truly valuable in what was a ve...”

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Clear Cut Financial Planning

(50)

Mortgage
Dementia
Advice

“We have been clients of Clear Cut for nearly 10 years. They are always very friendly and professional and we are completely comfortable and confident about the advice and recommendations we have been receiving. We would not hesitate to recommend th...”

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Heritage Financial Planning

(32)

Future
Solicitors
Mortgage

“Alex at Heritage gave a seminar to a group of my team at our practice (law firm) in May. He spoke about investment/saving products and options leading to retirement. Everyone agreed that Alex was particularly articulate and gave some really good insi...”

Featured

Read our latest blog article : The 3 biggest mistakes of pension drawdown Drawdown can be a great pension option as it gives you complete control over how you take your retirement income. However, this flexibility can come at a cost and as a financial adviser, I often see costly errors of judgment. In this blog, I will explore these common mistakes in more detail, and provide advice to ensure your pension is less Blackpool and more Barbados!

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Storeton Rose Financial Planning

(50)

Pension
Understand
Team

“Laura and the team at Storeton Rose were a breath of fresh air to deal with. At the first meeting we didn't really know what to expect as I was always of the view that you had to have lots of money to need a Financial Advisor, but how wrong could I h...”

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Purple Accounts

(50)

Questions
Finance
Team

“Purple Accounts are a highly professional business whose attention to detail and customer service is spot on. Tom has been a real superstar and nothing has ever been too much trouble - ideal for a young business finding its feet. Impeccable service!!”

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Teachers Financial Planning

(43)

Webinar
Idea
Informative

“The Pensions webinar on March 14 was excellent. Clearly presented by Feargal with well chosen examples and lots of practical advice. It certainly helped me understand what is a very complicated landscape. I have already contacted TFP for a follow up ...”

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Average Cost	£3647
Minimum cost	£1217
Maximum cost	£10333
Avg Per Hour Rates	£366

Best Financial Advisors in Ellesmere Port

The highest-rated Financial Planning & Wealth Management companies out of 56 vetted & reviewed in the Ellesmere Port area.

Blackbear Financial Group

Rathbone Investment Management

Avista Financial Planning

Willson Grange Limited

Practice Finance Company

Brooks Financial Consultancy

Investment EYE

Innes Reid Investments Limited

Moneytree Wealth Management

Libertas Wealth Management

Robinson Rice Associates Limited

Financial Fortress

Advantage Investment

EMS Mortgages and Protection

JB Brokers Limited

Chesterton Grant Mortgages

Blue Strawberry Financial Services

Celtic Financial Planning

Pension Justice

Clear Cut Financial Planning

Heritage Financial Planning

Storeton Rose Financial Planning

Purple Accounts

Teachers Financial Planning

Retirement Planning and Investment Management Services in Ellesmere Port Cost Estimates

Why these companies made our list

Wealth Management Advisors near Ellesmere Port

Popular in Ellesmere Port