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Medici Financial Services

(2)

“Amazing!! Richard has been advising me for 20+years, he works so hard to get the best deals out there for me. I have complete trust in his advice and cannot recommend him highly enough.”

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Investing For Tomorrow

(1)

“I've used IFT for a couple of years since receiving an impartial recommendation from another independent financial advisor my parents use in the Midlands. I could not recommend their services highly enough. Laurence and his team have been invaluable ...”

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Every Step Financial Services

(1)

“Jo has helped my wife and me with our pension planning and given us general financial advice. She is extremely knowledgable and helpful and we can highly recommend her services.”

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Craven Slater & Associates

(1)

“5 star review for a 5 star company. Craven Slater are experts in financial planning.”

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Perspective

(5)

“Me and my wife put off making our wills for years because, like many people we thought it would be complicated and traumatic. Then a friend recommended Kerri and we decided to go ahead. I'm so glad we did, from the start Kerri was friendly yet profe...”

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Little & Georgiou

“We operate on a fully independent basis in line with the Treating Customers Fairly (TCF) principles and the Retail Distribution Review (RDR) requirements of our regulator, the FCA. We have full Disclosure Documents outlining the levels of service we ...”

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Stephen Brook

“Outside of my business, I have a loving fiancée and two beautiful children. With an even further supportive family, I understand the importance of this support and aim to replicate this for my clients.I am a keen sports person and should time allow e...”

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Accounts 4 You

“I have a hands-on people centred approach with a passion for costing, management accounting and systems. My desire is to enable you to save time, make things work better, and use my knowledge and ideas to contribute to your organisation.”

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Carter Collins & Myer

(50)

The Full Accountancy Service, Tax Advice and Compliance, Virtual Finance Director

“All great so far from experience over the last few years helping with tax completions and payroll. Diane in payroll is always super friendly and personable and definitely helped a lot over the years with setting up new staff and all the queries I've ...”

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James Rudd Mortgage Services

(50)

Mortgages, Protection, Insurance

“If you need a mortgage or life insurance please go and talk to this man. He gave the most fabulous and professional service and worked tirelessly to get us the best deal. He made sorting a mortgage and life insurance a breeze and would not hesi...”

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Active Mortgage & Insurance Solutions

(50)

Planning
Questions
The Future

“I was recommended Phil by a friend when I was purchasing my first home. I didn't have a clue where to be begin and Phil was so knowledgeable, provided clear advice and could not have been more helpful when I had loads of questions. He explored all my...”

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Christina Clegg Financial Planning Services

(50)

Free Initial Meeting, Videos, Pension Reviews

“The service and information I received was excellent, l had no idea what to do with different pensions I had. Adel went through everything with me and got my different pensions together. The staff are very friendly and helpful, nothing is to much tro...”

Featured

Money advisors have warned that whilst the common picture is one of older people being the most vulnerable to financial scams, the reality is quite different. It’s the younger generation who transact most online who are the most vulnerable. The latest research from FT Adviser (17/1/24) found that: • 50% of 25 to 35 years olds had been victim of a financial scam or fraud, or at least knew someone who had been a victim. • This fell to 33% of 45- to 54-year-olds and only 21% of over 55’s. So less than half of the number of under 35’s. • 63% of people did report getting their money back. But that means that 37% didn’t. • The average loss is £537. • Over half of 18- to 24-year-olds reported not feeling confident about handling their money. That probably doesn’t help. • 75% said that they wish there had been more financial education in school.

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Oakwood Solicitors

(44)

Bank Fraud and Scam Claims, Online Trading Claims, Breach of Insurance Claims

“I am writing to express my deepest gratitude for your outstanding representation in my case,your expertise and dedication have been instrumental in achieving a successful outcome.your strategic approach and attention to detail were truly exceptional....”

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Clarity Wealth Limited

(50)

Turbulent
Pensions
Review

“We signed on with Clarity last year, and have just had our first annual review. We've been impressed with the way Richard explains the way markets work, and how we can get the most from our investments. Although things went reasonably well over the p...”

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Lifetime

(50)

Pressure
Pensions
House

“I felt that I should look into how to seek help in securing my financial position for my remaining years. I am 72. Lifetime have shown me the way to do this. They have given me the confidence to release part of my funds for them to reinvest with a vi...”

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Chris Bescoby: True Potential Wealth Management

(46)

Expertise
Mortgage
Advice

“Nothing was too much trouble when we were going through a very big change in our lives. Looking for the best mortgage to suit us was a first for me in my 50s and Chris helped make the changes go smoothly and if there was anything we didn't understand...”

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Thomas & Co International Limited

(50)

Limited Companies, Payroll, Sole Traders

“So I went self employed for the first time in my life and the thing I was most worried about was accounts - the idea of getting it wrong and HMRC coming after me was scary. Daniel makes it so easy though! He explains and answers any questions wheneve...”

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Vista Financial Management

(46)

Life Insurance
Mortgage
Property

“Simon was incredibly helpful when finding my first mortgage. Everything was explained to me but not in a patronising way as I had zero idea about the process. I always got the impression that Simon was working with my best interests in mind and he go...”

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NRA Accountancy & Taxation Services - Accountants Rochdale

(35)

Accounts Preparation, Bookkeeping, Corporate Tax

“Neil has been doing my accounts a few years now and his work has been exemplary. Absolutely first rate accountant and communicates well to make sure the job gets done. Excellent friendly service at very competitive prices. Positive Responsiveness, Qu...”

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Brooke Financial

(38)

Pensions, Conveyancing, Investments

“We've been working with Janice and Deborah for years now and can honestly say they are unbeatable. They always go the extra mile to source the best deals and provide support at every stage of the mortgage process. If you're looking for a team that's ...”

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Q E D Financial Associates

(37)

Retirement Planning, Savings & Investments, Inheritance Tax Planning

“In these unprecedented times you need an on the ball financial adviser & I have this in Jason Beecroft. He has personally managed my money over the last 7 years, I'm always kept upto date with how my investment portfolio is progressing (Even more im...”

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Christopher Little & Co

(50)

Confidence
Mortgage
Company

“We recently met with Christopher Little & Co to discuss mortgage renewals and future financial planning. They were lovely, putting us completely at ease with a friendly welcome. They took the time to give us plenty of information around pensions, mor...”

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Approachable Finance IFA

(40)

Confidence
Pension
First Time Buyer

“I didn't have much knowledge when it came to pensions, I spoke to a someone called Chris on the phone who open and honest with me, This then led me to come back to this place time and time again who now manage all my investments too! Couldn't recomme...”

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MSF Associates

(50)

Deadline
Team
Automated

“I have been with MSF Associates for around 14 years now, throughout these years the service I have received has been outstanding. The staff are all polite and easy to work with, I intend to continue with MSF for the foreseeable future.”

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Average Cost	£3691
Minimum cost	£1232
Maximum cost	£10459
Avg Per Hour Rates	£371

Best Financial Advisors in Halifax

The highest-rated Financial Planning & Wealth Management companies out of 37 vetted & reviewed in the Halifax area.

Medici Financial Services

Investing For Tomorrow

Every Step Financial Services

Craven Slater & Associates

Perspective

Little & Georgiou

Stephen Brook

Accounts 4 You

Carter Collins & Myer

James Rudd Mortgage Services

Active Mortgage & Insurance Solutions

Christina Clegg Financial Planning Services

Oakwood Solicitors

Clarity Wealth Limited

Lifetime

Chris Bescoby: True Potential Wealth Management

Thomas & Co International Limited

Vista Financial Management

NRA Accountancy & Taxation Services - Accountants Rochdale

Brooke Financial

Q E D Financial Associates

Christopher Little & Co

Approachable Finance IFA

MSF Associates

Retirement Planning and Investment Management Services in Halifax Cost Estimates

Why these companies made our list

Wealth Management Advisors near Halifax

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