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Brighter Financial Services

(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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Sigma Law

Wealth Management Services, Corporate Governance, Share/Asset Purchases & Sales

“As Yorkshire's Corporate and Commercial Lawyers, Sigma Law provide a service that is personal, cost efficient and dynamic. This is only possible due to our close affiliations with other commercial professionals and business support services.”

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David S Lowe Financial Management

(1)

“Got us the best Mortgage, always available to assist throughout the process. Highly recommended. Dean O' Meara”

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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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Craven Slater & Associates

(1)

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

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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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Thomas and Co Accounting Limited

(30)

Limited Companies, Payroll, Sole Traders

“Josh is a very knowledgeable and professional young man. Quick to answer any question or problem , little or big. Nothing is too much trouble!!! Have recommended him to friends and professional colleagues who have all reported back with positive fee...”

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Care Accountancy

(29)

Accounting & Tax, Probate, Business Tax Planning

“Care Accountancy staff are professional and friendly. They provide a quality service and always prepared to assist with multiple queries and ensure you leave satisfied. I highly recommend Care Accountancy.”

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Clarity Wealth Limited

(18)

Team
Pensions
Investment

“I have always been very happy with the service I receive from Clarity Wealth. Richard is very open and honest and more importantly he has greatly increased my pension pot over the past few years!”

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Pearson Solicitors and Financial Advisers

(20)

Divorce and Family Law, Conveyancing Solicitors, Inheritance & Will Disputes

“Professional firm. Excellent staff. My case handled by Usman Anwar and he gave me full information of the process, and helped our small business through a testing time. Would highly recommend to others for litigation cases.”

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Heritage Wealth Solutions

(2)

Cashflow Modelling, Retirement Planning, Portfolio Management

“Andrew Dodd from Heritage listened to my needs and then provided services to fulfil my requirements. He explained the jargon clearly, and has helped me understand areas of finance where others have tried and failed, which is important to me as I don'...”

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Agile Independent Financial Advice

(5)

“We contacted Chris and asked him to meet my Nanna and I to give us some advice regarding my Nanna's estate. Chris arranged and appointment with us within a couple of days of us making contact with him. Chris was punctual, knowledgable, friendly and...”

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Rockwood Financial Solutions

(3)

Team

“Catherine and all the Rockwood Team are friendly and easy to deal with. Catherine thinks about your life goals with you first then translates those into what that means for you financially. She listens to your needs then helpfully explains how to mee...”

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Oakwood Solicitors

(28)

CFD Trading (Contract For Differences), Mis-Sold Investments, Mis-Sold Pensions

“Couldn't of asked for a better service! All my previous experience with solicitors has involved me chasing them and questioning the delays however it was the other way round with Oakwood. Would defo use again.”

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James Rudd Mortgage Services

(30)

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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MSF Associates

(30)

Team
Restaurant

“We've used MSF for a few years and received nothing but a fantastic experience! The team take time out to understand our needs and deliver a service that gives us peace of mind. We definitely recommend this company :)”

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Active Mortgage & Insurance Solutions

(30)

Questions
Stress
Professional

“Very happy with the service Phil offered; as a First Time Buyer, he spent significant amounts of time explaining the process to us and I never felt rushed when speaking to him. He was prompt and always acted within the timelines he gave us. He also h...”

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Q E D Financial Associates

(28)

Retirement Planning, Savings & Investments, Inheritance Tax Planning

“I am new to investing and a little apprehensive & cautious with who i could trust. However, after speaking with Jason about my finances & options to invest he came across very professional, trustworthy and put my doubts at ease. I wouldn't hesitate f...”

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Citrus Financial

(30)

Mortgage
Company
Questions

“I have received pension and mortgage advice and assistance from Chris Bescoby and have found him to be personable, knowledgable and thorough and readily available to answer the many questions I had. I feel comforted and as confident as is possible, i...”

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Lifetime

(30)

Efficient
Pensions
Confidence

“Ken Abbott has recently helped me with my second mortgage. Being self employed, getting a mortgage is never going to be straight forward but Ken has managed to help me navigate through the process and get good deals. The whole process has been seamle...”

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Brooke Financial

(24)

Pensions, Conveyancing, Investments

“Brooke financial especially Janice and Deborah made what felt like the impossible possible. I would highly recommend Brooke financial to anyone, not only do you get a professional service, they keep you updated and support you throughout. We have o...”

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AK Accountants Bradford

(15)

Annual Accounts & Returns, Tax Advice, VAT

“I just wanted to say how Brilliant these service have been. Bilal sorted my tax on my buy to let property for the three years and was very professional and on time. I would recommend their services to everyone such a great place to get your taxes sor...”

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Cordiner Wealth

(16)

Investments

“I have been with this company and it's previous names for 20 years and there is nothing negative I could say about them. They are extremely professional and friendly and have given me expert advice that has been to my benefit.”

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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.

Brighter Financial Services

Sigma Law

David S Lowe Financial Management

Investing For Tomorrow

Craven Slater & Associates

Stephen Brook

Accounts 4 You

Thomas and Co Accounting Limited

Care Accountancy

Clarity Wealth Limited

Pearson Solicitors and Financial Advisers

Heritage Wealth Solutions

Agile Independent Financial Advice

Rockwood Financial Solutions

Oakwood Solicitors

James Rudd Mortgage Services

MSF Associates

Active Mortgage & Insurance Solutions

Q E D Financial Associates

Citrus Financial

Lifetime

Brooke Financial

AK Accountants Bradford

Cordiner Wealth

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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