The highest-rated Financial Planning & Wealth Management companies out of 44 vetted & reviewed in the Hamilton area.
Learn how we score.
Top-rated companies A-Z in Dallas
Power Up Electric
Highlights Chicago Electrical Services
Sapphire Electric
Noteworthy finalists A-Z in DallaS
Power Up Electric
Highlights Chicago Electrical Services
Sapphire Electric
Learn how we score.
Prominent finalists A-Z in Hamilton
Aberdein Considine
Advanced Asset Consultants
Arthur Beverly Financial Management
Callan Financial Group
Campbell Mackie
Cleveden Park Wealth
Financial Clarity
Harmoney Consulting Group
Henderson Stone & Co
Independent Financial Advice Centre
Intelligent Pensions
J3 Debt Solutions Limited
Lloyd Swan Financial Solutions
Martin Campbell Financial Management
McCrea Financial Services
Miller Samuel Hill Brown Solicitors
Pia Financial Solutions – Richard Webb
R&G Financial services
SW Financial Management
Scottish Debt Help
Scottish Trust Deed
Spectrum Wealth Group
Taylor & Henderson Financial Planning Saltcoats
Wright & Crawford
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SW Financial Management
(1)
“Lovely staff. Great financial guidance. Reccommend highly Colin. Real honest guy. Very very helpful and knowledgeable.”
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Lloyd Swan Financial Solutions
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Taylor & Henderson Financial Planning Saltcoats
(1)
“Great service when I had to have a witness to a transfer of ownership for a headstone a while back.
Efficient and sorted in no time.
Nice n clean office and central. Positive Responsiveness, Quality, Professionalism, Value”
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McCrea Financial Services
(50)
Financial Planning For Individuals, Mortgages, Financial Planning For Businesses
“I recently had the pleasure of working with Johnathan Campbell and his team at McCrea, and I can confidently say that he is an exceptional financial advisor. From the very beginning, Johnathan demonstrated professionalism, extensive knowledge, and a ...”
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Richard Webb
(42)
Products
Options
Stress
“Richard is hugely efficient. He made the whole process very straightforward, kept us updated at a times and confirmed the timings of the process throughout. Would recommend him to anyone looking to remortgage.”
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Wright & Crawford
(3)
Divorce and Separation Agreements, Civil Partnership Agreements, Cohabitation Agreements
“Could not be more pleased with the service I received from Denise Hooper at Wright & Crawford in Bearsden in handling my separation agreement, divorce and thereafter my will and Power of Attorney. From our first meeting I felt relaxed and confident t...”
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Intelligent Pensions
(50)
Review
Organisation
Confident
“My interview with Joe Sheridan from Intelligent Pensions was excellent and I am very happy with the performance Positive Responsiveness, Quality, Professionalism”
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J3 Debt Solutions Limited
(49)
Team
Weight
Shoulders
“I want to thank j3 for helping me out of a big hole and lots of worry especially Laura and Toni for there hard work getting this sorted for me I appreciate it”
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R&G Financial Services
(48)
Sale
Stress
Mortgage
“I had a great experience with R&G in completing my tenancy for a flat in Lenzie. The process was straightforward and Joanna/Niamh were particularly really helpful to answer any questions I had!”
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Callan Financial Group
(45)
Accountancy Services, Business Startup and Business Planning, Company Formations and Company Secretarial
“Over the past year the service has greatly improved.
There were some communication issues at the start, with responses being slow but that seems to be fixed. The person who I have been assigned (Kirit) responds quickly, fully and patiently. I rate...”
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Aberdein Considine
(46)
Professional
Efficient
Email
“Happy with the service and lawer Douglas Telfer very good always kept me up to date with everything made buying and selling a house as good an experience as poss all staff friendly and loved the photography for selling house very professional.”
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Martin Campbell Financial Management
(40)
Pension
Knowledge
Decision
“Martin is very professional, and builds great working relationships with his clients. My husband and I were very impressed with his knowledge & expertise, and his ability to explain things to us that were easy for us to understand. Highly recommend.
...”
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Henderson Stone & Co
(26)
Financial Services, Long Term Care, Estate Planning
“Five star service from all at Henderson Stone!
After my initial call to Sam Henderson regarding Equity release he introduced me to his colleague John Collins, who very promptly arranged a meeting with me.
The equity release process was explaine...”
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Cleveden Park Wealth
(22)
Pension
Future
Company
“First class financial advice & support. Initial contact made with Mark & Scott who were super helpful. I then dealt mainly with Ryan who was professional & knowledgable but also very personable, sensitive and had great patience when explaining anythi...”
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Independent Financial Advice Centre
(24)
Mortgage
Interest
Future
“We used IFAC for advice regarding new life insurance cover. Siobhan was extremely helpful right from the get go - she gave far more information than I expected in our first call (even better since it was free!) and really helped me understand the dif...”
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Spectrum Wealth Group
(16)
Pensions
Meeting
Understanding
“Posting on behalf of my Mother.
I'd like to take this opportunity to thank Mr Paul McFadyen of Spectrum Wealth Group for the excellent advice he gave me concerning our estate after the recent death of my husband.
Paul took his time to take me t...”
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Scottish Trust Deed
(23)
Debt
“I found myself in a bad debt situation due to circumstances outwith my control and despite working extremely hard to reduce the debt to a more manageable level with my new life circumstances, I just found myself borrowing off Peter to pay Paul. The s...”
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Harmoney Consulting Group
(14)
Team
Company
Tax Relief
“Having working with James and his team, I can highly recommend Harmoney Consulting, they have great company ethics and James really looks after his team providing a great work life balance which then has a direct reflection on the service that is pro...”
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Financial Clarity
(1)
Mortgages, Estate Planning, Insurance
“Financial Clarity have advised on and arranged our mortgages now for 2 properties and multiple re-mortgages. Being self-employed, these have not always been straight forward. However, Ian and his team are quite simply experts in their field, which pr...”
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Scottish Debt Help
(19)
“I was feeling very reluctant and down about making the call initially but my mind was put at ease as soon as I spoke to Joel who dealt with my first call. He explained the process clearly and explained what the next step would be with regards to what...”
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Advanced Asset Consultants
(7)
Pensions, Protection, Investments
“We needed to set up a couple of SIPPs and purchase a property using them. Qasim was very professional throughout and absolutely spot on with the service provided from beginning to end. He was completely in tune with our requirements and never let us ...”
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Campbell Mackie
(3)
Pensions, Investments, Mortgages
“Very knowledgable and great advice given about pensions, I would thoroughly recommend”
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Miller Samuel Hill Brown Solicitors
(20)
Advice
Competent
Team
“I would like to take this opportunity to thank Marie MacDonald and her colleagues for their extreme dedication and professionalism in which I received whilst going through a very tough time with regards my employment dispute. On my initial consultati...”
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Arthur Beverly Financial Management
(2)
Ethical Investing, Retirement & Investing For Future, Protection
“Lovely guy - Arthur knows his stuff and makes you feel completely at ease with financial affairs. Highly recommended.”
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