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Hogarth Wealth Management - Financial Advisor Hartlepool

(9)

Advice

“I found Richard to be very professional and friendly. He provided a high-quality and efficient service. If you are looking for financial advice contact Hogarth Wealth Management, you will not be disappointed.”

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We Complement

(1)

“We have been working with WeParaplan for around four months now. This is the first outsourcing Paraplanning company we have had a working relationship with, so initially we didn't know what to expect but I think it's safe to say they have blown our e...”

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David Marshall Wealth Management

(3)

“Met with David earlier today for the first time and have nothing but praise for him, both in his capacity as a Financial Advisor and as a human being. Although there was no financial gain for him after our chat, he was willing to spend plenty of tim...”

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DMB Wealth Management

(1)

“The team at DMB really put my mind at ease and opened my eyes to the possibilities with my pensions and investments. I'd highly recommend them. Positive Professionalism”

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Direct Will Writers

“Directwillwriters.co.uk – Making a will is the only way to ensure that your assets go to your family and loved ones in the way that you would like in the event of your death. If you have not made a Will when you die the law decides who your estate is...”

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TBI Investment Management

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Wise Financial Consulting

(1)

“Recommend.”

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Northumbria Financial Management

(3)

“Can't thank Andrew Teasdale enough for all his financial advice and support. I know how challenging we've been as clients, but every time he goes above and beyond! He's been absolutely fantastic - great guy and great advice!”

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Sabre Accountants

(50)

Money
Price
Team

“I can not recommend Sabre Accountants enough, their service is always top notch, I have been with them since 2021 and never let me down, super professional and friendly staff. Highly recommended and very happy with their work 😊 …”

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Ayton-Law Financial Services

(50)

Knowledge
Professional
Insurance

“Amazing customer service, Barry has handled my mortgage application from the very start and has been so professional and helpful. Always there when i need him for an help. Will definitely recommend to anybody!”

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Ben Charles Durham Financial Services

(38)

Book A Valuation, Auctions, Estate Agency

“Rachael is very friendly and - most important - patient. As a first time buyer, many things were new and unknown to me and she took the time to explain them and make recommendations. Friends had a similar, positive experience. I strongly recommend he...”

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Later Life Money Limited

(27)

Expert
Mortgage
Decision

“Steve and Callum, have been extremely professional and understanding whilst handling my application. They were not in any way pushing me to make a decision, they kept me informed about everything step by step. I throughly recommend the company.”

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Carter Thompson Wealth Management

(19)

Family
Mortgages
Understand

“We have dealt with Steven Thompson for a lot of years, he has helped us over the years with our mortgage, savings and pension. We would highly recommend Carter Thompson.”

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Holistic Finance

(14)

Portfolio
Financial Advice
Options

“I have used Holistic Finance Ltd for the last 2 years. After speaking to other providers I spoke to Kevin who was open an honest about everything involved in the transfer up front and made everything easy for me, even though this was during lockdown....”

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The Tax Faculty

(9)

Capital Gains Tax
Property
Knowledge

“Highly recommend professional service. Open, honest advice with outstanding care and real attention to detail. Charles is an absolutely superb expert in his field and provides clear guidance that makes the opacity of tax regulations completely transp...”

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Baines Jewitt Chartered Accountants and Business Advisers

Tax Rates and Allowances, In the Press, Tax Calculators

““Baines Jewitt provides a meticulous approach to the tasks in hand, as well as providing a pragmatic view on numerous ad hoc situations. We talk regularly and freely and think of Baines Jewitt as a trusted, sometimes critical, adviser, who supports o...”

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Bespoq Commercial Solutions

(3)

Professionalism

“Dealt with Neil Berry once again and as per the previous transactions we cannot be more grateful for what he did..Total professionalism throughout the journey, even calling us when he was on holiday making sure we was up to speed with all development...”

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Atom Financial

(2)

“We have worked with Atom for over a year now and I can say very comfortably onboarding them to support with our accounts and HR was one of the best moves we have made as an organisation. Their one to one support and time they take to understand our n...”

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Robert Carlton Independent Financial Advisers

(2)

Tax Information, Insurance, Mortgages

“Like most people nowadays, I found it hard trying to build up the money to get a place of my own, and without Robert Carlton IFA I would have had no idea how much money I actually had to spend. They helped me with things such as council tax, that I w...”

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MG Shaw

(1)

Financial Planning, Pension Planning, Insurance Planning

“Very knowledgeable, professional and friendly. I can't find fault with the plan put in place for my retirement and I feel like I am in safe hands moving forward. Positive Responsiveness, Quality, Professionalism”

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Verity Wealth Management

Pension and Divorce, Financial Planning, Pension Freedoms

“Once we've agreed to work together we help you put in place a plan to achieve your goals; utilising one of our services relating to Financial Planning, Investment Management or Retirement Planning or all three.”

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Wealth of Advice

(14)

Confidence
Meeting

“Never had any issues with the Wealth of Advice services, always professional and punctual and prepared to meet face to face at my convenience, investments have been very positive over the years, long may they continue, I feel I'm in safe hands finan...”

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Prismatic Wealth Limited

(3)

“The team were absolute stars. A simple process that took the worry out of my retirement funding.”

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Stephen Hope Wealth Management

(13)

Advice
Future
Review

“Stephen is a pleasure to deal with. He is relaxed but clear and professional, as are his staff. My wife and I have been delighted with the performance of our SJP investments over the last eight years despite the turbulent global situation. We've ne...”

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Average Cost	£3693
Minimum cost	£1232
Maximum cost	£10463
Avg Per Hour Rates	£371

Best Financial Advisors in Hartlepool

The highest-rated Financial Planning & Wealth Management companies out of 41 vetted & reviewed in the Hartlepool area.

Hogarth Wealth Management - Financial Advisor Hartlepool

We Complement

David Marshall Wealth Management

DMB Wealth Management

Direct Will Writers

TBI Investment Management

Wise Financial Consulting

Northumbria Financial Management

Sabre Accountants

Ayton-Law Financial Services

Ben Charles Durham Financial Services

Later Life Money Limited

Carter Thompson Wealth Management

Holistic Finance

The Tax Faculty

Baines Jewitt Chartered Accountants and Business Advisers

Bespoq Commercial Solutions

Atom Financial

Robert Carlton Independent Financial Advisers

MG Shaw

Verity Wealth Management

Wealth of Advice

Prismatic Wealth Limited

Stephen Hope Wealth Management

Retirement Planning and Investment Management Services in Hartlepool Cost Estimates

Why these companies made our list

Wealth Management Advisors near Hartlepool

Popular in Hartlepool