Best Financial Advisors in Hartlepool

“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...”

“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 😊 …”

“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!”

“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...”

“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.”

“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.”

“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....”

“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...”

“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...”

“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”

“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...”

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

“I have known John for several years now and I have always found him honest with a wealth of knowledge. I would have no hesitation in recommending him to someone who needs financial advice.”

“We spoke to New World to help us plan for retirement. We were very happy with the service and would highly recommend to anybody.”