The highest-rated Financial Planning & Wealth Management companies out of 52 vetted & reviewed in the Hexham 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 Hexham
AYP Financial Planning
Access Wealth Management
B-Advised
Ben Charles Durham Financial Services
Co-Navigate Limited
Dolphin Financial Services limited
Emerald Associates
Glenn Ford Private Finance
Hamilton Shanghai
Hollycroft Financial Services
Hudson & Rogers Financial Planning ltd
Intouch Financial Advice
K P Simpson Certified Public Accountants
Lifeplan Financial Management
Mortgage Advice Centre
North East Equity Release
Reeves Independent
Robinson Financial Careers
Rutherford Hughes
Safeguard Financial Services
Savage Silk
Tallow Financial Planning
The Tax Faculty
Tyne Vale Financial Services
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Tyne Vale Financial Services
(1)
“Very helpful and great advice re Pension planning. Positive Responsiveness, Quality, Professionalism, Value”
i
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Perspective
(2)
“The whole team at AYP are kind, professional and helpful. I feel supported and everything is explained clearly. I thoroughly recommend. Positive Responsiveness, Quality, Professionalism, Value”
i
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Access Wealth Management
i
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Lifeplan Financial Management
(5)
“Having used the services of Lifeplan Financial Management for around 13 years for mortgages and financial investment, I cannot recommend them highly enough. Kate boon is our contact and without exception her service and advice has been faultless. ...”
i
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Hollycroft Financial Services
(1)
“Great company Positive Professionalism”
i
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Emerald Associates
(1)
“I only have positive things to say about Emerald Associates. Really professional team of people who know their stuff.
Highly recommend to anyone looking at getting their finances in shape, amongst all of the great financial services they offer.”
Retirement Planning, Later Life Planning, Investment Planning
“Tallow Financial Planning are a highly professional team of Financial Advisers who have provided me with excellent advice on my mortgages, pensions, investments and insurances I would highly recommend them to anyone seeking advice.”
i
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North East Equity Release
(50)
Advice
Remortgage
Product
“Jo has done our mortgages for several times now and has always done in a manner where i feel well informed of the choices that I am making and the different options we have”
i
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Intouch Financial Advice
(48)
Team
Work
First Time Buyers
“All staff were so efficient during the process and constantly in touch regarding fluctuating mortgage rates. Would highly recommend this company. Positive Responsiveness, Quality, Professionalism, Value”
i
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Ben Charles Durham Financial Services
(38)
Estate Agency, Lettings, Auctions
“Rachael Leonard is a really excellent and professional mortgage advisor and the only one in the area who provides a free service. Rachael helped us to buy our first home and to remortgage a few years later. The staff at Ben Charles are all very appro...”
i
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Safeguard Financial Services
(50)
First Time Buyer
Up to Date
Company
“Lucy and Emrana, our mortgage broker and case manager, made our mortgage application simple.Lucy provided many mortgage options for us and explained which mortgage would best suit our situation. Emrana has kept us up-to-date with the progress of our ...”
i
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Dolphin Financial Services Limited
(50)
First Time Buyers
Stress
Life Insurance
“Highly recommend Andrew from dolphin financial services! He went above and beyond for us from the start, especially with being first time buyers he helped us so much! Couldn't recommend him enough, thankyou🤩 …”
i
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Robinson Financial Careers
(12)
Consummate
Number
“Worked with Ian since we set up in 2013. Always been on hand to offer us advice and help us get the team we have today. Always has 5 minutes for a chat and a few pointers. Never too much trouble and his lloyalty is always appreciated.”
i
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B-Advised
(26)
Pensions, Income Protection Quote, Investments
“Hi I spoke to David who gave very detailed and concise advise he was very friendly and knowledgeable and he went out of his way to go that extra mile I would definitely use b- advised again and would highly recommend them”
i
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Savage Silk
(20)
House
Reason
Property
“Absolutely delighted with my experience using Savage Silk. Myself and my partner were trying to buy our first property together and had 2 fall through due to reasons with the sellers, but finally managed to get the third one over the line. We used Sa...”
i
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Co-Navigate Limited
(15)
Mortgage Advice, TAX Planning, Business Planning
“I have found Andy, Lyndsey and the whole team at Co-Navigate a joy to work with over many years. They work hard to understand my needs as a customer and as a person and we have always found their advice to be extremely sound and comprehensive. Being ...”
i
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K P Simpson Certified Public Accountants
(14)
Small Medium Business, Taxation, Financial Services
“I moved to working with KP Simpson to handle things for my business recently and it's genuinely one of the best decisions I've made to date.
Helpful. Honest. Fast to reply. Always there for you. The list could go on...for a very long time.
The ...”
i
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Glenn Ford Private Finance
(14)
Phil & Zoe, Caroline, Paul & Chris
“A friend recommended Glenn to us when we were starting to look for our first house and mortgage. Excellent service from the outset with Glenn getting to know us and understand our priorities, needs and wants. He was able to recommend the right deals ...”
i
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The Tax Faculty
(9)
Property
Knowledge
Capital Gains Tax
“I've had the pleasure of working with Charles Tateson at TTF for several years now, specifically for property CGT reports. Charles's depth of knowledge, meticulous attention to detail, and unwavering patience in handling my tax matters have truly set...”
i
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Mortgage Advice Centre
(16)
Hand
Remortgage
Team
“Mortgage Advice Centre organised my mortgage for me and my partner, getting the best deal and helping us through the whole application process. Andy Carter and his team were professional, quick to respond to any questions and made the whole process f...”
“Nigel is knowledgeable and supportive. He's very proactive as an IFA and always has my needs and concerns as the central focus. He is straightforward and honest; no flannel, no condescention, no flash car (out of my profits), just great advice. I wou...”
i
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Rutherford Hughes
(10)
Investments
“Best move I made was to transfer my portfolio to Rutherford Hughes Ltd.
I had become concerned with my previous investment company at the lack of contact, slow movement of my portfolio and not a very user friendly website.
Now I get regular contact...”