Best Financial Advisors in Knutsford

The highest-rated Financial Planning & Wealth Management companies out of 65 vetted & reviewed in the Knutsford area.

How Financial Review Limited

How Financial Review Limited

(41)
  • Business
  • Will
  • Options
“A will and power of attorney is something I have never really considered in the past. I always felt a will especially was something reserved for people who had large estates or sums of money that would be left behind. When I heard anecdotally from...”
Alexandre House Brook Farm, Swineyard Ln., Knutsford WA16 0SD
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Consumer Savings Network

Consumer Savings Network

(30)
  • Investment
  • Compensation
  • Dating
“We would like to take this opportunity to express our gratitude towards Consumer Savings Network following our recent successful claim on a mis-sold Investment. From our first contact with Ron Amoore he showed a great enthusiasm and understanding ...”
In Business Since 2014
3, Slaters Court, Princess St, Knutsford WA16 6BW
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Davidson Stant

Davidson Stant

(19)
Services For Individuals, Specialisms, Services For Business
“Reliable and constant . Staff longstanding and do not change . Even small businesses get senior staff and you are not dealing with a new junior every year. They are dependable . They are responsive to requests and make time to talk to you . Anita is ...”
In Business Since 2011
The Glen, Knutsford Old Rd, Grappenhall, Warrington WA4 2LD
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Xentum Financial Planning

Xentum Financial Planning

(3)
Investment Management, Life Events, Tax Planning
“A financial planning firm that truly understands what life is all about and how to focus on getting what you want from it”
Transparent Fees & Pricing
Moss Wood, Seven Sisters Ln, Knutsford WA16 8TH
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Equity Release Works

Equity Release Works

(2)
“Looking into the possibility of equity release can be daunting, but due to Equity Release Works consultant James Tallet the whole experience is made stress free. James product knowledge, professional approach & advice is delivered with a sympatheti...”
In Business Since 2019
Booths Park 5, Knutsford WA16 8GS
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Apogee Wealth Management

Apogee Wealth Management

(1)
“Good advice as always”
No1 Booths Park, Knutsford WA16 8GS
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A&M Wealth Management

A&M Wealth Management

(1)
“Tony and his team at A&M have provided the very best, truly independent financial advice that's tailed to their customers needs. I'd recommend anybody who want independent advise from somebody who really cares about their clients to speak with Tony”
Booths Hall, Booths Park, Chelford Road, Knutsford WA16 8GS
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Tatton Financial Planning

Tatton Financial Planning

““Very happy – Lee demonstrates real care for what we want to achieve as a family, a real strength in my view, it feels very personal to my family and our circumstances. He has a real listening ability, and is always keen to understand my ambitions an...”
Unit 1A, Mere Hall Farm Business Centre, Bucklow Hill Ln, Cheshire, Knutsford WA16 6LE
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Toft Financial

Toft Financial

“We have the support of Keystone Financial, who monitor our compliance and ensure that we are up to date with all aspects of regulatory and tax matters. In addition, they provide us with access to a number of industry leading independent research syst...”
104 Grove Park, Cheshire, Knutsford WA16 8QB
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Swiftsure Wealth Management Limited

Swiftsure Wealth Management Limited

“We have a great team, providing personal and corporate financial planning services to our clients. Our combined experience, knowledge and expertise, allow us to tailor solutions to individual needs and goals, recognising the diversity of our client b...”
1 Church Hill, Knutsford WA16 6DH
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Dominic Baldwin

Dominic Baldwin

“Here to help you and your family get the most out of life With more than 25 years' experience in running successful companies, I now provide tailored support to a small number of clients each year. My role is to help you make good decisions about you...”
25+ Years Experience
Moss Wood, Seven Sisters Ln, Knutsford WA16 8TH
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Equilibrium Asset Management

Equilibrium Asset Management

In Business Since 1996
Booth Hall Lodge, Chelford Rd, Knutsford WA16 8GS
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Mark Purcell

Mark Purcell

“We're not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it's not all we want. We're relationship-builders, ready with guidance and advice whatever stage you're at in your life. We ...”
48a King St, Knutsford WA16 6DT
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Watterson Financial Planning, Cheshire

Watterson Financial Planning, Cheshire

85 King St, Knutsford WA16 6DX
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Lyncombe Consultants

Lyncombe Consultants

“Lyncombe Consultants Limited, Registered in England and Wales Co. No: 06030940 | Registered office: Brookdale Centre, Manchester Road, Knutsford, WA16 0SR. Lyncombe Consultants Limited is authorised and regulated by the Financial Conduct Authority. L...”
Licensed
Brookdale Centre, Manchester Rd, Knutsford WA16 0SR
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Kingsford Financial Planning

Kingsford Financial Planning

“Dan has always taken the time to understand my needs as an investor and has been both prompt and efficient in following and executing my wishes. His financial knowledge is excellent, answering all my questions immediately and without needing to resea...”
Suite 3, St Ann's House, Old Market Pl, King St, Cheshire, Knutsford WA16 6PD
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Informed Wealth Management

Informed Wealth Management

(32)
  • Investment
  • The Future
  • Pension
“Richard was great to deal with from start to finish. Really insightful, thorough and helpful when discussing my financial requirements, as well as being incredibly patient when it came to helping me make a decision across my pension and other investm...”
Transparent Fees & Pricing
In Business Since 2017
9 Barton Rd, Worsley, Manchester M28 2PD
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R A E Financial Services

R A E Financial Services

(19)
Pensions, Estate Planning, Savings & Investments
“Ramzy is an extremely professional, reliable and approachable advisor. After discussing my needs and wants he was able to tailor a financial plan that secured and protected my finances now and in the future. I am happy with the returns and his serv...”
59 Northumberland Way, Sharston, Wythenshawe, Manchester M22 4UG
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Banks Sheridan Accountants

Banks Sheridan Accountants

(10)
Bookkeeping & Cloud Accounting, Payroll, Personal Tax
“I am a private individual who was made redundant. Having had no substantial dealings with HMRC and not wanting to get embroiled with forms, I approached Banks Sheridan for help with handling the redundancy payments and immediate aftermath of self-emp...”
Coupons & Offers
Remote Consultations Available
Serving Knutsford Area
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Lionbridge Wealth Management

Lionbridge Wealth Management

(17)
Retirement Planning, Inheritance Tax Planning, Wills Trusts & Estate Planning
“Quite simply Lionbridge Wealth Management is amazing. The team, their personal touch, sound financial advice, alongside their ability to clearly explain the often confusing world of finance, is what truly sets them apart. The team work with you to un...”
125 Deansgate, Manchester M3 2BY
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CRS Accountancy

CRS Accountancy

(11)
Financial Planning, Taxation Services, Payroll
“Chris and his Team have been giving me expert business and personal financial advice for years and I don't hesitate to recommend them and indeed I have done to friends family and business associates Friendly, easy to understand expertly and ethical ...”
In Business Since 2020
Serving Knutsford Area
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HQ Financial Planning Limited

HQ Financial Planning Limited

(6)
Investments, Inheritance Tax Planning, Financial Protection
“Hong is an expert in his field. Very conscientious and thorough. Understands the technicalities yet explains things very simply. I wouldn't hesitate to recommend him.”
750 Mandarin Ct, Warrington WA1 1GG
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John Greenall & Co

John Greenall & Co

(1)
Taxation Advice, Business Startup, Payroll / Paye
“Expert advice in a relaxed manner”
Free Initial Consultation
Serving Knutsford Area
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Premier Wealth Solutions

Premier Wealth Solutions

(1)
Pensions, Estate Planning, Savings and Investments
“Please do get in touch and view our website and LinkedIn profile for genuine client feedback”
Serving Knutsford Area
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Retirement Planning and Investment Management Services in Knutsford Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Average price range is based on 496 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Average range $2007 to $5519 is based on 496 cost profiles.

Why these companies made our list

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