Best Financial Advisors in Knutsford

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

Consumer Savings Network

Consumer Savings Network

(32)
  • Company
  • 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 ...”
3, Slaters Court, Princess St, Knutsford WA16 6BW
i
Davidson Stant

Davidson Stant

(20)
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 ...”
The Glen, Knutsford Old Rd, Grappenhall, Warrington WA4 2LD
i
Xentum Financial Planning

Xentum Financial Planning

(3)
Investment Management, Business Services, Financial 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
i
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...”
Booths Park 5, Knutsford WA16 8GS
i
Apogee Wealth Management

Apogee Wealth Management

(1)
“Good advice as always”
No1 Booths Park, Knutsford WA16 8GS
i
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
i
Watterson Financial Planning | HNW Wealth Management

Watterson Financial Planning | HNW Wealth Management

(1)
“We have been with Watterson for over 16 years and have been so impressed with their professionalism and attention to detail. The advice our family has received over the years has been greatly appreciated.”
85 King St, Knutsford WA16 6DX
i
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...”
In Business Since 2015
Marble Arch, King St, Knutsford WA16 6HD
i
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
i
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
i
Equilibrium Asset Management

Equilibrium Asset Management

In Business Since 1996
Booth Hall Lodge, Chelford Rd, Knutsford WA16 8GS
i
Dominic Baldwin

Dominic Baldwin

“"Dominic Baldwin has been successfully managing the financial affairs of my wife and I for well over 20 years. As our wealth has grown considerably, he has continued to offer relevant, timely and sound advice on all matters to meet our lifestyle choi...”
Moss Wood, Seven Sisters Ln, Knutsford WA16 8TH
i
Mark Purcell

Mark Purcell

“St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set...”
Offers Financing Options
48a King St, Knutsford WA16 6DT
i
Kingsford Financial Planning

Kingsford Financial Planning

“Daniel always listens to us first, and then considers both our current and longer term financial ambitions when providing us with his expert advice during our regular 6 monthly reviews. Daniel is always on hand to deal with any queries that we may ha...”
Suite 3, St Ann's House, Old Market Pl, King St, Cheshire, Knutsford WA16 6PD
i
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
i
Haven Financial Planning

Haven Financial Planning

(50)
Investment Advice, Wills, Trusts & Estate Planning, Tax Planning
“I had the privilege of working with Sveta Kohli for our mortgage, and I couldn't be more satisfied with the experience. Sveta's assistance was not just helpful, but truly invaluable. She was consistently supportive, offering the best options and advi...”
Earle House, Ground Floor, Atlantic St, Cheshire, Altrincham WA14 5DD
i
Clarion Wealth Planning Limited

Clarion Wealth Planning Limited

(45)
  • Confidence
  • Relationship
  • Advice
“We moved to Clarion to continue our relationship with John Winstanley as we trust him implicitly as an individual and we value the advice and support he has given us. The move to Clarion has allowed us to maintain that relationship but has also intro...”
Serving Knutsford Area
i
RAE Financial Advisory Services

RAE Financial Advisory Services

(19)
Inheritance Advice, Pension Advice, Investment Advice
“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
i
Harrington Robertson Wealth Management Limited

Harrington Robertson Wealth Management Limited

(11)
  • Confident
  • Choice
  • Knowledge
“My husband and I met Keith whilst we were on holiday, and looking back I think it must have been fate. We found Keith to be very helpful, providing us with all the facts and letting us think about what we wanted to do, instead of being made to rush ...”
In Business Since 2010
Serving Knutsford Area
i
Libertas Wealth Management

Libertas Wealth Management

(5)
“I have had the pleasure of using Libertas Wealth Management services for several years now following the collapse of some previous investments.Phil and his team have been superb all the way through my journey to get my finances back on track. They op...”
37 High St, Frodsham WA6 7AJ
i
Money & Mortgages UK

Money & Mortgages UK

(50)
Investments, Equity Release, Protection
“I cannot thank Paul and Jade enough for their help over possibly the longest house purchase ever! Paul helped us in the process of porting our previous mortgage, over to our new property with some additional borrowing. The process was made so simp...”
Transparent Fees & Pricing
Dalton Place, John Dalton St, Manchester M2 6DS
i
Bright Ideas Accountancy

Bright Ideas Accountancy

(50)
Financial Planning, Pricing, Switching Accountants
“Thomas has been an excellent accountant. I knew hardly anything about starting my own company and setting up my accounts. And i was hand held along the journey. Getting to a point where i know some basics , but nevertheless Thomas has replied to m...”
Transparent Fees & Pricing
In Business Since 2014
80 Ashton Rd, Denton, Manchester M34 3JF
i
Chadwick & Company

Chadwick & Company

(49)
Personal Services, Online Accounting, Business Services
“I have been with Chadwicks (formerly Grundy Anderson and Kershaw) for many years and the service you are treated too is one that makes you feel very well looked after. Leanne Crowley looks after my day to day workings with great attention to detail a...”
Free Initial Consultation
Chadwick & Company, Capital House, Droylsden, Manchester M43 6PW
i
Roberts McBain Mortgage & Finance

Roberts McBain Mortgage & Finance

(50)
Bridge Finance, Mortgages, Insurance and Protection
“I first used this company 5 years ago when buying my first home. As a first-time buyer I was completely overwhelmed but Martyn explained everything to me in detail and gave me all of the possible options available to me, I knew I was getting the best...”
Licensed
In Business Since 2016
Serving Knutsford Area
i

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
Click to copy
Successfully copied!
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

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top