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Brian Mellor Financial Services Limited.
“Always dealt with Brian and his team. Can't fault the advice that I have received over the years”
Best Financial Advisors in Leek
The highest-rated Financial Planning & Wealth Management companies out of 64 vetted & reviewed in the Leek area.
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Daniel Hyde Financial Services
“Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical pl...”
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Clarion Wealth Planning Limited
- Relationship
- Fund
- Meeting
“We have been clients of Clarion Wealth Planning for 29 years since our first contact in October 1994. Initially our advisor was the company founder Ron Walker and now we are looked after by John Winstanley, their Business Development director. We r...”
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Stonegate Wealth Management
- Informative
- Financial Planning
“I would not hesitate to recommend Stonegate Wealth Management, the service we have received from Olivia has been outstanding. Very beneficial and informative with our best interest at the core of the advice. We have been kept informed of the progre...”
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RBA Wealth Management
“I have been a client of RBA for around 20 years and they have served me very well indeed. For the last few years Sarah van Kouteran has been my consultant at RBA. She is very easy to work with, very well informed, very clear with her explanations and...”
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Giliker Flynn Independent Wealth
Pension Advice, Equity Release Advice, Savings & Investment Advice
“Although I was a little apprehensive of discussing important financial matters with an advisor, I found Chris Flynn very approachable, knowledgeable and comfortable to deal with. After several meetings, when Chris explained in great detail the best w...”
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The Mortgage Corner
- Professional
- Products
- Remortgage
“Buying a house is no doubt the most stressful experience, with unexpected twists and turns but Tim Simkins at The Mortgage Corner made it as smooth a process as it could possibly be for us! Going above and beyond to advise and take the pressure off w...”
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Knight Brown Accountants
Wealth Management, Freelance Contractors, Mortgages & Commercial Finance
“I've been with Knights Brown Accountants (Andy & team) for over 8 years. The service is awesome, and Andy has provided some valuable advice continually over the 8 years. His team are really adaptive, knowledgable and a pleasure to deal with. I wou...”
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Consumer Savings Network
- Compensation
- Knowledge
- Team
“Contacted Consumer Savings Network on the off chance of getting some compensation for investments made in the late 90's. I didn't really believe that people got money back and these were all scam's. It has taken a few years but with the persistence ...”
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AFS Wealth Management
- Financial Planning
- Communication
- Questions
“Gary Barton from AFS Wealth Management supported me through the whole process of applying for my first mortgage, nothing was ever too much trouble.
Clear explanations were given to all my queries, further explaining all the reasons for any of his re...”
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Simple Financial Advice
Retirement Income, Pension Reviews
“John and the team at Simple have been great; they have guided me through the complexity of all the options for taking my pensions and giving me the re-assurance that I can afford to retire early. An excellent professional, structured and friendly se...”
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Trent River Capital
Financial Planning, Retirement, Protection
“Trent river capital has been professional throughout sorting my pension keeping me updated every year for the past several years. Rod is always available on the telephone to answer any questions and I get a paper review posted to me yearly to make su...”
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Thompson Wright
- Financial
- Team
- Phone
“Thompson Wright are always quick to respond to any queries we have at Control & Construction Ltd. Reception staff are friendly and helpful, accounting staff always go the extra mile to assist especially during our MTD transition using xero providing...”
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A&E Accountants Limited
Preparation Of Forecasts and Sensitivity Analysis, Maintaining Ledgers, Bookkeeping
“I cannot praise A and E accountants enough. I contacted A and E accountants to do some emergency tax work at a very busy time of year. They were efficient,knowledgeable and fantastic value for the amount of work that had to be done. They are now my...”
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Slater Financial
“Can't fault Phil and the team. With all the uncertainty and volatility of the last 12 months I don't believe I could have been in better hands. You just know that your pension and investments are in good hands with Slater Financial Ltd. Positive Res...”
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Xentum Financial Planning
Investment Management, Financial Planning, Business Services
“A financial planning firm that truly understands what life is all about and how to focus on getting what you want from it”
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Geens Chartered Accountants
Taxation, Business Planning and Financial Management, Support Services
“Dean had worked with my husband and I on a very complicated tax case and with a very short deadline (3 days). He was extremely professional, courteous, thorough and supportive throughout the process. He managed to complete our business tax return and...”
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Retirement Planning
Looking For Financial Advice?, Investing in Your Financial Future
“I would highly recommend RPUK. Greg was very helpful and efficient in securing a mortgage for our home. The whole process from start to finish was quick and easy. Communication was excellent and all of our questions and concerns were answered. I will...”
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Pace Ward
- Car
- Underwriters
- Price
“Best insurance company I've every used, they have a personal touch and have always provided the best prices possible and cater for varying levels of high performance vehicles.”
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John Greenall & Co
Business Startup, Taxation Advice, Annual Accounts
“Expert advice in a relaxed manner”
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Marshall Accountancy
- Advice
- Team
- Tax Return
“Jackie who works for Marshall Accountancy is very professional and always delivers great service. I wouldn't use another accountancy company.
Thanks again😊 …”
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Elsby Associates
- Professional
- Insurance
“Carl is extremely helpful and knowledgeable. He completed our will and LPA.
Everything was explained in detail and nothing was too much trouble he makes you feel comfortable and is not “pushy” in any way.
I will definitely use him again and would r...”
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Jacobs Richard
“My husband and I have just had our annual review with this firm. The professionalism with which the team at RJP manages our personal finances is outstanding. There are not enough superlatives in the English Dictionary to describe the sheer brillian...”
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G & K Independent Financial Advisers
Life Assurance, Flexible Drawdown & Annuities, Pensions (Company & Personal)
“Offer good advice and make things easy to understand. Very happy with how my investments are performing”
Retirement Planning and Investment Management Services in Leek Cost Estimates
Minimum cost
£1178
Maximum cost
£10004
National Average
£3531
Avg Per Hour Rates
£355
£2355
£6474
Average price range is based on
392 cost profiles
Why these companies made our list
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