Best Financial Advisors in Leek

The highest-rated Financial Planning & Wealth Management companies out of 64 vetted & reviewed in the Leek area.

Brian Mellor Financial Services Limited.

Brian Mellor Financial Services Limited.

(4)
“Always dealt with Brian and his team. Can't fault the advice that I have received over the years”
20 Stockwell St, Leek ST13 6DS
i
Knight Brown Accountants

Knight Brown Accountants

(20)
Wealth Management, Freelance Contractors, Mortgages & Commercial Finance
“Andy and his team have been fantastic to work with. They are always attentive to my business needs and have my best interests in mind at all times. I cannot give a better recommendation as my experience with these guys has been world class.”
Free Initial Consultation
In Business Since 2021
Serving Leek Area
i
Franklyn Financial Management

Franklyn Financial Management

(3)
“Neil was our advisor and was fantastic, highly recommend. Super helpful and knowledgeable. Thanks for all your help.”
Serving Leek Area
i
Apogee Wealth Management

Apogee Wealth Management

(2)
“Good advice as always”
Serving Leek Area
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”
Serving Leek Area
i
Trent River Capital

Trent River Capital

(11)
Financial Planning, Retirement, Protection
“Rod was recommended by our family he commenced reviewing our pensions and explained the various options that were available to us. His recommendations were backed up by in depth research in a detailed report.Would highly recommend to others in a simi...”
Coupons & Offers
Suite 1, 121 Church St, Stoke-on-Trent ST4 1DB
i
AFS Wealth Management

AFS Wealth Management

(30)
  • Questions
  • Mortgage
  • Team
“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...”
4 Cherry Orchard, Newcastle-under-Lyme, Newcastle ST5 2UB
i
RBA Wealth Management

RBA Wealth Management

(25)
“RBA have been acting for me throughout my 30's and 40's - the most crucial time for me to be planning for the future. So having a trusted, friendly, supportive and super-smart advisors who communicate so well has been beyond reassuring - its been rea...”
In Business Since 2008
Serving Leek Area
i
Giliker Flynn Independent Wealth

Giliker Flynn Independent Wealth

(10)
Pension Advice, Equity Release Advice, Savings & Investment Advice
“Very good sound advice that I acted upon. This enabled me to semi retire. Fran broke down all key features of my pensions and explained to me and also a detailed written report.Would gladly recommend Francis Giliker for all pension related queries.”
Free Initial Consultation
Transparent Fees & Pricing
2 Gower St, Newcastle-under-Lyme, Newcastle ST5 1JQ
i
The Mortgage Corner

The Mortgage Corner

(30)
  • House
  • Team
  • Professional
“Could not recommended the mortgage corner enough. As someone who was completely new to the house buying process, all of my questions and worries were answered and I was made to feel at ease. Every step of the process was made extremely clear and I wa...”
Serving Leek Area
i
Elsby Associates

Elsby Associates

(11)
Equity Release Services, Insurance Protection, Mortgages
“Elsby Associates have been very helpful with sorting out my mortgage and insurance, being very thorough in showing me my potential options and sorting out what paperwork I needed to fill out, I'm very satisfied with the hard work that has obviously g...”
Westmill House, 29 Marsh Parade, Newcastle-under-Lyme, Newcastle ST5 1BT
i
Geens Chartered Accountants

Geens Chartered Accountants

(7)
“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...”
Family Business
68 Liverpool Rd, Stoke-on-Trent ST4 1BG
i
Simple Financial Advice

Simple Financial Advice

(8)
Retirement Income, Pension Reviews
“John and the team at Simple Finance are excellent and have given us perfect financial advice to help with our retirement planning. I would highly recommend them for any personal financial advise and investment requirements.”
Transparent Fees & Pricing
Serving Leek Area
i
Thompson Wright

Thompson Wright

(18)
  • Financial
  • Team
  • Advisor
“TW have been my accountants since 2001. They have supported me with book-keeping, accounts preparation and both personal and corporation tax advice and compliance work throughout. They have also been instrumental in carrying out a financial restructu...”
Serving Leek Area
i
Simpwill

Simpwill

(1)
“well worth the chat. kind and understanding and very helpful”
Emergency Services
Serving Leek Area
i
Xentum Financial Planning

Xentum Financial Planning

(3)
Tax Planning, Pensions & Retirement Planning, Investment Management
“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
Serving Leek Area
i
Right Financial Planning

Right Financial Planning

Pensions, Investments, Protection
“Right Financial Planning Ltd is an Independent Financial Advisor Company covering the whole of the UK. Our clients are nationwide. We pride ourselves in offering fully Independent Financial Advice based on our clients individual needs. We specialise ...”
Burslem Enterprise Centre, 2, Moorland Rd, Burslem, Stoke-on-Trent ST6 1JQ
i
John Greenall & Co

John Greenall & Co

(1)
Business Startup, Taxation Advice, Annual Accounts
“Expert advice in a relaxed manner”
Free Initial Consultation
Serving Leek Area
i
Wild and Company

Wild and Company

(1)
“Always friendly and professional service. I have dealt with both Paul and Tracey on different matters. They demonstrate a good understanding of the product offerings and how they relate to my investment needs (which have flourished over the years ).”
Tudor House, Royal Court, Cheshire, Macclesfield SK11 7AE
i
Slater Financial

Slater Financial

(7)
“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.”
Offers Financing Options
In Business Since 2011
Serving Leek Area
i
Clarion Wealth Planning Limited

Clarion Wealth Planning Limited

(4)
“Friendly and informative contacts at annual meetings. Current performance of funds is good and above Benchmarks. Check on future needs (eg Care and physical support) is reassuring.”
Serving Leek Area
i
Debt Saving Solutions

Debt Saving Solutions

(4)
“I have suffered with fear and anxiety for a long time now worrying about my depts and how I was going to manage them I got a call back from DSS and the guy I spoke to was very understanding and very helpful with my case. Now I have got the help th...”
Transparent Fees & Pricing
Serving Leek Area
i
Bartax - For Barristers & the Bar

Bartax - For Barristers & the Bar

“The Xeinadin Group is an extensive group of more than 2.000 advisors spanning the UK and Ireland. Xeinadin Group helps entrepreneurs, SME's, corporations and not-for-profit organisations achieve their goals and mission. Through unmatched collaboratio...”
Transparent Fees & Pricing
In Business Since 1999
Serving Leek Area
i
Jacobs Richard

Jacobs Richard

(2)
“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...”
Family Business
20+ Years Experience
13, Brindley Court, Lymedale Business Park, Dalewood Rd, Newcastle-under-Lyme ST5 9QA
i

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
Click to copy
Successfully copied!
Average Cost £3531
Minimum cost £1178
Maximum cost £10004
Avg Per Hour Rates £355

Average range $2355 to $6474 is based on 392 cost profiles.

Why these companies made our list

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