Best Financial Advisors in Littleover
The highest-rated Financial Planning & Wealth Management companies out of 33 vetted & reviewed in the Littleover area.
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Audit, Tax Planning, IT Support
“I have been with Bates Weston since 2015, they are the best in the business at what they do and Kay and team are always on hand when needed for sound accounting advice. Highly recommended accountants”
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Right Wealth Management
“Andy was amazing. Took the time to help us fully understand our insurances cover and what was right for us. Made the process very easy. Would highly recommend to anyone, thank you!!”
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First Service Financial
Life Insurance & Protection, Wills & Inheritance Tax Planning, Pensions & Retirement Planning
“A personal, friendly, comprehensive service offered. Technical jargon patiently explained in layperson's terms and the long-term best interests of the client remain paramount.”
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Ryley Wealth Management
For You & Your Family, For You & Your Business
“My Mother, husband and I have worked with Paul for a number of years now. He has helped and advised all of us through challenging times and new opportunities, all to great effect. I cannot recommend him highly enough and thank him for his continued s...”
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BK Accountants
- Company
- Prices
“If you speak to the right people then the right things happen. The difference between my old accountant and BK accountants are polar opposite's. After a short phone call Ben helped me to advise my now previous accountant for the correct paper work so...”
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Merchant Advice Service
- Payment
- Business
- Result
“Libby has been so helpful, we are a high risk business and we managed to set up a merchant account within 4 days. Libby was very quick to respond to emails and help in anyway she could. I would highly recommend. Positive Responsiveness, Quality, Prof...”
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TJM Financial Solutions
- Communication
- First Time Buyers
- Mortgage Advisor
“Tom's been a huge help with my pension planning. His advice and support have really made a huge difference in securing my financial future. Big thanks to him, and I'd definitely recommend his services!”
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Nelsons Solicitors
Debt Recovery, Medical Negligence, Children Law
“Ash S. was brilliant. I have used him before and will continue to use him in the future. Very good communication and attention to detail. Not all solicitors are created equal and when the other party has a below average one, you want to make sure you...”
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Integritas Financial Planners
Investment Advice, Pension Advice, Protection
“Knowledgeable and thorough approach in all aspects providing a first class, professional and user friendly service. Positive Responsiveness, Quality, Professionalism, Value”
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Hanbury Financial Planning
- Team
- Decisions
- Pension
“My organisation recommended Hanbury Financial Planning to me when I was looking for support with pension planning and I have nothing but great things to say. The team are incredibly knowledgeable, very responsive and genuinely care. I would highly r...”
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Castle Rock Financial Planning
- Team
- Understanding
- House
“Excellent experience working with this company. Professional advice and service provided, would definitely use again should the situation arise and highly recommend.”
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Xeinadin - Wren Accountants & Business Advisers
Personal Accounting, Business Accounting, Accounting and Bookkeeping Software
“I was self employed as a consultant for 30 months. During that time I employed Wren accountancy to manage my returns and tax affairs. throughout the whole experience i found Paul and his team to be excellent. However, after I returned to employment a...”
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Outwoods Financial Planning
- Financial Advice
- Jargon
- Understand
“I gained some great information and financial advice from Jon. He answered all of my queries and I would highly recommend his services to anyone. Thank you.”
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Woolley, Beardsleys & Bosworth
Wills, Trusts and Asset Protection, Prestige Property Services, Residential Property
“Highly recommend the services provided by Woolley, Beardsleys and Bosworth. They have guided us through the difficult time and process of dealing with my late mothers estate with nothing ever being to much trouble. Suzanne and Rhiane have been absol...”
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AMG Wealth
- Company
- Income
- Future
“Excellent financial advice from Gary, Phil and the team at AMG Wealth Management.
Gary & Phil have taken the time to get to know my personal circumstances and future goals to help me take financial control and plan for retirement.
Advice is eas...”
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Glenrose Financial Planners
Investments, Tax Planning, Retirement Planning
“We needed someone who could walk us through the "mine field" of the new pension regulations and what would be the best solution for our staff. We wanted to get a good retirement deal for everyone without it costing them or us an arm and a leg.
Wel...”
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OSL Financial Services
Wills, Join the Team, Short Term Business Loans
“Tim has been amazing in helping us get our first mortgage. It's been a long journey of saving and getting our credit history better, we still had some bad sections to our history but Tim still managed to get us a pretty decent mortgage. He has been c...”
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Grange Estates Wealth Management
- Advice
- Pension
- Questions
“We chose John as our FA having carried out a thorough local search and meetings with three other providers to compare services. John impressed us with his professional manner- he makes the effort to come to our house, arrives on time and smartly dres...”
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Chesterton House Financial Planning
- Information
- Property
- Advice
“EXCEPTIONAL SERVICE, KNOWLEDGE AND ADVICE
I turned to Chesterton's for some re-mortgaging advice recently. From the outset, the levels of responsiveness and professionalism were exactly what I had hoped for. The advice I received was very detailed...”
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Brian Mole Independent Financial Advisers
- Financial Advisor
- Choices
- Meeting
“I had never used Brian Mole's services previously, although was aware that they have been in Burton for many many years. After a change in circumstances, I needed some future financial planning advice and a review of my pensions.
I have been given e...”
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Linford Grey Associates - Chartered Certified Accountants
Bookkeeping & VAT Returns, Tax & Financial Planning, Accounting & Financial Management
“I've been extremely impressed by Adam and Linford Grey Associates. Having worked with a number of accountants in the past, I feel confident that Linford Grey will be a partner for years to come. Very responsive, great customer service, smooth use of ...”
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Red IFA
, , Investments
“I needed some advice regarding the draw down of my current Pensions and I approached Red IFA and was contacted by James Wilkinson to arrange an appointment. James was very prompt, friendly and knowledgeable. He gave me the relevant advice I needed ...”
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Rhodes Wealth Management
Wealth Protection, Social Care, Financial Planning
“I have nothing bad to say about the service that I have received, it has been 5 Star from start to finish, the gentleman representing the company called round my house at a time that suited me and he made me feel at ease as soon as we had spoken to e...”
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Stephen Eve Financial Planning
Investment Advice, Check-In Service, Retirement Planning
“If you are wanting a personal approach to wealth management then look no further than Stephen Eve Financial Planning . The service we have received from Ben Slater has been excellent - he takes the time to explain the current financial situation, to ...”
Retirement Planning and Investment Management Services in Littleover Cost Estimates
Why these companies made our list
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