Best Financial Advisors in Macclesfield

The highest-rated Financial Planning & Wealth Management companies out of 50 vetted & reviewed in the Macclesfield area.

G & K Independent Financial Advisers

G & K Independent Financial Advisers

(1)
Individual Savings Accounts (Isas), Trusts, Pensions (Company & Personal)
“Offer good advice and make things easy to understand. Very happy with how my investments are performing”
30+ Years Experience
47 Ivy Ln, Macclesfield SK11 8NU
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Wild and Company

Wild and Company

(1)
“Really helpful advice from Paul, much appreciated.”
Tudor House, Royal Court, Cheshire, Macclesfield SK11 7AE
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JFP Financial Services

JFP Financial Services

In Business Since 2019
4th Floor, Merchant Exchange, Gas Rd, Waters Green, Macclesfield SK11 6JX
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Kavanagh & Associates Wealth Management

Kavanagh & Associates Wealth Management

(8)
  • Pensions
“I thoroughly recommend Paul Kavanagh if you're looking for an honest, trustworthy financial adviser. Paul will offer you the best advice, clearly explained, and allow you all the time you need to consider which options, if any, you feel most comfor...”
9 Church St, Macclesfield SK11 6LB
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Pettengell Wealth Management

Pettengell Wealth Management

(1)
“Had a meeting with Callum today, really nice guy, very professional and spoke very clearly about the options available. Would highly recommend.”
Adelphi Mill, Grimshaw Ln, Bollington, Macclesfield SK10 5JB
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Hurstwood Financial Planning

Hurstwood Financial Planning

25+ Years Experience
The Farm Cold Arbor Drive, Macclesfield SK10 2ZP
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Bright Ideas Accountancy

Bright Ideas Accountancy

(50)
Switching Accountants, Accountancy Service Packages, Freeagent
“Have been using BI Accountancy over the last year and they have been amazing. The team provide quick responses and go out of their way to assist no matter what the request. They take all the stress away and enable me to focus on my business, giving g...”
In Business Since 2014
Transparent Fees & Pricing
80 Ashton Rd, Denton, Manchester M34 3JF
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Accounting Solutions Manchester

Accounting Solutions Manchester

(50)
Bookkeeping, Company Formation, Year End Accounts
“As a new limited company business owner, I spoke to a variety of accountants in Stretford, Jay and his team were by far the best. He was there to answer any of my queries. He helped me make excellent tax savings and was very thorough and helpful. E...”
20+ Years Experience
10 Milton Rd, Stretford, Manchester M32 0RD
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Lift-Financial Group

Lift-Financial Group

(50)
Insurance, Employee Benefits, Mortgages
“Lift has guided and helped with my investments and financial needs, especially since my retirement. They have advised and responded to requests quickly and in a very professional manner, whilst having a friendly approach. Special thanks to Suzanne, D...”
In Business Since 2010
Century House, Regent Rd, Altrincham WA14 1RR
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Roberts McBain Mortgage & Finance

Roberts McBain Mortgage & Finance

(50)
Insurance and Protection, Buy to Let Mortgages, Secured Loans
“Me and my partner are buying a house together and Tom has been absolutely amazing. We were struggling so hard to get a mortgage due to a sale not going through on one of our properties. He spent so much time and effort getting us a great deal. He has...”
In Business Since 2016
Licensed
Serving Macclesfield Area
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Haven Financial Planning

Haven Financial Planning

(50)
Protection Assurance, Tax Planning, Pensions & Retirement Planning
“I have worked with Sveta a few years ago and reached out to her again when I needed a mortgage. Sveta was great. Sveta was thorough and knowledgeable. she provided all the options available. she was managed to get me lower interest rate from the sa...”
Earle House, Ground Floor, Atlantic St, Cheshire, Altrincham WA14 5DD
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Farley Dwek Solicitors

Farley Dwek Solicitors

(49)
  • Funding
  • Care Home
  • Outcome
“At one of the most difficult and emotional times, Debbie Payton and Andrew Farley were able to give us a straight down the line honest professional opinion with empathy and understanding of how difficult it was for both my father and our whole family...”
In Business Since 2007
Transparent Fees & Pricing
universal square, Suite 1.2 First Floor, Devonshire St N, Manchester M12 6JH
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Capstone Financial

Capstone Financial

(45)
Shareholders, Exit Strategies, Pensions Reform – Your Obligation
“Richard has helped put steps in place to both help protect our business and family both now and in the future. Capstone have helped us navigate the unknown around all areas of financial security and helped advise our employee's when needed. In all a ...”
Family Business
13 Ashley Rd, Altrincham WA14 2DT
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The Mortgage Corner

The Mortgage Corner

(50)
  • Solicitors
  • Emails
  • House
“Peter is brilliant. He gets things done so efficiently, and keeps you in the loop. He always emails and calls when he says he will and makes everything so easy. This is our second time using him so far and we will never go anywhere else. We have reco...”
In Business Since 2001
Serving Macclesfield Area
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TPD Wealth Management

TPD Wealth Management

(50)
  • Company
  • Interests
  • Pension
“We couldn't have asked for a better meeting with Rob. He was friendly, professional and very knowledgable, we no doubts that the information we received from him was first class. We couldn't have managed without him.”
In Business Since 2014
Serving Macclesfield Area
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Compass Financial

Compass Financial

(50)
  • Understand
  • Retired
  • Investments
“I have been using compass for over 10 years now . They have always given me good advice and are very quick to respond to any questions or requests that I have. . I would definitely recommend them to anyone who is looking for financial advice. I feel...”
Building One, Green, 333 Styal Rd, Wythenshawe, Manchester M22 5LW
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Entire FS

Entire FS

(50)
  • Remortgage
  • Solicitors
  • House
“Recently had the pleasure to deal with Lee at Entire FS to get my Mortgage sorted for the foreseeable. Nothing was too much trouble and everyone I dealt with made the whole process as easy and stress free as possible. I have passed their detail...”
Warrant House, High St, Altrincham WA14 1PZ
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Clarion Wealth Planning Limited

Clarion Wealth Planning Limited

(45)
  • Company
  • Advice
  • Future
“We have used Clarion for a few years now and find the service second to none, very efficient and reliable. Would highly recommend their services. We particularly moved to Clarion to continue our relationship with John Winstanley. We find him frien...”
Serving Macclesfield Area
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Anchorage Chambers

Anchorage Chambers

(48)
“Highly recommend anchorage chambers! Really helped me out to carry on with my life and is definitely worth speaking to them if your in any sort of debt they will help you. Its helped me an im coming to the end of my journey with them now an i havent...”
Licensed
Serving Macclesfield Area
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Knight Brown Accountants

Knight Brown Accountants

(26)
Mortgages & Commercial Finance, Freelance Contractors, Wealth Management
“Andy and his staff were recomended to us about 3 years ago and can't recommend them enough. We have 2 bussinesses and they sort both acconts out. keep up the good work.”
In Business Since 2021
Free Initial Consultation
Serving Macclesfield Area
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Burfield Financial Planning

Burfield Financial Planning

(35)
Invest, Insure, Retire
“I have been a customer of Burfield for several years now. David provides a fabulous service and always responds to any requests or questions very quickly. Every issue is explained clearly and I feel confident my investments are being well looked afte...”
Free Initial Consultation
Serving Macclesfield Area
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Consumer Savings Network

Consumer Savings Network

(32)
  • Investment
  • Dating
  • Outcome
“Absolutely professional service..... Highly recommended if your chasing compensation.... Ron and the team were on the ball and in touch keeping me updated at all times...... Ron got me a great result from St James Place that I dealt with years ago .....”
3, Slaters Court, Princess St, Knutsford WA16 6BW
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Claritas Wealth

Claritas Wealth

(32)
  • Advice
  • Decision
  • Managing
“Tim and his excellent team at Claritas have been helping my wife and I manage our personal finances for several years now. As we approach retirement, they have helped us chart a clear financial and lifestyle pathway for our future, which has been bot...”
Serving Macclesfield Area
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Sylvan Financial Management

Sylvan Financial Management

(21)
  • Goals
  • Questions
  • Pension
“Adrian at Sylvan has been an enormous help and support for me over the many years that he's been looking after my finances. I trust him and I'd highly recommend this company.”
Transparent Fees & Pricing
Serving Macclesfield Area
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Retirement Planning and Investment Management Services in Macclesfield Cost Estimates

Minimum cost
£1214
Maximum cost
£10312
National Average
£3639
Avg Per Hour Rates
£366
£2427
£6673
Typical price range is based on 351 cost profiles
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Average Cost £3639
Minimum cost £1214
Maximum cost £10312
Avg Per Hour Rates £366

Typical range £2427 to £6673 is based on 351 cost profiles.

Why these companies made our list

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