Best Financial Advisors in Middlesbrough

The highest-rated Financial Planning & Wealth Management companies out of 36 vetted & reviewed in the Middlesbrough area.

Sabre Accountants

Sabre Accountants

(50)
  • Happy
  • Price
  • Team
“Sabre Accountants have provided me with sound, practical business, and accountancy advice for over 11 years. I have always found them to be professional, friendly, and competitive. I wouldn't be where I am today without them.”
Transparent Fees & Pricing
1 Kings Rd, North Ormesby, Middlesbrough TS3 6NG
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Ayton-Law Financial Services

Ayton-Law Financial Services

(50)
  • Information
  • Professional
  • Insurance
“Barry helped arranged a new remortgage for our B2L property. This was done with minimal disruption to ourselves and he kept us informed all the time throughout the process. Wouldn't hesitate to use Ayton Law again. Positive Responsiveness, Profession...”
100+ Years Experience
97A Acklam Rd, Middlesbrough TS5 5HR
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Robert Carlton Independent Financial Advisers

Robert Carlton Independent Financial Advisers

(2)
Insurance, Mortgages, Pensions
“Like most people nowadays, I found it hard trying to build up the money to get a place of my own, and without Robert Carlton IFA I would have had no idea how much money I actually had to spend. They helped me with things such as council tax, that I w...”
251 Acklam Rd, Middlesbrough TS5 7BW
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Quigley & Partners

Quigley & Partners

(1)
“We've been using Quigley's for a number of years, over that time we've had a lot of well thought out and sensible advise. The service is very professional, friendly and unpressurised, we would have no hesitation in recommending.”
10, Roseberry Court, Ellerbeck Way, Stokesley, Middlesbrough TS9 5QT
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Roseberryfinancial

Roseberryfinancial

(1)
“I dealt with Christine for morgage and insurance services, very responsive and got me some very competitive rates and dealt with all the paperwork, I could not recomment enough!”
2 North Rd, Stokesley, Middlesbrough TS9 5DU
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AW Financial Services

AW Financial Services

“We develop a practical plan designed to help you meet those objectives. We'll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we're here to help and guide you with jargon-free...”
Business Centre, Office 48 South Tees, Middlesbrough TS6 6TL
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Swallow & Co

Swallow & Co

“Since 2010, the company has diversified into two divisions. Partner Peter Marsden with the support of his team runs the majority of financial services. Allowing founding partner David Swallow opportunities to work with established businesses in non-e...”
Commercial House, 10 Bridge Rd, Stokesley, Middlesbrough TS9 5AA
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Future Financial

Future Financial

76 Borough Rd, Middlesbrough TS1 2JH
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Northumbria Financial Management

Northumbria Financial Management

(3)
“Can't thank Andrew Teasdale enough for all his financial advice and support. I know how challenging we've been as clients, but every time he goes above and beyond! He's been absolutely fantastic - great guy and great advice!”
Frankland Ln, Durham DH1 5TA
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Ben Charles Durham Financial Services

Ben Charles Durham Financial Services

(38)
Book A Valuation, Auctions, Estate Agency
“I can not recommend Rachael enough. Rachael not only reduced our monthly mortgage payments but actual managed to reduce the length of the mortgage. What a great service, you really have to try this company and discuss your mortgage with them. We thou...”
96 Claypath, Durham DH1 1RG
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Later Life Money Limited

Later Life Money Limited

(27)
  • Understanding
  • Mortgage
  • Decision
“Steve and Callum, have been extremely professional and understanding whilst handling my application. They were not in any way pushing me to make a decision, they kept me informed about everything step by step. I throughly recommend the company.”
Serving Middlesbrough Area
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Carter Thompson Wealth Management

Carter Thompson Wealth Management

(19)
  • Savings
  • Mortgages
  • Understand
“We have dealt with Steven Thompson for a lot of years, he has helped us over the years with our mortgage, savings and pension. We would highly recommend Carter Thompson.”
64 W Auckland Rd, Darlington DL3 9EP
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Holistic Finance

Holistic Finance

(14)
  • Portfolio
  • Financial Advice
  • Options
“I have been dealing with Kevin at Holistic Finance for several years. Exceptional Service, great reviews and reports and always keeps me fully up to date with my investments.”
Family Business
Gloucester House, 72 Church Rd, Stockton-on-Tees TS18 1TW
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The Tax Faculty

The Tax Faculty

(9)
  • Capital Gains Tax
  • Property
  • Knowledge
“Brilliant. Swift, friendly and (importantly) accessible advice especially for someone like me who finds Tax confusing. Would definitely recommend. Charles is super-knowledgeable and friendly”
Transparent Fees & Pricing
Free Initial Consultation
Portland House, Belmont Business Park, Durham DH1 1TW
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Baines Jewitt Chartered Accountants and Business Advisers

Baines Jewitt Chartered Accountants and Business Advisers

Companies House Forms, In the Press, Disclaimer
““Baines Jewitt provides a meticulous approach to the tasks in hand, as well as providing a pragmatic view on numerous ad hoc situations. We talk regularly and freely and think of Baines Jewitt as a trusted, sometimes critical, adviser, who supports o...”
Transparent Fees & Pricing
Spitfire House, 19 Falcon Ct, Preston Farm Industrial Estate, Stockton-on-Tees TS18 3TU
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Atom Financial

Atom Financial

(2)
“We have worked with Atom for over a year now and I can say very comfortably onboarding them to support with our accounts and HR was one of the best moves we have made as an organisation. Their one to one support and time they take to understand our n...”
Offers Financing Options
Tees Valley Business Centre, Suite 35 Durham, Orde Wingate Way, Stockton-on-Tees TS19 0GD
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MG Shaw

MG Shaw

(1)
Financial Planning, Pension Planning, Insurance Planning
“Very knowledgeable, professional and friendly. I can't find fault with the plan put in place for my retirement and I feel like I am in safe hands moving forward. Positive Responsiveness, Quality, Professionalism”
4 High St, Norton, Stockton-on-Tees TS20 1DN
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Wealth of Advice

Wealth of Advice

(14)
  • Confidence
  • Meeting
“Been with Chris and the team for a few years now and he has always provided good advice and explained it in a way that is easy to understand. I am no expert but i feel confident with the information he has given to allow me to make the best decisions...”
Serving Middlesbrough Area
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Prismatic Wealth Limited

Prismatic Wealth Limited

(3)
“The team were absolute stars. A simple process that took the worry out of my retirement funding.”
Prismatic House, 26 Falcon Ct, Preston Farm Industrial Estate, Stockton-on-Tees TS18 3TX
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Hogarth Wealth Management - Financial Advisor Hartlepool

Hogarth Wealth Management - Financial Advisor Hartlepool

(9)
  • Advice
“I found Richard to be very professional and friendly. He provided a high-quality and efficient service. If you are looking for financial advice contact Hogarth Wealth Management, you will not be disappointed.”
Offers Financing Options
78 Spalding Rd, Hartlepool TS25 2JP
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New World Financial Group

New World Financial Group

(1)
“We spoke to New World to help us plan for retirement. We were very happy with the service and would highly recommend to anybody.”
In Business Since 2019
Sheraton House, Surtees Business Centre, Level Q, 2A, Stockton-on-Tees TS18 3HR
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We Complement

We Complement

(1)
“We have been working with WeParaplan for around four months now. This is the first outsourcing Paraplanning company we have had a working relationship with, so initially we didn't know what to expect but I think it's safe to say they have blown our e...”
The Old Brewery, Business Centre, Castle Eden, Hartlepool TS27 4SU
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Jmfs Financial Planning Limited - Now Part of Vesta Wealth

Jmfs Financial Planning Limited - Now Part of Vesta Wealth

“Money and wealth can be complex. We help by guiding you through the winding road of financial choices, even as the economy and financial landscapes change. Every step in life involves important decisions which can impact on you and your family's fina...”
preston Farm, Dakota House, 25 Falcon Ct, Stockton-on-Tees TS18 3TX
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Bob Little & Co

Bob Little & Co

(2)
“I usually like to do my own research when it comes to buying financial products, but saw that Bob Little & Co say they can access broker-only mortgages and other deals that aren't available to the general public. I decided to give them a try and was ...”
In Business Since 2003
Transparent Fees & Pricing
Family Business
Serving Middlesbrough Area
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Retirement Planning and Investment Management Services in Middlesbrough Cost Estimates

Minimum cost
£1242
Maximum cost
£10549
National Average
£3723
Avg Per Hour Rates
£374
£2483
£6826
Fair price range is based on 372 cost profiles
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Average Cost £3723
Minimum cost £1242
Maximum cost £10549
Avg Per Hour Rates £374

Fair range $2483 to $6826 is based on 372 cost profiles.

Why these companies made our list

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