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Best Financial Advisors in Mold

The highest-rated Financial Planning & Wealth Management companies out of 60 vetted & reviewed in the Mold area.

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Celtic Financial Planning

Celtic Financial Planning

(50)
Seminars & Workshops, Equity Release, Care Fee Planning
“These advisers have taken all the hassle out of managing my pension, I am delighted to be able to recommend them. Chris Lloyd has been my adviser for many years and we have built a trust that is difficult to find everywhere these days.”
50+ Years Experience
Florence House, Bromfield Ln, Bromfield Industrial Estate, Mold CH7 1JW
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Heritage Financial Planning

Heritage Financial Planning

(32)
  • Solicitors
  • Individual Savings Account
  • Future
“I highly recommend the services provided by George at Heritage Financial Planning. Our decision to transition from another financial planning service earlier this year has proven to be immensely beneficial, they are worlds apart. George is proactive,...”
Family Business
Transparent Fees & Pricing
1 Heritage Square, Treuddyn, Mold CH7 4PD
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Clickery Financial

Clickery Financial

(20)
  • Financial Advice
  • Family
  • Confident
“Absolutely professional service and advice from Alex who proved to be highly knowledgeable, punctual, courteous and friendly!I would strongly recommend Clickery Financial Ltd for anyone who wants to feel secure about their personal financial planning...”
POBX 220, Mold CH7 9EQ
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Acorn 4 Mortgages

Acorn 4 Mortgages

(3)
“Their service was exceptional and I was kept informed of where my application was up to at each stage through to completion. I will definitely be dealing with them again in the future and would thoroughly recommend them.”
Ffordd Pentre Bach, Nercwys, Mold CH7 4EG
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Family Tree Wealth Management

Family Tree Wealth Management

(8)
  • Pensions
“I am not wealthy but needed good independent advice on my pensions, mortgage etc and these were so fair. They were non judgemental and patient with me Positive Professionalism”
36 High St, Mold CH7 1BH
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Financial Fortress

Financial Fortress

(50)
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“Financial Fortress have assisted me with my finances for the last three years and I wish I had "found" them sooner. They were recommended to me and I am so glad I acted on the recommendation. They are so professional and friendly too. They are happy ...”
Serving Mold Area
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Belgrave Wincham - Independent Financial Planners

Belgrave Wincham - Independent Financial Planners

(50)
  • Future
  • Decision
  • Questions
“It can be difficult to trust a third party to assist you with your pensions but Belgrave Wincham are professional, understanding, helpfull and Knowledgeable. I have no hesitation in recommending them and their services, I have received nothing but ex...”
Free Initial Consultation
Serving Mold Area
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Blue Strawberry Financial Services

Blue Strawberry Financial Services

(50)
  • Solicitors
  • Informative
  • Remortgage
“Ian & Stuart provide brilliant service for our mortgage advice. We trust them completely with our re-mortgages, they keep us updated every step of the way and are always very professional and offer top class service. We would highly recommend Blue St...”
Transparent Fees & Pricing
Serving Mold Area
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Chesterton Grant Mortgages

Chesterton Grant Mortgages

(50)
Investments, Estate Planning, Retirement Planning
“Beverley helped us with our remortgage. She was so helpful and patient throughout covering every aspect from start to finish. Nothing was too much trouble, everything was explained in as much detail as we needed and she was always just a phoncall awa...”
Serving Mold Area
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A tailored approach to investing: Whether you are a seasoned investor, or are just starting out, investing can be daunting, with concerns about market volatility and potential losses looming large. However, with the right financial advice, you can navigate these uncertainties and unlock the benefits of smart investing, ensuring a secure financial future tailored to your goals and risk tolerance.

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Storeton Rose Financial Planning

Storeton Rose Financial Planning

(50)
  • Understand
  • First Time Buyer
  • Pension
“Laura and her team have been absolutely amazing! We chose Storeton Rose Financial Planning as first time buyers, not knowing what we were going in to or how the process works. From the first meeting, Laura explained everything and we knew right away ...”
Serving Mold Area
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Clear Cut Financial Planning

Clear Cut Financial Planning

(50)
  • Dementia
  • Heart
  • Mortgage
“My wife and I have been receiving pension financial advice from Jane Gow at Clearcut since 2016, Jane is a model professional and the leader of this amazing company. We feel are financials are well looked after leaving us both to enjoy our retirement...”
Serving Mold Area
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Innes Reid Investments Limited

Innes Reid Investments Limited

(35)
Pensions and Retirement Planning, Inheritance Tax, Personal Financial Planning
“I have received help and advice from Craig at Innes Reid regarding life insurance, pensions and mortgages. He has always worked hard to find the right product for my needs and is quick to reply to any queries I may have. I would highly recommend Inne...”
Dee House, Hoole Rd, Chester CH2 3NJ
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HL Financial

HL Financial

(28)
Protection, Pensions, Ethical Investing
“Really nice team and reliable, helpful service. Rob's helped us with getting a mortgage and with investments. All round, very happy we chose HL Financial.”
25 Castle St, Chester CH1 2DS
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GM Wealth Management

GM Wealth Management

(29)
  • Planning
  • Information
  • Confidence
“Having had some long-term investments mature, I took the opportunity to get in touch with GM Wealth Management and discuss my options. I have since invested through them and would happily recommend them to anyone considering the services of a financi...”
Serving Mold Area
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Chadwicks

Chadwicks

(18)
What Sets us Apart
“Friendly, professional service. I would have no hesitation in recommending Kate and Robbie to help guide you through the pension minefield. Positive Professionalism”
Transparent Fees & Pricing
Bell Meadow Business Park, Aldford House, Park Ln, Chester CH4 9EP
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Moneytree Wealth Management

Moneytree Wealth Management

(24)
  • Market
  • Work Ethic
  • Retirement
“I highly recommend Amy (mortgage adviser) for her excellent and professional service. She was always available and very helpful. She helped me getting the best deal for my first mortgage. No doubt I will contact her again in the future ! Positive Res...”
In Business Since 2013
Talbot House, Albion St, Chester CH1 1RQ
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Be My Broker

Be My Broker

(18)
  • Interest
  • Number
  • Knowledge
“I've used Tim a number times over the years and he really takes the stress out of finding the right mortgage for my needs. His knowledge of the market is second to none.”
Obsidian House, Chantry Court, Chester CH1 4QN
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Graham Carter & Co Chartered Financial Planners

Graham Carter & Co Chartered Financial Planners

(16)
  • Team
  • Pensions
“Graham Carter & Co assisted me in sorting out numerous pension plans. They were very helpful and I would highly recommend them! Positive Professionalism”
2 City Rd, Chester CH1 3AE
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Empire Global Finance

Empire Global Finance

(11)
International Finance, Luxury Asset Finance, Bridging Finance
“i have dealt with Numerous brokers over the years - and Empire were by the far the most transparent and were very customer friendly. David and Alex were exceptional”
2nd Floor, 15, Grosvenor Court, Foregate St, Chester CH1 1HG
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Blackbear Financial Group

Blackbear Financial Group

(12)
  • Knowledge
  • Team
“Andy and Josh have been amazing in every way very knowledge and helpful. I would highly recommend them to anyone and trust them with all my financial needs”
Unit 4, ❒ Rossmore Business Village, Inward Way, Ellesmere Port CH65 3EY
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Harken Financial

Harken Financial

(7)
  • Pension
  • Financial Advice
  • Up to Date
“Amazing service! Honest, reliable, friendly and professional. Unlike experience with other advisors, Tom provided advice for exactly what we needed with clear direction, unique to our circumstances. Caroline at the office has been amazing too, keepin...”
Free Initial Consultation
Serving Mold Area
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Maple Leaf Financial Services

Maple Leaf Financial Services

(11)
  • Mortgage
“I cannot rate The guys from Maple Lead Financial Services high enough, Gary been very professional from start to finish, Always been on the other end of the phone every time I needed him, I'll rate them 10 stars if I could. Great job guys.”
Maple House, 23 Watergate St, Chester CH1 2LE
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Sue Matthews & Co Chartered Accountants

Sue Matthews & Co Chartered Accountants

(2)
Business Services, Personal Wealth Management, NEW Business Start UP
“Sue accounts the experience, knowledge and expertise to provided the right professional services and advice.”
Free Initial Consultation
Serving Mold Area
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Endeavour Financial Planning

Endeavour Financial Planning

(29)
  • Knowledge
  • Information
  • Understand
“Great service from Chris at Endeavour Financial Planning. Fantastic communication throughout the whole process, I would highly recommend this service to anyone that is wanting financial advice. Thanks Chris, looking forward to working with you goin...”
Serving Mold Area
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UK Law Guides

Retirement Planning and Investment Management Services in Mold Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Average price range is based on 345 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Average range £2007 to £5519 is based on 345 cost profiles.

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