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Best Financial Advisors in Nantwich

Handpicked from 40 vetted & reviewed Financial Planning & Wealth Management firms in the Nantwich area, discover the top 5 elite providers among the selected group of 24 finalists.

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Atherton & Associates Wealth Management

Atherton & Associates Wealth Management

(6)
  • Pensions
  • Financial Advice
  • Knowledge
“I have been a client of Atherton & Associates for around 3 years now and i would not go anywhere else. Jamie is extremely helpful and takes the time to fully explain everything to me. The whole team are very helpful and welcoming.”
1 Park Rd, Nantwich CW5 7AQ
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Applewood Independent

Applewood Independent

(2)
Investments, Life & Income Protection, Inheritance Tax/Trust
“Since we have been with them, we have been very impressed by their professionalism, proactiveness and responsiveness. Anyone you contact in the office is courteous and is quick to answer or resolve any queries/ issues you have. Alex, his Dad and the ...”
Family Business
3rd Floor, Pepper House, Market St, Nantwich CW5 5DQ
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Private Capital Limited

Private Capital Limited

“Based in Nantwich, Private Capital UK serves clients in Cheshire and across the UK. Because of our international presence, many of our clients in the UK have lived in Hong Kong, east Asia or elsewhere globally. If you're starting a new life overseas ...”
Transparent Fees & Pricing
Stapeley House, Nantwich CW5 7JW
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Three Counties Financial Services

Three Counties Financial Services

(1)
“Excellent service coupled with a knowledgeable and friendly approach, many thanks. Carol & Les”
17 Beam St, Nantwich CW5 5NA
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KBA FS

KBA FS

“We come highly rated on VouchedFor, the UK's leading independent review site for financial advisers, mortgage advisers and accountants. Click on the badge to read some of the reviews our clients have left for our Financial Planners.”
In Business Since 2010
21 High St, Nantwich CW5 5AH
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
99.5 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Innes Reid Investments Limited

Innes Reid Investments Limited

(35)
Pensions and Retirement Planning, Financial Planning, Wealth Management
“Insightful and invaluable financial advice and management which takes into account every influencing aspect of our lives. Complete peace of mind from experts in the field.”
Dee House, Hoole Rd, Chester CH2 3NJ
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Giliker Flynn Independent Wealth

Giliker Flynn Independent Wealth

(50)
Equity Release Advice, Savings & Investment Advice, Retirement Advice
“We found the service from Chris Flynn of Giliker Flynn Independent Wealth Ltd to be prompt, professional and very informative combined with friendliness you won't go far wrong.”
Transparent Fees & Pricing
Free Initial Consultation
2 Gower St, Newcastle-under-Lyme, Newcastle ST5 1JQ
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Financial Fortress

Financial Fortress

(50)
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“I couldn't recommend Financial Fortress more highly if you're looking for financial advice. Wayne has been incredibly helpful and taken the time to talk everything through in great detail to make sure we have all the information we need to make the r...”
Serving Nantwich Area
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A J Reid Estate Agents

A J Reid Estate Agents

(49)
  • Business
  • Solicitor
  • Communication
“Excellent service, phone always answered promptly, John worked extremely hard to make sure all parties were comfortable and the sale progressed well. AJ Reid had genuine interest in our purchase and our circumstances. Can't recommend them highly enou...”
Family Business
Serving Nantwich Area
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The Mortgage Corner

The Mortgage Corner

(50)
  • Insurance
  • Fee
  • House
“Tim has provided a professional service and made the whole process run smoothly. I am extremely happy with all aspects of work undertaken by Tim. I would be very happy to recommend the services of The Mortgage Corner.”
In Business Since 2001
Serving Nantwich Area
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Knight Brown Accountants

Knight Brown Accountants

(26)
Freelance Contractors, Mortgages & Commercial Finance, Wealth Management
“I've worked with Andy since 2014 – he was an enormous help when I first started out in consultancy work, advising me on the business set-up and looking after both the business and my personal finances. The whole team are always very helpful and frien...”
In Business Since 2021
Free Initial Consultation
Serving Nantwich Area
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Burfield Financial Planning

Burfield Financial Planning

(35)
Insure, Invest, Retire
“I've worked with Peter at Burfield for a few years now. Have always found his advice to be thorough and well thought through. Review updated in 2024 to confirm that now I've actually reached the retirement milestone, Peter and team have provided all...”
Free Initial Consultation
Serving Nantwich Area
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AFS Wealth Management

AFS Wealth Management

(33)
  • Integrity
  • Understanding
  • Mortgage
“I would 1000% recommend using AFS Wealth Management. I first dealt with Nick Evans who sorted all of my pensions out for me as I had no idea about how much was in each plus there were so many small ones. I was very impressed how easy he made the pro...”
4 Cherry Orchard, Newcastle-under-Lyme, Newcastle ST5 2UB
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Banks Sheridan Accountants

Banks Sheridan Accountants

(10)
Financial Planning, Audit, Business Tax
“We moved over to Banks Sheridan a number of years ago, after a very long time with another accountancy firm. Whilst the decision to change was a daunting one, moving to Banks Sheridan was definitely the best thing we did for our business, and they ha...”
Remote Consultations Available
Coupons & Offers
Serving Nantwich Area
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Simple Financial Advice

Simple Financial Advice

(13)
Pension Reviews, Retirement Income
“I contacted Simple Financial Advice for assistance with my pension, they were very helpful and I have put my pensions in one place with their professional, good quality service. If you need help with your pension I would highly recommend them. Positi...”
Transparent Fees & Pricing
Serving Nantwich Area
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CRS Accountancy

CRS Accountancy

(17)
Accountancy, Taxation Services, Payroll
“Chris has supported us in our financial dealings for more years then I care to remember. He is always professional, timely and is not scared to say he does not know something. We have lived abroad for over 10 years and he has been able to support us ...”
In Business Since 2020
Serving Nantwich Area
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Trent River Capital

Trent River Capital

(25)
Inheritance TAX, Protection, Trusts
“I was recommended some years ago to seek advice on pensions and investments from Rod and the team .I am so pleased I followed through on this . The service is excellent. They are very efficient and deal promptly with queries and concerns and are pro-...”
Federation House, 121 Station Rd, Stoke-on-Trent ST4 2SA
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Thompson Wright

Thompson Wright

(17)
  • Team
  • Phone
  • Financial
“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 Nantwich Area
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Graham Carter & Co Chartered Financial Planners

Graham Carter & Co Chartered Financial Planners

(16)
  • Pensions
  • Team
“Used Graham Carter & Co for pensions advice (consolidation) recently. They're a small, well established local firm which is the kind of outfit I like to work with and I was very happy both with the personal service provided and the outcome and cost. ...”
2 City Rd, Chester CH1 3AE
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Empire Global Finance

Empire Global Finance

(11)
International Finance, Sharia Finance, Corporate & Business Finance
“I had a great experience using Empire commercial for the purchase of my 4th Buy to Let. Matt and his assistant were knowledgeable, helpful and always available. Will use again in future”
2nd Floor, 15, Grosvenor Court, Foregate St, Chester CH1 1HG
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Geens Chartered Accountants

Geens Chartered Accountants

(7)
Audit and Regulation, Inheritance Tax, Trusts and Estates, Support Services
“I have been with Geens since 2003 when I moved up from Kent. Geens deal with my and my wife's personal tax affairs as well as both of our businesses, so they have a great understanding of how we work and thus are able to advise effectively. On top of...”
Graphic House, City Rd, Stoke-on-Trent ST4 2PH
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Xentum Financial Planning

Xentum Financial Planning

(3)
Financial Planning, Business Services, Investment Management
“Having never had a Financial Adviser before, my wife and I became clients of Xentum a couple of years ago. Whilst being a great IFA, they have been great "life coaches" too - giving us confidence in our financial position, giving us the freedom to ta...”
Transparent Fees & Pricing
Serving Nantwich Area
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Hall Livesey Brown Chartered Accountants

Hall Livesey Brown Chartered Accountants

(22)
Company Secretarial, Business Banking, Accountancy
“I have used hall livesy brown for the whole 30 years I've been in business. Anne is wonderful and is always at the end of the phone or email to answer any questions. I had no formal accounts or business training but they have always supported, encou...”
Serving Nantwich Area
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Marshall Accountancy

Marshall Accountancy

(11)
  • Team
  • Tax Return
  • Advice
“1974 Rapport Ltd has used Marshalls since 2016 and I couldn't be happier.... Great team, responsive, fantastic advice, efficient and extremely helpful ⭐️⭐️⭐️⭐️⭐️”
Free Initial Consultation
Family Business
Serving Nantwich Area
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Retirement Planning and Investment Management Services in Nantwich Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Fair price range is based on 463 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Fair range $2007 to $5519 is based on 463 cost profiles.

Why these companies made our list

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Wealth Management Advisors near Nantwich

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