Best Financial Advisors in Altrincham

The highest-rated Financial Planning & Wealth Management companies out of 182 vetted & reviewed in the Altrincham area.

Lift-Financial Group

Lift-Financial Group

(50)
Financial Planning, Life, Insurance
“Rhys and Nathan at Lift Mortgages were great. My mortgage ended up being very complicated with income coming from salary, maintenance and then a childcare fund. They took time before application to check out my affordability and then worked tirelessl...”
In Business Since 2010
Century House, Regent Rd, Altrincham WA14 1RR
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Haven Financial Planning

Haven Financial Planning

(50)
Investment Advice, Tax Planning, Corporate Financial Advice
“I had the privilege of working with Sveta Kohli for our mortgage, and I couldn't be more satisfied with the experience. Sveta's assistance was not just helpful, but truly invaluable. She was consistently supportive, offering the best options and advi...”
Earle House, Ground Floor, Atlantic St, Cheshire, Altrincham WA14 5DD
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Capstone Financial

Capstone Financial

(45)
Corporate Planning, Exit Strategies, Employee Benefits
“We cannot thank Richard enough for all his invaluable support & advice over the past 6 years. Like many small business owners, we spent most of our time on the day to day running of the business & very little time on our personal investments & retir...”
Family Business
13 Ashley Rd, Altrincham WA14 2DT
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Entire FS

Entire FS

(50)
  • Property
  • Solicitors
  • The Future
“We used Entire FS for our first mortgage and will be 100% using their services again in the future. The staff are super helpful and always have your best interests at heart. Gemma managed to find us a cheaper mortgage rate from a top rated lender, ex...”
Warrant House, High St, Altrincham WA14 1PZ
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M1 Debt Solutions

M1 Debt Solutions

(21)
  • Bailiffs
  • Company
  • Understanding
“Not really sure we're to start with this review The name is wrong it's my partners name for some reason on here But after loosing parents a house fire a messy divorce and been diagnosed with eupd I ended up skipping bills getting credit I couldn't ...”
12 - 14 Shaw's Rd, Altrincham WA14 1QU
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HT Legal Claims

HT Legal Claims

(16)
  • Team
  • Compensation
  • Pension
“Good people - ordinary decent girls n guys that do exactly as they say they're going to do. Keep you well informed and very down to earth- explain things in layman terms, so reasonably easy to understand. 1st class result for me - great guys, hope to...”
Free Initial Consultation
In Business Since 2023
4-5, Craven Court, Craven Business Centre, Altrincham WA14 5DY
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Parsonage Financial Planning

Parsonage Financial Planning

(7)
  • Financial Advice
“I appreciated the dedication and swift action of Parsonage Financial Planning to get my wife's Lasting Power of Attoney activated following a very serious stroke which meant she no longer had capacity to look after her accounts held in her sole name....”
Transparent Fees & Pricing
1 Dunham Rd, Altrincham WA14 4NX
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Scullard Chartered Accountants

Scullard Chartered Accountants

(13)
Enhanced, Elevated, Essential
“Chris and his team have provided me with excellent accountancy work. I have found each member of the team to be professional and extremely knowledgeable and I feel confident in their ability. I am pleased with the attention to detail they put into th...”
Transparent Fees & Pricing
201 Manchester Rd, Altrincham WA14 5NU
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Otus Financial Planning

Otus Financial Planning

(7)
  • Pension
“I approached Chris at Otus Financial Planning about providing me with advice and a balanced view on the pros and cons of transferring out of a Defined Benefit pension scheme. The report and subsequent discussions we had were straightforward and easy ...”
Transparent Fees & Pricing
30+ Years Experience
Grosvenor House, 45 The Downs, Altrincham WA14 2QG
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Elite Financial Planning Consultants

Elite Financial Planning Consultants

(1)
Market Data, My Portfolio, Research Links
“Great service again from Kevin 👍 … Positive Responsiveness”
Licensed
30 Park Rd, Timperley, Altrincham WA14 5AU
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Bennettbrooks Chartered Accountants

Bennettbrooks Chartered Accountants

Audit, IT, Payroll
“We've made it our mission to create a great service offering that delivers on all the keynotes a business could need and resolve your problems. When you speak to one of our team, you'll get an understanding of what we can offer, but we've outlined ou...”
2nd Floor, Fairbank House, 27 Ashley Rd, Altrincham WA14 2DP
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Neil Clifford & Co. Cost Lawyers and Consultants

Neil Clifford & Co. Cost Lawyers and Consultants

Solicitors – Legal Costs Recovery, Costs in Other Jurisdictions, Councils & Local Government – Legal Cost Recovery Support
“As a qualified and experienced costs lawyer, Neil Clifford works independently with individual clients and with solicitors in private practice and City firms, dealing with all aspects relating to legal costs.”
163A Ashley Rd, Hale, Altrincham WA15 9SD
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Barrington Cooper Limited

Barrington Cooper Limited

(23)
  • Understanding
“Having had fantastic news today of my IVA being approved Not knowing initially what to expect and how to go about it I was desperate to sort out my finances. I hereby would like to thank Neil Cooper, for his professional help and fantastic support,...”
Ground Floor, Thornfield House, Delamer Rd, Bowdon, Altrincham WA14 2NG
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Carole Benn Wealth Management

Carole Benn Wealth Management

(8)
“Upon discovering that the Junior ISAs I had in place were to be subjected to a reduction in interest rates, I decided to contact Carole to discuss my options. From step one, she gathered all the info necessary and gave me all the options available t...”
Offers Financing Options
3, Beech House, 1 Cambridge Rd, Hale, Altrincham WA15 9SY
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Mills & Anderson

Mills & Anderson

(2)
“Great service thank you.”
8a Broomfield Ln, Hale, Altrincham WA15 9AQ
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Vale Insurance Services

Vale Insurance Services

“We pride ourselves on our independence and conduct business by an initial no-obligation meeting at our office or your home. In keeping with our personal approach, all clients retain the same IFA as their contact, and as such a relationship of trust a...”
250+ Years Experience
22-24 Market St, Altrincham WA14 1PF
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Dunham Wealth

Dunham Wealth

““Dunham have been our family's financial planners for 30 years. They have always taken the time to understand our family's unique, varied and complex financial requirements. Whether it's stakeholder pensions, bond portfolio management, ISAs or update...”
Peak House, 6 Oxford Rd, Altrincham WA14 2DY
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Amber River True Bearing

Amber River True Bearing

“Looking after your people is one of the biggest responsibilities of running a business. Our corporate financial planners can help you attract and retain talent, protect key people and shareholders, and plan for succession.”
In Business Since 2006
Third Floor, Stamford Green, Stamford St, Altrincham WA14 1ES
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Chronos Wealth

Chronos Wealth

(9)
  • Investment
  • Management
“This was my first time investing. I sat down with Tom who explained things clearly and I felt very comfortable with my chosen portfolio. His patience, professionalism and ability to make this experience an exciting prospect whilst being informative t...”
Grosvenor House, 45 The Downs, Altrincham WA14 2QG
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Periscope Wealth

Periscope Wealth

(4)
“Friendly team who are extremely helpful and knowledgeable. Highly recommended.”
Suite 208, Ocean Business Centre, 10 Ocean St, Broadheath, Altrincham WA14 5QL
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Cheshire Wealth Management

Cheshire Wealth Management

“With great diversity in the financial market place and ever changing legislation, there has never been more need for bespoke Independent Financial Planning to address all aspects of pension, protection and investment matters. We use our knowledge, sk...”
In Business Since 2015
62 Westgate, Hale, Altrincham WA15 9AZ
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Value My Business

Value My Business

“As one of the leading providers of online business valuations, our valuation calculator takes into account a number of company specific financial indicators and up-to-date market conditions in order to provide a quick and simple guide to your busines...”
Carlton Place, 22 Greenwood St, Altrincham WA14 1RZ
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Thrive Wealth Management

Thrive Wealth Management

Market Data, Research Links, Calculators
“Thrive Wealth Management Limited and The Openwork Partnership are proud of the personal difference we can make helping our clients and their families look forward to a better future with confidence and optimism. If it matters to our clients, it's a m...”
F1, Kennedy House, 31 Stamford St, Altrincham WA14 1ES
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Kellands Chartered Financial Planners

Kellands Chartered Financial Planners

“As Chartered Financial Planners, we are committed to providing an unrivalled holistic financial planning service, with the aim of delivering bespoke financial solutions for our clients in the field of financial advice and corporate services. We belie...”
Transparent Fees & Pricing
In Business Since 2011
24 Victoria Rd, Hale, Altrincham WA15 9AD
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Retirement Planning and Investment Management Services Near You Cost Estimates

Minimum cost
£1289
Maximum cost
£10941
National Average
£3862
Avg Per Hour Rates
£388
£2575
£7081
Average price range is based on 821 cost profiles
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National Average £3862
Minimum cost £1289
Maximum cost £10941
Avg Per Hour Rates £388

Average price range $2575 to $7081 is based on 821 cost profiles.

Why these companies made our list

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