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Best Financial Advisors in Nelson

The highest-rated Financial Planning & Wealth Management companies out of 55 vetted & reviewed in the Nelson area.

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Enhance Consultants

Enhance Consultants

(5)
“Excellent service from the Enhance Consultants team. Walked us through the process end to end and were always available for any questions or queries. Highly recommend and a pleasure to deal with. Many thanks!”
Free Initial Consultation
Ace Enterprise Centre, Cross St, Nelson BB9 7NN
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Alston Hill

Alston Hill

(1)
“I couldn't recommend the team at Alston Hill highly enough. I've been with them for their accountancy services for years now. I set up life insurance with my partner through them and have also used their services to obtain a mortgage twice and then r...”
In Business Since 2015
Palm House, 14 Ashton Dr, Nelson BB9 0UA
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Backhouse Independent Financial Services

Backhouse Independent Financial Services

Thinking Of Retiring, Fee Structure, Business Owners
“Through his involvement with SOLLA, Graham is an acknowledged expert in long-term care fees planning advice, having won a national award from the care fees organisation Symponia for the quality of his reports in 2014 click to find out more...”
Oakmount House, 9 Carrside Lomeshaye Business Park, Nelson BB9 6RX
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Ridehalgh

Ridehalgh

(1)
“Absolutely amazing people who genuinely know their stuff and will give you honest advice. A rare breed of people for sure!”
Transparent Fees & Pricing
In Business Since 2011
42 Preston New Rd, Blackburn BB2 6AH
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Magnum Financial Solutions

Magnum Financial Solutions

(50)
Pensions, Protection, Insurance
“My husband & I can't thank Simon enough for working day & night to get us the right mortgage. Extremely satisfied with his outstanding work commitment. Would definitely recommend Simon lister to everyone.”
Free Initial Consultation
Business First Centre, Office 112A, Liverpool Rd, Burnley BB12 6HA
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Christina Clegg Financial Planning Services

Christina Clegg Financial Planning Services

(49)
Pension Reviews, Inheritance Tax Planning, Pension Transfers
“The financial advice we have received from Christina and her team, is very professional and helpful, providing an excellent service and would recommend them to anyone.”
Transparent Fees & Pricing
In Business Since 2016
Serving Nelson Area
Featured

Simple financial advice on the horizon. The FCA have announced plans to consult on the introduction of measures to introduce simple financial advice and make it cheaper and more accessible. This is certainly needed with the number of advisers dramatically falling year on year. The idea is that advisers will be allowed to give “guidance” and “tips” to people, but not personalised advice.

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Polygon Financial

Polygon Financial

(50)
  • Pension
  • Expert
  • Financial Markets
“Always a pleasure to deal with Paul Lewis. Very professional, always available to advise on any queries nothing is too much trouble. I can highly recommend.”
Serving Nelson Area
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Napthens Solicitors

Napthens Solicitors

(49)
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“From start to finish Zara has been fantastic. Always available to answer questions when needed. Regular updates given throughout of my sale. Would highly recommend.”
Transparent Fees & Pricing
Darwen House, Walker Office Park, Walker Rd, Blackburn BB1 2QE
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Approachable Finance IFA

Approachable Finance IFA

(40)
  • Mortgage
  • Business
  • Knowledge
“Approachable Finance have been fantastic in setting us up with an investment account. We found their advice to be clear, honest and easy to understand.”
24 Main St, Cross Hills, Keighley BD20 8TF
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Proplan Financial Advice Limited

Proplan Financial Advice Limited

(24)
  • Family
  • Sound
  • Financial Advisor
“I have known Lisa for many years, from her banking days to becoming an independent financial adviser. I have stuck with her guidance and advice for over 20 years and to date I have not been let down.She is always available to meet and discuss my fina...”
Serving Nelson Area
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Goodbooks Accountancy

Goodbooks Accountancy

(2)
Bookkeeping, Annual Accounts & Tax Returns, Payroll Services
“Exceptionally good Accountancy firm”
Transparent Fees & Pricing
Free Initial Consultation
Remote Consultations Available
In Business Since 2018
Serving Nelson Area
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Open Financial Services

Open Financial Services

(21)
  • Company
  • Questions
  • Professional
“Highly Recommend Open Financial Solutions. Was looking to take out life cover for business purposes. Thankfully I was recommended to speak to Joanna Gera who not only simplified the whole process for us, but she also saved us over £60 per month. Q...”
In Business Since 2017
55 Abbey St, Accrington BB5 1EH
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Computershare Loan Services

Computershare Loan Services

(4)
Omni-Channel Delivery, Digital Migration, Communications Consulting
“The postcode BD23 2HL is not this building, a satnav will take you to Skipton postal sorting office!”
Emergency Services
In Business Since 1999
Serving Nelson Area
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Haworths Financial Services

Haworths Financial Services

(13)
Financial Planning, Mortgages, Wealth Management
“I've dealt with John McGregor from Haworths for over 30 years for pensions, ISA's and mortgages. John and his team are completely professional, patient, helpful and understanding. They know the markets well and are able to advise accordingly. I've...”
In Business Since 2007
Suite 7, The Globe Centre St James Square, Accrington BB5 0RE
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Holcombe Financial Services

Holcombe Financial Services

(19)
Inheritance Tax Planning, Shareholder Protection, Key Person Protection
“Having worked in financial services for 28 years I was very careful to choose really competent people to help me make decisions with my pension. These guys were completely professional, I received full and clear explanations of all the options avail...”
Serving Nelson Area
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Debt Advice Hub

Debt Advice Hub

(10)
“I was in very difficult financial situation after my divorce . And was not able to pay my loan ,mortgage,...and Mr Rashid helped me to sort out my financial life . I really appreciate him. She saved my life. Due to too much debt I was under stress...”
Kings Court, Business Centre, 33 King St, Blackburn BB2 2DH
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Crystal Life Planning Limited

Crystal Life Planning Limited

(6)
“Was seen today by Tim Preston. The service I received was very helpful and professional. I felt at ease discussing delicate matters. It is good value for money and I now have peace of mind knowing that my affairs are in order.”
Transparent Fees & Pricing
The Old Mill House, Deakins Business Park, Egerton, Bolton BL7 9RP
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Virtu Financial Planning

Virtu Financial Planning

(9)
  • Company
  • Team
  • Mortgage
“Moved my financial advise over to Chris, he has aligned all my pensions, life insurances for me and my wife and planned for the future for my future child. Alongside this Chris has helped us at JEP Youth Engagement to look at opportunities to chan...”
Serving Nelson Area
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APW Financial Planning Limited

APW Financial Planning Limited

(8)
“Peter Wray is a very pleasant person with the highest levels of integrity, a true professional. He has been incredibly helpful, and his knowledge and experience is very reassuring when making investment decisions and building an investment portfolio...”
4 The Hedgerow, Blackburn BB2 7QU
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Ecompli

Ecompli

Advertising Review Service, FCA Application Support, FCA Compliance Training
“We have assisted a large number of Mortgage Brokers, General Insurance Brokers, Equity Release and Insurance Loss Assessors (Claim Handling) companies complete the application and get authorised. Of course, once you are authorised we can then help wi...”
Coupons & Offers
16 Trident Way, Blackburn BB1 3NU
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Bishops Financial Planning

Bishops Financial Planning

(3)
Protection, Business Insurance, Savings & Investments
“Bishops Financial Planning are new to me but I have been taking a close look after I was mad aware that Greg Heath has joined them. In his previous role he took both mine and my wife's various pensions and put them into two portfolios. With his passi...”
Phoenix Park, Blakewater Rd, Blackburn BB1 5BG
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Ribble Valley Accountants

Ribble Valley Accountants

(3)
“Been using Kristian since starting my business and has made the whole process so simple and given me great advice all the way through. Would highly recommend”
Free Initial Consultation
Serving Nelson Area
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Simply Pensions

Simply Pensions

(17)
  • Retirement
  • Informative
  • Advice
“I am absolutely delighted by the professional and personal service I received from Gary McNeil at Simply Pensions. After a very thorough questionnaire, so that advice was based on good grounds, Gary gave his advice in plain, clear English. At no s...”
40+ Years Experience
Serving Nelson Area
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Akorn Financial Advice

Akorn Financial Advice

(2)
Investments and Financial Planning, Life Insurance, Mortgages
“Exceptional customer first experience. Akorn helped us with a remortgage to find the best approach for us. They provided an extremely personal service and kept us informed throughout. The online portal to submit documentation and keep track of ...”
The Landmark, School Ln, Burnley BB11 1UF
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Retirement Planning and Investment Management Services in Nelson Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Average price range is based on 387 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 387 cost profiles.

Why these companies made our list

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Wealth Management Advisors near Nelson

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