Best Financial Advisors in Nelson

“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...”

“Established in 1973 and regulated by the Financial Conduct Authority, our family-run business stands on a foundation of stability and trust. Our experienced team not only offers technical expertise but also genuine empathy and personal service, setti...”

“Christina and her team are outstanding professionals and can not do enough for you. highly recommended Positive Responsiveness, Quality, Professionalism, Value”

“I would like to thank all employees at Polygon Finance, who have always made my visits welcoming and informative,, especially Mr Paul Lewis ,who is looking after my pension money,,,,, thank you to all ,,, they are highly recommended from me.”

“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.”

“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...”

“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...”

“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...”

“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...”

“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. Positive Professionalis...”

“Dear Graham We would like to thank you for your honesty Integrity and Tenacity throughout the whole process of obtaining equity release funds for myself and family to have peace of mind for the future . We have no hesitation in recommending your e...”

“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...”

“Peter is sensitive in seeking to understand his clients' (my mother's) views and concerns, and takes care to ensure she understands what actions are being taken on her behalf. I very much appreciate the clarity and accessibility of his reports, whic...”

“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...”

“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...”

“REVIEW What were the circumstances that caused you to initially look for a financial adviser? I was turning 55 the year before last & was informed the 3 pension schemes that I had forgotten about could be used for investing & obtaining funds fo...”

“Amazing service and people my case was handled perfectly any query I had was answered and support was provided 100% of the time. Could not ask for more understanding and patient people.”

“Excellent company!”