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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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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

In the Sandwich, Business Sale, At Retirement
Family Business
In Business Since 2001
Oakmount House, 9 Carrside Lomeshaye Business Park, Nelson BB9 6RX
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Magnum Financial Solutions

Magnum Financial Solutions

(50)
Pensions, Protection, Insurance
“Simon was absolutely brilliant in finding me a mortgage, he found me a great deal and within a day of me first contacting him. He is always on hand to answer any questions very quickly and I wouldn't hesitate to use again.”
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

(50)
Pension Reviews, Inheritance Tax Planning, Pension Transfers
“Christina and her team are outstanding professionals and can not do enough for you. highly recommended Positive Responsiveness, Quality, Professionalism, Value”
Transparent Fees & Pricing
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)
  • Advice
  • Financial Service
  • Up to Date
“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.”
Serving Nelson Area
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Approachable Finance IFA

Approachable Finance IFA

(40)
  • Mortgage
  • Confidence
  • Nature
“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.”
In Business Since 2008
24 Main St, Cross Hills, Keighley BD20 8TF
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Proplan Financial Advice Limited

Proplan Financial Advice Limited

(24)
  • Family
  • Savings
  • Language
“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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Open Financial Services

Open Financial Services

(21)
  • Company
  • Price
  • Questions
“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...”
55 Abbey St, Accrington BB5 1EH
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Goodbooks Accountancy

Goodbooks Accountancy

(3)
Bookkeeping, Annual Accounts & Tax Returns, Payroll Services
“Andrews genuine Yorkshire honesty and vast experience of tax and accountancy has helped me hugely over the last few years. Goodbooks Accountancy made it easy for me to transition from sole trader to LTD company. Andrew is always accommodating and ex...”
Remote Consultations Available
Family Business
Free Initial Consultation
In Business Since 2018
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...”
Suite 7, The Globe Centre St James Square, St James Square, Accrington BB5 0RE
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Holcombe Financial Services

Holcombe Financial Services

(20)
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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55plus Equity Release

55plus Equity Release

(6)
  • Questions
  • Family
“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...”
Transparent Fees & Pricing
11 St Mary's Dr, Langho, Blackburn BB6 8DL
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Virtu Financial Planning

Virtu Financial Planning

(10)
  • Company
  • Pensions
  • Financial Advice
“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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Simply Pensions

Simply Pensions

(18)
  • Retirement
  • Understand
  • Couple
“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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APW Financial Planning Limited

APW Financial Planning Limited

(8)
  • Financial Advisor
“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...”
4 The Hedgerow, Blackburn BB2 7QU
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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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Front Row Financial

Front Row Financial

(12)
  • Understand
  • Plan
  • Business
“I would like to say thanks very much to Steve for advising on our pension and future financial planning. Having listened to Steve explaining what his business was based upon I arranged an initial scoping meeting to see where my wife and I wanted to ...”
Offers Financing Options
19 Dovedale Dr, Wardle, Rochdale OL12 9LR
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Castle Financial

Castle Financial

(1)
Mortgages, Retirement Planning, Life and Income Protection
“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.”
Serving Nelson Area
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Pm+m Solutions For Business

Pm+m Solutions For Business

(1)
Business Tax, Probate and Legal Services, Corporate Finance
“Excellent company!”
Greenbank Technology Park, Challenge Way, Blackburn BB1 5QB
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PM Independent Financial Services

PM Independent Financial Services

Retirement Planning, Pension Advice, Financial Advice
Serving Nelson Area
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Nestegg Financial Services

Nestegg Financial Services

Investments, Protection, Mortgages
Serving Nelson Area
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Financial Affairs

Financial Affairs

(3)
“Superb customer service, always helpful, efficient and professional.”
8 - 12 Standish St, Burnley BB11 1AP
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Medici Financial Services

Medici Financial Services

(2)
“Amazing!! Richard has been advising me for 20+years, he works so hard to get the best deals out there for me. I have complete trust in his advice and cannot recommend him highly enough.”
D Mill, 107 Dean Clough, Halifax HX3 5AX
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Every Step Financial Services

Every Step Financial Services

(1)
“Jo has helped my wife and me with our pension planning and given us general financial advice. She is extremely knowledgable and helpful and we can highly recommend her services.”
Croft Myl, W Parade, Halifax HX1 2EQ
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UK Law Guides

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.

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Wealth Management Advisors near Nelson

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