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Best Financial Advisors in Newark

Handpicked from 53 vetted & reviewed Financial Planning & Wealth Management firms in the Newark area, explore the top 5 leaders in their field among the selected group of 24 finalists.

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Fiducia Group

Fiducia Group

(22)
  • Team
  • Understand
  • Investments
“Natasha Woods organised my mortgage, home insurance and life/critical illness cover. She ensured a smooth process, keeping me updated throughout. I couldn't have wished for a better service. Thank you!”
Aura Business Centre, Manners Rd, Newark NG24 1BS
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3R Financial Services

3R Financial Services

(48)
  • Pension
  • Team
  • Advice
“I've found Neil to be quick to respond, both to my communications and any change in the financial environment that will materially affect me. He has a good mix of conviviality with ability to explain the more complex and less favourable issues. I am ...”
Offers Financing Options
In Business Since 2012
Newark Beacon, Beacon Hill Office Park, Cafferata Way, Newark NG24 2TN
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Barker Maule & Co.

Barker Maule & Co.

(1)
Probate Services, Overview
“Knowledgeable and helpful.”
Transparent Fees & Pricing
27 Castle Gate, Newark NG24 1BA
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Funding Round

Funding Round

(1)
Commercial Finance, Property Finance, Asset Finance
“Absolutely the best These wonderful people work tirelessly to find the best deal and solutions for all your finance needs Highly recommended”
Transparent Fees & Pricing
In Business Since 2014
Office 11, Navigation Business Centre, Mill Gate, Newark NG24 4TS
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Dales Independent Financial Advisers - Newark

Dales Independent Financial Advisers - Newark

(2)
“Expert review of my pension and investments. Also helped me to remortgage, in order to raise capital. Philip gave fantastic support and advice, throughout a tricky probate application.”
In Business Since 2009
Central Buildings, Middle Gate, Newark NG24 1AG
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
97.9 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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Paul J Flynn Limited

Paul J Flynn Limited

“In order to fulfil my later life ambitions, I concluded my valued clients will be best served in the future by becoming part of a larger firm of Financial Planners and Wealth Managers. Following an exhaustive research process, I am pleased to confirm...”
The Annexe, Mill Mount, Paddock Side, Tuxford, Newark NG22 0NW
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Fosse Cashflow Solutions

Fosse Cashflow Solutions

(2)
Credit Control, New Company Set Up, Bookkeeping
“We are a new customer of Fosse Cashflow Solutions and can confirm the guys are helpful, knowledgeable and professional in their approach. The training on the software we received was informative and explained really well. Nothing is too much trouble ...”
18 Friary Rd, Newark NG24 1LE
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Simply Ssas

Simply Ssas

Scheme Takeovers, Menu of Services & Pricing
“A SSAS is often used by business owners as a means of tax efficiently saving for retirement, whilst also maintaining control over the use and investment of monies, than is usually the case with other, more restrictive types of pension arrangements.”
Transparent Fees & Pricing
In Business Since 2017
Northgate Business Centre, 38-40 N Gate, Newark NG24 1EZ
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Family Estate Planning Solutions

Family Estate Planning Solutions

65 N Gate, Newark NG24 1HD
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Ryley Wealth Management

Ryley Wealth Management

(50)
For You & Your Family, For You & Your Business
“Met with Dan Seaton for a first meeting and Dan was very knowledgable and the meeting felt relaxed and I have come away feeling inspired and with options to suit my circumstances. Thank you very much Dan.”
1st Floor The Arc NG2 Business Park, Enterprise Way, Nottingham NG2 1EN
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Castle Rock Financial Planning

Castle Rock Financial Planning

(28)
  • Advice
  • Team
  • Professional
“Great advice and support given by Gurprame. Gurprame was able to explain the different policies available in a way which was easily understood and then able to provide advice on those options. Would definitely recommend and will be using again when n...”
Suite 4, 20 The Ropewalk, Nottingham NG1 5DT
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Nicholsons Chartered Accountants

Nicholsons Chartered Accountants

(3)
HR, Legal and Payroll, Tax, Accountancy
“Excellent accountants with all the resources we need from HR to payroll. Thanks Emma and the team”
In Business Since 2012
The Point, Newland House, Weaver Rd, Lincoln LN6 3QN
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Castlegate Financial Management

Castlegate Financial Management

(1)
Wealth Management, Pensions, Financial Planning
“Very professional and excellent communications.”
8 Castlegate, Grantham NG31 6SE
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RWB Chartered Accountants

RWB Chartered Accountants

(1)
“Great service. Really efficient and thanks to Alison for always getting back to me so quickly and sorting everything out so effectively. A weight off my mind!”
100+ Years Experience
Serving Newark Area
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Cockburn Lucas Independent Financial Consulting

Cockburn Lucas Independent Financial Consulting

(36)
Protection, Tax Planning, Investments
“Ajay is extremely knowledgeable and personable. His is able to explain financial situations and benefits in a simple and considered manner. I strongly recommend Cockburn Lucas as a trusted financial planning advisory service.”
Transparent Fees & Pricing
19 Musters Rd, West Bridgford, Nottingham NG2 7PP
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Hanbury Financial Planning

Hanbury Financial Planning

(42)
  • Team
  • Future
  • Investments
“It was a pleasure dealing with Chris and the team. They were recommended by a friend and I can see why, the engagement and personal touch really helped with my decisions. They were very accommodating to my needs and busy schedule. Would certainly rec...”
3a Derby Ter, Derby Rd, Nottingham NG7 1ND
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Almond Financial

Almond Financial

(25)
  • Pension
  • Investment
  • Team
“Excellent advice and service, first in the complex task of moving a Defined Benefit pension into a Drawdown, subsequently consolidating all my Drawdown pensions, and finally in ongoing financial advice, investment performance analysis and fund select...”
Family Business
The Point, Unit J1, First Floor, Weaver Rd, Lincoln LN6 3QN
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Hall Ward Independent Financial Advisers

Hall Ward Independent Financial Advisers

(28)
  • Pensions
  • Market
  • Mortgage
“Very brilliant financial services firm that looks after me and gets us the best deal in the market. I will surely recommend Hall Ward IFA to my family and friends who are looking for a mortgage. Catherine Ray did help us with great customer service,...”
20+ Years Experience
Ransom Wood Business Park, 10 Ash, Southwell Rd W, Mansfield NG21 0HJ
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Cherrywood Mortgages

Cherrywood Mortgages

(18)
  • Family
  • Professional
“Tim did an amazing job is helping me secure a mortgage for my first home. He was amazingly professional and responsive and made sure that every step of the process was running as quickly and smoothly a possible. Can recommend highly!”
Gothic House, Barker Gate, Nottingham NG1 1JU
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Monument Financial Solutions

Monument Financial Solutions

(23)
Insurance, Protection, Credit Report
“!!!Perfect for first time buyers!! Mark from Monument Financial Solutions was instrumental in securing our first mortgage. He alleviated a very stressful process. Very responsive to calls/ emails happy to go above and beyond to explain the process to...”
Serving Newark Area
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NJ Legal Services

NJ Legal Services

(12)
Lasting Power of Attorney, Probate Matters, Will Writing 
“I cannot thank Nigel enough, he has been extremely patient and helpful dealing with quite a complicated case, my father, stepmum and brother all passed away within 3 weeks of each other and things got complicated due to no will on my dad's side, than...”
9 Hatton Cl, Warren Hill, Arnold, Nottingham NG5 9QG
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Riverfall Financial

Riverfall Financial

(25)
  • The Future
  • Pension
  • Team
“I cannot recommend lucie enough. She's been our mortgage broker for year's. I can remember when we brought our first home and we struggled with lender's as my husband is self employed. She found a lender for us within a day and our mortgage lender of...”
First Floor, 17-21 High St, Ruddington, Nottingham NG11 6DT
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Stephen Eve Financial Planning

Stephen Eve Financial Planning

(11)
Investment Advice, Estate Planning, Retirement Planning
“If you are wanting a personal approach to wealth management then look no further than Stephen Eve Financial Planning . The service we have received from Ben Slater has been excellent - he takes the time to explain the current financial situation, to ...”
In Business Since 2022
12 Regent St, Nottingham NG1 5BQ
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Veracity Financial Planning

Veracity Financial Planning

(9)
“This was our first time using Adam at Veracity to remortgage our home and to obtain life insurance and it will not be our last. Nothing was too much trouble, Adam knew exactly what we wanted and he found us the best deal that suited our requirements....”
Transparent Fees & Pricing
In Business Since 2009
2b Thackeray's Ln, Woodthorpe, Nottingham NG5 4HP
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Retirement Planning and Investment Management Services in Newark Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Average price range is based on 498 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 498 cost profiles.

Why these companies made our list

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