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Best Financial Advisors in Newark

The highest-rated Financial Planning & Wealth Management companies out of 53 vetted & reviewed in the Newark area.

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3R Financial Services

3R Financial Services

(48)
  • Pension
  • Company
  • Advice
“I have had these guys deal with my financial advice for many years. Always helped with proper advice. I will be using them for many years to come. Positive Quality, Professionalism”
Offers Financing Options
In Business Since 2012
Newark Beacon, Beacon Hill Office Park, Cafferata Way, Newark NG24 2TN
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Fiducia Group

Fiducia Group

(22)
  • Team
  • Understand
  • Investments
“Simple information given so you can understand the figures. Professional. Appointments kept to time . Would recommend to anyone who requires financial advice . Positive Responsiveness, Quality, Professionalism”
Aura Business Centre, Manners Rd, Newark NG24 1BS
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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”
Family Business
Offers Financing Options
Office 11, Navigation Business Centre, Mill Gate, Newark NG24 4TS
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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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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.”
Central Buildings, Middle Gate, Newark NG24 1AG
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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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Castle Rock Financial Planning

Castle Rock Financial Planning

(31)
  • Team
  • Pension
  • Mortgage
“Adam at Castle Rock has helped me with a personal pension in a consistently friendly and approachable manner. He has asked appropriate questions and provided easy to understand advice targeted to my requirements. I could not be more pleased with the ...”
Suite 4, 20 The Ropewalk, Nottingham NG1 5DT
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Ryley Wealth Management

Ryley Wealth Management

(50)
For You & Your Family, For You & Your Business
“I've spoken to Bradley for some pension advice on an old pension scheme that I didn't know I had until recently. I found his advice to be very useful and would have no hesitation in recommending his services to friends and family.”
1st Floor The Arc NG2 Business Park, Enterprise Way, Nottingham NG2 1EN
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Cockburn Lucas Independent Financial Consulting

Cockburn Lucas Independent Financial Consulting

(37)
Protection, Tax Planning, Investments
“Best thing i ever did is to let Alister and his team look after my pension everything is explained in great detail and all calls are always answered or returned within a short period of time. i am sure i will be with them for the long term. John.”
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

(28)
  • Pension
  • The Future
  • 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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Castlegate Financial Management

Castlegate Financial Management

(23)
Wealth Management, Pensions, Financial Planning
“Castlegate Financial Management Ltd took great care in understanding our financial situation and future expectations and prepared a comprehensive plan. Adam was always quick to answer any questions and went above expectations in terms of clearly and...”
Transparent Fees & Pricing
8 Castlegate, Grantham NG31 6SE
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Hall Ward IFA

Hall Ward IFA

(28)
  • Pensions
  • Market
  • Mortgage
“Spoke with Catherine Ray regarding my move to the other side of the UK, and the associated queries with renting/selling my property down here before doing so. She had all of the answers to my many questions, and I was very grateful to her for taking ...”
20+ Years Experience
Ransom Wood Business Park, 10 Ash, Southwell Rd W, Mansfield NG21 0HJ
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Tunstall Financial Management

Tunstall Financial Management

(23)
Saving, Mortgage, Pension
“Helpful advice, friendly staff, positive experience all-round, not much else to say about it really. My use of the services wasn't very extensive, but they helped me to understand a bit more about taxes involving inheritances and that's what I went t...”
Transparent Fees & Pricing
Serving Newark Area
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Riverfall Financial

Riverfall Financial

(28)
  • Pension
  • Mortgage
  • The Future
“We have been using Riverfall since 2022 and have been impressed with the work Jess and her team have done for our family and business. Their advise has been objective and the work has been done in a timely manner. I would definitely recommend Riverfa...”
In Business Since 2014
First Floor, 17-21 High St, Ruddington, Nottingham NG11 6DT
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Stephen Eve Financial Planning

Stephen Eve Financial Planning

(14)
Investment Advice, Estate Planning, Retirement Planning
“Ben has been our adviser for many years now and we can't recommend him highly enough. He has helped us retire successfully with a personable, friendly, and top-class service.”
In Business Since 2022
12 Regent St, Nottingham NG1 5BQ
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Cherrywood Mortgages

Cherrywood Mortgages

(18)
  • Family
  • Professional
“Excellent standard of service. Tim advised us every step of the way making a complex process painless and easy to understand. We're very happy and highly recommend him if you need mortgage advice. Positive Responsiveness, Quality, Professionalism, Va...”
In Business Since 2015
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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Rogers Spencer Chartered Accountants

Rogers Spencer Chartered Accountants

(8)
Financial Accounts Preparation, Bookkeeping & Cloud Accounting, Audit & Assurance
“After meeting up with Jo and her team we were pleasantly surprised how friendly and down to earth they are. In the last 3 years nothing has been a chore for Rogers Spencer our accounts are in safe hands and they constantly offer useful advice and up...”
Remote Consultations Available
Newstead House, Pelham Rd, Nottingham NG5 1AP
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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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Veracity Financial Planning

Veracity Financial Planning

(10)
“Chris stephens sorted out mortgage out 2 years ago, he was upfront, honest and offered the very best advice for our first mortgage. Everything was handled and organised by him allowing less stress and pressure of moving house. Our fixed rate is comin...”
Transparent Fees & Pricing
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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