Newcastle under Lyme

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Newcastle under Lyme
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Best Financial Advisors in Newcastle under Lyme

The highest-rated Financial Planning & Wealth Management companies out of 42 vetted & reviewed in the Newcastle under Lyme area.

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Giliker Flynn Independent Wealth

Giliker Flynn Independent Wealth

(50)
Equity Release Advice, Pension Advice, Retirement Advice
“I cant recommend Giliker Flynn highly enough. From my initial consultation Fran and the team have talked me through every step of the process. They are extremely approachable and very professional in what they do. I have already recommended their ser...”
Transparent Fees & Pricing
Free Initial Consultation
2 Gower St, Newcastle-under-Lyme, Newcastle ST5 1JQ
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AFS Wealth Management

AFS Wealth Management

(33)
  • Financial Planning
  • Mortgage
  • Understanding
“I cannot thank AFS wealth management team enough, contacted on 1st June for a mortgage with a completion date of 3 week. Wasted no time, mortgage in principle done within a very short period of time and with the stamp duty tax deadline looming it al...”
4 Cherry Orchard, Newcastle-under-Lyme, Newcastle ST5 2UB
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Thompson Wright

Thompson Wright

(17)
  • Team
  • Financial
  • Phone
“I recently engaged Thompson Wright to take over my book keeping. After having a meeting with Richard, Rachel and Chris I have decided to take all my accounting and financial advice over to them. It's so refreshing to have financial advice from your a...”
Serving Newcastle under Lyme Area
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Elsby Associates

Elsby Associates

(12)
  • Insurance
  • Professional
“Carl has recently completed a remortgage for us. His service has been flawless. Will definitely use again! Positive Responsiveness, Quality, Professionalism, Value”
29 Marsh Parade, Newcastle-under-Lyme, Newcastle ST5 1BT
Featured

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Jacobs Richard

Jacobs Richard

(2)
“We used Jacobs Pensions to setup, administer & manage our corporate pension scheme & they were nothing short of brilliant. They explained the process fully & had multiple meetings with us to ensure that everything went smoothly especially with our Pa...”
20+ Years Experience
Family Business
13, Brindley Court, Lymedale Business Park, Dalewood Rd, Newcastle-under-Lyme ST5 9QA
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BRB Wealth Management

BRB Wealth Management

(3)
Advice For Those Retiring or in Retirement, Advice For Those Still Working, Advice For the Independently Wealthy
“Highly recommend BRB for their professional approach, timely communications, and of course for growing my pension pot over the last 15 years…..”
Bradwell House, 16 – 18 King St, Newcastle-under-Lyme, Newcastle ST5 1EJ
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Elsby Wills UK

Elsby Wills UK

(2)
“Cannot recommend Carl enough! We already had wills but wanted to update them. It was clear talking to Carl that a lot of what we wanted wasn't covered. He explained everything clearly, asked us about things we hadn't considered and made sure we now...”
Serving Newcastle under Lyme Area
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Nicholson Wealth Management

Nicholson Wealth Management

(11)
  • Information
  • Pension
  • Goals
“Very professional service delivered with a great deal of enthusiasm Always explain things in a simple yet informative manner Thanks for all your help and support”
Lymedale Business Centre, Hooters Hall Rd, Newcastle ST5 9QF
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Paton-Feaver Chartered Financial Planners

Paton-Feaver Chartered Financial Planners

(2)
“I've been thankful for the advice of the team for many years, but none more than this last. My wife was diagnosed with cancer and at sub 40 I'm sure you can imagine what we went through. Thankfully she is on the back end of it now, but thanks to t...”
In Business Since 2011
Hanover Court, Hanover St, Newcastle-under-Lyme ST5 1HE
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The Finance People

The Finance People

““The partnership with Ray Harrison and The Finance People has worked well – we are both on the same wavelength and thought pattern which is truly beneficial for our business. Trust has been established and also a drive for change has been started and...”
In Business Since 2017
Initiative House, 52a Oakdene Ave, Newcastle-under-Lyme, Newcastle ST5 8HE
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Argentis Wealth Management

Argentis Wealth Management

“There is a real value in having advice from someone who not only understands the issues of investment and financial management, but is also able to bring a personalised human touch. Mark has already recommended Michelle to a close friend, and will do...”
Family Business
35 George St, Newcastle-under-Lyme, Newcastle ST5 1JU
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Nicky Boulton Financial Services

Nicky Boulton Financial Services

Serving Newcastle under Lyme Area
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Stonegate Wealth Management

Stonegate Wealth Management

(10)
  • Financial Planning
  • Informative
“Stonegate Wealth Management have provided us with financial advice and looked after our retirement fund for several years. They provide frequent updates on both the UK and global financial economies, informative face to face reviews and always respon...”
Transparent Fees & Pricing
Serving Newcastle under Lyme Area
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Atherton & Associates Wealth Management

Atherton & Associates Wealth Management

(6)
  • Pensions
  • Knowledge
  • Financial Advice
“The sound financial advice I have received from Lauren and the team at Atherton & Associates has given me peace of mind and allowed me to take control of both my personal and business finances. Would highly recommend.”
Serving Newcastle under Lyme Area
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The Mortgage Corner

The Mortgage Corner

(50)
  • Products
  • Professional
  • House
“Pete was excellent as our mortgage broker, really helpful and informative and always quick to respond with any questions we had. I will definitely use the mortgage corners services again when I next move house. Positive Responsiveness, Quality, Profe...”
In Business Since 2001
Serving Newcastle under Lyme Area
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The DM Group

The DM Group

(48)
  • Power of Attorney
  • Pressure
  • Life Insurance
“Very friendly, straightforward with a great attitude and explanation of all the details. Very happy to choose their services. Special thank you to Leigh, who took us through all the process with lots of patience. Would strongly recommend.”
Home Leigh, New Garden St, Stafford ST17 4AG
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Pickering & Butters Solicitors

Pickering & Butters Solicitors

(30)
Franchising, Agriculture & Rural, Public Services
“I felt really assured with Donna advising me during a very difficult period in my life. The support provided was so important to me and I am so thankful, I would recommend Pickering and Butters, special thank you to Donna.”
Transparent Fees & Pricing
19 Greengate St, Stafford ST16 2LU
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Knight Brown Accountants

Knight Brown Accountants

(26)
Freelance Contractors, Wealth Management, Mortgages & Commercial Finance
“Andy and his team have been fantastic to work with. They are always attentive to my business needs and have my best interests in mind at all times. I cannot give a better recommendation as my experience with these guys has been world class.”
In Business Since 2021
Free Initial Consultation
Serving Newcastle under Lyme Area
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Banks Sheridan Accountants

Banks Sheridan Accountants

(10)
Payroll, Audit, Personal Tax
“I've been using Banks Sheridan for over 15 years for both my personal and business accounts. They've always done a great a job and have been excellent value for money. Darren especially helped me a lot when I sold some shares in my business last year...”
Remote Consultations Available
Coupons & Offers
Serving Newcastle under Lyme Area
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Simple Financial Advice

Simple Financial Advice

(13)
Pension Reviews, Retirement Income
“Good, straightforward financial advice delivered by very approachable professionals giving excellent value for money. Positive Responsiveness, Quality, Professionalism, Value”
Transparent Fees & Pricing
Serving Newcastle under Lyme Area
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Trent River Capital

Trent River Capital

(25)
Financial Planning, Protection, Retirement
“The whole experience of dealing with Trent River Capital was an absolute pleasure. I was dealt with by Rod Hopkins, to whom nothing was too much trouble. Totally knowledgeable and professional throughout and I look forward to using their services aga...”
Federation House, 121 Station Rd, Stoke-on-Trent ST4 2SA
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A&E Accountants Limited

A&E Accountants Limited

(1)
Maintaining Ledgers, Preparation Of Forecasts and Sensitivity Analysis, Bank Reconciliations
“I cannot praise A and E accountants enough. I contacted A and E accountants to do some emergency tax work at a very busy time of year. They were efficient,knowledgeable and fantastic value for the amount of work that had to be done. They are now my...”
In Business Since 2018
Transparent Fees & Pricing
Free Initial Consultation
Unit 2,Chatterley Whitfield Enterprise Center, Stoke-on-Trent ST6 8UW
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Geens Chartered Accountants

Geens Chartered Accountants

(7)
Taxation, Support Services, Inheritance Tax, Trusts and Estates
“I have been with Geens since 2003 when I moved up from Kent. Geens deal with my and my wife's personal tax affairs as well as both of our businesses, so they have a great understanding of how we work and thus are able to advise effectively. On top of...”
Graphic House, City Rd, Stoke-on-Trent ST4 2PH
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Retirement Planning

Retirement Planning

(10)
Investing in Your Financial Future, Looking For Financial Advice?
“I would highly recommend RPUK. Greg was very helpful and efficient in securing a mortgage for our home. The whole process from start to finish was quick and easy. Communication was excellent and all of our questions and concerns were answered. I will...”
Christchurch House, Christchurch Way, Stone ST15 8ZB
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Retirement Planning and Investment Management Services in Newcastle under Lyme Cost Estimates

Minimum cost
£1226
Maximum cost
£10408
National Average
£3673
Avg Per Hour Rates
£369
£2449
£6735
Fair price range is based on 291 cost profiles
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Average Cost £3673
Minimum cost £1226
Maximum cost £10408
Avg Per Hour Rates £369

Fair range $2449 to $6735 is based on 291 cost profiles.

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Wealth Management Advisors near Newcastle under Lyme

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