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

Why not review your mortgage options whether you are looking for a new mortgage deal or you are a First Time Buyer or Home Mover take advantage of our New Year offer with NO Broker Fees! just book an appointment and lets have a chat. Telephone, Video Call or Office diary link below...

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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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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

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

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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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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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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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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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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Applewood Independent

Applewood Independent

(2)
Investments, Pensions, Inheritance Tax/Trust
“Since we have been with them, we have been very impressed by their professionalism, proactiveness and responsiveness. Anyone you contact in the office is courteous and is quick to answer or resolve any queries/ issues you have. Alex, his Dad and the ...”
Family Business
Serving Newcastle under Lyme Area
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John Greenall & Co

John Greenall & Co

(1)
Business Startup, Annual Accounts, Taxation Advice
“Expert advice in a relaxed manner”
Free Initial Consultation
Serving Newcastle under Lyme Area
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Deans

Deans

(1)
Tax Planning and Advisory, Corporate Finance, Accountancy
“Very professional and helpful team. Many thanks for providing the certificate of true copies!”
In Business Since 2013
Free Initial Consultation
Units 3, Hurricane Court Hurricane Close, 4 Gibson House, Stafford ST16 1GZ
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Pace Ward

Pace Ward

(9)
  • Car
  • Price
  • Underwriters
“Fab company to be insured by and everyone I've spoken to on the phone has been super helpful. I have the family fleet policy which is absolutely fantastic when you've got multiple vehicles in the policy - extremely reasonable pricing especially for m...”
In Business Since 2011
Festival Park, 6 Ridge House, Ridgehouse Dr, Stoke-on-Trent ST1 5SJ
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Zen Financial

Zen Financial

(16)
  • Pension
“excellent service was very helpful in securing a mortgage for me and my partner and was helpful in the renewal process when our deal expired Positive Quality, Professionalism, Value”
In Business Since 2005
Serving Newcastle under Lyme Area
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UK Law Guides

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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