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AFS Wealth Management

(30)

Mortgage
Questions
Team

“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...”

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Giliker Flynn Independent Wealth

(10)

Equity Release Advice, Pension Advice, Retirement Advice

“Very good sound advice that I acted upon. This enabled me to semi retire. Fran broke down all key features of my pensions and explained to me and also a detailed written report.Would gladly recommend Francis Giliker for all pension related queries.”

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Elsby Associates

(11)

Equity Release Services, Mortgages, Insurance Protection

“Elsby Associates have been very helpful with sorting out my mortgage and insurance, being very thorough in showing me my potential options and sorting out what paperwork I needed to fill out, I'm very satisfied with the hard work that has obviously g...”

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Thompson Wright

(18)

Team
Financial
Advisor

“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...”

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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...”

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J D H Financial Guidance

(3)

“I have spoken with numerous different investment companies in the past but found JDH a breath of fresh air. Chris was fantastic, he explained their product in great depth and gave me much needed time to make my decision. I would strongly recommend bo...”

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Nicholson Wealth Management

(6)

Honest
Pension

“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”

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Paton-Feaver Chartered Financial Planners

(1)

“Well looked after by our financial advisor”

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BRB Wealth Management

(1)

“I have been with Neil & his team for longer than I can remember. Always delivers.”

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Minton Financial Services

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The Finance People

“"I am delighted with the support we have had from The Finance People. It's good to know that you can access their expertise easily and quickly, and we are continuing to benefit from their ongoing support. Through Anita, we were introduced to Paul, an...”

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Elsby Will UK

“Making a Will is the only way to ensure that your wishes are carried out after your death. If you have not made a valid Will, your property will pass according to the Law of Intestacy. This may not be what you would have wished. In any event, it is l...”

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Nicky Boulton Financial Services

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Knight Brown Accountants

(20)

Freelance Contractors, Wealth Management, Mortgages & Commercial Finance

“Highly recommended accountancy practice with the capability and experience to look after clients at every level. The service is personable and friendly with great technical know-how/expertise”

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Franklyn Financial Management

(3)

“I can't recommend the Franklyn mortgage advising team enough. Lauren really helped me to find the best mortgage rate and offers, and was always a friendly voice at the other end of the phone. The team were also so helpful through the whole process. N...”

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Trent River Capital

(11)

Financial Planning, Protection, Retirement

“Rod was recommended by our family he commenced reviewing our pensions and explained the various options that were available to us. His recommendations were backed up by in depth research in a detailed report.Would highly recommend to others in a simi...”

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Pickering & Butters Solicitors

(23)

Franchising, Agriculture & Rural, Public Services

“Without hesitation, I can highly recommend Jan Boulter for her very friendly manner, her outstanding dedication and professionalism in pursuing my compensation case through to a successful conclusion. Throughout the process, along with her assistant...”

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The Dunham McCarthy Group

(27)

Talk
Free Will
Writing

“As first time buyers, myself and my partner had no idea where to start. After coming across DM on youtube, it became very clear that they knew what they were doing! Reaching out to Chris at Dunham Mccarthy was the best thing we ever did as he helped ...”

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The Mortgage Corner

(30)

Team
House
Professional

“Used Mortgage Corner for the last decade or more. Personable. Excellent advice given. Never fails to save us money one way or another. Worth every penny. Thanks Craig and co.”

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Geens Chartered Accountants

(7)

“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...”

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Simple Financial Advice

(8)

Pension Reviews, Retirement Income

“John and the team at Simple Finance are excellent and have given us perfect financial advice to help with our retirement planning. I would highly recommend them for any personal financial advise and investment requirements.”

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Deans

(1)

Tax Planning and Advisory, Corporate Finance, Accountancy

“Very professional and helpful team. Many thanks for providing the certificate of true copies!”

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Simpwill

(1)

“well worth the chat. kind and understanding and very helpful”

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Alextra Accountants

(4)

“I've only been with Alextra for short amount of time but they've impressed me! The team always make sure they get back to you promptly if there are any questions. I had a bit of a complex requirement in relation to my accounts and they handled ...”

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Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

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.

AFS Wealth Management

Giliker Flynn Independent Wealth

Elsby Associates

Thompson Wright

Jacobs Richard

J D H Financial Guidance

Nicholson Wealth Management

Paton-Feaver Chartered Financial Planners

BRB Wealth Management

Minton Financial Services

The Finance People

Elsby Will UK

Nicky Boulton Financial Services

Knight Brown Accountants

Franklyn Financial Management

Trent River Capital

Pickering & Butters Solicitors

The Dunham McCarthy Group

The Mortgage Corner

Geens Chartered Accountants

Simple Financial Advice

Deans

Simpwill

Alextra Accountants

Retirement Planning and Investment Management Services in Newcastle Under Lyme Cost Estimates

Why these companies made our list

Wealth Management Advisors near Newcastle Under Lyme