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Eldon Financial Planning
The Eldon Process, Investment Planning, What we do
Best Financial Advisors in Newton Aycliffe
The highest-rated Financial Planning & Wealth Management companies out of 41 vetted & reviewed in the Newton Aycliffe area.
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Carlton Bonds
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Growth Capital Ventures
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Tallow Financial Planning
Retirement Planning, Equity Release, Mortgage Planning
“I have had the pleasure of having Linton help myself and my wife with our finances for many years now . He has always been most helpful and extremely professional and nothing is a problem for him …very knowledgeable and great to have a bit chat with ...”
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Sabre Accountants
- Company
- Money
- Happy
“Excellent, responsive, accurate and fast. They also charge on the basis of the size of your business which is great for a small business like mine. Highly recommend.”
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Ayton-Law Financial Services
- Financial Advice
- Questions
- Knowledge
“Dealing with Barry at Ayton-law has been both a speedy and enjoyable process. Barry has a huge knowledge in regards to both investment mortgages and residential. Speed of communication has been faultless and the information provided to myself has sav...”
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Ben Charles Durham Financial Services
Estate Agency, Book A Valuation, Lettings
“Rachael has been very good and efficient in helping us out in finding the best deals for our mortgages. It was thanks to her that we managed to find an affordable mortgage for the house we wanted to buy and at the same time keep our old house for ren...”
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Dolphin Financial Services Limited
- Message
- First Time Buyers
- Professional
“Andrew was fantastic from start to finish. Would highly recommend. Could not have went through the process without his expertise guidance, he was on hand day and night to help us.”
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Later Life Money Limited
- Equity Release
- Expert
- Understanding
“My husband and I were more that satisfied with the excellent, professional service we received from Steve Patterson and Callum Wilkinson at Later Life Money. They were efficient, informative and supportive at all times. We could not recommend them mo...”
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Carter Thompson Wealth Management
- Life
- Team
- Family
“With the guidance of Mr Steve Thompson we paid our mortgage off after 20 years.
Giving me the freedom to change jobs.
Giving me a better quality of life.
Brilliant down to earth service”
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Holistic Finance
- Financial Advice
- Portfolio
- Options
“Kevin gives a personal service and provides regular analysis of the effects world events are having on our investments. Very happy with the advice provided”
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The Tax Faculty
- Property
- Capital Gains Tax
- Knowledge
“I've had the pleasure of working with Charles Tateson at TTF for several years now, specifically for property CGT reports. Charles's depth of knowledge, meticulous attention to detail, and unwavering patience in handling my tax matters have truly set...”
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Mortgage Advice Centre
- Hand
- Life Insurance
- Remortgage
“Tracey was fabulous from start to finish, everything was always fully explained. Excellent communication, always updated as and when there was progress, very responsive to questions and the whole process was straight forward and hassle free.”
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Homesavers Mortgages & Loans
“I have been working here for nearly 11 years now. I have over 27 years in the mortgage and financial services industry. I can honestly say that is by far and away the best company I have worked for. We source the best deals for our customers and look...”
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Robert Carlton Independent Financial Advisers
Pensions, Tax Information, Insurance
“Ian's attention to my overall and detailed requirements was reliable, knowledgeable and most professional. His support was most appreciated, I have no hesitation in recommending him in his capacity as an independent financial advisor.”
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MG Shaw
Insurance Planning, Financial Planning, Investment Planning
“Very knowledgeable, professional and friendly. I can't find fault with the plan put in place for my retirement and I feel like I am in safe hands moving forward. Positive Responsiveness, Quality, Professionalism”
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Wealth of Advice
- Meeting
- Confidence
“Excellent, bespoke financial planning advice, with friendly and client-focussed staff always at hand. I would have no hesitation in recommending Chris and the team. Positive Responsiveness, Quality, Professionalism, Value”
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Prismatic Wealth Limited
“Very impressed with this company. Professional but friendly.”
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Hogarth Wealth Management - Financial Advisor Hartlepool
- Advice
“Richard helped me get my personal pension setup through SJP, explained everything clearly and assisted with transferring my pensions into one.
Also helped me setup my life insurance & critical illness cover.”
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Bloomfield Financial Limited
- Financial Advice
“Bloomfield Financial assisted us in moving to our first ever owned property. Their services massively helped take the stress out of the situation, making the entire process relatively painless.
Areas which would have required hours of research to ...”
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We Complement
“We have been working with WeParaplan for around four months now. This is the first outsourcing Paraplanning company we have had a working relationship with, so initially we didn't know what to expect but I think it's safe to say they have blown our e...”
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Principled Limited
- Financial Advisor
- Pensions
- Income
“Excelent Knowledge and very honest and refreshing approach from a financial advisor! offers a veriaty of services, my personal experience of a full financial planning package was excelent, very easy for me to run through and put the items I wanted in...”
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New World Financial Group
“We spoke to New World to help us plan for retirement. We were very happy with the service and would highly recommend to anybody.”
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MN Consultancy
- Mortgage
“Mark and the team have been fantastic throughout our mortgage application. As we're in the earlier days of being self-employed, it's been reassuring having a team with extensive knowledge and transparency behind us.
We wouldn't have been able to s...”
Retirement Planning and Investment Management Services in Newton Aycliffe Cost Estimates
Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Average price range is based on
445 cost profiles
Why these companies made our list
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