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Best Financial Advisors in Northwich

The highest-rated Financial Planning & Wealth Management companies out of 50 vetted & reviewed in the Northwich area.

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Burfield Financial Planning

Burfield Financial Planning

(35)
Insure, Retire, Invest
“Burfield was recommended to me by a former colleague and since following his advice I have not been disappointed. They respond to queries rapidly & professionally - and thus far their recommendations have resulted in excellent results for my investme...”
Free Initial Consultation
Suite 4 No 1, Royal Court, Gadbrook Park, Rudheath, Northwich CW9 7UT
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CRS Accountancy

CRS Accountancy

(17)
Accountancy, Financial Planning, Payroll
“Chris has done our company's accounts for 18 years and I've always found him easy to deal with, offering sensible advice, especially when it comes to tax. Would definitely recommend his firm.”
In Business Since 2020
Business Centre, Suite S31, Meadow St, Northwich CW9 5BF
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Bennettbrooks Chartered Accountants

Bennettbrooks Chartered Accountants

(2)
Corporate Finance, IT, Accountancy
“Following a recent server failure at one of our subsidiaries, bennettbrooks stepped in at extremely short notice as our existing supplier could not satisfactorily identify the cause of the problem. They were able to provide a quick diagnosis and turn...”
St. George's Court, Winnington Ave, Northwich CW8 4EE
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Platinum Financial Services

Platinum Financial Services

(4)
  • Financial Advice
“Platinum Financial Services have given us financial advice since 2014. We have found all of their Staff to be very approachable, courteous and professional. We are really happy with the level of support and financial advice given. The returns o...”
In Business Since 2008
6 Middlewich Rd, Northwich CW9 7AP
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Oakmere Wealth Management

Oakmere Wealth Management

(4)
“I have been working with Carla for the past five years, during which time she has been incredibly helpful and supportive. Carla took the time to fully understand not only what my current financial position was but also where I wanted to be in the ...”
14 Warrington Rd, Cuddington, Cheshire, Northwich CW8 2LJ
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Hartford Wealth

Hartford Wealth

“The start of your financial planning journey is a time for discussing the kind of future you want. We talk to you about your interests and passions, your family circumstances and professional life, and we lead you through the choices you can make tha...”
303b Chester Rd, Hartford, Northwich CW8 1QL
Featured

Tax is a crucial part of financial planning. Taking advantage of the numerous tax reliefs and allowances not only means you don’t pay more than you need to, but it can also go a long way towards helping you achieve your financial goals. But UK tax can be confusing at times, too. To help you get a better understanding of the system, read our answers to your top five tax queries.

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C S Financial Planning

C S Financial Planning

“Whether it's protecting your family or ​business, choosing or nurturing ​investments, ensuring your assets are ​protected through tax planning and ​trusts, providing retirement advice for ​both individuals and companies, ​arranging mortgage finance t...”
In Business Since 2018
Winnington Hall, Winnington Lane, Winnington, Northwich CW8 4DU
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Plan-It Financial Solutions

Plan-It Financial Solutions

“We are a friendly, professional and dedicated firm of Independent Financial Advisers based in Northwich, Cheshire. We offer comprehensive independent financial planning on a wide range of services including retirement, pensions, investments/savings, ...”
Brook House, Ash St, Northwich CW9 5LL
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Resonate Financial Planning

Resonate Financial Planning

“Our advice is independent, meaning that we are not 'tied' to any providers and look forward to supporting you in the fields of pensions and retirement, investment planning, inheritance tax advice and protection planning.”
In Business Since 2017
87A Witton St, Northwich CW9 5DR
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Equity Release in Cheshire

Equity Release in Cheshire

“The first meeting is FREE. At this stage we cover two main areas. Firstly we go through with you the “Initial Discussion Document” which covers all the regulatory items that we need to explain to you as required by the regulator, the Financial Conduc...”
In Business Since 2019
44 High St, Northwich CW9 5BE
FAQs
Can I move home?
Yes, you can move home, providing the new home has sufficient equity to retain your existing loan, otherwise you may have to repay some of the balance outstanding.
Will I still own my house?
Yes, you still own your home after taking an Equity Release mortgage. It remains your home until you go into residential care, or die. At the occurrence of either event, your home will be sold, and the outstanding loan plus interest repaid.
Can I make payments, or even re-pay the mortgage at some later date?
Yes, with most plans you can make payments of up to 10% per annum, this will mean repaying the interest and some capital. Over a period of time you may even repay the loan in full if you wanted to.
Will there be something left for my children?
In most cases, based on the percentage borrowed, and the increase in property value, there will normally be a surplus after the loan and interest have been deducted from the property value.
Do I have to take all the money now?
No, you can draw down funds as you need them. You only pay interest on what you draw down. This helps to reduce the interest and keep it less expensive over a long period.
You'll find more information on the FAQ page of our website.
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Cameron Financial Services

Cameron Financial Services

“According to the media in August 2024, the number of Britons whose pensions will not provide the retirement lifestyle has risen. Data from Standard Life reveals that the number of people with pensions that is unlikely to provide the standard of livin...”
Free Initial Consultation
27 Walnut Ln, Hartford, Northwich CW8 1QN
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Haven Financial Planning

Haven Financial Planning

(50)
Mortgage Advice, Business Protection, Tax Planning
“Sveta has been great to work with on our remortgaging process. She is very professional, approachable and genuinely focuses on the customer's best interest. Communication and the decision making process was very smooth as well. Pleasure to work with ...”
Earle House, Ground Floor, Atlantic St, Cheshire, Altrincham WA14 5DD
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Innes Reid Investments Limited

Innes Reid Investments Limited

(35)
Pensions and Retirement Planning, Financial Planning, Personal Financial Planning
“The financial advisers I've used at Innes Reid have always given great advice and listened to concerns over the years I've always had total confidence in their financial advice, excellent professional people.”
Dee House, Hoole Rd, Chester CH2 3NJ
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Clarion Wealth Planning Limited

Clarion Wealth Planning Limited

(45)
  • Fund
  • Meeting
  • Retirement
“Clarion were recommended to me by friends of ours and I would have no hesitation in recommending them to others. They have provided sound advice and present our financial situation and future in clear graphic terms. They are helpful and friendly and ...”
Serving Northwich Area
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RAE Financial Advisory Services

RAE Financial Advisory Services

(19)
Financial Planning, Inheritance Advice, Investment Advice
“I have known Ramzy for nearly 15 years and during that time he has dealt with my financial affairs successfully. I have found him to be honest and trustworthy.”
59 Northumberland Way, Sharston, Wythenshawe, Manchester M22 4UG
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Harrington Robertson Wealth Management Limited

Harrington Robertson Wealth Management Limited

(11)
  • Decisions
  • Knowledge
  • Team
“Absolutely tremendous service from Andrew Harrington and Helen Walker; technical issues explained very clearly. Comprehensive advice given in a personable, relatable manner.”
In Business Since 2010
Serving Northwich Area
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Libertas Wealth Management

Libertas Wealth Management

(5)
“I met Phil because Phil had dealt with my family for years - he knew my Dad. I decided to continue out of loyalty and because of my Dad's good judgement in choosing Phil as his Financial Adviser. I'm very, very happy with what he's doing. He keeps...”
37 High St, Frodsham WA6 7AJ
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Atherton & Associates Wealth Management

Atherton & Associates Wealth Management

(6)
  • Pensions
  • Knowledge
  • Financial Advice
“I have been a client of Atherton & Associates for around 3 years now and i would not go anywhere else. Jamie is extremely helpful and takes the time to fully explain everything to me. The whole team are very helpful and welcoming.”
Serving Northwich Area
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Lift-Financial Group

Lift-Financial Group

(50)
Mortgages, Employee Benefits, Financial Planning
“LIFT were fantastic in helping us secure our first home. They were patient, caring and really held our hand through the whole process. Highly recommend”
In Business Since 2010
Century House, Regent Rd, Altrincham WA14 1RR
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Money Advice

Money Advice

(50)
  • Tunnel
  • Empathy
  • Options
“I Spoke to a gentleman by the name of Shaun who was very helpful and guided me through the entire process, any questions I had were answered and I was put at ease. On whole if you have dept issues and are at a dead end Money Advice can and will help”
Transparent Fees & Pricing
Metropolitan House, Station Rd, Cheadle Hulme, Cheadle SK8 7AZ
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Accounting Solutions Manchester

Accounting Solutions Manchester

(50)
Payroll, Company Formation, Year End Accounts
“A big thank you to Jay at Accounting Solutions Manchester. He completed my return with excellent communication between us from start to finish and made the whole process very simple.”
20+ Years Experience
10 Milton Rd, Stretford, Manchester M32 0RD
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The Consumers Choice

The Consumers Choice

(50)
  • Shoulders
  • Individual Voluntary Arrangement
  • Worries
“A very serious team. Helped very quickly and most importantly for free. Now I am free from creditors and can start a new life with financial freedom. Thank you very much”
Free Initial Consultation
Chester House, 79 Dane Rd, Sale M33 7BP
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Roberts McBain Mortgage & Finance

Roberts McBain Mortgage & Finance

(50)
Secured Loans, Buy to Let Mortgages, Bridge Finance
“I was on a variable and wasn't in a position to move mortgage provider so I got a great rate and a product swap with the help of my advisor! Great service”
In Business Since 2016
Licensed
Serving Northwich Area
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Financial Fortress

Financial Fortress

(50)
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“Malcolm has advised and helped me secure mortgages on multiple occasions. Each time providing a fantastic service using his wealth of knowledge to overcome any obstacles along the way. Could not recommend more! Positive Quality”
Serving Northwich Area
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Retirement Planning and Investment Management Services in Northwich Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Fair price range is based on 473 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Fair range $2007 to $5519 is based on 473 cost profiles.

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Wealth Management Advisors near Northwich

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