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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...”

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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.”

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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...”

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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...”

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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 ...”

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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...”

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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...”

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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, ...”

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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.”

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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...”

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

“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...”

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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”

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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.”

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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”

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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 ...”

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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”

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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”

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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”

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NDH Financial

(49)

Management
Shoulders
Stress

“Honestly they are a fantastic company and they talk you through everything and make sure that you understand what you are doing and need to do so I would like to say if you are struggling with your finances and you need help contact them and there se...”

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Capstone Financial

(45)

Corporate Pensions, Exit Strategies, Pensions Reform – Your Obligation

“Richard Goodier is an excellent advisor , he is very knowledgable and explains things in easy to understand language I know several people who are long standing clients and I will be too Highly recommend Positive Responsiveness, Quality, Profession...”

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Farley Dwek Solicitors

(49)

Expertise
Father
Understanding

“Jonathan Dwek is so calming with his expert knowledge and takes the stress away from getting to where you need to be. Thank you Farley Dwek Positive Responsiveness, Quality, Professionalism, Value”

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EMS Mortgages and Protection

(50)

House
Company
Insurance

“I used John of ems mortgages as my advisor, he was brilliant, I've delt with many different advisors in the past but none with this level of service, John goes the extra mile to help from start to finish, nothing was to much, so much so any future pu...”

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Debt Support Service

(50)

“Brandon was very helpful and answered all my questions even if I asked the same one more than once. Very thankful for his help and for him to help me with my issues. :)”

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Compass Financial

(50)

Options
Number
Questions

“My husband suggested that I talk to his FA to discuss my pension plans, as he has always received great advice, since joining them with his retirement plans. I found the advice, clear concise and understandable allowing me to make me decisions going ...”

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

Best Financial Advisors in Northwich

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

Burfield Financial Planning

CRS Accountancy

Bennettbrooks Chartered Accountants

Platinum Financial Services

Oakmere Wealth Management

Hartford Wealth

C S Financial Planning

Plan-It Financial Solutions

Resonate Financial Planning

Equity Release in Cheshire

Cameron Financial Services

Money Advice

Accounting Solutions Manchester

Financial Fortress

Haven Financial Planning

The Consumers Choice

Lift-Financial Group

Roberts McBain Mortgage & Finance

NDH Financial

Capstone Financial

Farley Dwek Solicitors

EMS Mortgages and Protection

Debt Support Service

Compass Financial

Retirement Planning and Investment Management Services in Northwich Cost Estimates

Why these companies made our list

Wealth Management Advisors near Northwich

Popular in Northwich