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Best Financial Advisors in Nottingham

Handpicked from 49 vetted & reviewed Financial Planning & Wealth Management firms in the Nottingham area, discover the top 5 elite providers among the selected group of 24 finalists.

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Castle Rock Financial Planning

Castle Rock Financial Planning

(31)
  • Residential
  • First Time Buyer
  • Transaction
“Fantastic from start to finish for our first mortgage. Gur and the team were so helpful, felt in such good hands, and made a daunting process seem so easy. 10/10”
Suite 4, 20 The Ropewalk, Nottingham NG1 5DT
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Ryley Wealth Management

Ryley Wealth Management

(50)
For You & Your Business, For You & Your Family
“Met with our advisor Will Diggins last week. He made both myself and my wife feel very comfortable talking about our plans for the future financially. We felt that he listened to our needs and gave us good advice. Thanks Will for all your help.”
1st Floor The Arc NG2 Business Park, Enterprise Way, Nottingham NG2 1EN
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Elegant Wealth Management Limited

Elegant Wealth Management Limited

(49)
  • Advice
  • Self Employed
  • Industry
“This has been my first time investing in general. Dani assisted in providing clear explanations to my many questions and was a great help. Overall, very responsive and excellent customer service.”
Pera Business Park, Nottingham Rd, Melton Mowbray LE13 0PB
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Cockburn Lucas Independent Financial Consulting

Cockburn Lucas Independent Financial Consulting

(37)
Investments, Retirement, Tax Planning
“Very kind and professional. I reached out to over 4 different Financial Advisors in the area and Angus was the only one that replied and offered me some free and very useful advice. I wouldn't hesitate to use them again, as their level of professiona...”
Transparent Fees & Pricing
19 Musters Rd, West Bridgford, Nottingham NG2 7PP
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TJM Financial Solutions

TJM Financial Solutions

(50)
  • Review
  • Understand
  • Pension
“Working with Tom has been such a smooth and easy process when buying my properties. He has helped me with my finance to where I can just focus on my Carer. Will definitely recommend him to anyone.”
NBV Enterprise Centre, 6 David Ln, Basford, Nottingham NG6 0JU
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
98 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Hanbury Financial Planning

Hanbury Financial Planning

(42)
  • Options
  • Wealth
  • Ethics
“The advice we have received from Chris to date has been incredibly helpful and he has broken down a lot of technical information into simple terms which has enabled us to make informed choices. We would highly recommend his services and look forward ...”
3a Derby Ter, Derby Rd, Nottingham NG7 1ND
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Say hello to our new marketing manager Melodie. After gaining a first class degree from Manchester in marketing Mel recently took the job with us and will be working on our social media, PR and marketing. Welcome aboard Mel.

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Xeinadin - Wren Accountants & Business Advisers

Xeinadin - Wren Accountants & Business Advisers

(26)
Business Accounting, Accounting and Bookkeeping Software, Investigations by H M Revenue & Customs
“I used Wren for my accountancy needs for my new small business. As someone who was new to self-employment, I had many questions. I found Jess to be very helpful and informative and she was able to answer any queries that I had quickly and easily. Jes...”
4 Cross St, Beeston, Nottingham NG9 2NX
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Grange Estates Wealth Management

Grange Estates Wealth Management

(23)
  • Pension
  • Questions
  • Happy
“John was incredibly helpful from the beginning, and has easily earned the trust of my wife and I with our finances. John made the whole process very straightforward and was always happy to answer our unending questions. We'll be using Grange Estates ...”
14 Grange Ave, Beeston, Nottingham NG9 1GJ
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Red IFA

Red IFA

(16)
Personal Protection and Inheritance Tax Planning, Advice For Businesses, Investments
“Excellent support provided by James and Red IFA regarding pensions, mortgages and all matters money! Fully recommend using Red IFA as not only are they able to support with the "usual" services, they are at the end of the phone for general enquiries....”
Business Park G3, Ash Tree Ct, Nottingham NG8 6PY
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Cherrywood Mortgages

Cherrywood Mortgages

(18)
  • Professional
  • Family
“We feel that Tim provided us with the best options with regards to our remortgage. He was knowledgeable, helpful and excellent at communicating our options to us in a simple and concise manner. We felt he listened to our particular circumstances and ...”
In Business Since 2015
Gothic House, Barker Gate, Nottingham NG1 1JU
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Riverfall Financial

Riverfall Financial

(28)
  • Review
  • Options
  • Payment
“I would like to thank Shaun and the team at Riverfall Financial for providing a comprehensive review of my finances. The investment strategy that is now in place matches our short, medium and long term goals The wealth management platform has already...”
In Business Since 2014
First Floor, 17-21 High St, Ruddington, Nottingham NG11 6DT
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Stephen Eve Financial Planning

Stephen Eve Financial Planning

(14)
Retirement Planning, Protection, Check-In Service
“We've been working with Ben at Stephen Eve for a few years now and are really happy with the service. Ben is responsive and very knowledgeable, giving advice without jargon and making the complex more simple! Our recent review contained lots of actio...”
In Business Since 2022
12 Regent St, Nottingham NG1 5BQ
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Rogers Spencer Chartered Accountants

Rogers Spencer Chartered Accountants

(8)
Advisory, Audit & Assurance, Payroll Administration
“Rogers Spencer has been supporting us for over 20 years in all aspects of our businesses, from accounting and payroll to business advice and planning. We cannot recommend their services enough and have always felt in very safe hands with their highl...”
Remote Consultations Available
Newstead House, Pelham Rd, Nottingham NG5 1AP
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NJ Legal Services

NJ Legal Services

(12)
Will Writing , Probate Matters, Lasting Power of Attorney
“Superbly efficient and genuine service provided to put our wills together. It is reassuring to know that Nigel is at the end of an email, call, or meeting as required should we wish to make changes in the future. Nigel is fully up to speed with onlin...”
9 Hatton Cl, Warren Hill, Arnold, Nottingham NG5 9QG
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Veracity Financial Planning

Veracity Financial Planning

(10)
“Great service. As a first time buyer I had no idea what to do to get on the property ladder. After meeting with a couple of other mortgage brokers I was reccomend for Veracity, and they were by far the best. I met with Min who spoke to me like a per...”
Transparent Fees & Pricing
2b Thackeray's Ln, Woodthorpe, Nottingham NG5 4HP
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The Wilson Organisation

The Wilson Organisation

(5)
Business Insurance, Financial Services
“Absolutely amazing service from The Wilson Organisation, especially James. Highly recommend :-)”
In Business Since 2000
Family Business
Wilson House, 1-3 Waverley St, Nottingham NG7 4HG
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Vanderweele Wealth Management

Vanderweele Wealth Management

(17)
  • Pensions
  • Questions
  • Knowledge
“I had a poorly performing ISA. When I saw at first hand the returns on it I decided to ask Alex to help me with other investments. The results have been beyond my best expectations. Clear advice and top results. Positive Responsiveness, Quality, ...”
Offers Financing Options
Pera Business Park, Nottingham Rd, Melton Mowbray LE13 0PB
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Ashleyjai Wealth Management

Ashleyjai Wealth Management

(21)
  • Atmosphere
  • Questions
  • Happy
“I was recommend Ashleyjai Wealth Management via a friend and have been very happy with the service from both Punam and Jai! They are both extremely welcoming and professional. Every meeting myself and wife have had with them has been friendly and per...”
20+ Years Experience
1 Nottingham Rd, Attenborough, Beeston, Nottingham NG9 6DN
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Henson Aslam Financial Management

Henson Aslam Financial Management

(1)
Retirement Planning, Business and Family Protection, Sustainable Investing
“I was in a difficult situation and urgently needed a second opinion and support. The team at Henson Aslam were able to quickly understand the issues and within less than a week produced a solution that was just the ticket. Excellent service!”
Transparent Fees & Pricing
61 Trent Blvd, West Bridgford, Nottingham NG2 5BE
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Page Kirk Financial Services

Page Kirk Financial Services

(9)
  • Pension
  • Firm
  • Planning
“Page Kirk have been advising us for nine years. They were recommended when we needed advice on pensions, particularly consolidating them, and also for general financial planning. I had thought financial services firms were for the very wealthy but ...”
Sherwood House, 7 Gregory Blvd, Forest Fields, Nottingham NG7 6LB
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Woodward's of Ripley Limited

Woodward's of Ripley Limited

(7)
  • Mortgage
  • Conversation
“Having decided to investigate the possibility of retiring early using cash which was tied up in a Final Salary Pension Scheme. We discovered that exploring and expediting options for Final Salary Schemes is complex and heavily regulated, not somethi...”
7-9 Nottingham Rd, Ripley DE5 3DJ
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David Burnell Financial Services Limited

David Burnell Financial Services Limited

(1)
Retirement, Protection, Probate
“Been using david burnell for years great staff who know what they are talking about”
200+ Years Experience
1 Albert Rd, West Bridgford, Nottingham NG2 5GS
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Gilbert Wealth Limited

Gilbert Wealth Limited

(1)
Pensions, Income Protection, Wealth Management Process
“From the moment my partner and I stepped foot into Gilbert Wealth Ltd we felt extremely comfortable and was made to feel at ease (not knowing what to expect!). We was introduced to Dominic Hill (our soon to be Independent Financial Adviser). He exp...”
12 Tamworth Rd, Long Eaton, Nottingham NG10 1JJ
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Anthon Marlow

Anthon Marlow

(1)
Business Accounting, Personal Accounting
“We've been using this accountant's in Nottingham for our family run business for around 30 years. They are honest, transparent and have exceptional customer service. They truly are one of the best accountant's around. Thanks Shaun & Raquel, you ma...”
Clinton Ave, Nottingham NG5 1AW
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Retirement Planning and Investment Management Services in Nottingham Cost Estimates

Minimum cost
£1251
Maximum cost
£10628
National Average
£3751
Avg Per Hour Rates
£377
£2501
£6877
Fair price range is based on 267 cost profiles
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Average Cost £3751
Minimum cost £1251
Maximum cost £10628
Avg Per Hour Rates £377

Fair range $2501 to $6877 is based on 267 cost profiles.

Why these companies made our list

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Wealth Management Advisors near Nottingham

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