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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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Grange Estates Wealth Management

Grange Estates Wealth Management

(13)
  • Pension
  • Happy
“John went out of his way to get us the best possible outcome. He ensured that we understood the risk and benefits involved before proceeding. Would definitely recommend him to anyone I know who requires financial advice.”
14 Grange Ave, Beeston, Nottingham NG9 1GJ
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Wren Accountants & Business Advisers

Wren Accountants & Business Advisers

(19)
Business Accounting, Accounting and Bookkeeping Software, Investigations by H M Revenue & Customs
“We are very pleased with the prompt efficient responsive and good value for money service provided by Wren Accountancy over several years. Our accountant Jess is an approachable and helpful contact. As a small business owner I would recommend Wren to...”
In Business Since 2002
4 Cross St, Beeston, Nottingham NG9 2NX
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Riverfall Financial

Riverfall Financial

(8)
Protect What’s Important, Advice For Business Owners, Estate & Inheritance Tax Planning
“Jessica McGowan from Riverfall Financial has recently helped my family get the correct cover for us and I can't recommend her highly enough. She listened carefully to our needs, provided a professional, friendly and fast service and made everything s...”
Remote Consultations Available
The Landmark, Tudor Square, West Bridgford, Nottingham NG2 6BT
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Cockburn Lucas Independent Financial Consulting

Cockburn Lucas Independent Financial Consulting

(28)
Investments, Retirement, Tax Planning
“We have been with Alistair for 12 years now and his financial advice has always been spot on. Everything is always explained in a clear manner and is easy to understand. We would highly recommend Cockburn Lucas to anyone who is seeking professional f...”
Transparent Fees & Pricing
45 Loughborough Rd, West Bridgford, Nottingham NG2 7LA
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Ryley Wealth Management

Ryley Wealth Management

(30)
For You & Your Business, For You & Your Family
“We met with David from RWM a few years ago and he has been taking care of our finances ever since. David is a very kind, open and honest person, and he talks you through all possible outcomes, giving you a number of options to suit your requirements...”
1st Floor The Arc NG2 Business Park, Enterprise Way, Nottingham NG2 1EN
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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

(30)
  • Options
  • Wealth
  • Interest
“Chris is trustworthy, very knowledgeable and happy to help with any questions. He worked around busy schedules and gave as much time as I needed. Highly recommended!”
3a Derby Ter, Derby Rd, Nottingham NG7 1ND
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Castle Rock Financial Planning

Castle Rock Financial Planning

(23)
  • Mortgage
  • House
“Gurprame helped me to find a mortgage for my first home, he was extremely pleasant, and took so much pressure and stress off the whole transaction. He provided an excellent service throughout. He was very professional and always kept me up to date re...”
Free Initial Consultation
Suite 4, 20 The Ropewalk, Nottingham NG1 5DT
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Red IFA

Red IFA

(13)
Personal & Estate Protection, Advice For Businesses, Investments
“We have had sound advice, reassurance and support from Cath Ball at RedIfa. She listens carefully and outlines suggestions with great clarity and when a plan has been made she puts it into action efficiently. More than that, she is always on hand to ...”
Transparent Fees & Pricing
Business Park G3, Ash Tree Ct, Nottingham NG8 6PY
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Cherrywood Mortgages

Cherrywood Mortgages

(17)
  • Professional
  • House
“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 ...”
Gothic House, Barker Gate, Nottingham NG1 1JU
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Veracity Financial Planning

Veracity Financial Planning

(9)
“Chris stephens sorted out mortgage out 2 years ago, he was upfront, honest and offered the very best advice for our first mortgage. Everything was handled and organised by him allowing less stress and pressure of moving house. Our fixed rate is comin...”
Transparent Fees & Pricing
2b Thackeray's Ln, Woodthorpe, Nottingham NG5 4HP
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NJ Legal Services

NJ Legal Services

(8)
Will Writing , Probate Matters, Lasting Power of Attorney
“Had great service from Nigel, very professional and he came out at a moments notice due to my husbands working shift pattern. He was very quick to answer any questions we had and the Wills we're done within a week of sending them back. Would highly r...”
9 Hatton Cl, Warren Hill, Arnold, Nottingham NG5 9QG
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Rogers Spencer Chartered Accountants

Rogers Spencer Chartered Accountants

(4)
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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RA Elmes Financial Planning

RA Elmes Financial Planning

(1)
The Beginning, Fees and Privacy, Team Members
“Robert has been brilliant over the last few years working with myself and my family. He communicates well and frequently and always responds quickly to questions or queries. He has even helped look into some things that are not his expertise, recomme...”
Transparent Fees & Pricing
3, Hassall Court, Long Acre, Bingham, Nottingham NG13 8BS
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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...”
In Business Since 2000
Clinton Ave, Nottingham NG5 1AW
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I2 Retirement & Financial Planning Limited

I2 Retirement & Financial Planning Limited

(1)
Taxation, Wealth Management, Business Insurance
“We've had I2 Retirement as our finial advisor for many years. During all that time, the advice has been excellent. The way Tirin explains financial advice is very clear (including risks) and he has helped us plan our investments, pension pots and fin...”
58 Station Rd, Sandiacre, Nottingham NG10 5AS
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Millbank Financial Solutions

Millbank Financial Solutions

(4)
“When you need accurate, realistic financial advice to plan savings, pensions and business investment - MFS is the #1 provider. In these uncertain times of financial pressures, it was nice to have someone keeping me updated each week about what I actu...”
12 Millbank Pl, Bestwood Village, Nottingham NG6 8EF
Featured

Ready to get your financial future in order in 2023? Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future. Making finance simple - Visit ...

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Ashleyjai Wealth Management

Ashleyjai Wealth Management

(14)
  • Team
  • Interests
“Fantastic service and lovely people. Great personal levels of attention as well as advice you trust. I feel 100 per cent confident putting my financial future in the hands of Punam and her team.”
20+ Years Experience
1 Nottingham Rd, Attenborough, Beeston, Nottingham NG9 6DN
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Sterling Financial Services

Sterling Financial Services

“Each year you are provided with a number of tax allowances, which when combined can produce a particularly tax efficient method of managing your wealth. If an Investment Platform is suitable for you, money can be transferred between accounts allowing...”
Transparent Fees & Pricing
9 Clarendon St, Nottingham NG1 5HR
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Goodmans Financial Services

Goodmans Financial Services

(3)
“Mike is an extremely knowledgeable Financial Advisor. He provided me with excellent and impartial advice in respect of my mortgage and then undertook the arrangement with the lender. I fully recommend him.”
In Business Since 2014
2 Thistle Cl, Newthorpe, Nottingham NG16 2DD
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Sense Financial Solutions

Sense Financial Solutions

(1)
“Russel is an absolute Mortgage Wizard! 🧙‍♂️He has access to all the best deals, gives great advice and takes care of everything. We had a complicated situation with previous rentals and he got us the best deal. 5 STARS 🪄”
In Business Since 2005
43 Walcote Dr, West Bridgford, Nottingham NG2 7JQ
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David Burnell Financial Services Limited

David Burnell Financial Services Limited

(1)
“Been using david burnell for years great staff who know what they are talking about”
1 Albert Rd, West Bridgford, Nottingham NG2 5GS
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Derby Financial Solutions

Derby Financial Solutions

“We tailor the full financial package to suit your needs. Delivered by fully qualified professional advisers who possess a wealth of experience within their own individual sectors, gives you confidence that you have received the very best in financial...”
In Business Since 2013
470 Nottingham Rd, Chaddesden, Derby DE21 6PE
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Fiscal Engineers

Fiscal Engineers

In Business Since 2000
22a The Ropewalk, Nottingham NG1 5DT
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Vanderweele Wealth Management

Vanderweele Wealth Management

(11)
  • Mortgage
“Alex was extremely helpful and efficient sorting my recent mortgage. The whole process was so quick and very smooth. He is also very knowledgeable on the whole house buying and selling process. I highly recommend!”
Offers Financing Options
Pera Business Park, Nottingham Rd, Melton Mowbray LE13 0PB
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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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