Best Financial Advisors in Oswestry

“I have had a fantastic experience with John Davies Investments. I am a first time buyer and the whole process has been informative and easy. Marc was very patient with my frankly, simple and often repetitive questions and has provided me with excelle...”

“I wish to add that his manner was at all times professional and courteous. I felt at ease in his presence and also felt that the recommendation made by a friend of mine was well warranted – I have every confidence in underlining this recommendation. ...”

“Alasdair always provides straightforward, clear advice and a very personal service that has been tailored to our family's needs throughout the years we have worked with him. His services come highly recommended.”

“a big thankyou to Anna whom found the mortgage I was looking for and helped me deal with problems of getting the correct paperwork togeather.”

“For over 35 years our purpose has been clear: to provide expert, specialised financial planning and wealth management advice that enables you, our clients, to make full and effective use of your financial resources, so you can plan for and achieve th...”

“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 pl...”

“GM Wealth Management are a professional company with exceptional financial advisors. They provide us with advice on our investments and pension and we have seen growth over and above our original expectations. Their advisors are well trained and know...”

“We have known Med Evans of Darwin Wealth Management for years and he has helped us in numerous financial advisory areas. Knowledgeable, approachable and incredibly friendly. Plus he takes the time to listen to your specific goals rather than trying t...”

“Great experience with David. Clear, simple and useful advice in regards to life insurance”

“I have just completed on my new home, and Mason's made this process very streamlined and efficiently brought to conclusion. From my first initial meeting with Will Mason who offered invaluable advice on mortgage options and protection insurance, to h...”

“Very knowledgeable and an overall safe pair of hands. David has been managing my finances for the last few years and I could ask for a better service.”

“A decent accountant firm, good advice, sensible sort of charging for what you use, large enough to cope, small enough to care about the service they provide to you, their customer.”

“Ben has been our financial advisor for over 30 years and his professional and friendly guidance has proven extremely valuable as our family has grown up and our financial priorities have consequently evolved. Now with Hannah fully on board, we fee...”

“I was recommended Dave Gilmour at Morland Potter Financial and after such a great experience with arranging my own mortgage through Dave, I would be more than happy to recommend him to others. He was always quick to responded, thorough in his sear...”

“Jason is a brilliant accountant, who has hugely helped me with my business. I struggle with all things accounting, but Jason has provided fantastic support and understanding. He is always there to answer your questions and help you in any way he can,...”

“Excellent service”

“I approached Crown on the recommendation of a local Solicitor. My Mother required long term care and there was a need to consolidate her assets in order to pay for these substantial costs: There was a net shortfall in her annual income (pension) to c...”

“I am thrilled with the advice and service that i got From Lucy ! Her ability to explain things clearly to me was second to none and her research and knowledge went above and beyond. I would not hesitate to highly recommend Lucy she found me the best...”

“Very profession service.”

“Really pleased with Coxeys. I can't recommend them enough”