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John Davies Investments & Mortgages

(14)

Equity Release, Investments & Savings, Pensions Advice Including Drawdown and Annuities

“Alison and Marc provided us with an exceptional service in getting our mortgage. Our application coincided with the Covid-19 outbreak and they were able to hold our hand through every stage of the process and kept us updated through a challenging tim...”

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Beaumont Wealth

(3)

Inheritance Tax, Pensions, Investment Advice

“Very good. Professional, unhurried advice. Matt explained everything to me very fully. I would highly recommend using Beaumont for all pension and investments matters”

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Better World Financial Planning Limited

(5)

“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. Positive Responsiveness, Quality, Pr...”

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Prudent Financial Planning Services

(3)

“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. Positive Responsiveness, Quality, Professionalism, Value”

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JNH Wealth Management

“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...”

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Perspective

“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...”

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Hartey Wealth Management

(2)

Inheritance Tax Planning, Investments, Retirement Planning

“Been with them for 4 years and very happy with their services.”

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Williams Financial Planning

(2)

Financial Planning, Investment Planning, Inheritance Tax Planning

“Very profession service.”

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Darwin Wealth Management

(2)

Retirement Planning, Personal & Business Protection, Investment Planning

“Mr Med Evan's is a person whom I know through my husband. He has been a great help to me with personnel financial help. I would truly recommend and trust Med .”

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Belgrave Wincham - Independent Financial Planners

(50)

Financial Advisors
Company
Understand

“Just had a small pension that I required advice on how best to move it to a new provider. I was given good sensible advice by Tom and kept updated by Sam on a regular basis.”

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Masons Independent Financial Advisers

(29)

General Insurance, Life Assurance, Health 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...”

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GM Wealth Management

(29)

Pension
Options
Patient

“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...”

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J Jervis Accounting Services

(12)

Audit, Consulting, Accounting

“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,...”

Featured

Andrew E left us a 5 star review - I would like to recommend Jason Jervis accountancy services. Jason has been my accountant now for the last 12 months. When I set up my business, I initially felt that I needed to go to a local accountant who I could nip in and see and deal with any issues I had. After being with this accountant for four months I soon found out that things weren’t quite as simple as just nipping in for a quick chat. I’ve got in a real mess with my tax and VAT returns and was recommended to Jason by a colleague I was currently working with. Since I’ve been with Jason , he has dealt with all of my queries and concerns and has always been there even seven days a week sometimes which you wouldn’t expect. He has been successful for me in claiming VAT and tax for my business. If you’re looking for a reliable honest accountant whose rates are more than compatible Jason would be the person I would turn to. Even though I’m currently out of contract, I will remain with Jasun until such a new contract comes about and more than happy to pay for his services. Thanks once again Jason for everything you’ve done for my business. Thank you once again for everything you’ve done for myself and my business and look forward to working with you in the years to come...

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Portland Financial Planning

(7)

Saving & Investments, Long Term Care Planning, Later Life Planning

“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...”

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2020 Financial Advice

(7)

Pension

“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.”

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Harken Financial

(7)

Pension
Financial Advice
Up to Date

“Tom at Harken Financial has provided my wife and I with great financial advice for the past few years that he has worked with us. Tom tailors his advice based on our individual attitude to risk, ethics, stage in life, dependents and income. He and...”

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Morland Potter Financial

(7)

“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...”

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Penney Financial Partners

(1)

Retirement Planning, Corporate Services, Protection Planning

“Excellent service”

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Crown Wealth Management

(1)

“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...”

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M D Coxey & Co Limited

(3)

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

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Lucy Jones Financial Services

(3)

Mortgage

“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...”

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Gee 7 Wealth Management

(2)

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

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Mortgage Adviser Wrexham

(1)

“Excellent prompt and informative service delivered with my best interests considered. Highly recommend. Positive Responsiveness, Professionalism”

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PI Financial

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Average Cost	£3485
Minimum cost	£1163
Maximum cost	£9874
Avg Per Hour Rates	£350

Best Financial Advisors in Oswestry

The highest-rated Financial Planning & Wealth Management companies out of 45 vetted & reviewed in the Oswestry area.

John Davies Investments & Mortgages

Beaumont Wealth

Better World Financial Planning Limited

Prudent Financial Planning Services

JNH Wealth Management

Perspective

Hartey Wealth Management

Williams Financial Planning

Darwin Wealth Management

Belgrave Wincham - Independent Financial Planners

Masons Independent Financial Advisers

GM Wealth Management

J Jervis Accounting Services

Portland Financial Planning

2020 Financial Advice

Harken Financial

Morland Potter Financial

Penney Financial Partners

Crown Wealth Management

M D Coxey & Co Limited

Lucy Jones Financial Services

Gee 7 Wealth Management

Mortgage Adviser Wrexham

PI Financial

Retirement Planning and Investment Management Services in Oswestry Cost Estimates

Why these companies made our list

Wealth Management Advisors near Oswestry

Popular in Oswestry