Best Financial Advisors in Oswestry

“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...”

“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...”

“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”

“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...”

“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...”

“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.”

“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...”

“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 .”

“Very profession 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...”

“Excellent service”

“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...”

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

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

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

“Working with Serina is awesome. She is responsive, organised and saving me time and stress! I just wish I had employed her sooner. Positive Responsiveness, Quality, Professionalism, Value”