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Access Equity Release

(50)

Transaction
Property
Result

“Our broker, Charles Brookes, was professional, diligent, friendly and helpful throughout the entire process. He was readily contactable and answered all of our questions, cutting through red tape and jargon. The rating falls short of five starts onl...”

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Positive Advisers

(35)

Insurance
Mortgage
Team

“I choose Mark as he is professional and proactive. Our mortgage went through smoothly with Mark and his team keeping me updated at every step! Thanks again for a great service :-)”

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Hunt & Coombs | Peterborough Solicitors

(34)

Results
Sale
Questions

“James Pepperdine handled the sale of my mother's house with great efficiency and courtesy. He was always prompt and communication was good throughout the whole process. I would be pleased to recommend his services.”

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Wilkinson Accounting Solutions

(12)

Virtual Finance and CFO, Acquisition CFO, Business Exit Consulting

“Being a new business I knew I needed an accountant but didn't know where to start. Julie has taken my accounting on and I feel so relieved. Nothing is too much trouble and she makes sure she understands your business and how it works. One of Julie's ...”

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Pilot Fish

(18)

Property
Development Bank
Refinance

“I would like to thank Michelle and John for there considerable help. I had deadlines to meet, both a mortgage and a bridge loan needed. With all sorts of obstacles came in the way, they both worked so hard to get me over the line on deadline day ! ...”

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Henson Crisp

(15)

Team
Family
Planning

“Jonathon at Henson Crisp has been by my financial advisor for close to 20 years and has always given clear and precise advice on financial planning for my both myself and my wife. With his guidance we have developed a mixed portfolio that extends be...”

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Brooks Wealth Management

(8)

Protection, Retirement, Wealth Management

“I had Ian Cunningham visit me to give me advice on estate planning. He was friendly, sympathetic and empathetic to my situation. He listened to me and spoke to me in a manner that I could understand. He was honest with me in saying that he recommends...”

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Haverfords

(11)

Remortgage

“One of best decision taken by using Haverfords, much quicker and easier to deal with them than without, utilities what they provide though through all addressed to your individual circumstances. Also helpful getting you good deal and clear picture wh...”

Featured

With the economy struggling, protecting your family is more important than ever. Protection policies are an important part of budgetary resilience, providing a safety net in case of medical emergencies, accidents or serious ill health. An affordable term life insurance policy is one of the best ways to protect your family in both good times and bad because if there’s one thing we know about life, it’s that it can be unpredictable.... Read more at...

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3 Sixty Accountants

(2)

Business Advisory, Cloud Accounting, Accounting and Bookkeeping

“Had a wonderful experience with 3 Sixty Accountants. The team was very knowledgeable and extremely supportive throughout the process. I was facing a tight deadline and had to submit my Company Accounts as well as personal Self Assessments quickly. As...”

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JK Mortgages

(10)

Information
House

“Excellent service from Joanna and her team. Great communication, very efficient and knowledgeable. Great customer care that allows you to go through the process stress free. They help you buy your forever home and explain the process step by step,...”

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Accession

(4)

Retirement Planning, Protection Planning, Advice and Services

“Oundle Wealth Management first started helping us about 3 years ago and it's been life changing. To have our future in such good hands is invaluable. Richard and everyone at Oundle Wealth Management are incredibly professional but also give the pers...”

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Nene Valley Financial Planning

(14)

Information
Market
Remortgage

“We have used Nene Valley Financial on several occasions when moving over the past few years. Nick's knowledge, experience and general helpfulness is second to none. The last time we moved was during Covid times so that had many logistical issues but ...”

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Moore Thompson

(4)

“Anyone who's a business owner should invest in the services of Matthew Upex! What an accounting genius! Wish I'd known about him years ago! He has made my life so much easier and I have more financial freedom.”

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G M Financial Consultants

(1)

“Very good sound advice filled in all the paperwork with all the explanations, would recommend & I would use them in the future for any financial advice 👍 …”

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Murfitt Wealth Management

(5)

Team
Investment

“I had a chance to deal with 3 different morgage advisors and Mr James Brown was by far the best. Very professional, pleasant to work/talk with and not wasting time with unnecessary questions. The whole process from introduction to morgage application...”

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Liberty Partnership

(4)

“Been with Liberty Partnership for a while and they have always provided a fantastic service. Highly recommend Matt. Best financial advisors in Deeping and Peterborough.”

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Aurea Financial Planning

Family Life Insurance, Tax Planning, Family Wealth

“I have been working with Aurea FP for just over 2 years now. The whole team is great, especially Becky & Helen. They have been a pleasure to work alongside.”

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Ringrose Grimsley

Mortgages, Pensions, Protection

“David has been our Independent Finanacial Adviser for many years, we've always found him to be reliable, trustworthy and comprehensive in his research. He talks straight and tells us how it is. His advice has been sought, for a multitude of investmen...”

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Peter Richards Financial

(4)

“My wife & I used James Moore for our first house. James was incredibly patient and helpful, he really guided us through our first purchase and our renewal. Can't recommend James enough, helping with everything and always available to answer questions...”

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Reynolds & Co

“This allows us to offer evening and weekend bookings to our clients, as well as being able to visit them out of the office. We understand how important these decisions are to you, and the time that goes into financial matters, especially mortgages an...”

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Richard Marshall Wealth Management

(3)

Business

“Brilliant company to work with. Richard is always attentive and his communication, attention to detail and work ethic are second to none. I would thoroughly recommend his business for all your financial and and Wealth Management requirements.”

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Bmsg Wealth Management

“BMSG can assist clients at all stages of their life's journey. So, if you are just starting out, fully retired or anywhere in between, we would welcome the opportunity to discuss your plans and objectives.”

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MTE Solutions

“MTE Square offer a full service to corporate and personal clients no matter how big or small covering all areas of Financial, Business Turnaround, Consulting, Forensic Investigation, Interim Finance Management and Full Office Solutions in both the pu...”

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Timeline Wealth Management

“Marc and Andi have helped me through an incredibly stressful time. With great empathy, they've guided, advised and been there whenever I needed. I trust them with all my financial dealings and will continue to do so.”

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Average Cost	£3736
Minimum cost	£1246
Maximum cost	£10585
Avg Per Hour Rates	£375

Best Financial Advisors in Peterborough

The highest-rated Financial Planning & Wealth Management companies out of 149 vetted & reviewed in the Peterborough area.

Access Equity Release

Positive Advisers

Hunt & Coombs | Peterborough Solicitors

Wilkinson Accounting Solutions

Pilot Fish

Henson Crisp

Brooks Wealth Management

Haverfords

3 Sixty Accountants

JK Mortgages

Accession

Nene Valley Financial Planning

Moore Thompson

G M Financial Consultants

Murfitt Wealth Management

Liberty Partnership

Aurea Financial Planning

Ringrose Grimsley

Peter Richards Financial

Reynolds & Co

Richard Marshall Wealth Management

Bmsg Wealth Management

MTE Solutions

Timeline Wealth Management

Retirement Planning and Investment Management Services in Peterborough Cost Estimates

Why these companies made our list

Wealth Management Advisors near Peterborough

Popular in Peterborough