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Brooke Financial

(38)

Life Insurance, Property Insurance, Investments

“Highly recommend Brooke Financial! These guys can make anything happen. They took on my very complicated request, found me a lender and then guided me though each step with so much care and compassion. When it seemed that all hope was lost and I coul...”

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Rockwood Financial Solutions

(3)

Team

“Catherine at Rockwood has been our Financial Advisors for about 5 years now and we cannot speak highly of her enough. There is no “selling” of products, it is Financial Planning advice. If you want to plan your financial future and protect yourself...”

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James Rudd Mortgage Services

(50)

Protection, Mortgages, Conveyancing

“Honestly a top service from James Rudd mortgages, we couldn't have asked for more! We had been to lots of banks before James and they hadn't stuck at us in finding us a mortgage like he did. He helped us with our first ever mortgage too so was very r...”

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Business Works UK

(50)

Payroll and Auto Enrolment, Other Accounting Services, Access to Finance

“We have been with this wonderful team of accountants for 2 years now and I couldn't rate them more highly if I tried. Jo is so calming, encouraging and knowledgeable and makes me feel like no question is wrong or silly and takes the time to explain e...”

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Oakwood Solicitors

(44)

Mis-Sold Investments, Mis-Sold Pensions, Breach of Insurance Claims

“Excellent service throughout, Elle constantly kept us updated and replied same day when we had questions. Would highly recommend this company and would definitely use again if I ever needed too. Staff are very polite and go out of their way to get yo...”

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Clarity Wealth Limited

(50)

Happy
Options
Advice

“Feeling a little apprehensive regarding the best options for investment of my upcoming Pensions, I contacted Clarity Wealth to arrange a meeting with Richard and John. After discussing my financial requirements and lifestyle going forward, I was quic...”

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Vista Financial Management

(46)

Product
Buy to Let
Questions

“Another great experience, and this come at a time where the mortgage rates went silly, John as ever knew our circumstances, remembered our 1st meeting 5 years ago, and worked hard in the background covering several deals speaking on our behalf to id...”

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Ellis Bates - Independent Financial Advisers Harrogate

(47)

Financial Advice For Business Ownersâ¼, Your Familyâs Futureâ¼, Investingâ¼

“Since moving my pension fund to Ellis Bates when I was unhappy with a previous company's handling and performance, I can honestly say I did the right thing. Their subsequent advice on this and other financial matters over the years has been realistic...”

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Lazenby's Financial Services

(33)

Mega Heading 2, Mega Heading 1, Mega Heading 3

“Lazenby's Financial Services - what can I say. Dee has been spectacular as our mortgage advisor for first time buyers!! We was going through our first house purchase at the beginning of the year which Dee supported us throughout but unfortunately thi...”

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Berry & Oak

(50)

Options
Savings
Advice

“We initially reached out to Andrew and his team because our money wasn't working for us and we weren't clear about how we could eventually retire while enjoying a lifestyle similar to the one we have right now. Andrew and Dan explained different o...”

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Oakworth Financial Planning

(50)

NHS Benefits, Investment Advice, Retirement Planning AND Pension Advice

“Oakworth was recommended to us by family, and after using their service we were very impressed. We asked Richard for advice on retirement planning, and his approach was brilliant. He talked us through the options, explaining everything in simple term...”

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MSF Associates

(50)

Efficient
Advice
Service

“MSF Associates have been handling all my tax returns for over 15years. They always deliver on time and no hassle. I can leave it in their capable hands and not have to worry about anything.. they offer a wide range of services which are suitable to v...”

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Approachable Finance IFA

(40)

Advice
Critical Illness
Mortgage

“Apart from making a few jokes about my name Chris has been amazing over many years of looking at mine and my wife's pension and investments. He always gets back to us in a timely manner. We had a previous IFA and was recommended Approachable Finance ...”

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Christopher Little & Co

(50)

Questions
Knowledge
Pension

“From the very first moment of meeting Richard and all the team at Christopher Little, it has been a pleasure, great advice, great knowledge, and also understanding what l want to do over the coming years and giving me now the confidence l am on track...”

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The Private Office

(31)

Equity Release Explained, Trusts Explained, High Net Worth Individuals

“My contact was with Jasmine who was both very professional and thoroughly pleasant to talk with. I felt very comfortable sharing my personal and financial details with her - and in response she gave me a full initial impression of the status and vari...”

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Wendy Cochran Independent Financial Advice

(33)

Buy to Let, Mortgages, Switch to a New Mortgage Deal

“I first approached Wendy in 2015 to arrange our first mortgage and life insurance. Her approach is refreshing - to the point, no nonsense. So when it came to moving again, 6 years later, I didn't hesitate in contacting her again. Our situation was pe...”

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True Financial Design

(37)

Mind
Divorce
Understand

“As parents with twenty years age difference, to two young children, trying to financially plan was causing a headache. We approached True for help with consolidation of investments, pensions and assets, which were fed into a most useful cash flow ...”

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Care Financial Services

(30)

Mortgage

“Professional, swift and comprehensive. I've had more than 20 mortgages (residential and investment properties) and the process for this one was the smoothest of them all. Polite, friendly and easy to deal with.”

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Starling Corporate Limited

(41)

Knowledge
Meetings
Team

“Great experience with starling corporate. Spoke to Sam at the beginning and he explained he would help directly through the whole process which I took with a pinch of salt. Turns out he was available any time on the phone to answer any questions I ha...”

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Haighwood Financial Services

(30)

Company
Questions
Pensions

“Paul Wilson is absolutely amazing! I couldn't have asked for any more from him and there's no way I could have done it without him! This is the second time I have used Paul as a financial advisor to help with my mortgage and I would never use anyo...”

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Philpott Financial

(25)

Understanding
Information
Future

“Having absolutely no knowledge of pensions I was put in touch with Philpott Financial, Henry came to my place of work during Dinner times a number of times and basically when through all my options. My future in now more secure and decisions are now ...”

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The Mortgage Avenue

(19)

Ant
Property
First Time Buyers

“As a first time buyer and with a rather complicated purchase to navigate, I would never have managed to do this without Anthony and the amazing team at The Mortgage Avenue. The time, effort, and level of care and consideration given to me as a client...”

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Preston Baker Mortgage Advisors in Crossgates

(24)

Understanding
First Time Buyer
Professional

“I Had an arrange call with the mortgage advisor Claire Winnard! I Rang up amd within days I had an arranged call, all suited to when I was free! Claire was really quick to get everything sorted for me! Claire was professional and very responsive so ...”

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SMH Howard Matthews

(17)

Residential Mortgages, Corporate Finance, Financial Services

“We've used SMH Howard Matthews for a few years now and so happy with their service. Everyone is friendly, helpful and so efficient. We are a small business and really feel looked after. We also do our payroll with them and Nichola is always so helpf...”

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Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Pudsey

The highest-rated Financial Planning & Wealth Management companies out of 54 vetted & reviewed in the Pudsey area.

Brooke Financial

Rockwood Financial Solutions

James Rudd Mortgage Services

Business Works UK

Oakwood Solicitors

Clarity Wealth Limited

Vista Financial Management

Ellis Bates - Independent Financial Advisers Harrogate

Lazenby's Financial Services

Berry & Oak

Oakworth Financial Planning

MSF Associates

Approachable Finance IFA

Christopher Little & Co

The Private Office

Wendy Cochran Independent Financial Advice

True Financial Design

Care Financial Services

Starling Corporate Limited

Haighwood Financial Services

Philpott Financial

The Mortgage Avenue

Preston Baker Mortgage Advisors in Crossgates

SMH Howard Matthews

Retirement Planning and Investment Management Services in Pudsey Cost Estimates

Why these companies made our list

Wealth Management Advisors near Pudsey

Popular in Pudsey