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Aeon Financial Services

(7)

Business

“Aeon have been advising me on my finances for over 10 years.In that time I have been very pleased with their management of my investments and happy with the way the way that they have explained options to me.”

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Hawley & Wood

(2)

“Expert knowledge delivered with real honesty and concern Positive Value”

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Homeworks Financial Solutions Limited

(2)

Calculators, My Portfolio, Research Links

“Was recommended Homeworks to help find a mortgage for our first home. Their support and guidance was outstanding! Nothing was too big a job got them and I was very comfortable asking questions. Would definitely recommend them and will definitely ...”

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Shearwood Financial Management

“Knowing Lee for a number of years, he has always put my wife and myself interests at heart and given first class business advice including back up support. Lee has a most likeable personality, nothing is too much trouble for him to undertake any busi...”

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Andrew Rogers Wealth Management

“Welcome to Andrew Rogers Wealth Management Ltd Our aim is to give you complete financial peace of mind and control of your future finances. Working with businesses and private clients, we provide you with the services to help protect and improve your...”

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Inco Financial

(17)

Financial Planning, Wealth Management, Corporate

“Having been with Mark for well over 10 years with his friendly and knowledgeable team, always explained everything clearly and concisely with regular updates, always there if you require any help. Gave sound, compassionate advice for myself and fam...”

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BHP

(1)

Dentists, Doctors

“Very professional accountants, with great staff too”

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Mortgage Advisor

(50)

First Time Buyer
Life Insurance
Remortgage

“This is the third time me and my partner have used Stephen, he has given great advice as usual and has found us the best mortgage deal again. He got back to us very quickly and has made it easy for us. Thanks again Stephen and see you in 2 years”

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Albion Financial Advice

(47)

No Deposit Mortgages, Other Services, Mortgages

“I recommend it 100%, I quickly and efficiently obtained remortgage with capital withdrawal ❤️❤️❤️, which another quite famous and overrated company could not do efficiently. A very honest and reliable company. Anna”

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James Rudd Mortgage Services

(50)

Protection, Mortgages, Conveyancing

“This is the 2nd time we have used Jim for our mortgage. He's professional, the communication is fast and efficient. Any questions we had were answered quickly and straight to the point. He has great advice. I would highly recommend his services as th...”

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My Pension Expert

(50)

“Brilliant, professional and efficient service. The staff are magnificent and they gave me the advice I needed. I will certainly recommend "My Pension Expert Ltd" to all my friends.”

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Laterliving Now! - Specialist Equity Release Advisers

(50)

Referral Partners, Attorneys & Deputies, Equity Release Explained

“From start to finish we received excellent service from Chris South. He gave a good clear explanation of the process, pros and cons etc, he delivered all information so that we understood everything we needed to. Everything was done in a timely manne...”

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Jones & Co

(49)

Lifestyle Financial Planning, Independent Financial Advice, Investment Advice

“We were delighted with the service we received from Anya which enabled us to remortgage our property. This complicated progress was made easy by her excellent customer care.”

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Fogwill & Jones Wealth Management

(49)

Pension & Retirement Advice, Wills & Lasting Power OF Attorney, Savings & Investment Advice

“Thank you to Sophie at Fogwill & Jones for a great financial review. Thank you for providing great advice which has helped me a lot. Positive Responsiveness, Quality, Professionalism”

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Banner Jones Solicitors

(43)

Team
To Exchange
House

“I have recently dealt with Katie Ash at Banner Jones and was really impressed with the service she provided. It was very last minute and she was quick, efficient and dealt with all my enquiries. Would defiantly use again in the future.”

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Hitel Financial

(50)

House
Team
Knowledge

“Perfect service, professional attitude, friendly atmosphere. Knowledgeable, efficient and patient with their customers. They helped make our first home a reality. Highly recommended.”

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Rosewood Wealth Management

(50)

Pension
Portfolio
Team

“Donna has been very helpful, I'm extremely happy with the help and advice she has giving me regarding my pension and retirement plan. I would recommend Rosewood Wealth Management to anybody for a professional service.”

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Lifetime

(50)

Advisor
Pressure
Pensions

“I don't normally leave reviews, but I am so happy with how smoothly the process was buying my first home, thanks to Scott and the team! I give the 5 star rating as the communication, the honesty and the will to go the extra mile for the customer! The...”

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Chris Bescoby: True Potential Wealth Management

(46)

Questions
Expertise
Mortgage

“Mark is the best financial adviser you could ask for. Always professional and helpful with an impressive response time. We could have not done it without him. Massive thank you Mark. We recommend Citrus Financial 100% Positive Responsiveness, Qualit...”

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Q E D Financial Associates

(37)

Savings & Investments, Retirement Planning, Health & Life Protection

“I have known Jason Beecroft for many years and he has always provided sound advice and been open and honest about financial situations. He is friendly but professional and I have no hesitation in recommending him.”

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Phoenix Estate Planning

(30)

Lpas, Wills, Additional Services

“Great person puts you at ease explains everything about the process Puts no pressure on and really is thorough with details and what the process involves and in non jargon language Will recommend to anyone”

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SMH Sutton McGrath Hartley

(25)

Financial Services, Chartered Accountants, Commercial Finance

“Hi. I had 10 great years with SMH. Alice hardy /jules grithiffs and Matt naylor. I would like to thank you all for your support throughout the years. Mick.x”

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Milestone Financial Planning

(27)

Investments, Care Home Funding, Pensions

“I have been a client since 2021 and my pension has been managed efficiently. During a volatile period it has performed well, I have no regrets in choosing them.”

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Philpott Financial

(25)

Future
Pension
Meeting

“Thank you for giving me clarity over my financial future. The team at Philpott Financial are professional and efficient. Made me feel welcome. Would highly recommend. Cheers guys.”

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Average Cost	£3712
Minimum cost	£1238
Maximum cost	£10517
Avg Per Hour Rates	£373

Best Financial Advisors in Rotherham

The highest-rated Financial Planning & Wealth Management companies out of 61 vetted & reviewed in the Rotherham area.

Aeon Financial Services

Hawley & Wood

Homeworks Financial Solutions Limited

Shearwood Financial Management

Andrew Rogers Wealth Management

Inco Financial

BHP

Mortgage Advisor

Albion Financial Advice

James Rudd Mortgage Services

My Pension Expert

Laterliving Now! - Specialist Equity Release Advisers

Jones & Co

Fogwill & Jones Wealth Management

Banner Jones Solicitors

Hitel Financial

Rosewood Wealth Management

Lifetime

Chris Bescoby: True Potential Wealth Management

Q E D Financial Associates

Phoenix Estate Planning

SMH Sutton McGrath Hartley

Milestone Financial Planning

Philpott Financial

Retirement Planning and Investment Management Services in Rotherham Cost Estimates

Why these companies made our list

Wealth Management Advisors near Rotherham

Popular in Rotherham