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P K S Associates

(50)

Property
Options
Goals

“Akhil (PKS Associates) couldn't do anymore for us when sorting out our new mortgage. Prompt replies and constant contact from start to finish meant we felt like we were in safest hands to help us with our mortgage. The best around!”

Featured

Confused about when you can retire? You're not alone! Retirement planning can be overwhelming, but you don't have to navigate it alone 🚢 With ever-changing pension rules and shifting retirement ages, understanding your options and making the a decision can seem like a daunting task That's where we come in! 👋 At PKS Associates, our pension specialists are here to guide you through the process and help you create a retirement plan that's tailored to your unique circumstances ✅ From calculating your pension pot to exploring retirement income options and understanding the implications of pension withdrawals, we'll provide expert advice and support every step of the way ❤️ Don't let confusion stand in the way of your retirement dreams—schedule an appointment with us today and take the first step towards a secure and fulfilling retirement! The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested. Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited 16.2.24...

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Zenexassets

career

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MDM Wealth

(10)

Knowledge
Pensions

“I went to MDM Wealth about six years ago after changing jobs looking for advice on my pensions and modest savings as I don't know anything about either. Definitely a good decision as Matthew and Dan have given me brilliant advice and my pensions and...”

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Gransha Financial Services

(1)

New Pensions, Debt Consolidation, Equity Release

“Very polite feels friendly also”

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ACJ Financial Planning

(4)

Financial Advice
Life
Pension

“Chris is a fabulous person and it is great to know him. We have collaborated for the past 4+ years on residential and buy-to-let mortgages, pensions and investments. Chris and the team provide an excellent service and it is a pleasure to regularly m...”

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Mark Neal - Independent Financial Adviser

(1)

“Having never had a financial advisor before I didn't know what to expect, but Mark has been fabulous. He has taken the time to explain everything to me and has listened to everything I want and taken it all on board. Highly recomend”

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Axe Capital FS Ltd.

(1)

“Bespoke service provided by Axe Capital FS Ltd. Always on hand to deal with any issues and went above and beyond to secure our mortgage on our dream home. Would highly recommend them to anyone looking to purchase a new home and in need of a mortga...”

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Equity Release

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Retail Bonds

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McQueen Wealth Management

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SJ Walker Wealth Management

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Godiva Wealth Management

(30)

Investments and Savings, Tax and Trust Planning, Pensions Advice and Retirement

“Daljit has been my Financial Adviser for a number of years. He is very professional, knowledgable friendly and above all very patient, and takes time to explain everything in detail so it's easily understood. I would 100% recommend Daljit and Godiva...”

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Future Perfect Financial Solutions

(49)

Retirement Planning, Mortgages, Investment Planning

“James Price was great help in sorting out our life insurance. He made the whole process easy to understand and to progress with. I would highly recommend him.”

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Spellman Financial Services - Mortgage Broker

(42)

Call
Questions
Stress

“Luke was extremely helpful and professional when helping us with our first mortgage. He was on hand to support with all of our questions and guided us through the whole process. Luke was recommended to me by a friend and we would 100% be passing this...”

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Plan With Neil

(21)

“I'm so glad I found Plan with Neil. He explains things in an easy way and is always available to assist if needed. I recommend anyone looking for pension advise to use this service.”

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Rockwealth Leamington IFA

(27)

Confidence
Investment
Meeting

“We have been receiving Pension, Retirement & Investment advice from this company for a number of years now and have been very impressed with the service provided by Chris. Would highly recommend this company.”

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Simpson Financial Services

(22)

Individual
Team
Past

“Always satisfied with the expertise and friendly service I have received from Rob and his team at Simpson Financial services and have every confidence in their ability to continue to manage my investments in a professional manner.”

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Tantum Financial Services

(29)

First Time Buyers
Questions
Pension

“Linda has been a pleasure to work with and has been a great guide into the world of pensions. Most importantly though she managed to pull a rabbit out of a hat to set one up before the end of the year ... Thank you!”

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True Potential Wealth Management - Mark and Clare Farrell

(20)

Team
Understand
Mortgage

“Following my bad experience with a previous financial adviser, Clare has been brilliant in sorting out my pension and has left me feeling confident that my investments are in good hands. I would strongly recommend Northfield Wealth.”

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Burbage Finance

(18)

Pressure
Patient
Service

“Very happy with the service I received from Burbage Finance Ltd. They resolved my matters in a professional manner and made everything easy and stress free. I highly recommend them.”

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Richstone Park Financial Planning

(21)

Meeting
Family
Investments

“I'd not seen my previous advisor for a couple of years, I needed better service! Darren took the time to review my Pension needs, he explained what I already had and ways that it could be improved based upon my individual profile and needs. I've no...”

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RMI Independent Financial Advisers

(14)

Mortgages & Finance, Independent Financial Advice

“Both Paul and Bryony were excellent from the start of the process to the last. Communicative at all stages, they carefully mapped out an investment strategy that would meet our needs now and in the future. I would thoroughly recommend their services....”

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Otus Mortgages - Independent Broker

(17)

Remortgage
Christian

“We had amazing service from Leah at Otus in Warwick. She really went above and beyond to help us with our mortgage as first time buyers, answering every question we had and reassuring us along the way. I would really recommend her and Otus to everyo...”

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PSA Financial Services

(11)

Long Term Care, Investments & Savings, Retirement & Pension Planning

“PSA provide an AMAZING service! They are all very friendly and helpful with all of my financial needs and seem to be happy when going the extra distance to meet my needs.”

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Average Cost	£3667
Minimum cost	£1223
Maximum cost	£10389
Avg Per Hour Rates	£368

Best Financial Advisors in Rugby

The highest-rated Financial Planning & Wealth Management companies out of 44 vetted & reviewed in the Rugby area.

P K S Associates

Zenexassets

MDM Wealth

Gransha Financial Services

ACJ Financial Planning

Mark Neal - Independent Financial Adviser

Axe Capital FS Ltd.

Equity Release

Retail Bonds

McQueen Wealth Management

SJ Walker Wealth Management

Godiva Wealth Management

Future Perfect Financial Solutions

Spellman Financial Services - Mortgage Broker

Plan With Neil

Rockwealth Leamington IFA

Simpson Financial Services

Tantum Financial Services

True Potential Wealth Management - Mark and Clare Farrell

Burbage Finance

Richstone Park Financial Planning

RMI Independent Financial Advisers

Otus Mortgages - Independent Broker

PSA Financial Services

Retirement Planning and Investment Management Services in Rugby Cost Estimates

Why these companies made our list

Wealth Management Advisors near Rugby

Popular in Rugby