Best Financial Advisors in Rugby

Handpicked from 44 vetted & reviewed Financial Planning & Wealth Management firms in the Rugby area, explore the top 5 leaders in their field among the selected group of 24 finalists.

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MDM Wealth

(8)

Investment

“MDM Wealth are financial advisers to listen to. They save me from floundering in confusion with careful advice on investing. I found they listened to my needs, concerns and expectations on how my money might work for me. MDM have helped me build a...”

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P K S Associates

(30)

The Future
House
Products

“Excellent service from Akhil. I was looking for some urgent assistance as the mortgage rates were increasing and he helped immediately and secured the mortgage for me, working the weekend to complete it. I've since been back for further advice and as...”

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Bridge Newland

(2)

Regulated by the Insolvency Practitioners Association., Fully Qualified & Specialist Staff., Commercial and Realistic Approach to Sales.

“Very grateful to Ben for all his help, very efficient service, and useful advice on the phone. The timescales he quoted were accurate, and the costings too.”

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Lord Clarke

(9)

Pensions, Mortgages, Life Assurance & Protection

“I have worked closely with the advisers at Lord Clarke Ltd for a number of years and have been thoroughly impressed with the way they really care about their clients and the professionalism they show. They are friendly and approachable and go above a...”

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Axe Capital FS Ltd.

(1)

“Thanks for all your help with everything . I will be sure to pass your name to anyone I know who needs mortgage services . It has been great working with you and I appreciate your level of service and professionalism. I will certainly recommend you t...”

Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score

95 (100)

Minimum Reputation Rank

99.1 Percentile

All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.

Read our methodology

Prominent finalists

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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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Moore Stephen & Co

(2)

Consulting and Advisory, International Services, Accounting, Audit and Assurance

“Worked there for 17years love the job helping people gotta be good 😁”

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Millward Wealth Management

(2)

“Having spent years being highly sceptical about financial advisors, in particular struggling to find someone that provides independent advice, my wife and I wish we had found Millward Wealth years ago. We have had excellent advice on pension consolid...”

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Magma Chartered Accountants

Wealth Management, Business Services, Payroll

““I just wanted to thank you very much for all your support over recent weeks in completing the various projects we have been working on! The family appreciate your support and we are delighted with the Magma team. Completing these projects has been q...”

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Equity Release

“But, if you plan your retirement right, it doesn't have to be so scary. In fact, planning for your retirement can be just as simple as planning for that exciting vacation that's got you up at night in anticipation for it. With In Finance Today we can...”

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Retail Bonds

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McQueen Wealth Management

“We take pride in the personal service we offer to all our clients. We have our clients firmly at the heart of everything we do. By developing trusted relationships and providing high-quality advice through our excellent client experience, we can supp...”

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SJ Walker Wealth Management

“My professional experience as a wealth manager, working for the most prestigious private banks throughout my career has given me a real understanding of what's needed. I have extensive knowledge of trusts, inheritance tax planning and pensions, inves...”

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Integra Accounting

(5)

Employer Services, Accountancy, Taxation

“Integra Accounting offer a professional and effective service to a number of mutual clients and I would happily recommed them to friends and new clients.”

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Abrahamson Foster

(4)

Bookkeeping & Payroll, Accountancy & Taxation, Part-Time Financial Director

“I meet with Peter Abrahamson weekly for a business meeting we are both involved in. Peter is knowledgeable, friendly and I would have no issue in recommending him or his business for those looking for an accountant in hinckley.”

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BRI Wealth Management Plc

(8)

Charities & Trusts, Corporate, Private Clients

“BRI Wealth Management have looked after my finances now for 20 years. They are highly efficient, professional and friendly. Their results are excellent. Kate Howells is currently my advisor and I cannot speak highly enough of her.”

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Future Perfect Financial Solutions

(30)

Retirement Planning, Mortgages, Investment Planning

“A big thank you to Graeme for helping and supporting us in getting our first Buy to let mortgage. He was very professional and easy to get a hold off throughout the whole process. Would highly recommend him to all family and friends”

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Godiva Wealth Management

(26)

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

“Working with Daljit from Godiva Management has been a pleasure. Daljit has been very helpful and knowledgeable and offered sound advice. He has helped us through each step of the process and i would happily recommend Godiva Wealth Management.”

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Spellman Financial Services - Mortgage Broker

(30)

House
Knowledge
First Time Buyer

“Luke has been a fantastic help through our whole process. He advised us very well and managed to secure a mortgage we were unsure was possible. I would recommend his services to anyone. Thank you.”

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Plan With Neil

(15)

Sound
Pension
Mind

“All new to the world of Pensions. Neil,took us thru everything we needed to know .The conversations were easily understood, and anything we didnt know about was explained. Starting now to look forward to a new venture. Highly recommended”

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Northfield Wealth

(21)

Savings & Investments, Other Services, Pension & Retirement Planning Advice

“Mark has assisted twice with mortgages and also given additional advice anytime we need it. Nothing is too much trouble and service is the best. Found the best deals for our situation. Would not go anywhere else.”

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Rockwealth Leamington IFA

(16)

Pension
Tailored
Knowledge

“Absolutely brilliant service - Owen was thorough, attentive and very knowledgeable. Lots of food for thought, recommendations and invaluable, empowering advice provided.”

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Hb&o Accountants Leamington Spa

(4)

Compliance Services, Payroll, Audit

“Having used numerous accountants in the past , I/we feel we've now hit gold! Not only do they deliver the basics you'd expect from a professional accounting firm, they provide invaluable business support, advice and hand-holding - Ideal if you are lo...”

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Otus Mortgages - Independent Broker

(16)

Christian

“After several unsuccessful attempts to get a mortgage I came to Otus with very little hope however thank you to Christian i now have a mortgage offer. Christian was very helpful, patient and always on hand whenever I had any queries. Would definitely...”

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

Best Financial Advisors in Rugby

Handpicked from 44 vetted & reviewed Financial Planning & Wealth Management firms in the Rugby area, explore the top 5 leaders in their field among the selected group of 24 finalists.

MDM Wealth

P K S Associates

Bridge Newland

Lord Clarke

Axe Capital FS Ltd.

Mark Neal - Independent Financial Adviser

Moore Stephen & Co

Millward Wealth Management

Magma Chartered Accountants

Equity Release

Retail Bonds

McQueen Wealth Management

SJ Walker Wealth Management

Integra Accounting

Abrahamson Foster

BRI Wealth Management Plc

Future Perfect Financial Solutions

Godiva Wealth Management

Spellman Financial Services - Mortgage Broker

Plan With Neil

Northfield Wealth

Rockwealth Leamington IFA

Hb&o Accountants Leamington Spa

Otus Mortgages - Independent Broker

Retirement Planning and Investment Management Services in Rugby Cost Estimates

Why these companies made our list

Wealth Management Advisors near Rugby

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