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Allisons Financial Planning

(18)

Team
First Time Buyer
Service

“I have recently used Allisons staring with a full financial review. Allie spent time with me to understand exactly what I want to achieve in the immediate, and future years. From handling my re-mortgage and investments, Allie, Dom, Nina and the team ...”

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Tailored Financial Planning

(9)

“I have dealt with TFP for many years. Going back 15 years, I have some pension binds with Barclays that were doing nothing. I was paying money and the value was not increasing. Since TFP took them over they have grown ten times in value. It's no bra...”

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Tom Carroll Associates

(2)

Accounts & Audit, Management Accounts, Taxation

“Barry is brilliant.”

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75point3 Saint Asaph

(1)

“Always very helpful .. we always deal with Antonia Martins .and she hasn't let us down yet ..always makes us feel at easy and always receive good advice Thank you Antonia x”

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RPG Chartered Financial Planners

“I started using RPG on the advice of my bank when I started my own limited company. They have guided me through potential pitfalls in such a friendly manner that, even though our relationship has always been professional, I still consider them as fri...”

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Forbes Watson Limited

(2)

“I've worked with Simon and the team for over 10 years. Their advice, help and ideas have helped me and my business to save tens of thousands. I would heartedly recommend them to any business.”

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Martin McCudden, Dip Pfs, CII Cert, Financial Adviser

(3)

“As a complete newbie, finding Martin McCudden was a godsend. Martin was very patient with all my questions and concerns, always getting back to me in a timely manner. This sort of service can be a minefield but Martin made it all clear and easy to un...”

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Ashworth Treasure

Audit and Accountancy, Management Reporting, Taxation Services

“17-19 Park Street, Lytham, Lancashire FY8 5LU Ashworth Treasure is the trading name of Ashworth Treasure Limited. Registered to carry on audit work in the UK and regulated for a range of investment business activities by the Institute of Chartered Ac...”

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White Leaf Mortgages

(10)

Professional

“Sam at White Leaf Mortgages Ltd has now helped us buy two properties over the years. The process can be so stressful but Sam and Heidi are always so responsive and find solutions to every problem. We have recommended them to all our friends, and ever...”

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Danbro Financial Planning

“We help people across the UK with their mortgage and insurance-related goals. So, whether you're a contractor, freelancer, self-employed worker, first-time buyer, business owner, or if you're looking for a buy-to-let mortgage, to re-mortgage, to get ...”

Featured

COMING SOON: Episode 7 of IN CONVERSATION WITH DANBRO BUSINESS drops at 9am tomorrow! This week it’s a very special edition featuring our friends Brad & Cyrilyn Moore, co-founders of international children’s charity, Operation Orphan. We sat down with them to talk about their journey and their stewardship of such a life-changing organisation.nnBrad & Cyrilyn are an incredibly inspirational couple with a relentless dedication to improving the quality of life for orphans and vulnerable young people in the UK and around the world. They aspire to help as many children as possible in a holistic, long-lasting and culturally relevant way – sentiments shared wholly and absolutely by the Danbro Family, and we’re proud of our decades-long commitment of providing them with long-term, sustainable financial support.nnThis episode was recorded shortly before Brad headed to Southern Turkey to lead Operation Orphan’s Crisis Response Team as they looked to locate and look after children orphaned by the devastating earthquakes that ripped through that region earlier this year.nnHere’s a sneak preview of what we discussed…

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Studio 61 Wealth Management

Investments, Ownership Structures, Private Medical Insurance

“Our permitted business is financial planning, investment, private medical insurance and life insurance advice. We are authorised to provide advice to individuals, trusts and corporate customers.”

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Plutus Partnership Limited

“Estate planning is all about making sure your wishes are followed, and minimising the amount of taxes due on your estate after you die. Putting your savings, investments, life policies or assets into a trust can play an important part in estate plann...”

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Bluetrust

Market Data, My Portfolio, Newsletters

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Wood Craven Perkins

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Harrington Robertson Wealth Management Limited

(11)

Confident
Knowledge
Choice

“My husband and I met Keith whilst we were on holiday, and looking back I think it must have been fate. We found Keith to be very helpful, providing us with all the facts and letting us think about what we wanted to do, instead of being made to rush ...”

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Libertas Wealth Management

(5)

“I have had the pleasure of using Libertas Wealth Management services for several years now following the collapse of some previous investments.Phil and his team have been superb all the way through my journey to get my finances back on track. They op...”

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Holden Associates

(42)

Bookkeeping, Management Accounts, Company Secretarial Services

“I contacted Holden Associates in September 2020, as for the first time in my life I left the comfort of employment to setup my own business. With so many elements of my business to setup, which were all new to me, contacting accountants was by far th...”

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Retirement Professionals

(44)

Flexi-Access Drawdown, Home Insurance, Equity Release

“I am so very very glad that Retirement Professional dealt with my Pensions. They made everything run so easily and so smoothly with no hassle and no fuss. I am so very grateful to Retirement professionals for all they have done, especially Hayleigh w...”

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Gorilla Accounting

(47)

Freeagent, Making Tax Digital, Salary and Dividend Tax Calculator

“I've been very fortunate that Gorilla Accounting has provided Matthew Langhan as my dedicated accountant a couple of years ago, who has been working with me since. This has been an absolutely great experience, and he's made starting up and running...”

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Advantage Investment

(50)

Information
Consultant
Buy to Let

“Had a great amount of help from Leo who is very dedicated and enthusiastic in his job. Provided a lot of insights and help throughout the entire process!”

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Helen Ferneyhough Associates

(50)

Professional
Sale
The Future

“Helen and Sandra have been absolutely fantastic and have gone above and beyond to help us. Sandra is an absolute star and I would recommend her to anyone. Thank you ladies”

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EMS Mortgages and Protection

(50)

The Future
Products
House

“John has been brilliant from start to finish. He really knows everything when it comes to mortgages and made the process simple and smooth sailing. I couldn't recommend him highly enough.”

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JB Brokers Limited

(44)

Company
Pay
Knowledge

“Rob's knowledge of the insurance industry is truly impressive. He took the time to thoroughly understand my specific requirements and provided tailored solutions that perfectly fit my needs. His ability to explain complex insurance terms and policies...”

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Blue Strawberry Financial Services

(50)

Professional
Understand
Solicitors

“Stuart, Ian and the team are always friendly, efficient, and accommodating, offering excellent service and products. I would (and do) highly recommend.”

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Average Cost	£3706
Minimum cost	£1236
Maximum cost	£10500
Avg Per Hour Rates	£372

Best Financial Advisors in Saint Helens

The highest-rated Financial Planning & Wealth Management companies out of 35 vetted & reviewed in the Saint Helens area.

Allisons Financial Planning

Tailored Financial Planning

Tom Carroll Associates

75point3 Saint Asaph

RPG Chartered Financial Planners

Forbes Watson Limited

Martin McCudden, Dip Pfs, CII Cert, Financial Adviser

Ashworth Treasure

White Leaf Mortgages

Danbro Financial Planning

Studio 61 Wealth Management

Plutus Partnership Limited

Bluetrust

Wood Craven Perkins

Harrington Robertson Wealth Management Limited

Libertas Wealth Management

Holden Associates

Retirement Professionals

Gorilla Accounting

Advantage Investment

Helen Ferneyhough Associates

EMS Mortgages and Protection

JB Brokers Limited

Blue Strawberry Financial Services

Retirement Planning and Investment Management Services in Saint Helens Cost Estimates

Why these companies made our list

Wealth Management Advisors near Saint Helens

Popular in Saint Helens