Saint Helens

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Best Financial Advisors in Saint Helens

Handpicked from 35 vetted & reviewed Financial Planning & Wealth Management firms in the Saint Helens area, explore the top 5 leaders in their field among the selected group of 24 finalists.

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Tom Carroll Associates

Tom Carroll Associates

(1)
Accounts & Audit, Management Accounts, Taxation
“Absolutely fantastic, all the staff are not only incredibly friendly and professional ,but also so knowledgeable. They have a wonderful skill of making complex matters simple and easy to understand. Have recommended to family and friends and will co...”
Free Initial Consultation
Transparent Fees & Pricing
St Annes Mt, 166 Prescot Rd, Saint Helens WA10 3TS
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Tailored Financial Planning

Tailored Financial Planning

(8)
“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...”
Free Initial Consultation
Transparent Fees & Pricing
99-101 Corporation St, Saint Helens WA10 1SX
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Callisto Wealth Management

Callisto Wealth Management

(9)
  • Pension
  • Decisions
  • Options
“Dissatisfaction with low returns for cash savers and soon to mature cash ISAs led us to seek financial advice. Callisto Wealth Management was one of the IFAs my wife and I shortlisted. We wanted a reasonable but secure return on our savings. Andrew a...”
Transparent Fees & Pricing
Office 5, The Stables, Business Park, Pasture Ln, Rainford, Saint Helens WA11 8PU
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Beaufort Financial

Beaufort Financial

(16)
  • Team
  • Pensions
“We used these guys after making a very bad investment after being ill advised. From the word go we left it all to Gaynor and Steve we only had to send all our documents and any correspondence we had to their office and after a lot of hardwork behind...”
Serving Saint Helens Area
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Allisons Financial Planning

Allisons Financial Planning

(4)
“Used Allison's to help with getting a mortgage sorted for a quick turnaround, and was very happy with the results. Got multiple choices for our mortgage that were tailored to our situation, with friendly staff and quick responses, using Allison as ou...”
Free Initial Consultation
In Business Since 2004
3 Cross Pit Ln, Rainford, Saint Helens WA11 8AH
Featured

Supporting the Standing Tall Foundation.nnAllisons is proud to support Standing Tall Foundation. This local charitable foundation was set up by Andy Reid and John Tabern to promote the mental and physical health of all community groups through the provision of counselling, addiction support and physical activity initiatives. This is done through donations and partnerships as they receive no government funding for this.nnWe look forward to sharing our experiences and their upcoming events over the coming months.

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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (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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RPG Chartered Financial Planners

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...”
Serving Saint Helens Area
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Martin McCudden, Dip Pfs, CII Cert, Financial Adviser

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...”
Free Initial Consultation
Serving Saint Helens Area
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Ashworth Treasure

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...”
Remote Consultations Available
Free Initial Consultation
Transparent Fees & Pricing
Serving Saint Helens Area
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Alexander House Wealth Management

Alexander House Wealth Management

(1)
“Well looked after and pensions doing well.”
Alexander House, 117 Higher Parr St, Fingerpost, St Helens, Saint Helens WA9 1AG
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Brightside Planning

Brightside Planning

“Brightside Planning is a trading style of Brightside Financial Planning LLP which is an appointed representative of Quilter Financial Limited which is authorised and regulated by the Financial Conduct Authority. Brightside Financial Planning LLP is r...”
Atlas 3, Saint George's Square, Bolton BL1 2HB
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White Leaf Mortgages

White Leaf Mortgages

(8)
  • 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...”
Serving Saint Helens Area
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Studio 61 Wealth Management

Studio 61 Wealth Management

Investments, Tax Allowances, Life 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.”
Serving Saint Helens Area
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Danbro Financial Planning

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 ...”
Transparent Fees & Pricing
In Business Since 2019
Serving Saint Helens Area
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Dragon Investment Managers

Dragon Investment Managers

“Dragon Investment Managers Limited is authorised and regulated by the Financial Conduct Authority. Registered Office: 92 Bowen Court, The Business Quarter, St Asaph LL17 0JE. Company Number: 04294559. VAT Registration Number:”
In Business Since 2016
Serving Saint Helens Area
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Bluetrust

Bluetrust

Market Data, My Portfolio, Newsletters
28 Percival Way, Eccleston, St Helens, Saint Helens WA10 4GX
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Wood Craven Perkins

Wood Craven Perkins

Serving Saint Helens Area
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MJF Accountancy

MJF Accountancy

(30)
Confirmation Statements, VAT, Payroll
“MJF has been looking after my businesses accounts for the past 5 years. In that time they've taken most of the time consuming, anxiety inducing financial tasks out of my hands such as VAT, Corporation tax, self assessment, annual reports and PAYE. Mi...”
Transparent Fees & Pricing
47 Booker Ave, Liverpool L18 4QZ
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Davidson Stant

Davidson Stant

(17)
Services For Individuals, Specialisms, Services For Business
“Reliable and constant . Staff longstanding and do not change . Even small businesses get senior staff and you are not dealing with a new junior every year. They are dependable . They are responsive to requests and make time to talk to you . Anita is ...”
In Business Since 2011
The Glen, Knutsford Old Rd, Grappenhall, Warrington WA4 2LD
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Hanson Financial Services

Hanson Financial Services

(10)
  • Mortgage Broker
“Fantastic service from Danielle our mortgage broker. She made the whole process of arranging a mortgage for us very stress free. Nothing was to much trouble, any questions I had I felt completely at ease asking her. She helped us get the absolute ...”
Oriel Chambers, 14 Water St, Liverpool L2 8TD
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Martin Wilcocks

Martin Wilcocks

(9)
  • Team
  • Professional
  • Pension
“Started dealing with Martin in October 2021 to facilitate a pension transfer. Martin provided me with fantastic help in the transfer process and followed that up with simple and easy to understand investment advice. The subsequent dealings with his...”
8 Water St, Liverpool L2 8TD
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Crystal Life Planning Limited

Crystal Life Planning Limited

(3)
“Can't recommend crystal life enough, I used them for my will and it was a very straight forward process and the team were very friendly and helpful!”
Transparent Fees & Pricing
The Old Mill House, Deakins Business Park, Bolton BL7 9RP
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Libertas Wealth Management

Libertas Wealth Management

(6)
“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...”
The Barns, Business Centre, Stretton Rd, Stretton, Warrington WA4 4NP
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Apex Independent Financial Planning

Apex Independent Financial Planning

(1)
“Paul was an absolute pleasure to deal with when it came to reviewing all of my finances and pension situations. He was extremely knowledgeable, responsive and chased companies where necessary demonstrating fantastic tenacity to get the job done. Hi...”
Transparent Fees & Pricing
Elm Lodge, 14 Elbow Lane, Liverpool L37 4AF
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Acumen Financial Partnership

Acumen Financial Partnership

(5)
Investments, Lasting Powers of Attorney (Lpa), Cash Management Service
“Really appreciated the up-to-date and expert advice from Acumen. Financial planning is now something I don't try an avoid! When I approached Acumen, I had no idea about pensions and after going through the process with Jon, I feel so much better abou...”
150+ Years Experience
Serving Saint Helens Area
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Retirement Planning and Investment Management Services in Saint Helens Cost Estimates

Minimum cost
£1236
Maximum cost
£10500
National Average
£3706
Avg Per Hour Rates
£372
£2471
£6794
Average price range is based on 300 cost profiles
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Average Cost £3706
Minimum cost £1236
Maximum cost £10500
Avg Per Hour Rates £372

Average range $2471 to $6794 is based on 300 cost profiles.

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