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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

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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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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

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Studio 61 Wealth Management

Investments, Ownership Structures, Private Medical Insurance

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Plutus Partnership Limited

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Bluetrust

Market Data, My Portfolio, Newsletters

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Wood Craven Perkins

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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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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”

Featured

YES! It is possible to rent out your current home to allow you to buy another property. You don’t even have to have experience as a Landlord to do it, it could be your first step in to the world of Buy to Let. It’s a 2 stage process. The first one being converting your current mortgage to a buy to let mortgage. This is based on the value and rental value of the property and not necessarily on your own income. The second is to look at your options for a new mortgage on your next home, this is similar to the process of when you first bought the original property. You may not even need to have a save a separate deposit for the new home. You could have built up enough equity in the first one Want to know if it could work for you? Drop us a message and we’ll get you booked in to go through your options. YOUR PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE Some Buy to Let mortgages are not regulated by the Financial Conduct Authority. Helen Ferneyhough Associates is a trading name of Just Mortgages Direct Limited which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority. Just Mortgages Direct Limited Registered office: Colwyn House, Sheepen Place, Colchester, Essex, CO3 3LD. Registered in England No: 2412345. Approved by The Openwork Partnership on 08/02/2024...

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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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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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Storeton Rose Financial Planning

(50)

Communication
Meeting
Understand

“Absolutely amazing service. Advice was given in easy to understand language and has saved me money!! Really can't fault these guys, so responsive too. Would highly recommend”

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Alexander Ross Mortgages & Financial Planning

(40)

Solicitor
Company
Stress

“Ed handled my mortgage and made the whole process extremely smooth and stress free. He provided me with different rates and offered good advice which I found invaluable. He was very familiar with my profession (teaching) and worked around my hours, a...”

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Clear Cut Financial Planning

(50)

Company
Meeting
Dementia

“Our Pension has been managed for over 5 years now by Jane Gow. We are extremely happy with the first class customer service and excellent communications provided by the whole team at Clear Cut. As we approach retirement we are really pleased that a...”

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Pioneer Mortgage and Protection Limited

(42)

Remortgages, Specialised Advice, Buying Advice

“Alison @ Pioneer Mortgages is a professional mortgage broker with an in depth knowledge of the market. She is helpful, caring and friendly and good at hand holding through, what can be, a stressful process. Pioneer are whole of market brokers so you ...”

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Bainlye Drake Wealth

(27)

Mortgages, Savings and Investments, Final Salary Schemes

“Would highly recommend the service I received from the team at Bainlye Drake Wealth. They have recently handled the transition of my former works pension and a private pension to a new combined pension scheme to meet my future financial requirements...”

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Burfield Financial Planning

(35)

Retire, Invest, Insure

“A friend highly recommended Burfield Financial Planning based on their positive experiences of their pension services, and I have no regrets that I took my friend's recommendation. Peter Jenkins and his team are always professional, helpful, suppo...”

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Teachers Financial Planning

(43)

Pensions
Future
Idea

“I attended a seminar in Worsley at the start of October and was pleased that I did. The seminar leader, Sharon, was informative and clearly knew her subject so well. The information she gave about taking pensions before 60 and about phased retirement...”

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Hanson Financial Services

(30)

Knowledge
Review
Life Insurance

“Danielle is nothing short of amazing. Recently seeking advice on a lifetime mortgage. We as family spoke with Danielle, she explained in exceptional detail the products available and how this would affect inheritance ect. She explained every detail...”

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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

Martin McCudden, Dip Pfs, CII Cert, Financial Adviser

White Leaf Mortgages

Danbro Financial Planning

Studio 61 Wealth Management

Plutus Partnership Limited

Bluetrust

Wood Craven Perkins

Retirement Professionals

Helen Ferneyhough Associates

EMS Mortgages and Protection

Blue Strawberry Financial Services

Storeton Rose Financial Planning

Alexander Ross Mortgages & Financial Planning

Clear Cut Financial Planning

Pioneer Mortgage and Protection Limited

Bainlye Drake Wealth

Burfield Financial Planning

Teachers Financial Planning

Hanson 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