Best Financial Advisors in Sale

The highest-rated Financial Planning & Wealth Management companies out of 61 vetted & reviewed in the Sale area.

Haven IFA

Haven IFA

(8)
Pensions and Retirement Planning, Investments and Savings Advice, Inheritance Tax Planning
“I've dealt with Gary Moore for a few years now and he never fails to impress. Haven IFA have an absolute genius in their ranks; Gary has helped navigate some pretty complex situations - and every time; the result has been A+”
Unit 6, Brooklands Place, Brooklands Rd, Sale M33 3SD
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Burnett Financial Planning

Burnett Financial Planning

(1)
Save, Retire, Grow
“Darren was able to provide directly relevant information that I was able to act on from the outset.”
Free Initial Consultation
136 Carrington Ln., Sale M33 5WL
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Broadoak Financial Planning

Broadoak Financial Planning

(3)
“Johnathan and Mark helped us to get our dream home we never thought we could have they are top professionals and make the whole mortgage process as stress free as it can be, and when we had to change houses they were on hand to act quickly so we had ...”
In Business Since 2020
21A Marsland Rd, Sale M33 3HP
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RME Financial Services

RME Financial Services

(2)
“Mike and Catherine were amazing at every stage of our house purchase. Mike gave us clear and informative advice about the best mortgage to apply for, and Catherine was always on hand when dealing with documents, solicitors, and questions. I would def...”
Trinity House, 114 Northenden Rd, Sale M33 3HD
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Trusted Planning

Trusted Planning

Stamford House, Northenden Rd, Sale M33 2DH
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Money & Mortgages UK

Money & Mortgages UK

(50)
Mortgages, Protection, Pensions
“Amanda and I have sort mortgage and money advice from M&M on a few occasions and each occasion the advice and service has been nothing short of exemplary. We can not recommend this service enough, thank you again and look forward to our next venture...”
Transparent Fees & Pricing
Dalton Place, John Dalton St, Manchester M2 6DS
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Bright Ideas Accountancy

Bright Ideas Accountancy

(50)
Accountancy Service Packages, Pricing, Freeagent
“Amazing! They've been looking after my business for over 2 years now and everyone I had an opportunity to interact with was great. Alexandra, my accountant, is knowledgeable, proactive, polite, and very patient. I recommend BI to everyone I know!”
In Business Since 2014
Transparent Fees & Pricing
80 Ashton Rd, Denton, Manchester M34 3JF
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Lift-Financial Group

Lift-Financial Group

(50)
Employee Benefits, Life, Mortgages
“I have used LIFT-Financial Group for several remortgages and product transfers. My matters are run by Abbie Gaul who is friendly, very knowledgeable and responsive. Abbie knows the market very well and is always available to update me and explain iss...”
In Business Since 2010
Century House, Regent Rd, Altrincham WA14 1RR
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Accounting Solutions Manchester

Accounting Solutions Manchester

(50)
Company Formation, Year End Accounts, VAT Services
“Jay and the team at accounting Solutions Manchester are an absolute pleasure to deal with. Great service every time, prompt and friendly. Every time I have had a question they are more than happy to help. One of the best accountants that I've had the...”
20+ Years Experience
10 Milton Rd, Stretford, Manchester M32 0RD
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Unity Corporation Limited

Unity Corporation Limited

(50)
  • Advice
  • Questions
  • Company
“As a family we were in abit of a pickle due to ill health and family problems. This company was supportive all the way through and a huge thankyou to Rachel who really went above and beyond to help my family, Thankyou so much”
80+ Years Experience
Transparent Fees & Pricing
Fabric Building, 30 Queen St, Manchester M2 5HX
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Keepstead Money

Keepstead Money

(50)
Keep it Simple For Mortgages, Keep it Safe, Keepstead For Independent Financial Advice
“Maj just recently helped us with our remortgage and life insurance. All aspects of the process were spot on, efficient, honest and was at the end of the phone whenever we needed. Would 100% recommend to family and friends. Thanks again Maj, Greg an...”
Sentinel House, Peel St, Eccles, Manchester M30 0SS
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Haven Financial Planning

Haven Financial Planning

(50)
Tax Planning, Pensions & Retirement Planning, Corporate Financial Advice
“Sveta and the team were fantastic in handling our mortgage application. Sveta was sharp , on point and acted in a swiftly manner as we were up against the increasing interest rates. Her proactiveness resulted in a huge savings and I would highl...”
Earle House, Ground Floor, Atlantic St, Cheshire, Altrincham WA14 5DD
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Active Mortgage & Insurance Solutions

Active Mortgage & Insurance Solutions

(50)
  • Planning
  • The Future
  • Questions
“Phil has just helped us with our re-mortgage and I cannot recommend his services highly enough. He made excellent suggestions about how to go about the process and navigated us through a tricky time with the mortgage company. And we saved several h...”
Free Initial Consultation
The Bungalow, Park Ln, Greenfield, Oldham OL3 7DX
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Roberts McBain Mortgage & Finance

Roberts McBain Mortgage & Finance

(50)
Buy to Let Mortgages, Mortgages, Secured Loans
“Roberts McBain have been amazing helping me and my partner secure a mortgage for our first home. Diane and Claire helped us from the beginning to end, they are extremely reliable and answered every question we had. Diane was very helpful with securin...”
In Business Since 2016
Licensed
Serving Sale Area
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Capstone Financial

Capstone Financial

(45)
Exit Strategies, Pensions Reform – Your Obligation, Employee Benefits
“Always ready to talk, advise and discuss any issues or concerns. Face to face reviews at the drop of a hat if requested. Delighted with the performance of our investments. Would recommend Capstone to anyone who needs a good down to earth financial ad...”
Family Business
13 Ashley Rd, Altrincham WA14 2DT
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Farley Dwek Solicitors

Farley Dwek Solicitors

(49)
  • Expertise
  • Care Home
  • Outcome
“My experience of Farley Dwek was 100% positive. It was so refreshing to deal with solicitors who were professional, understanding and supportive, genuinely doing their very best to get a positive resolution for their client. Special recommendation mu...”
In Business Since 2007
Transparent Fees & Pricing
universal square, Suite 1.2 First Floor, Devonshire St N, Manchester M12 6JH
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Retirement Professionals

Retirement Professionals

(44)
Pension Annuities, Equity Release, Life Insurance
“I was very satisfied with the service provided by Retirement Professionals Ltd in transferring my matured Stakeholder Pension into an annuity. During the transfer to completion, Ian and Hannah kept me fully informed at every stage of the process. ...”
Transparent Fees & Pricing
1st Floor, 3, Worsley Court, High St, Walkden, Worsley, Manchester M28 3NJ
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TPD Wealth Management

TPD Wealth Management

(50)
  • Matter
  • Interests
  • Pension
“Recently had a pension review with Richard at TDP wealth management . He was very patient and thorough in his advice , totally professional and knew his stuff , good to talk to someone in person 😁 …”
In Business Since 2014
Serving Sale Area
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Compass Financial

Compass Financial

(50)
  • Options
  • Retired
  • Investments
“We have been very pleased in our dealings with Tom Shepherd, he has always been clear in his explanations and more than happy to answer any of our queries and concerns about the process we are engaged in. Tom has also been very accommodating when we ...”
Building One, Green, 333 Styal Rd, Wythenshawe, Manchester M22 5LW
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Entire FS

Entire FS

(50)
  • Mortgage Advisor
  • Solicitors
  • House
“Second time using Lee as our Mortgage Advisor, absolute premium service and advice at the drop of a hat anytime we needed it. About the only fee in the house moving process that feels well worth every penny. Lucy our case manager is doing a great jo...”
Warrant House, High St, Altrincham WA14 1PZ
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Helen Ferneyhough Associates

Helen Ferneyhough Associates

(50)
  • The Future
  • Sale
  • Team
“Jane and Sandra have made the experience of buying our first home stress free and smooth sailing. The communication is great and are always at the other end of the phone/email to answer any queries and concerns. We got a good mortgage rate given our ...”
FIRST FLOOR, 21 Great George St, Wigan WN3 4DL
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Thomas & Co International Limited

Thomas & Co International Limited

(50)
Payroll, Limited Companies, Bookkeeping Services
“From the first point of contact, all the way through, found Josh to be very knowledgeable, attentive, a good communicator, especially at listening to my concerns. Found the whole process seamless and would highly recommend this company. Positive Res...”
In Business Since 2020
Free Initial Consultation
1, Holly House, Mill St, Uppermill, Manchester OL3 6LZ
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Eadon & Co

Eadon & Co

(42)
  • Implementation
  • The Future
  • Pension
“I have nothing but positive things to say about my experience. Staff were alwyas professional and approachable. The member of staff who I was initially in contact with was knowledgable, patient and answered all my questions. There were no delays and ...”
In Business Since 2023
17 Marble St, Manchester M2 3AW
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Prestfield Wealth Management

Prestfield Wealth Management

(50)
  • Life Insurance
  • Understanding
  • Company
“Jon, Dan and team at Prestfield were recommended to us by friends. Having never received any financial advice we couldn't of asked to have met a better team. Professional and down to earth advice where you move at your own pace making well informed a...”
430 Bury New Rd, Prestwich, Manchester M25 1BD
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Retirement Planning and Investment Management Services in Sale Cost Estimates

Minimum cost
£1241
Maximum cost
£10542
National Average
£3721
Avg Per Hour Rates
£374
£2481
£6822
Fair price range is based on 480 cost profiles
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Average Cost £3721
Minimum cost £1241
Maximum cost £10542
Avg Per Hour Rates £374

Fair range £2481 to £6822 is based on 480 cost profiles.

Why these companies made our list

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