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Lucas Prestige Accountants

(30)

Payroll, Tax, Bookkeeping

“Lucas came highly recommended by a client and has definitely lived up to his reputation! Very professional service and what he doesn't know about tax and accountancy isn't worth knowing!”

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Frenkel Topping

(3)

“Great place to put your money to work for you.”

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National Debt Advice

(1)

“Dealt with a gent called Aiden. He was honestly and Angel in a time where I'd become so indifferent and was accepting defeat. He helped me with humour and guidance and a friendly attitude. I'd recommend speaking to someone even if it feels like you'v...”

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Skipton Business Finance

“As part of a proud mutual and the UK's fourth largest building society, our principle objective is to enable our clients to be successful. By providing the necessary working capital to facilitate growth, we in turn help our clients and the thousands ...”

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RPG Business Recovery

“We have worked with RPG for many years, for good reason. They are not only extremely knowledge but they really take the time to get to know you as customers and also as people. This really makes a difference, as whilst it is of course important that ...”

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Cottons Financial Planning

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Cotax Chartered Certified Accountants & Tax Advisers

“We love to bring new technology to our clients and provide full support in automating and streamlining their business processes. We believe in providing a simple, friendly and unique service to our clients, bringing latest technology without losing t...”

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Thomas and Co Accounting Limited

(30)

Landlords, Payroll, Personal Tax

“Josh is a very knowledgeable and professional young man. Quick to answer any question or problem , little or big. Nothing is too much trouble!!! Have recommended him to friends and professional colleagues who have all reported back with positive fee...”

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Capstone Financial

(28)

Tax Mitigation, Exit Strategies, Corporate Pensions

“I would Highly recommend Capstone Financial and specifically Senior IFA, Joshua Jones - very thorough and sound advice given with regular updates on my investments and it's performance, particularly supportive during the lockdowns with great communic...”

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Entire FS

(30)

Fee
Future
Solicitors

“100% Highest quality service – Vicky and Sam went above and beyond to ensure our first house move went as smooth as possible. They secured us with the best possible Mortgage we could get and provided the highest service right up until moving in. We...”

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Jack Ross Chartered Accountants

(20)

Succession and Inheritance Planning, Jacrox â Xero Accountants, Personal Tax

“Meeting to review annual accounts and discuss future plans. Very productive as they definitely talk my language - on reflection probably the best such meeting in recent years. Many thanks Umar and Jamie”

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R A E Financial Services

(19)

Estate Planning, Savings & Investments, Taxation

“I have known Ramzy for over 5 years during which time he has provided financial advice and GUIDANCE with my pensions . I have found him to be honest and trustworthy with good sound advice and i'm looking forward to retiring with a HEALTHY pensio...”

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TPD Wealth Management

(22)

Life
Investment
Company

“Went to the old office by accident to sort some paperwork out. The new office is just down the road and is a lovely old Tudor building. Swift service with no BS sorted me straight out with an updated pension plan.”

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Davidson Stant

(17)

Services For Individuals, Specialisms, Services For Business

“I have worked with Mark and his team for a number of years now and can highly recommend them. Mark is extremely knowledgeable and having a commercial background understands more about business owners needs than most.”

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Pearson Solicitors and Financial Advisers

(20)

Conveyancing Solicitors, Medical Negligence, Inheritance & Will Disputes

“Professional firm. Excellent staff. My case handled by Usman Anwar and he gave me full information of the process, and helped our small business through a testing time. Would highly recommend to others for litigation cases.”

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Old Royle Wealth Management

(10)

Pension

“Richard has supported me for some years now and has always been very available, able to explain things to me in ways I can understand, has given me options and guided me through. I feel confident with his advice”

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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!”

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Harold Sharp Limited

(2)

Audit & Assurance, Accounting Services, Tax Planning & Advice

“An excellent firm of accountants who have provided expert help and advice to ourselves as Solicitors and to our clients for many years. In particular Paul Edwards, Graham Church, Janice Wilkinson and Heather Cunningham have been first rate.”

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Libertas Wealth Management

(6)

“Very good professional advice, very helpful, I've spoken with Sarah, Julie & Helen either by email, phone or TEAMS meeting all very friendly and professional and very knowledgeable in their field, fast to respond, nothing too much trouble, highly r...”

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Banks Wealth Management

(2)

How We Help, Who We Help

“Steve is an excellent financial adviser. With many years in the industry and top level qualifications (equivalent of an masters degree), Steve is extremely well placed to offer you financial advice.”

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Apogee Wealth Management

(2)

“Good advice as always”

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Allen Mills Howard & Co

(1)

Specialist Services, Company Secretarial, Individual and Corporate Tax Advice

“1st year doing my tax took all my bits and bobs I have kept through the year ie tool receipts phone bill ect I though I would get a fiver back but was happy to get a 2800 check great people all ways happy to go the extra mile”

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A&M Wealth Management

(1)

“Tony and his team at A&M have provided the very best, truly independent financial advice that's tailed to their customers needs. I'd recommend anybody who want independent advise from somebody who really cares about their clients to speak with Tony”

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Blossom Wealth Management

(1)

“Blossom deliver a very friendly and caring service. Sarah has been my advisor for a few years and she always has my best interests at heart. She has always given trustworthy, reliable advice and the support is exceptional. Sarah is always available w...”

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Average Cost	£3707
Minimum cost	£1237
Maximum cost	£10504
Avg Per Hour Rates	£372

Best Financial Advisors in Salford

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

Lucas Prestige Accountants

Frenkel Topping

National Debt Advice

Skipton Business Finance

RPG Business Recovery

Cottons Financial Planning

Cotax Chartered Certified Accountants & Tax Advisers

Thomas and Co Accounting Limited

Capstone Financial

Entire FS

Jack Ross Chartered Accountants

R A E Financial Services

TPD Wealth Management

Davidson Stant

Pearson Solicitors and Financial Advisers

Old Royle Wealth Management

Crystal Life Planning Limited

Harold Sharp Limited

Libertas Wealth Management

Banks Wealth Management

Apogee Wealth Management

Allen Mills Howard & Co

A&M Wealth Management

Blossom Wealth Management

Retirement Planning and Investment Management Services in Salford Cost Estimates

Why these companies made our list

Wealth Management Advisors near Salford

Popular in Salford