The highest-rated Financial Planning & Wealth Management companies out of 61 vetted & reviewed in the Salford area.
Learn how we score.
Top-rated companies A-Z in Dallas
Power Up Electric
Highlights Chicago Electrical Services
Sapphire Electric
Noteworthy finalists A-Z in DallaS
Power Up Electric
Highlights Chicago Electrical Services
Sapphire Electric
Learn how we score.
Prominent finalists A-Z in Salford
AJ Bell
ARK Financial Planning
Active Mortgage & Insurance Solutions
Anchorage Chambers
Bright Ideas Accountancy
Capstone Financial
Clarion Wealth Planning Limited
Compass Financial
Cottons Financial Planning
Eadon & Co
Entire FS
Frenkel Topping
Haven Global Strategies Limited
Helen Ferneyhough Associates
Keepstead Money
LIFT-Financial Group
Money & Mortgages UK
Prestfield Wealth Management
Real Financial Services
Retirement Professionals
Roberts McBain Mortgage & Finance
TPD Wealth Management
Thomas and Co Accounting Limited
Wetherall’s
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Frenkel Topping
(7)
Professional
Trust
“I spoke to Owen today and he was so brilliant . He patiently explained my matter in a kind and professional manner . Highly recommend this firm . Thank you”
i
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AJ Bell
(6)
Free Pension Finder, Junior ISA, Investment Options
“Excellent platform with incredible, intelligent customer service at all of their offices. Couldn't recommend them more highly.”
i
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Cottons Financial Planning
Mortgages, Corporate Clients, Financial Planning
i
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Real Financial Services
(7)
“Lynn and Marie were very helpful throughout the process of buying our home. I recommend them to anyone who are serious about buying their home. You will not be disappointed.”
i
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Bright Ideas Accountancy
(50)
Freeagent, Financial Planning, Pricing
“I'm fairly new to needing an account and I have to say Michael was/is superb. Always at hand, always able to answer ALL my newbie questions, and there were a lot - very patient with me on this. Always providing great relevant, helpful tips and advi...”
i
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Money & Mortgages UK
(50)
Equity Release, Pensions, Investments
“Just bought my first flat with Steve Seward and Megan Kittrick and they made the whole process so easy and stress-free. Very professional and always very responsive. Totally removed all the hassle of what seemed like a never ending and daunting proce...”
“Chris was fantastic, we had a very long time between offer and completion, during the whole 11 1/2 month period he was constantly reviewing all offers to make sure we had the best possible rate, always contactable absolutely anything was never to muc...”
i
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Lift-Financial Group
(50)
Sports, Mortgages, Financial Planning
“I have been a client of Lift Financial [ and its forebears ] for 25 years who have looked after my pension investments during this time.
They have been very competent and trustworthy,dealing with my investment attitude in a professional and friendly...”
i
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Active Mortgage & Insurance Solutions
(50)
Planning
Stress
Life Insurance
“I was recommended Phil by a friend when I was purchasing my first home. I didn't have a clue where to be begin and Phil was so knowledgeable, provided clear advice and could not have been more helpful when I had loads of questions. He explored all my...”
i
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Keepstead Money
(50)
Keepstead For Independent Financial Advice, Keep it Protected, Keep it Safe
“Kirsty was our mortgage advisor when we needed to re mortgage as our current deal was coming to an end. She was incredibly professional and took away all the stress and work that comes with looking for a new mortgage deal. Her communication was great...”
i
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Roberts McBain Mortgage & Finance
(50)
Secured Loans, Bridge Finance, Mortgages
“I sincerely want to thank Craig for providing a superb service from start to finish and being so kind and helpful, in regards to helping me secure my mortgage. Ultimately, his professionalism and speediness, allowed me and my partner to purchase a dr...”
“Liam identified the type of business we are, risks associated, key personnel and devised a solution to ensure we were covered for many potential outcomes. As a company we required protection for certain staff members, medical insurance and pensions. ...”
i
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Retirement Professionals
(44)
Home Insurance, Life Insurance, Flexi-Access Drawdown
“I would like to thank all the staff at Retirement Professionals Ltd, especially Lesley who kept me informed and up to date all way through the process. I needed to combine all my pensions at the end of last year 2023 for my coming retirement. I got a...”
i
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TPD Wealth Management
(50)
Matter
Consolidation
Mortgage
“Rob provides not just myself financial advice, my father as well in his retirement - he has referred me to various other businesses for services who have all provided excellent service.
Finally; TPD provide ourselves at FORT with a financial advic...”
i
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Entire FS
(50)
Mortgage Advisor
Stress
Life Insurance
“5 stars are not enough for this company. Me and my partner purchased are first home and used Entire FS for the mortgage, life insurance and income benefit insurance. We were treated with so much respect and all questions, Queries and worries were al...”
i
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Helen Ferneyhough Associates
(50)
The Future
Solicitors
First Time Buyer
“I would like to thank Helen and Lindsay for all the help and for bearing with me through everything. I particularly appreciate Ms.Lindsay Stanton because she found the best mortgage rate for our property purchase. Lindsay explained everything in deta...”
i
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Compass Financial
(50)
Options
Confidence
Number
“Our experience with Compass Financial has been positive throughout. We have not had a financial adviser previously and Damian Cross put us at ease immediately and inspired confidence in all the meetings we have had with him. He has been thorough, ex...”
i
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Thomas & Co International Limited
(50)
Landlords, Payroll, Personal Tax
“So I went self employed for the first time in my life and the thing I was most worried about was accounts - the idea of getting it wrong and HMRC coming after me was scary. Daniel makes it so easy though! He explains and answers any questions wheneve...”
i
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Eadon & Co
(42)
Implementation
Onboarding
Email
“I would like to thanks Aidan and Rebecca were very professional providing fabulous guidance throughout the onboarding. Providing clear communications at every stage and communitive throughout my pension transfer process. I am very pleased with my new...”
i
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Prestfield Wealth Management
(50)
Life Insurance
Future
Information
“I was introduced to John by my accountant and from the start, it was clear that John wanted the best outcome for me. I had a separate meeting with John and after looking at my situation gave me the great news that I could retire now if I wanted to. H...”
i
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Clarion Wealth Planning Limited
(45)
Fund
Relationship
Meeting
“We have dealt with Clarion for a number of years, we moved to Clarion to continue our excellent relationship with John Winstanley. We greatly value the advice and support John has given and continues to give us. We find John extremely knowledgeable, ...”
i
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Wetherall's
(35)
Generations
Retirement
Goals
“As someone with a background in financial services and who now coaches the owners of SME businesses to help them achieve their goals, why did I need Wetherall's? Because the value in their service comes from being asked the questions about what you ...”
i
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ARK Financial Planning
(39)
Options
Investments
Chat
“Thanks to the advice (explained in terms that a very basic lay person like me can understand), and patience, from Phil (P) at ARK, I have, over very many years now, had peace of mind that my money is invested in companies that I feel comfortable with...”
i
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Anchorage Chambers
(48)
“Wali was very reassuring that my account was up to date and that I had not missed sending something important regarding my debt with HMRC. Thanks Wali.”