Best Financial Advisors in Sandbach

Handpicked from 51 vetted & reviewed Financial Planning & Wealth Management firms in the Sandbach area, discover the top 5 leading options among the selected group of 24 finalists.

John Greenall & Co

John Greenall & Co

(1)
Financial Planning, Business Startup, Annual Accounts
“Expert advice in a relaxed manner”
Free Initial Consultation
20 Crewe Rd, Sandbach CW11 4NE
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Knight Brown Accountants

Knight Brown Accountants

(26)
Mortgages & Commercial Finance, Freelance Contractors, Wealth Management
“My wife and I have used these accountants for a number of years, both for tax and payroll services. Always on time and quick to respond to any questions. Use with confidence.”
In Business Since 2021
Free Initial Consultation
3 Crewe Rd, Sandbach CW11 4NE
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Mat White Financial Services

Mat White Financial Services

(2)
“A very kind and gently man who listened and helped how we asked. Navigating investments and pensions is a bit of a minefield and we appreciated his extensive knowledge on the matter and feel he has now set us up for success. Thanks Mat.”
35A Middlewich Rd, Sandbach CW11 1DH
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Fidenti Wealth

Fidenti Wealth

(8)
Message*, Email*, Phone*
“I've been wanting to get into stocks and shares for years. Never really understood exactly how things worked. So I messaged Nick at Fidenti Wealth as he had done my mortgages previously. I explained to him how I wanted to get involved but didn't real...”
Confidence House, 2 Bold St, Sandbach CW11 1GR
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F R Associates

F R Associates

“FR Associates is a trading style of Nigel J S Farrar and is an Appointed Representative of Mortgage Next Network Limited, which is authorised and regulated by the Financial Conduct Authority under number 300866 in respect of mortgage, insurance and c...”
35+ Years Experience
7 Eaton Cl, Sandbach CW11 1HS
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
98.3 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
The Andrew Connolly Practice

The Andrew Connolly Practice

(1)
“Great team there, very knowledgeable and friendly highly recommended”
The Andrew Connolly Practice, 6 Hope St, Sandbach CW11 1BA
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Conrad James Independent Financial Advice

Conrad James Independent Financial Advice

Estate Planning, Retirement Planning For Individuals, At Retirement
“Upon meeting with Jamie I had a number of small pension funds with no real idea of what I actually had. Jamie took time to obtain the details of my plans and contacted the companies on my behalf. Based on the information I provided to Jamie he recomm...”
15+ Years Experience
65 Middlewich Rd, Sandbach CW11 1HU
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Personal Financial Planning

Personal Financial Planning

(1)
“Since my compensation settlement after suffering a TBI 12.5 years ago PFP have been providing me with financial support in regards to investments etc. And in all honesty I would not choose anyone else they have been Excellent. Making sure I make the ...”
Centaur House, Hope St, Sandbach CW11 1BA
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Lifeline Debt Advice

Lifeline Debt Advice

In Business Since 2010
Wesley Centre, 16 Chapel St, Sandbach CW11 1DS
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IC Financial Planning Limited

IC Financial Planning Limited

“"Ian has provided me with excellent professional advice for over 10 years. He has been most helpful in dealing with my pensions, unitised investments and ISAs, and has given me sound advice regarding Inheritance Tax Planning."”
53 Middlewich Rd, Sandbach CW11 1HU
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Banks Sheridan Accountants

Banks Sheridan Accountants

(10)
Business Advice & Corporate Finance, Payroll, Audit
“Excellent service. We use Banks Sherridan for all of accounting requirements including payroll. They offer a very professional service for a very competitive price.”
Remote Consultations Available
Coupons & Offers
Serving Sandbach Area
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CRS Accountancy

CRS Accountancy

(11)
Payroll, Accountancy, Financial Planning
“Chris has done my company accounts for 15 years, and the service provided meets our needs perfectly. The systems and processes used are up-to date, efficient and streamlined. Chris is approachable, understands the client and very supportive. I have a...”
In Business Since 2020
Serving Sandbach Area
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Applewood Independent

Applewood Independent

(2)
Inheritance Tax/Trust, Investments, Pensions
“Since we have been with them, we have been very impressed by their professionalism, proactiveness and responsiveness. Anyone you contact in the office is courteous and is quick to answer or resolve any queries/ issues you have. Alex, his Dad and the ...”
In Business Since 2001
Family Business
Serving Sandbach Area
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Premier Wealth Solutions

Premier Wealth Solutions

(1)
Savings and Investments, Protection, Long Term Care
“Please do get in touch and view our website and LinkedIn profile for genuine client feedback”
Serving Sandbach Area
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Franklyn

Franklyn

(3)
“Fantastic from start to finish, Special mention to Sam Banks, He has gone above and beyond from start to finish!”
In Business Since 2013
Serving Sandbach Area
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Libertas Wealth Management

Libertas Wealth Management

(5)
“I have been a client of Phil Clerkin for nearly 20 years, his sensible guidelines to sorting all my private pensions into one and working with me to plan for my retirement seven years ago have been seamless - everything has gone to plan. I can't tha...”
37 High St, Frodsham WA6 7AJ
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Trent River Capital

Trent River Capital

(26)
Investment, Financial Planning, Protection
“We have known Rod for many years and he is an excellent advisor. The company are a pleasure to deal with and offer excellent financial advice. Would highly recommend without hesitation”
Coupons & Offers
Federation House, Station Rd, Stoke-on-Trent ST4 2SA
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Roberts McBain Mortgage & Finance

Roberts McBain Mortgage & Finance

(50)
Insurance and Protection, Buy to Let Mortgages, Secured Loans
“The best there is, attention to detail, immediate response, excellent knowledge just simply wouldn't go anywhere else for financial advice ! Aimee you are a star”
In Business Since 2016
Licensed
Serving Sandbach Area
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Giliker Flynn Independent Wealth

Giliker Flynn Independent Wealth

(44)
Retirement Advice, Equity Release Advice, Pension Advice
“We have used Giliker Flynn since 2016 and continue to be very happy with there service. Chris, Fran and their team are highly professional and go out of their way to give financial advice and answer queries in a comprehensive and timely manner. I wo...”
Transparent Fees & Pricing
Free Initial Consultation
2 Gower St, Newcastle-under-Lyme, Newcastle ST5 1JQ
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A J Reid Estate Agents

A J Reid Estate Agents

(48)
  • Home
  • Market
  • Phone
“We bought our house through AJ Reid and were very impressed with the service. They couldn't have been more helpful and accommodating. Would definitely recommend.”
Family Business
Serving Sandbach Area
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The Mortgage Corner

The Mortgage Corner

(50)
  • Insurance
  • First Time Buyers
  • House
“Tim was very helpful from start to finish helping me and my partner understand everything that had to be done in order to process out mortgage Thank you very much”
In Business Since 2001
Serving Sandbach Area
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How Financial Review Limited

How Financial Review Limited

(41)
  • Jargon
  • Life Insurance
  • Will
“I met with Paul with my partner and we discussed the importance of Wills, LPAs and Trusts. We have just recently bought our first property and have now taken Paul's services to help protect ourselves in the future. I highly recommend Paul and trust h...”
Serving Sandbach Area
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Clarion Wealth Planning Limited

Clarion Wealth Planning Limited

(41)
  • Sound
  • Portfolio
  • Confidence
“Clarion Wealth Planning have been looking after my investments in recent years, following my husband's recommendation. I cannot fault the attention received from the team at Clarions, and in particular Jacob Hartley who has taken over my portfolio i...”
Serving Sandbach Area
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Burfield Financial Planning

Burfield Financial Planning

(32)
Invest, Insure, Retire
“Kath and I have been using Burfield Financial Planning for the past five years and have been very happy with the services they have provided the staff both Chris and Richard have always been extremely helpful”
Free Initial Consultation
Serving Sandbach Area
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Retirement Planning and Investment Management Services in Sandbach Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Typical price range is based on 316 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Typical range $2007 to $5519 is based on 316 cost profiles.

Why these companies made our list

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