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.
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Financial Planning, Business Startup, Annual Accounts
“Expert advice in a relaxed manner”
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Knight Brown Accountants
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.”
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Mat White Financial Services
“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.”
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Fidenti Wealth
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...”
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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...”
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
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The Andrew Connolly Practice
“Great team there, very knowledgeable and friendly highly recommended”
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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...”
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Personal Financial Planning
“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 ...”
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Lifeline Debt Advice
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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."”
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Banks Sheridan Accountants
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.”
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CRS Accountancy
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...”
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Applewood Independent
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 ...”
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Premier Wealth Solutions
Savings and Investments, Protection, Long Term Care
“Please do get in touch and view our website and LinkedIn profile for genuine client feedback”
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Franklyn
“Fantastic from start to finish, Special mention to Sam Banks, He has gone above and beyond from start to finish!”
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Libertas Wealth Management
“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...”
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Trent River Capital
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”
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Roberts McBain Mortgage & Finance
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”
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Giliker Flynn Independent Wealth
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...”
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A J Reid Estate Agents
- 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.”
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The Mortgage Corner
- 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”
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How Financial Review Limited
- 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...”
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Clarion Wealth Planning Limited
- 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...”
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Burfield Financial Planning
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”
Retirement Planning and Investment Management Services in Sandbach Cost Estimates
Why these companies made our list
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