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Cleverly Planned

(5)

Coronavirus – Remote Advice

“Cleverly Planned has provided me with the comfort and assurance I needed in planning my financial future. Sophie and Ben are so responsive and professional; but moreover really understand who I am and what I need. Best decision I have made and I high...”

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Jaffrey Financial Services

(1)

“Absolutely fantastic place, and very professional service. Dr Hasnain is a very eloquent, intelligent and forward thinking individual. I have used his financial advice and legal services for many years. And this firm has never let me down. They have ...”

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James Rudd Mortgage Services

(50)

Mortgages, Conveyancing, Protection

“Jim has been an absolute godsend, putting up with us for almost 18 months from looking to sell to actually buying!! Every time I've contacted him I've had a speedy reply, and he's been in contact when he has an update to keep us in the loop. We've h...”

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Oakwood Solicitors

(44)

Mis-Sold Pensions, Mis-Sold Investments, Bank Fraud and Scam Claims

“From the start of my claim to finish of the claim, Oakwood have been spot on..from complete up to date communication throughout the procedure. To how things were proceeding and all updates! I cannot thank them enough but let it be known they deserv...”

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Clarity Wealth Limited

(50)

Options
Research
Happy

“Clarity Wealth Limited is an excellent financial services company. Richard Platt and his team have always provided me and my family with first clash advise for pensions and investment portfolios, with regular updates and feedback. I have known Richa...”

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Vista Financial Management

(46)

Buy to Let
Critical Illness
Product

“We have used Vista and specifically our advisor, Manu Ahir, a number of times over the past few years to arrange a variety of mortgages. Manu is very knowledgable & has been extremely patient & helpful with us over the years. He is very thorough & ta...”

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Ellis Bates - Independent Financial Advisers Harrogate

(47)

Financial Advice For Business Ownersâ¼, Investingâ¼, Pension Planningâ¼

“Mark Chandler has looked after my finances for the last 4 yrs. The last 12 months have seen disappointing results for all the financial markets. Ellis Bates portfolio has minimised the impact on my finances. While not over happy at my investment not ...”

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Lazenby's Financial Services

(33)

Mega Heading 1, Mega Heading 2, Mega Heading 3

“I would highly recommend Alan and Dee. Alan was fantastic to deal with throughout our meetings and conversations and took a complicated topic (for me!) and broke it down so I could understand everything that was going on. I really appreciated the amo...”

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Brooke Financial

(38)

Property Insurance, Life Insurance, Pensions

“I have used Brooke Financial for several years, they helped me to re-mortgage, manage pensions and more recently assist with wills and even taking out lasting Power of Attorney, quite a broad spectrum when you think about it. My family have also us...”

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MSF Associates

(50)

Advice
Tech
Efficient

“MSF Associates Ltd are without doubt the most efficient and professional organisation that I have had the pleasure to work with. In particular, Sadaf has always been supportive and thorough in his approach and timely work that has been completed to ...”

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Christopher Little & Co

(50)

Knowledge
Family
Questions

“Very professional. I arranged an initial consultation with Richard to discuss my finances and how best to manage my various pension pots as I approach retirement. Richard provided lots of useful tips but concluded that I had a fairly good handle on...”

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Approachable Finance IFA

(40)

Critical Illness
Nature
Advice

“Approachable Finance helped find and setup our mortgage at a better deal than we could source independently - we found them to be approachable (pun aside!), helpful and supportive through the steps, ultimately saving us money on a long term fixed mor...”

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The Private Office

(31)

Trusts Explained, Equity Release Explained, Life Changing Personal Injury

“An extremely helpful and professional team who gave me honest advice and didn't try to get more money out of me or anything - seems like they genuinely care about helping their clients to get the most out of their money and building long term relatio...”

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Care Financial Services

(30)

Mortgage

“Care Financial are very professional and quick to reply on our Mortgage application. We have been happy with them that we decided to use other of their services. I would strongly recommend.”

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Starling Corporate Limited

(41)

Meetings
Negotiating
Knowledge

“I have just started working with Starling Corporate (Sam, James, Sam and Amy), the aim being for them to find an investor for my company. I have found them to be extremely professional, proactive and engaging. The first task was for Amy to author an...”

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Haighwood Financial Services

(30)

Questions
Insurance Policy
Company

“Both Chloe and Symon have been very supportive with advice.Chloe has been amazing with updating us and sorting out any problems with anything we found tricky or didn't understand and has abled us to be on the right page to get us through start to fin...”

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Preston Baker Mortgage Advisors in Crossgates

(24)

Understanding
Professional
Questions

“Claire helped me find a number of mortgage options, she was quick, professional, & efficient. All it took from me was 1 phone call and sending a few documents, Claire did the rest. While it is possible to find mortgage deals myself, last time I did ...”

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SMH Sheards

(20)

Cloud Accounting, Services For Business, Services For Individuals

“Just had our first year completed. After visiting many other accountants, we felt best understood here. The service has been professional. Better than any expectation we had. We have recommended 2 of our other friends to use this service. They're ha...”

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Cordiner Wealth

(19)

Investments
Team

“My wife and I have been working with Ben and his team for over a decade. We have been extremely happy with the results. Ben is extremely thorough and we have always found his advice and recommendations to be sound. Over the years Ben has introduce...”

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Vision Independent Financial Advisors

(20)

Business
Financial Planning
Questions

“Planning for retirement was always something I'd put 'on the back burner'. However, as 'mid-life' loomed ever closer, I knew it was something I'd need to take a proper look at but lacked the confidence (and specialist knowledge) to make sound invest...”

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Goodbooks Accountancy

(3)

Wealth Management, Virtual Finance Department, Business Accounting

“We have used goodbooks for nearly 2 years, Helen, Andrew and Safira are an integral part of our business. Long may it remain so! Providing seamless integration for our accounting and payroll systems and processes, from the outset they have helped...”

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Independent Mortgage Brokers

(19)

Re-Mortgage
Knowledge
Professionalism

“We bought our house with Lee Mynard and Independent Mortgage Brokers, who leaded us from the start through the finish, with all the support and help. I strongly recommend for their professionalism and attention to the client.”

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Business Finance Advice - AI Growth Mentor

(6)

Professional

“These guys are on the ball and have the experience, contacts and business acumen to drive your business forward. They genuinely want to see your business prosper and will provide valuable advice on finance, process and systems on your growth journey....”

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Tempest Associates

(18)

Understanding
Advisor
Phone

“Hilary from Tempest Associates gave us fuss free, fast, excellent service. She went the extra mile at every turn to make sure that we were kept informed of every step, and gave us sound, no nonsense advice at all times. Hilary is an outstanding adv...”

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Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Shipley

The highest-rated Financial Planning & Wealth Management companies out of 34 vetted & reviewed in the Shipley area.

Cleverly Planned

Jaffrey Financial Services

James Rudd Mortgage Services

Oakwood Solicitors

Clarity Wealth Limited

Vista Financial Management

Ellis Bates - Independent Financial Advisers Harrogate

Lazenby's Financial Services

Brooke Financial

MSF Associates

Christopher Little & Co

Approachable Finance IFA

The Private Office

Care Financial Services

Starling Corporate Limited

Haighwood Financial Services

Preston Baker Mortgage Advisors in Crossgates

SMH Sheards

Cordiner Wealth

Vision Independent Financial Advisors

Goodbooks Accountancy

Independent Mortgage Brokers

Business Finance Advice - AI Growth Mentor

Tempest Associates

Retirement Planning and Investment Management Services in Shipley Cost Estimates

Why these companies made our list

Wealth Management Advisors near Shipley

Popular in Shipley