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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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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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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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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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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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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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City House Investors Limited

(18)

Pension
Financial
Professional Service

“We always receive great service from Simon. He always responds to any queries we have in an efficient and professional manner explaining everything. Simon is knowledgeable in his field, approachable, friendly and easy to do business with. Highly reco...”

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Kirk Newsholme Chartered Accountants & Business Advisors

(13)

International Businesses, Financial Planning, Making Tax Digital

“We moved to KN around 5 years ago, essentially to outgrowing our existing accountants. It was the best move we could have made, they have every skillset needed for any SME. Great staff , amazing service , approachable and great rates. Best practice I...”

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Hentons

(13)

Legal, Tax, Financial Planning

“The team at Hentons accountants, in particular Simon Gray are extremely knowledgeable, professional and efficient. Over the years that we have worked with Simon, we have always received very sound advice. They are a pleasure to deal with.”

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RDS Financial Planning

(16)

Knowledge
Pensions
Tax

“I contacted Rob through the VouchedFor platform looking to merge pensions. Rob is a very friendly, approachable person and went through my pensions in a very thorough and professional manner exploring different strategies to find me the best solution...”

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The Financial Planning Centre

(12)

Wills, Protection, How Do We Work?

“The Financial Planning Centre have always given me solid financial advice regarding my future and investment planning. Even as an offshore worker I feel the advice is unparalleled and has helped me focus on my future financial plans and future. Posit...”

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Progeny

(8)

Corporate Legal Services, Property Services, Financial Planning

“Great service! My conveyancer, Rosanna was efficient, communicative and thorough throughout the property purchase process. I'll definitely be using Progeny again.”

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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

Clarity Wealth Limited

Vista Financial Management

Ellis Bates - Independent Financial Advisers Harrogate

Lazenby's Financial Services

Brooke Financial

Christopher Little & Co

Approachable Finance IFA

The Private Office

Care Financial Services

Haighwood Financial Services

Cordiner Wealth

Vision Independent Financial Advisors

Goodbooks Accountancy

Independent Mortgage Brokers

Tempest Associates

City House Investors Limited

Kirk Newsholme Chartered Accountants & Business Advisors

Hentons

RDS Financial Planning

The Financial Planning Centre

Progeny

Retirement Planning and Investment Management Services in Shipley Cost Estimates

Why these companies made our list

Wealth Management Advisors near Shipley

Popular in Shipley