Handpicked from 64 vetted & reviewed Financial Planning & Wealth Management firms in the Shrewsbury area, discover the top 5 elite providers among the selected group of 24 finalists.
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.
Top-rated companies A-Z in Shrewsbury
2020 Financial Advice
Darwin Wealth Management
Masons Independent Financial Advisers
Midlands Wealth Management
Morland Potter Financial
Prominent finalists A-Z in Shrewsbury
Andrew Haxton & Co
Cbsl Accountants
Crown Wealth Management
Darwin Financial Management
David Burgess Financial Services
Energize Merchant Services
Escom
Gee 7 Wealth Management
Herald Wealth Management
Kingsland Wealth Management
Millennium Wealth Management
Morton-Wilson Associates
PI Financial
Penney Financial Partners
Portland Financial Planning
Roger T Hulme
The Wealth Coach
Thorns Nigel
Treowe Wealth Advisers
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Midlands Wealth Management
(1)
“Very professional, 1st class, personal service and honest advice.”
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Darwin Wealth Management
(1)
Financial Planning, Investment Planning, Personal & Business Protection
“We have known Med Evans of Darwin Wealth Management for years and he has helped us in numerous financial advisory areas. Knowledgeable, approachable and incredibly friendly. Plus he takes the time to listen to your specific goals rather than trying t...”
“Masons have recently helped me secure a mortgage after a long time in rented. I needed to understand the mortgage market place and the rates available. Will and his team were efficient, polite and flexible to deal with. I would highly recommend their...”
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Morland Potter Financial
(7)
“To this day, it's been a year since I moved into my first home and thus a slightly late review. But, please see below!
After being recommended by a couple of people to use Morland Potter, I jumped headfirst and was greeted by James (Jim), a truly gr...”
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2020 Financial Advice
(2)
“Very knowledgeable and an overall safe pair of hands. David has been managing my finances for the last few years and I could ask for a better service.”
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Best of 2024
Qualification Criteria for best of Winners
Minimum Overall Score
95 (100)
Minimum Reputation Rank
97.8 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.
Retirement Advice, Inheritance Tax Planning, Later Life Planning
“I've known Ben Walters for 30 years and he and his family have helped me since 1992 to manage my investments and accounts. Having worked for some major companies including Marconi (as an electronic apprentice), Linotype and EMI I decided to become s...”
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Crown Wealth Management
(1)
“I approached Crown on the recommendation of a local Solicitor. My Mother required long term care and there was a need to consolidate her assets in order to pay for these substantial costs: There was a net shortfall in her annual income (pension) to c...”
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Gee 7 Wealth Management
(2)
“Became a client with Gee 7 over 12 months ago now, a flawless process throughout, good communication and initial presentation of options. I would definitely recommend working with Gee 7 to secure your future!!”
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Penney Financial Partners
(1)
“Excellent service”
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Darwin Financial Management
“Tracy Coates is the knowledgeable and experienced insurance broker on your doorstep in Shrewsbury. With over 25 years' working in Shropshire, you can trust Tracy to use all her experience to get you the best deal on your insurance.”
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PI Financial
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Andrew Haxton & Co
(1)
“I have been using Andrew Haxton as my Independent Financial Advisor for many year now and he has always provided an excellent service. I have used him for Pensions, VCTs and EIS investments and many other things. I would highly recommend him!”
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Kingsland Wealth Management
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The Wealth Coach
“I'm also a Chartered Financial Planner and Chartered Wealth Manager, run one of the top 25 independent financial planning firms in the UK, and at the forefront of wealth coaching. If you want to take more control over your finances and make better de...”
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Cbsl Accountants
“We are based on the outskirts of Shrewsbury with easy access from the M54 – and South & North Shropshire – on Shrewsbury Business Park. We exist to support our clients - local, national and international - in establishing, running and growing their b...”
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Millennium Wealth Management
(1)
“We have used Millennium on two occasions now. The first was for mortgage protection (i.e. life insurance) and the second was to arrange a mortgage. The service, attentiveness and advice is excellent. The team took time to understand our needs and ...”
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Roger T Hulme
“Roger T Hulme Ltd are Independent Financial Advisers based in Shrewsbury with clients throughout the whole of the UK. We provide impartial advice to individuals, companies and professional connections. We aim to develop a personal relationship with o...”
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Thorns Nigel
“We have extensive planning and development experience, and an excellent reputation for advice, neogotiation and results.”
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Energize Merchant Services
“Get a free quote on a card machine for your UK business. Fast, secure, cost effective card payment solutions. Quick & simple to get set up.”
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Escom
“Escom Ltd is registered in England & Wales no. 05462255. Registered Office at 80a Wyle Cop, Shrewsbury, SY1 1UT. Escom Ltd is an appointed representative of Quilter Wealth Limited and Quilter Mortgage Planning Limited, which are authorised and regula...”
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David Burgess Financial Services
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Morton-Wilson Associates
“Our story starts with a visionary of financial planning in the UK. Stewart Jones was born a farmer, but a brilliant brain led him from growing champion leeks to the world of financial planning, and he found himself running the Country Gentleman's Ass...”
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Herald Wealth Management
“I met Dan a number of years ago, unrelated to work. A few years later in the run up to retirement I was unhappy with the service I was receiving from my Financial Adviser. I took the bold step to change completely and met up again with Dan. He and St...”
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Treowe Wealth Advisers
“The name Treowe is from the Old English tréowe. It means “Trust, truth, and troth. It is also described as faithful. The words true and tree are joined at the root, etymologically speaking. In Old English, the words looked and sounded much more alike...”
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Retirement Planning and Investment Management Services in Shrewsbury Cost Estimates