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Bainlye Drake Wealth

(27)

Savings and Investments, Equity Release, Pensions

“Very good service and sorted all my pensions and put them together. We've been with this company a few years now, and it was the best move we did. Simon has helped us a lot and he's so helpful talks plain English to you, and explains everything. Keep...”

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Lloyd & Co. Financial Planning

(4)

Testimonials, Businesses, Individuals

“Absolute 1st class service from Andy Horner at Lloyd and from Andy Horner at Lloyd and Co. Without going in to too much detail, another well known insurer took 8 days to get back to me and their quote was 60% more for basically the same policy as fou...”

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Optasia Wealth Management

Research Links, Market Data, Calculators

“Pradeep Sharma started his advisory career in 1983 with the aim of providing an exceptional financial planning service to both private and corporate clients in the retail financial service sector. In additon to running this firm, he developed a succe...”

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Premier Wealth Management

(2)

“Excellent advice given. Highly recommended”

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Williams & Co Accountants Southport

(1)

“Jane has acted for me since the early nineties both on a personal and company level and I have always found her expertise, professionalism and personal service far in excess of any previous accountant that I had dealt with since the early seventies! ...”

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ADA Financial Consultants

(5)

“Fantastic personal Service 5 stars!!!”

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The Right Will Company

“If you've ever had a will or other legal document prepared, you'll realise how daunting it can be sitting in the solicitor's oak panelled office giving your instructions whilst at the same time knowing you only have a half hour appointment in which t...”

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The Financial Planning Corporation

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SG Financial Services

Partner With Us, Advice For Medical Professionals, Advice For Your Business

“While we've written to all SG Financial Services clients to tell them about this change, if, for some reason, you didn't receive our communication, please give us a call on 0345 609 2002 and our Client Services Team will be only too glad to assist yo...”

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Priority Bridging

(1)

“This company is remarkable, we had an opportunity to purchase some commercial property but didn't have the capital and Priority Bridging offered us a figure and completed a bridging loan to us in less than 48 hours! We're now looking to complete on t...”

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Kay Capital Management

(1)

“We have always used Kay Capital Nanagement for financial advice. Richard is genuine and we trust him. You can't go wrong with his unbiased advice Positive Professionalism”

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Millwood Administration Group

“Our support staff have a combined experience of over 20 years with St. James's Place. We are able to offer multiple services such as diary management & appointment making, through to more technical tasks such as inheritance tax planning business supp...”

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Principled Financial Planning

“Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dre...”

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Ludlow

“"I have been with Ludlow now for over 5 years. Our adviser, Ian Corcoran, helped to order a rather messy investment portfolio, and then gave valuable help over the formalities and practicalities arising from the death of my wife in 2014. Since my rec...”

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Trust In Equity Release

“This is a Lifetime Mortgage. To understand the features and risks, ask for a Personalised Illustration. A Lifetime Mortgage may reduce the value of your estate and could affect your entitlement to means tested state benefits. To understand the featur...”

FAQs

How much can I borrow from my plan?

Please use the equity release calculator on the right which will tell you how much you can borrow. It is important to get the right advice on the amount you take and there are options available to take further amounts later when needed

Can I borrow more money in the future?

Yes, providing the maximum amount allowed has not been reached. If it is likely further funds are required later a drawdown facility can be set up which allows further amounts to be taken without the need for further solicitors or underwriting. You only get charged interest on the amount borrowed. If drawdown is not included it is possible to apply for a further advance.

Why Trust in Equity Release?

We can provide that specialist advice and as a well established Financial Services business we will ensure that you get the right answers. Here at Trust in Equity Release the customer is at the centre of everything we do.

You'll find more information on the FAQ page of our website.

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Rotherham Taylor Chartered Accountants & Registered Auditors

(50)

Trusts and Executorships, Forensic Accounting, Property Tax

“Excellent service! Thank you to Lucy Birchall and Rebecca Bradshaw for their amazing support. Knowledgeable, proactive, efficient, caring and always with a smile! I greatly appreciate also the information provided in the newletters and the updates re...”

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Holden Associates

(42)

Grow Your Business, Company Secretarial Services, Business Advice and Support

“I've been with Holden Associates for over ten years now and don't hesitate to give Jason and Nicola a 5 star recommendation. They genuinely care about their clients and go above and beyond to provide an exemplary service. They are also always ahead...”

Featured

When your business is facing the prospect of a global slowdown or recession, it’s important to be in total control of your financial position. One way to do this to have a better handle on your credit score and your current risk-rating with the credit bureaus. So, what factors actually drive your business credit score? And how does improving your score help you overcome the big economic threats your company faces at the moment?

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EMS Mortgages and Protection

(50)

House
Products
Property

“We recently went into a new fixed mortgage deal which John at EMS mortgages and can't thank him enough for all he did to make the process as smooth as possible. The level of customer service is outstanding, John went above and beyond and dealt with a...”

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Becketts Wealth Management

(50)

Funds
Market
Pension

“We chose Becketts to help us with our finances because they seemed to have the best attitude to their customers than other places we visited, and we haven't regretted that gut-instinct decision one iota since then. It was clear from the start that th...”

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Pioneer Mortgage and Protection Limited

(42)

Specialised Advice, Commercial Mortgages, Buy To Let

“The team were so friendly, helpful and efficient when supporting us with our first mortgage - we felt so supported through the whole process. I highly recommend Paul and the team to anyone looking for help with their mortgage! We will definitely be g...”

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Alexander Ross Mortgages & Financial Planning

(40)

Company
Family
First Time Buyer

“Excellent and professional service from beginning to end. I had been to other mortgage providers but Alexander Ross Mortgages found the right product and helped me through the whole process. Ed supported me at every stage and sorted out problems and ...”

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Appletree Financial Solutions

(50)

Happy
Insurance
Investments

“Have used Appletree 10 years now, on 2 properties and numerous other queries (Mike must be close to blocking my number by now) - always get a response in a timely manner and a clear explanation if required. Kathryn and Mike have been brilliant to dea...”

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John Earnshaw Independent Financial Advisers

(45)

First Time Buyer
Insurance
Professional

“We've used John Earnshaw for our past 2 mortgages and highly recommend the company. John is always so attentive and provides clarity on what can be a complicated process, we've also referred family members to him, who have received an equally excelle...”

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Amber River True Bearing

(35)

Climate
Decisions
Options

“Mark O'Neill has been my IFA for the last 6 years. He was recommended to me by a friend and I couldn't be happier with the service I've received. Mark is an extremely professional individual who possesses amazing people skills. He has offered invalua...”

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Average Cost	£3696
Minimum cost	£1233
Maximum cost	£10472
Avg Per Hour Rates	£371

Best Financial Advisors in Southport

The highest-rated Financial Planning & Wealth Management companies out of 36 vetted & reviewed in the Southport area.

Bainlye Drake Wealth

Lloyd & Co. Financial Planning

Optasia Wealth Management

Premier Wealth Management

Williams & Co Accountants Southport

ADA Financial Consultants

The Right Will Company

The Financial Planning Corporation

SG Financial Services

Priority Bridging

Kay Capital Management

Millwood Administration Group

Principled Financial Planning

Ludlow

Trust In Equity Release

Rotherham Taylor Chartered Accountants & Registered Auditors

Holden Associates

EMS Mortgages and Protection

Becketts Wealth Management

Pioneer Mortgage and Protection Limited

Alexander Ross Mortgages & Financial Planning

Appletree Financial Solutions

John Earnshaw Independent Financial Advisers

Amber River True Bearing

Retirement Planning and Investment Management Services in Southport Cost Estimates

Why these companies made our list

Wealth Management Advisors near Southport

Popular in Southport