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Premier Wealth Management
“Excellent advice given. Highly recommended”
Best Financial Advisors in Southport
Handpicked from 36 vetted & reviewed Financial Planning & Wealth Management firms in the Southport area, explore the top 5 leading options among the selected group of 24 finalists.
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Bainlye Drake Wealth
Savings and Investments, Equity Release, Pensions
“After years of paying into different pensions, they consolidated all my pensions and started making it work for me. They consistently monitor and control how my pension works giving me the best service possible. I know that I can confidently leave my...”
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Jones Philip T & Partners
Services For Individuals, Business Services
“I have been using this Accountant for 25 years ,very efficient and really friendly staff . I would recommend to anyone wanting an Accountancy firm who are really down to earth .”
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Lloyd & Co. Financial Planning
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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Moore & Smalley Chartered Accountants
Outsourcing, Find Your Local Office, Audit and Assurance
“Authorised and regulated by the Financial Conduct Authority (FCA). Contents of our website, linked sites and linked publications may also include details of services and products that are not regulated by the FCA including tax planning, estate planni...”
Qualification Criteria for best of Winners
Minimum Overall Score
96 (100)
Minimum Reputation Rank
98.2 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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Tax Debts Help & Advice
“Thanks guys for all your help, I will definitely be recommending you to people for sure. That was Christmas paid for, now for a holiday. All the best for 2018.”
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Williams & Co Accountants Southport
“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
“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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Optasia Wealth Management
Other Services, Pensions, Protection
“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 services sector. In addition to running this firm, he developed a suc...”
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The Financial Planning Corporation
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Kay Capital Management
“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”
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Priority Bridging
“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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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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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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SG Financial Services
“SG Financial Services has brought together some of the most successful Independent Financial Advisers (IFA's) from across the UK. With decades of experience, our aim is to provide you, the client, with a range of complete financial solutions tailored...”
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Tom Carroll Associates
Taxation, Management Accounts, Business Start-up
“Absolutely fantastic, all the staff are not only incredibly friendly and professional ,but also so knowledgeable. They have a wonderful skill of making complex matters simple and easy to understand. Have recommended to family and friends and will co...”
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Apex Independent Financial Planning
“Paul was an absolute pleasure to deal with when it came to reviewing all of my finances and pension situations. He was extremely knowledgeable, responsive and chased companies where necessary demonstrating fantastic tenacity to get the job done. Hi...”
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Acumen Financial Partnership
Lasting Powers of Attorney (Lpa), Life Insurance, Retirement
“Angela and the team have grown steadily over the years and have continued to provide excellent service and advice. There is no pressure just pure guidance and assistance wherever needed. Very well trusted and respected, professional organisation. ...”
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Berry Financial Planning
“Extremely helpful and friendly.”
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Questa Chartered Financial Planners
“We use Questa for all areas of financial planning - mortgage, protection, investments and retirement planning. They are friendly and approachable, professional, responsive and so knowledgeable about the market, really taking care to protect their cli...”
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Alexander Ross Mortgages & Alexander Ross Wealth Management
- First Time Buyer
- Family
- Questions
“Edward Orlinski has gone above and beyond to help me obtain the mortgage I needed.
He was always quick to respond to any questions and always had answers.
I would not hesitate to recommend Ed and Alexander Ross Mortgages to anyone that requires the...”
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True Bearing Chartered Financial Planners
Financial Education, Pre-Retirement Workshops
“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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EMS Mortgages and Protection
- Messages
- Advice
- Questions
“I highly recommend John! He has been very professional when helping me purchase my home 2 years ago and now helping me switch my mortgage in difficult financial times! He is always friendly and very approachable. He full understands my needs and expe...”
Retirement Planning and Investment Management Services in Southport Cost Estimates
Minimum cost
£1233
Maximum cost
£10472
National Average
£3696
Avg Per Hour Rates
£371
£2465
£6776
Typical price range is based on
503 cost profiles
Why these companies made our list
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