Best Financial Advisors in Stafford

Handpicked from 62 vetted & reviewed Financial Planning & Wealth Management firms in the Stafford area, explore the top 5 standout choices among the selected group of 24 finalists.

Evans Ash Financial Services

Evans Ash Financial Services

(1)
Protecting Your Family, Retirement Planning, Later Life Planning
“Simply the Best!!! I recently underwent, probably the most complicated property purchase under the affordable housing scheme. From the very beginning - obtaining a mortgage (not many mortgage providers lend on the scheme) to completion Wendy from Ev...”
In Business Since 2001
Market St, Penkridge, Stafford ST19 5DH
i
Pensionlite

Pensionlite

(30)
Annuities and Retirement Options, Pension Reviews, Letter of Authority
“The service has always been very, good with easy to reach reports and information on your pension fund. A pension fund manager is available for more information & advice should this be required, before making any changes to the pension funds. The r...”
Stafford Ct, Stafford Park 1, Telford TF3 3BD
i
Pickering & Butters Solicitors

Pickering & Butters Solicitors

(23)
Commercial Litigation, Business & Commercial, Public Services
“I've been going through a very nasty divorce and throughout the process Karen Wilson of Pickering And Butters has been representing me. All the way through Karen has provided me with first rate advice, has been a sympathetic ear and has kept me stead...”
Licensed
Transparent Fees & Pricing
In Business Since 2000
19 Greengate St, Stafford ST16 2LU
i
The Dunham McCarthy Group

The Dunham McCarthy Group

(27)
  • Information
  • Questions
  • Pressure
“I have used Dunham McCarthy for my first mortgage, re-mortgage, will writing and life insurance. Found via YouTube, their videos were to the point and resourceful. They are professional, honest and listen to your needs. As a client they treat you as ...”
Home Leigh, New Garden St, Stafford ST17 4AG
i
Croft & Oakes Chartered Financial Planners

Croft & Oakes Chartered Financial Planners

(6)
Long-Term Care, Savings and Investments, Mortgages
“Christopher, Keith and the team were fantastic from start to finish helping both me and my dad with our financial affairs. Professional and knowledgeable throughout the whole process. Would recommend to anyone who is looking for a five star service.”
Suite 7 Business Development Centre, Stafford Park 4, Telford TF3 3BA
i
Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
99.2 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
Deans

Deans

(1)
Business Advisory, Wealth Management, Audit
“Very professional and helpful team. Many thanks for providing the certificate of true copies!”
Free Initial Consultation
In Business Since 2013
Hurricane Court Hurricane Close, Gibson House, Hurricane Cl, Stafford ST16 1GZ
i
I.D. Bond Independent Financial Services

I.D. Bond Independent Financial Services

(3)
“Very helpful & supportive with mortgage advice, would highly recommend.”
Woodland House, Stafford Brook Rd, Rugeley WS15 2TX
i
All Counties Financial

All Counties Financial

(4)
“Very calm and professional service to set up my pension from multiple pension pots. Very happy with the support and advice provided. Pleasure to deal with and would highly recommend.”
12 Wootton Dr, Stafford ST16 1PU
i
Stonegate Wealth Management

Stonegate Wealth Management

“If you wish to register a complaint, please write to Stonegate Wealth Management, Bellwether House, 20 Stafford Street, Stone, Staffordshire, ST15 8QW or telephone 01785 876222.”
Transparent Fees & Pricing
Bellwether House, 20 Stafford St, Stone ST15 8QW
i
Bank House Financial Planning

Bank House Financial Planning

(3)
“My husband and I have used HCL since 1994. They have advised us on numerous areas ie Pensions, Investments and Mortgages. They have always given excellent customer service, through sound and thought out advice of our investment portfolios for our re...”
1 Church Rd, Brewood, Stafford ST19 9BT
i
Deans Wealth Management

Deans Wealth Management

(1)
“Very professional and helpful team. Many thanks for providing the certificate of true copies!”
In Business Since 2016
Hurricane Court Hurricane Close, Gibson House, Hurricane Cl, Stafford ST16 1GZ
i
P X L Associates

P X L Associates

(1)
“Last year we were recommended by a friend and thank goodness we were. The last year has been strange due to Covid and the delays from providers. Have to say we have had impeccable, professional help and advice. Not to mention patience! With a few hi...”
9 Rowley Ave, Stafford ST17 9AA
i
Bright Wealth

Bright Wealth

“We will provide you with a personalised research service, which is supported by the enhanced buying power of the Lyncombe Consultants. While we will research the relevant market directly for you, we are also able to utilisethe specialist research too...”
Subani House, Old Stafford Rd, Slade Heath, Coven, Wolverhampton WV10 7PJ
i
Palatine Financial Planning

Palatine Financial Planning

Corporate Services, Retirement Planning, Calculators
“Andrea has been wonderful, and I feel confident in discussing my financial matters with her as I know she will treat my affairs confidentially. She has always been there whenever I needed - literally with a click of a button and the support, she prov...”
Horsebrook Ln, Brewood, Stafford ST19 9EF
i
Abacus Associates Financial Services

Abacus Associates Financial Services

(4)
“Martin provided an excellent service. He is friendly, efficient, and highly knowledgable. He understood my requirements, and provided a clear, and easy to understand solution. I would highly recommend. Thanks very much Martin!”
62 Rowley St, Stafford ST16 2RH
i
Millennium Wealth Management

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 ...”
The Rural Enterprise Centre, Stafford Dr, Shrewsbury SY1 3FE
i
Fortune Financial Services

Fortune Financial Services

61 Marston Rd, Stafford ST16 3BX
i
Richards Financial

Richards Financial

“At Richards Financial Ltd I aim to offer individual tailored financial planning advice in the comfort of your own home, at work, or at my office near Stafford. I am particularly proud of the individual attention that I give, reflected in the number o...”
9 Elm Dr, Bradley, Stafford ST18 9DS
i
Charterhouse Financial Planning

Charterhouse Financial Planning

“Charterhouse Financial Planning Ltd is a Financial Advice practice, focusing on long term relationships with our clients. As a practice we specialise in investment and pension planning for private and corporate clients.”
In Business Since 2003
Little Kinvaston, Watling Street, Gailey, Stafford ST19 5PR
i
AJ Wealth Management

AJ Wealth Management

(7)
Protection, Work-Based Pensions, Trusts
“I have used AJ Wealth management for a number of years. Angela and the team offer a first class professional and friendly service. They always respond quickly to any questions or if I need advice . I would highly recommend them .”
9 High St, Tettenhall, Wolverhampton WV6 8QS
i
Wealth Design

Wealth Design

(1)
Tax Planning & Inheritance Tax Planning, Investments, Protection
“When my husband decided to become a contractor we needed some financial advice regarding our pension planning. We found the team at Wealth Design to be helpful, knowledgeable and worked with us to develop a plan that gives us flexibility and yet pea...”
Virage Point, Lagonda Suite, Green Ln, Cannock WS11 0NH
i
Trent River Capital

Trent River Capital

(11)
Trusts, Retirement, Inheritance TAX
“I highly recommend Roderick and his company Trent River Capital in Stoke town centre. Having not much experience in the financial markets I feel very confident that I have made the correct decision by investing my money through his company. I can ...”
Coupons & Offers
Suite 1, 121 Church St, Stoke-on-Trent ST4 1DB
i
Choice Finance Cannock

Choice Finance Cannock

(30)
  • First Time Buyer
  • Team
  • Information
“We can't recommend Matt and his team highly enough. Choice Finance have been consistently brilliant since they were first recommended to us several years ago. They've navigated the financing of our last three properties and we wouldn't even consider ...”
In Business Since 2015
Lakeside, 7 Morston Court Blakeney Way Kingswood, Cannock WS11 8JB
i
Clarkson Hall

Clarkson Hall

(29)
  • The Future
  • Team
  • Insurance
“Dean from clarkson hall has been an absolute star helping me and my partner with our mortgage and also my sister and brother in law with their mortgage. Both of us have had issues with the houses we were buying and Dean managed to find solutions and ...”
In Business Since 2004
63A Market Pl, Cannock WS11 1BP
i

Retirement Planning and Investment Management Services in Stafford Cost Estimates

Minimum cost
£1223
Maximum cost
£10386
National Average
£3666
Avg Per Hour Rates
£368
£2444
£6721
Average price range is based on 403 cost profiles
Click to copy
Successfully copied!
Average Cost £3666
Minimum cost £1223
Maximum cost £10386
Avg Per Hour Rates £368

Average range $2444 to $6721 is based on 403 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top