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Best Financial Advisors in Stockport

Handpicked from 49 vetted & reviewed Financial Planning & Wealth Management firms in the Stockport area, discover the top 5 standout choices among the selected group of 24 finalists.

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Cullen Wealth

Cullen Wealth

(2)
“Cullen's have looked after my private pension, advised and helped plan for my financial future for many years. I trust them to give me the best advise and Kai Ansari has given me sound advise as I work towards my retirement.”
2 Riverview, Heaton Mersey, Stockport SK4 3GN
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NDH Financial

NDH Financial

(47)
  • Sleep
  • Stress
  • Understanding
“Brilliant service. Very reassuring client service. Another company did my IVA but after 2 months got nowhere. They caused me a lot of stress and anxiety. NDH got everything sorted in 3 weeks. I could not recommend more highly.”
15+ Years Experience
Transparent Fees & Pricing
Grosvenor House, St Thomas's Pl, Wellington Rd S, Stockport SK1 3TZ
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TPD Wealth Management

TPD Wealth Management

(50)
  • Life
  • Information
  • Team
“Just so say a huge thanks to Richard Webb for his recent invaluable advice. He was certious and professional throughout our phone conversation. Thanks to everyone at TPD for your ongoing support.”
30 Great Underbank, Stockport SK1 1NB
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Claritas Wealth

Claritas Wealth

(23)
  • Company
  • Retirement
  • Advice
“This company absolutely deserve 5 stars for their fabulous service, knowledge, professionalism, attention to detail, concern and care. Nothing has been too much trouble and it is evident that this company thrives on having such a fabulous team of ...”
In Business Since 2014
10 Moorside Rd, Heaton Moor Rd, Heaton Moor, Stockport SK4 4DT
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Protection UK

Protection UK

(14)
Level Term Life Assurance, Mortgage Life Assurance, Income Protection Insurance
“Great advice, great service. Chris found a package that suited our needs perfectly at a surprisingly economical price. No pressure, really easy to deal with, would recommend to anyone.”
Ashbourne House, 334 Wellington Rd N, Stockport SK4 5DA
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
97.7 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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Stratagem Financial Planning

Stratagem Financial Planning

(15)
  • Understanding
  • Pension
  • Investment
“Found them to be very professional and offered tailored advice for the circumstances. Under no pressure to accept their advice but I was glad I did. I will be using again for future investments.”
1 Park Ln, Poynton, Cheshire, Stockport SK12 1RD
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Sustainable Financial Planning

Sustainable Financial Planning

(13)
  • Understand
  • Advice
“An excellent and very professional financial service, unhurried and comprehensive advice given with clear explanations of all matters recommended and discussed.”
Cheadle Place, Stockport Rd, Cheadle SK8 2JX
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Beech Tree Financial Advice

Beech Tree Financial Advice

(6)
Speak to us Today
“Having recently used Beech Tree Financial to take out some life cover, I would highly recommend them to others. The support from Eden was excellent and explained to me in terminology which I could understand. She made the process super smooth and was...”
334 Wellington Rd N, Stockport SK4 5DA
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Hallidays - Xeinadin Group

Hallidays - Xeinadin Group

(6)
Payroll, HR & Recruitment, Business Growth
“Hallidays Business AM meetings have been fantastic for our business growth. We're half way through the programme and the support and advice given is invaluable. I'd highly recommend to anyone wanting to grow their business.”
Riverside House, Business Park, Kings Reach, Yew St, Stockport SK4 2HD
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Robert Hayden & Co Chartered Accountants

Robert Hayden & Co Chartered Accountants

Online Accounting, Business Services, Personal Services
“As part of the process, Robert Hayden Accountants will adopt the Chadwicks name, whilst maintaining continuity with the same staff, office location and established ways of working. For over three decades, the Stockport-based firm has built a solid re...”
Free Initial Consultation
195 Bramhall Ln, Davenport, Stockport SK2 6JA
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D Scott Financial

D Scott Financial

(2)
“Very informative and helpful. Explained everything clearly so I understood. Would definitely use again!”
In Business Since 2020
537 Stockport Rd, Thelwall, Warrington WA4 2TH
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Edward Mellor Financial Services

Edward Mellor Financial Services

(2)
“I got in touch with their Pension team with loads of questions about consolidating my pension from different pension pots. Paul from their team, was quick to identify my requirement and explained me my options in a very simple fashion. Don't just sit...”
65-81 St Petersgate, Stockport SK1 1DS
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MAG Financial Services

MAG Financial Services

(1)
“Professional and very helpful.”
Sovereign House, Stockport Rd, Cheadle SK8 2EA
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Mercury Financial Management

Mercury Financial Management

(7)
  • Mortgage
  • Rates
“We have really appreciated the service from Mercury. Our mortgage advisor Jack gave lots of helpful and individual advise to help us through the process of buying our first home. We recieved excellent communication throughout and would highly recomm...”
43A Compstall Rd, Romiley, Stockport SK6 4BT
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Paul Summers & Co

Paul Summers & Co

(1)
Payroll, CIS, VAT
“I've never had to use an accountant before, so Bev talked me through what she needed to be able to submit on my behalf. She was very efficient and it was all submitted well within the time frame allowed. Great service, thanks!”
In Business Since 2014
28 Church Ln, Marple, Cheshire, Stockport SK6 6DE
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Chase Asset Management

Chase Asset Management

(1)
Protection Planning, Saving Tax, Mortgages
“Lisa is professional, patient and offers high quality services. Recommended to everyone.”
Chase Court, 9 Bamford St, Stockport SK1 3NZ
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Greg Middleton Wealth Management

Greg Middleton Wealth Management

(1)
“Greg Middleton and his team have helped me with my finances for the last decade, since our meeting at a seminar. These have included our portfolios, property and Public Guardianship accounts thereof. Have always been treated with curtesy, knowledge a...”
20+ Years Experience
Broadstone Mill, 332 Broadstone Rd, Reddish, Stockport SK5 7DL
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Advice Centre Group

Advice Centre Group

(5)
“Spoke to Chris Cuthbert, about my problem, top bloke, was very thorough and explained everything to me in great detail. Reassured that he was there to help me every step of the way. 10 out of 10 service”
Second Floor A, Cheadle Place, Stockport Rd, Cheadle SK8 2JX
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S&T Wealth Management

S&T Wealth Management

“S&T Wealth Management offers a range of services, advice and investment solutions that are tailor-made to suit individual client needs. We take pride in our friendly approach; getting to know you and understanding your goals, aspirations and prioriti...”
In Business Since 2018
Free Initial Consultation
S&T Wealth Management, 43-45, Market St, Marple, Stockport SK6 7AA
Featured

A fantastic evening was had last night at Sasso in Disley to celebrate Nicki and her time here at S&T.nnNicki has been with S&T since the very beginning but is heading to America to start a brand-new chapter, so we thought it best to send her off with a bang.nnNicki, you are and always will be a much-loved member of our team and will be greatly missed, but we wish you and your family all the best for your new life.nnWith love from all at S&Tnn🤩🍾🥂✈️🇺🇸🇺🇸🇺🇸...

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Churchwood Finance

Churchwood Finance

(3)
“Great service, offered me excellent advice and would highly recommend”
82 Wellington Rd N, Stockport SK4 1HW
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Pathway Advice

Pathway Advice

(1)
“Fantastic company would always recommend. Made me feel in control again thank you”
Suite F2, Sovereign House, Stockport Rd, Cheadle SK8 2EA
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Trustdeed4me

Trustdeed4me

“To qualify for a Trust Deed, you must have a minimum of £6000 of unsecured debt owed to two or more creditors. A debt write-off amount of between 25% and 85% is realistic, however the debt write-off amount for each customer differs depending upon the...”
1 Ashmore Ave, Stockport SK3 0QY
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Marquis Wealth Limited

Marquis Wealth Limited

“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...”
96 Strines Rd, Marple, Stockport SK6 7DU
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U-Plan

U-Plan

“ABOUT US U-PLAN was established by director David Nicklin specifically to help clients find high quality financial, legal & later life planning solutions. Having decades of experience in these sectors David decided to turn his knowledge to good use a...”
1a Park Ln, Poynton, Stockport SK12 1RD
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Retirement Planning and Investment Management Services in Stockport Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Typical price range is based on 533 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Typical range $2007 to $5519 is based on 533 cost profiles.

Why these companies made our list

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