Stockton-on-Tees

Popular Cities

Stockton-on-Tees
Join as a Pro

Best Financial Advisors in Stockton-on-Tees

The highest-rated Financial Planning & Wealth Management companies out of 54 vetted & reviewed in the Stockton-on-Tees area.

View Profile
Direct Will Writers

Direct Will Writers

“Directwillwriters.co.uk – Making a will is the only way to ensure that your assets go to your family and loved ones in the way that you would like in the event of your death. If you have not made a Will when you die the law decides who your estate is...”
87 Stockton Rd, Hartlepool TS25 1SJ
i
View Profile
Northumbria Financial Management

Northumbria Financial Management

(3)
“Quality and integrity in financial advice. Have used for over 30 years- highly recommended.”
Frankland Ln, Durham DH1 5TA
i
View Profile
Sabre Accountants

Sabre Accountants

(50)
  • Happy
  • Team
  • Company
“Spot on accounts use them every year thanks Mohammed fast at getting all your accounts sorted for tax return will be useing again would totally reccomend them”
Transparent Fees & Pricing
1 Kings Rd, North Ormesby, Middlesbrough TS3 6NG
i
View Profile
Tallow Financial Planning

Tallow Financial Planning

(50)
Investment Planning, Retirement Planning, Mortgage Planning
“Always a friendly, efficient and reliable service, looking after your financial individual needs to the best of their ability. Positive Responsiveness, Quality, Professionalism, Value”
Innovation House, South Church Enterprise Park, Longfield Rd, Bishop Auckland DL14 6XB
i
View Profile
Ayton-Law Financial Services

Ayton-Law Financial Services

(50)
  • Information
  • Insurance
  • First Time Buyer
“Spoke with Barry today to look for some advice regarding moving mortgages and buy to let. He answered all my questions and was very honest about what was manageable and not.”
100+ Years Experience
97A Acklam Rd, Middlesbrough TS5 5HR
i
View Profile
Ben Charles Durham Financial Services

Ben Charles Durham Financial Services

(38)
Auctions, Estate Agency, Book A Valuation
“We have used this service in the past and have returned again because of the quality of the advice offered and the efficiency of the service. Would highly recommend.”
96 Claypath, Durham DH1 1RG
i
View Profile
Dolphin Financial Services Limited

Dolphin Financial Services Limited

(50)
  • Stress
  • Fault
  • Remortgage
“I can't recommend Thomas enough! Third time using Dolphin Financial Services and each time it's been seamless. Always quick to answer any questions we have and can't do enough for you! Wouldn't use anyone else! Thanks so much!!”
Serving Stockton-on-Tees Area
i
View Profile
Later Life Money Limited

Later Life Money Limited

(27)
  • Understanding
  • Decision
  • Equity Release
“We recently used the highly professional skills of Later Life Money Limited. Their care, understanding, attention to detail and the variety of options provided was of the highest quality. We would have no hesitation in recommending their services. ...”
Serving Stockton-on-Tees Area
i
View Profile
Carter Thompson Wealth Management

Carter Thompson Wealth Management

(19)
  • Savings
  • Understand
  • Insurance
“Used a number of times for mortgages and insurance. Fantastic advice on mortgages based on my own requirements. Recommended to my family who have used for mortgages also.”
64 W Auckland Rd, Darlington DL3 9EP
i
View Profile
Holistic Finance

Holistic Finance

(14)
  • Financial Advice
  • Portfolio
  • Options
“I have been dealing with Kevin at Holistic Finance for several years. Exceptional Service, great reviews and reports and always keeps me fully up to date with my investments.”
Family Business
Gloucester House, 72 Church Rd, Stockton-on-Tees TS18 1TW
i
View Profile
The Tax Faculty

The Tax Faculty

(9)
  • Property
  • Capital Gains Tax
  • Knowledge
“Brilliant. Swift, friendly and (importantly) accessible advice especially for someone like me who finds Tax confusing. Would definitely recommend. Charles is super-knowledgeable and friendly”
Free Initial Consultation
Transparent Fees & Pricing
Portland House, Belmont Business Park, Durham DH1 1TW
i
View Profile
Mortgage Advice Centre

Mortgage Advice Centre

(16)
  • Remortgage
  • Questions
  • Hand
“Couldn't recommend them highly enough. Tracey helped sort out a rather tricky mortgage for me, sorted loads of it on my behalf and helped me with the bits I needed to do. Pleasure to deal with 👍 …”
20+ Years Experience
126 Newgate St, Bishop Auckland DL14 7EH
i
View Profile
Homesavers Mortgages & Loans

Homesavers Mortgages & Loans

(5)
“An excellent and friendly service. Trevor was very knowledgable, clear and concise when we visited for a remortage. Getting our new deal was really easy and straightforward!”
Coupons & Offers
6 Kensington South, Bishop Auckland DL14 6JA
i
View Profile
Baines Jewitt Chartered Accountants and Business Advisers

Baines Jewitt Chartered Accountants and Business Advisers

Companies House Forms, Tax Calculators, Baines Jewitt Publications
““Baines Jewitt provides a meticulous approach to the tasks in hand, as well as providing a pragmatic view on numerous ad hoc situations. We talk regularly and freely and think of Baines Jewitt as a trusted, sometimes critical, adviser, who supports o...”
Transparent Fees & Pricing
Spitfire House, 19 Falcon Ct, Preston Farm Industrial Estate, Stockton-on-Tees TS18 3TU
i
View Profile
Chipchase Nelson Chartered Accountants

Chipchase Nelson Chartered Accountants

Individual Services, Business Services
“The Willis Scott Group is a dynamic firm of accountants and business advisors, headed up by our Senior Partner Ken Scott. Having been established since 1902, our offices are situated throughout the North-East of England, head office being in the City...”
Transparent Fees & Pricing
Chipchase Nelson Chartered Accountants, 5/6 Kensington, Bishop Auckland DL14 6HX
i
View Profile
Atom Financial

Atom Financial

(2)
“Having worked with Atom Financial for the best part of 15 months, I can say I have nothing but positive experiences. They are both friendly and approachable and bring a level of service and expertise that builds a new level of confidence. I would hig...”
Offers Financing Options
Tees Valley Business Centre, Suite 35 Durham, Orde Wingate Way, Stockton-on-Tees TS19 0GD
Featured

Matt Herrell Director at Atom Financial Matt is a vastly experienced Finance Director & professional with over 20 years’ experience of progressive finance and operational roles, focussing on senior positions within high growth SME entities. He has a demonstrable track record of being integral, as a key member of board teams, in delivering the strategy in multiple businesses, from owner managed to private equity backed.

i
View Profile
Robert Carlton Independent Financial Advisers

Robert Carlton Independent Financial Advisers

(2)
Mortgages, Pensions, Insurance
“Ian's attention to my overall and detailed requirements was reliable, knowledgeable and most professional. His support was most appreciated, I have no hesitation in recommending him in his capacity as an independent financial advisor.”
251 Acklam Rd, Middlesbrough TS5 7BW
i
View Profile
MG Shaw

MG Shaw

(1)
Pension Planning, Insurance Planning, Financial Planning
“Very knowledgeable, professional and friendly. I can't find fault with the plan put in place for my retirement and I feel like I am in safe hands moving forward. Positive Responsiveness, Quality, Professionalism”
4 High St, Norton, Stockton-on-Tees TS20 1DN
i
View Profile
Prismatic Wealth Limited

Prismatic Wealth Limited

(3)
“Very impressed with this company. Professional but friendly.”
Prismatic House, 26 Falcon Ct, Preston Farm Industrial Estate, Stockton-on-Tees TS18 3TX
i
View Profile
Hogarth Wealth Management - Financial Advisor Hartlepool

Hogarth Wealth Management - Financial Advisor Hartlepool

(9)
  • Advice
“Richard helped me get my personal pension setup through SJP, explained everything clearly and assisted with transferring my pensions into one. Also helped me setup my life insurance & critical illness cover.”
Offers Financing Options
78 Spalding Rd, Hartlepool TS25 2JP
i
View Profile
We Complement

We Complement

(1)
“We have been working with WeParaplan for around four months now. This is the first outsourcing Paraplanning company we have had a working relationship with, so initially we didn't know what to expect but I think it's safe to say they have blown our e...”
The Old Brewery, Business Centre, Castle Eden, Hartlepool TS27 4SU
i
View Profile
Quigley & Partners

Quigley & Partners

(1)
“We've been using Quigley's for a number of years, over that time we've had a lot of well thought out and sensible advise. The service is very professional, friendly and unpressurised, we would have no hesitation in recommending.”
10, Roseberry Court, Ellerbeck Way, Stokesley, Middlesbrough TS9 5QT
i
View Profile
Principled Limited

Principled Limited

(7)
  • Decision
  • Financial Advisor
  • Pensions
“Excellent advice on company pensions provided, employees transferred to a new provider combining offering increased benefit to them with an excellent service / ease of use for the company. would definitely use again and recommend to others.”
Serving Stockton-on-Tees Area
i
View Profile
New World Financial Group

New World Financial Group

(1)
“We spoke to New World to help us plan for retirement. We were very happy with the service and would highly recommend to anybody.”
In Business Since 2019
Sheraton House, Surtees Business Centre, Level Q, 2A, Stockton-on-Tees TS18 3HR
i

Retirement Planning and Investment Management Services in Stockton-on-Tees Cost Estimates

Minimum cost
£1230
Maximum cost
£10448
National Average
£3688
Avg Per Hour Rates
£370
£2459
£6761
Average price range is based on 310 cost profiles
Embed on your site

Your Embed Code

Click to copy
Successfully copied!
Average Cost £3688
Minimum cost £1230
Maximum cost £10448
Avg Per Hour Rates £370

Average range $2459 to $6761 is based on 310 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?

Wealth Management Advisors near Stockton-on-Tees

Popular in Stockton-on-Tees

, ENG
Back To Top