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Hearnden & Weston Wealth Management
“A thank you to Rick for supporting me onto the property ladder with my mortgage. Super friendly guy and a pleasure to deal with. Highly recommend”
Best Financial Advisors in Stratford-upon-Avon
The highest-rated Financial Planning & Wealth Management companies out of 54 vetted & reviewed in the Stratford-upon-Avon area.
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R P Rendle & Co
Pensions Transactions & Covenant Reviews, Insolvency Services, Consultancy Services
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Godiva Wealth Management
Tax and Trust Planning, Pensions Advice and Retirement, Investments and Savings
“I can thoroughly recommend Godiva having been a client for many years. Daljit keeps in regular contact and explains the investment options for my pension fund clearly in plain language. I am very pleased with the advice he has given me.”
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Acclaimed Mortgage Consultancy
Income Protection, Buildings and Contents Insurance, Life Insurance
“Sandy and her team were brilliant in finding my first mortgage. It being a new experience for me, Sandy walked me through the whole process, making sure I understood everything. No question was too silly to ask and always very helpful. Super approach...”
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Future Perfect Financial Solutions
Mortgages, Calculators, Investment Planning
“Professional, knowledgeable and friendly financial advice. The service provided by my Financial Advisor, Kevin, was attentive, conscientious and understanding of my individual requirements.
He was flexible with me and my schedule, and provided me ...”
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Wiser Mortgage Advice - Redditch
- Advisor
- Remortgage
- Life Insurance
“Dean was extremely helpful when we went in to discuss getting a mortgage for my Son. He made it quick and easy to understand the process and made me feel at ease when faced with the worries of getting a mortgage. Would definitely use him again and ...”
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Confidence Wills
- Mind
- Questions
- Powers of Attorney
“Extremely helpful and professional service provided. Phillip was most helpful, talking through the verios options and answering all our questions. Responded quickly to our requests.
Overall, I am very happy with this service and would recommend it.”
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Spellman Financial Services - Mortgage Broker
- Remortgage
- Knowledge
- Understand
“Amazing Mortgage brokers. They went above and beyond for us. I recommend them! Always responded to emails and was available all through the process until we moved into our new home. Positive Responsiveness, Quality, Professionalism, Value”
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HLC Mortgages
- Up to Date
- Remortgage
- Call
“Very friendly and professional service. Helped immensely with both understanding the complexities of mortgages available and how to make a choice I was happy and confident with. Definitely a good choice and I would really recommend if you lack the ti...”
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MWS Financial Advisers Limited
- Advice
- The Future
- Options
“I contacted MWS Financial Advisors recently for help with a new mortgage deal.
I spoke to Oliver who was very friendly, helpful and informative. He took my details, explained what he was going to do, phoned and emailed me with my options and set m...”
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Gardner Financial Management
Inheritance Tax Planning, Mortgages, Protection Planning
“After being recommended by my partner, I have been massively impressed with their service, knowledge and professionalism when speaking to Lee, Vicki and the team. I would highly recommend Gardner FM ⭐️”
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Capc - Mortgage Brokers
- Communication
- Remortgage
- Property
“This is the second time I have used CAPC and I can't fault them. The service is of a high professional standard and they are always on hand for advice. I highly recommend them and will definitely be using them again. Positive Responsiveness, Quality...”
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Jamieson Christie Wealth Management
- Fund
- Responsive
- Meeting
“For 10 Years Jamieson Christie Wealth Management have nurtured our investments in a truly professional manner, always being responsive and honest with advice and decisions. They are open and transparent with fees and their knowledge and understanding...”
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Rockwealth Leamington IFA
- Tailored
- Future
- Team
“I worked closely with Owen the MD of RockWealth Leamington who's knowledge and attention to detail was second to none throughout. The overall experience was professional and assured from start to finish and his guidance assisted considerably with mys...”
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Simpson Financial Services
- Tailored
- Investments
- Confidence
“I have had the pleasure of knowing rob for over 5 years when i retired from work . I was given simpson financial services from a work colleague to take care of my pension.I find rob to be a lovely person and very competent in all financial matters.i ...”
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Whateley Wealth Management
My Portfolio, Newsletters, Videos
“Very good. Advisor was patient with my lack of knowledge. Information was clear and detailed. Have been with them for less than a year so cannot comment on value for money as yet.”
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Campden Financial
Protection, Later Life Lending, Mortgages
“Mike and Gemma provide a great service. Very thorough, quick, efficient but also lovely people that kept me in the loop through the whole process. Would definitely use again, and recommend!”
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NHM Accounts Limited
- Company
- Team
- Worries
“Absoultley amazing would highly recommend if you are looking fir an accountant! I came to them with an ongoing issue and they were quick on the case to sort it out, communication is 10/10 definitely would refer them to anyone!”
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The Accountancy Office Limited - Evesham Accountants
- Questions
- Family
- Team
“Sarah, Lisa and Rachael have been wonderful accountants, they have supported us from start to finish on each tax year ensuring our accounts are up to date week by week along with ensuring we are on top of our payments. Thank you for your support over...”
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Lakeside Financial Services
Equity Release, Business Protection, Mortgages
“Andrew was super helpful. Our mortgage was complex and required lots of additional work. He was patient, efficient, always available and very nice to work with. I would highly recommend him.”
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Otus Mortgages - Independent Broker
- Christian
- Remortgage
“My experiences have been fabulous. Otus Mortgages are efficient, friendly and always there to help. I could not have sorted my mortgage out with anyone better. They keep you informed every step if the way and helped me find a solicitor and even advis...”
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Derek Mills Wealth Consultancy
- Decisions
- Efficient
- Confident
“The first point of any form of contact with Derek Mills Wealth Consultancy is through Sonja Graham. You are always greeted as if you are a longstanding friend. Irrespective of the nature of concern, the matter is dealt with efficiently and effectivel...”
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Tayabali Tomlin - Chartered Accountants
Other Services, Accounts and Tax Returns, Tax Planning
“Asad , Rory and the team helped me set up my business 6 years ago and have been fantastic in their support ever since.
Always happy to help, however trivial the question and go the extra mile for their clients.
It is a pleasure to do business with ...”
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Everest Financial Advisors
- Knowledge
- First Time Buyer
- Property
“Can't recommend Theo enough, such a great guy with so much knowledge, nothing is too much trouble. This is the second time we have used Theo for a mortgage & he's always got us the best deal. He is lovely & friendly & easy to talk to & very prompt ...”
Retirement Planning and Investment Management Services in Stratford-upon-Avon Cost Estimates
Minimum cost
£1190
Maximum cost
£10103
National Average
£3566
Avg Per Hour Rates
£358
£2378
£6537
Fair price range is based on
494 cost profiles
Why these companies made our list
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