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Dunhams Accountants & Financial Planning
“Been with Dunhams for many years and im still not in jail so must be doing something right,, great service everytime”
Best Financial Advisors in Stretford
The highest-rated Financial Planning & Wealth Management companies out of 38 vetted & reviewed in the Stretford area.
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Matt Routledge - Financial Planner
- Future
- Understand
- Goals
“Matt has been a tremendous support! This advisor office has a good mix of experience while also being able to understand the needs of a younger person just starting out. Very diligent and patient along the way! 100% recommend”
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Bright Ideas Accountancy
Pricing, Switching Accountants, Freeagent
“Have been using BI Accountancy over the last year and they have been amazing. The team provide quick responses and go out of their way to assist no matter what the request. They take all the stress away and enable me to focus on my business, giving g...”
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Money & Mortgages UK
Protection, Insurances, Pensions
“I recently purchased my 1st flat and the whole process could not be done in a straightforward way without the team's helps and efforts! Stephen, Luke, James and Megan looked after everything from the very beginning and they are always responsive and ...”
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Lift-Financial Group
Life, Insurance, Mortgages
“Lift has guided and helped with my investments and financial needs, especially since my retirement. They have advised and responded to requests quickly and in a very professional manner, whilst having a friendly approach. Special thanks to Suzanne, D...”
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Active Mortgage & Insurance Solutions
- Working Hours
- Life Insurance
- Professional
“Highly recommended! We have used Phil on numerous occasions and always feel informed and supported through the process of remortgaging. Phil ensures that several options are available to consider and there's never any pressure to commit - although we...”
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Keepstead Money
Keep it Safe, Keep it Covered, Keepstead For Independent Financial Advice
“Kirsty and Keepstead were amazing throughout the entire process of mortgage application and house buying. Kept up regular contact, dealt with some complex situations and circumstances and went above and beyond at every opportunity. So helpful and und...”
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Roberts McBain Mortgage & Finance
Mortgages, Insurance and Protection, Secured Loans
“Me and my partner are buying a house together and Tom has been absolutely amazing. We were struggling so hard to get a mortgage due to a sale not going through on one of our properties. He spent so much time and effort getting us a great deal. He has...”
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Haven Financial Planning
Business Protection, Corporate Financial Advice, Protection Assurance
“I have worked with Sveta a few years ago and reached out to her again when I needed a mortgage. Sveta was great. Sveta was thorough and knowledgeable. she provided all the options available. she was managed to get me lower interest rate from the sa...”
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Capstone Financial
Employee Benefits, Shareholders, Corporate Pensions
“Richard has helped put steps in place to both help protect our business and family both now and in the future. Capstone have helped us navigate the unknown around all areas of financial security and helped advise our employee's when needed. In all a ...”
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Retirement Professionals
Equity Release, Retirement Planning, Life Insurance
“Contacted by Ian Swan after an enquiry a year or so prior to retirement to get an idea of my options. He kept in touch periodically without badgering. When I was ready he did a very good and professional job in searching out the best deals and ad...”
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TPD Wealth Management
- Heart
- Mortgage
- Information
“We couldn't have asked for a better meeting with Rob. He was friendly, professional and very knowledgable, we no doubts that the information we received from him was first class. We couldn't have managed without him.”
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Compass Financial
- Feel
- Number
- Meetings
“I have been using compass for over 10 years now . They have always given me good advice and are very quick to respond to any questions or requests that I have. . I would definitely recommend them to anyone who is looking for financial advice. I feel...”
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Helen Ferneyhough Associates
- Remortgage
- First Time Buyer
- Family
“Helen and her team were absolutely amazing. After being completely let down by other mortgage brokers for over a year she got us a re-mortgage deal within a day! We were always kept up-to-date with the progress and it was all done and dusted in about...”
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Entire FS
- Call
- Life Insurance
- The Future
“Recently had the pleasure to deal with Lee at Entire FS to get my Mortgage sorted for the foreseeable.
Nothing was too much trouble and everyone I dealt with made the whole process as easy and stress free as possible.
I have passed their detail...”
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Thomas & Co International Limited
Financial Planning, Bookkeeping Services, VAT
“Using Thomas and Co Accounting this year for my self-assessment has been the easiest process. Daniel kept me informed at each stage, with clear instructions of exactly what was needed and at each stage provided an update. They took the stress of sort...”
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Eadon & Co
- Jargon
- Communication
“I spoke to Eadon & Co as thought it was worth checking my pension was working as hard as I was. They were great in listening to me and understanding my requirements. They recommended changes I could make which I decided to make and haven't looked b...”
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Prestfield Wealth Management
- Family
- Information
- Mortgage
“Having told family members to try Prestfield in relation to pension advice, what can I say? Liam, John and Vinnie are unbelievably professional, efficient, and make everything so easy for the customer! An absolute pleasure to deal with and absolutely...”
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Clarion Wealth Planning Limited
- Sound
- Meeting
- Portfolio
“We have used Clarion for a few years now and find the service second to none, very efficient and reliable. Would highly recommend their services.
We particularly moved to Clarion to continue our relationship with John Winstanley. We find him frien...”
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ARK Financial Planning
- Information
- Chat
- Company
“I have used Ark Financial Planning for may years and they have vast experience in their field. They really took the time to get to know my circumstances and tailored their advice to suit my individual requirements.
They explain options in plain Eng...”
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Wetherall's
- Management
- Goals
- Family
“I highly recommend James and his team of financial planners. James is so personable and takes the time to understand your needs and what you want your money to do for you today and in the future. The whole team are responsive, professional, and infor...”
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Financial Agent Solutions- Mortgage and Insurance Brokers
- Work
- Company
- Questions
“I recommend Financial Agent Solution Ltd,
broker Irina Yaneglova, insurance agent Inna Platnyuk. Always in touch, everything is explained in detail. Irina is a professional in her field. Agency services for full support are inexpensive. Thank you gi...”
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Anchorage Chambers
“I find this company very helpful and friendly. I have had no problems and any concerns I have had have been sorted very quickly and efficiently. So I would recommend them.”
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Informed Wealth Management
- To Know
- Company
- Confidence
“We have been dealing with Richard Kunikowski for over three years during this time we have been very pleased with the service he has provided. Richard has always been more than helpful and always available. We would highly recommend him. Positive Pro...”
Retirement Planning and Investment Management Services in Stretford Cost Estimates
Minimum cost
£1206
Maximum cost
£10243
National Average
£3615
Avg Per Hour Rates
£363
£2411
£6629
Typical price range is based on
459 cost profiles
Why these companies made our list
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