Best Financial Advisors in Swadlincote

The highest-rated Financial Planning & Wealth Management companies out of 55 vetted & reviewed in the Swadlincote area.

Integritas Financial Planners

Integritas Financial Planners

(30)
Investment Advice, Mortgage Advice, Pension Advice
“Mark and team are excellent, he has given me great advice and service and I wouldn't hesitate to recommend him to anybody and in fact I regularly do so”
Free Initial Consultation
Transparent Fees & Pricing
A1 Optimum Business Park, Optimum Road, Swadlincote DE11 0WT
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Great British Finance

Great British Finance

(4)
“People are far too quick to post negative reviews but following a recommendation from my neighbour, I contacted David O'Carroll to help with a remortgage. Not only did he work tirelessly to find me a great deal in a very difficult climate, but has he...”
In Business Since 2005
19 High St, Swadlincote DE11 8JE
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Alastair May Financial Planning

Alastair May Financial Planning

(1)
“Alastair was amazing in getting me a mortgage, he talked me through everything, answered all my questions as I had no idea what I was doing and really helped me through the process. I had an idea of what mortgage I could get but he got me a much bett...”
1 Moore Cl, Appleby Magna, Swadlincote DE12 7AT
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Amber Tree

Amber Tree

“In addition, it's very important for you to be aware of the significant changes that have taken place over the last few years across the financial services sector. In particular, that each regulated financial adviser now has to hold much higher level...”
47 Merlin Way, Woodville, Swadlincote DE11 7QU
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First Service Financial

First Service Financial

(50)
Wills & Inheritance Tax Planning, Life Insurance & Protection, Savings & Investments
“Jenny Brown has been brilliant at helping manage my pre- and post- retirement planning. She is very proactive without being too intrusive. I'm very happy with the service I receive.”
Free Initial Consultation
In Business Since 2001
204 Ashby Rd, Loughborough LE11 3AG
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Jordan Financial Management

Jordan Financial Management

(41)
Wills, Estates & Inheritance Tax, Specialist Advice, Financial Planning
“I have been with Jordan Financial Management for a number of years after a recommendation. Very professional and always there if I need advice. Highly recommended”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2004
Serving Swadlincote Area
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Masterplan Wealth

Masterplan Wealth

(25)
Who we Help, Knowledge & Resources, Why Work With us
“Second time ive used this company and still over the moon, these guys (Mark Griffiths) are a very interactive & engaging team who genuinely care & fully support, 110% recommend them & hope ALL my friends use them. Simply brilliant! Thank you Mark,...”
In Business Since 2019
Masterplan Financial, 31 Coleshill St, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B72 1SD
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RBA Wealth Management

RBA Wealth Management

(24)
“I have invested with Andrew Hackney and the team at RBA Wealth Management for over 20 years. Their level of service and professionalism is superb, they have recently guided me through my retirement options with excellent advice. They respond quickly ...”
In Business Since 2008
Serving Swadlincote Area
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Gilbert Wealth Limited

Gilbert Wealth Limited

(1)
Wealth Management Process, Investments, Life Cover
“From the moment my partner and I stepped foot into Gilbert Wealth Ltd we felt extremely comfortable and was made to feel at ease (not knowing what to expect!). We was introduced to Dominic Hill (our soon to be Independent Financial Adviser). He exp...”
12 Tamworth Rd, Long Eaton, Nottingham NG10 1JJ
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BK Accountants

BK Accountants

(30)
“I contacted BK Accountants based on the reviews to help with my tax/HMRC queries through email, I got a quick response and contact was frequent. After a face to face meeting it was relaxed and very pleasant. My issue was dealt with in a swift effici...”
Emergency Services
Transparent Fees & Pricing
In Business Since 2014
Coupons & Offers
Serving Swadlincote Area
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Nelsons Solicitors

Nelsons Solicitors

(41)
Commercial Property, Property Disputes, Residential Property & Conveyancing Solicitors
“Nelsons are due to complete my property sale on Monday 🎉 So a big thank you to Fiona Cox and colleagues who ensured a smooth transaction from start to finish. I have used Nelsons several times prior to this transaction and always found them to be v...”
Transparent Fees & Pricing
In Business Since 2004
Sterne House, Lodge Ln, Derby DE1 3WD
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Merchant Advice Service

Merchant Advice Service

(38)
  • Payment
  • Team
  • Business
“I can not recommend the merchant advice service enough. They have helped to provide me with my card machine for my floristry business, I wouldn't be able to run the business without it! Libby helped and guided through the set up process which was qui...”
In Business Since 2016
Bezant House, Bradgate Pk Vw, Chellaston, Derby DE21 5EL
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Chesterton House Financial Planning

Chesterton House Financial Planning

(21)
Business Accounts, Family Investment Companies, Tax Planning
“Very responsive and professional. We have the utmost respect and trust with Chesterton House - (specifically Lisa Leeland who is our financial planner who is knowledgeable, assured & professional in dealing with our investments), as a business they ...”
3 Rectory Pl, Loughborough LE11 1UW
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Glenrose Financial Planners

Glenrose Financial Planners

(20)
Tax Planning, Investments, Mortgages
“Been with Steve @Glenrose for many years now. He offers great impartial financial advice along with the explaining everything in layman's terms. He's very trustworthy and reliable, we wouldn't be without him.”
The Mill, Lodge Ln, Derby DE1 3HB
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Plus One Chartered Accountants and Tax Services

Plus One Chartered Accountants and Tax Services

(33)
  • Company
  • Needs
  • Team
“Plus One Team offer excellent accounting services ,They've always been very helpful and have clarified my queries promptly . Very talented & offer comprehensive information . Thank you for all your help & well done 👍 …”
Serving Swadlincote Area
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Wren Accountants & Business Advisers

Wren Accountants & Business Advisers

(19)
Personal Accounting, Investigations by H M Revenue & Customs, Business Accounting
“Wren have been my accountants for over a decade and have always offered prompt, proactive and helpful advice for my business. They are invaluable and Paul and his team seem to save me money on my tax every year.”
In Business Since 2002
4 Cross St, Beeston, Nottingham NG9 2NX
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Milestone Wealth

Milestone Wealth

(22)
  • Information
  • Questions
  • Pension
“I called Milestone Wealth for some pension advice. I didn't really know exactly what was going on with my pensions and I was quickly put in touch with Miles who was a huge help and was able to clarify some information and recommend what my next steps...”
The Old Rectory, Main St, Glenfield, Leicester LE3 8DG
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Brian Mole Independent Financial Advisers

Brian Mole Independent Financial Advisers

(21)
  • Professional
  • Financial Advisor
  • Patient
“I highly recommend David Hulland at Brian Mole. He has been incredibly helpful in providing me with sound and honest pension advice. He has been patient with my ignorance and has gone above and beyond to help me. Thank you David.”
In Business Since 2000
26-27 Bridge St, Burton-on-Trent DE14 1SY
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Outwoods Financial Planning

Outwoods Financial Planning

(30)
  • Questions
  • Advice
  • Pensions
“Jon is incredibly helpful and makes everything seem so clear and easy to understand; I would definitely recommend to anyone who wants a chat to make things clearer.”
19 Outwoods St, Burton-on-Trent DE14 2PL
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Grange Estates Wealth Management

Grange Estates Wealth Management

(20)
  • Happy
  • Financial Advice
  • Pension
“John went out of his way to get us the best possible outcome. He ensured that we understood the risk and benefits involved before proceeding. Would definitely recommend him to anyone I know who requires financial advice.”
14 Grange Ave, Beeston, Nottingham NG9 1GJ
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Bosworth Wealth Management

Bosworth Wealth Management

(20)
  • Mortgage
  • Questions
“Found Lee Barton @BWM to be knowledgable, reliable and enthusiastic in dealing with my personal finances and savings. Would have no hesitation in recommending his services to anyone.”
36 Bosworth Way, Leicester LE3 3QW
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AMG Wealth

AMG Wealth

(16)
Businesses & Professionals, Individuals & Families
“I work overseas a lot and rarely have time when I am back in the UK. AMG Wealth management not only take care of my requirements financially, they are also extremely responsive to emails and queries which I my line of work is a sign of professionalis...”
In Business Since 2023
120 Park Farm Dr, Derby DE22 2QP
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Red IFA

Red IFA

(14)
, , Retirement Planning
“Worked with Roger for our business pensions since the late 90's. Since 2015 I have dealt with Red IFA transferring pensions and the advice has resulted in amazing and unexpected growth. I have, and will continue to recommend Red IFA to all and...”
Business Park G3, Ash Tree Ct, Nottingham NG8 6PY
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Advice Wise

Advice Wise

(9)
Later Life Planning, Investments, Mortgages
“I have never experienced so much dedication to my case. I do not think you could find such a great people in every town. Absolute service and very professional. Recommended by 100%”
Transparent Fees & Pricing
In Business Since 2019
Serving Swadlincote Area
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Retirement Planning and Investment Management Services in Swadlincote Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Average price range is based on 459 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Average range $2007 to $5519 is based on 459 cost profiles.

Why these companies made our list

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