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Integritas Financial Planners

(31)

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 Positive Responsiveness, Quality, Professionalism, Value”

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Intregritas Financial Planners is your independent financial advisor in Swadlincote. We offer bespoke financial guidance to secure your future. Our award-winning team specialises in pensions, investments, and protection, ensuring your financial goals are met with expertise. As the leading financial advisor Swadlincote trusts, we provide a tailored approach to your unique needs. If you are looking for a reliable and trusted financial and mortgage advisor in Swadlincote, contact us today!

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OSL Financial Services

(25)

Join the Team, Refer a Friend, Short Term Business Loans

“Tim helped me get a remortgage on my rental property. I was keen to get things done quickly and easily with the current market and he kept me assured every step of the way and found me a great deal. I have two very young children and Tim was very fle...”

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Great British Finance

(4)

Mortgage
Questions
Advice

“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...”

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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...”

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2 Plan

(1)

“Hannah always goes above and beyond to help with financial decisions.”

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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...”

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Chesterton House Financial Planning

(23)

Property
Information
Knowledge

“Chesterton House have been looking after us for the past ten years. Over this time our portfolio has achieved above our expectations. We have taken out regular income and some lump sums and the capital has not eroded. Access to legal and tax retu...”

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Deven Yagnic Wealth Management

(5)

Financial Planning, Pensions Advice, Taxation Advice

“Thank you Deven, Vim and the team at DY Wealth Management for all your assistance with my finances. I am very satisfied and happy to recommend this company to anyone! The team work with integrity, high standards, professionalism and ethics. I am alwa...”

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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 ...”

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Jordan Financial Management

(50)

Wills, Estates & Inheritance Tax, Specialist Advice, Financial Planning

“I have dealt with Neil Currier now for over a decade. He has always provided me with excellent, professional advice and would have no hesitation in recommending him to my friends and family. Positive Professionalism”

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First Service Financial

(50)

Wills & Inheritance Tax Planning, Life Insurance & Protection, Savings & Investments

“Polite, knowledgeable, experienced, thorough, excellent care and advice and always follows up on any issues. I now have hope that my future will be more financially secure. Thank you.”

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BK Accountants

(30)

Company
Prices

“Thankyou so much for support and guidance with accountants and advice that I needed was helpful and was very knowledgeable. would definitely be using in the future.”

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Merchant Advice Service

(38)

Payment
Result
Business

“Very quick to respond and helped us find a provider for euro credit card payments from customers. First class service. Positive Responsiveness, Professionalism, Value”

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Nelsons Solicitors

(42)

Business Disputes, Sectors, Children Law

“Fully understood our requirements during initial contact. During the process, our questions were answered immediately. Supporting documents delivered via email. At conclusion, full check by Nelsons to ensure we were happy and satisfied with the outc...”

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Masterplan Wealth

(34)

Who we Help, Knowledge & Resources, Why Work With us

“Highly recommended this company, have used them for mortgages and finance advice, they keep us informed at every step and a big thanks to Jason Dutton for his help over the years.”

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Outwoods Financial Planning

(36)

Jargon
Review
Understand

“Jon has helped me massively with more than just my pension, very easy guy to get along with and he always has a personable approach to advice, would highly recommend.”

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Xeinadin - Wren Accountants & Business Advisers

(26)

Personal Accounting, Investigations by H M Revenue & Customs, Business Accounting

“We are very pleased with the prompt efficient responsive and good value for money service provided by Wren Accountancy over several years. Our accountant Jess is an approachable and helpful contact. As a small business owner I would recommend Wren to...”

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AMG Wealth

(26)

Income
Choice
Future

“AGM Wealth are a brilliant company to deal with. Phil, our adviser, is thorough and transparent at all times. He ensures we understand all aspects of our investments, and we feel that our best interests are at the heart of all advice given. Very expe...”

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Woolley, Beardsleys & Bosworth

(22)

Prestige Property Services, Wills, Trusts and Asset Protection, Administration of Estates

“I had the pleasure of working with Jane Pearsey on a commercial lease project. Jane provided me with excellent knowledge and advice on the subject and was responsive and prompt throughout the process. I would thoroughly recommend Jane Pearsey for a...”

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Glenrose Financial Planners

(21)

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.”

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Milestone Wealth

(24)

Financial Advice
Understanding
Information

“We have been using milstone wealth for several years now. We have found the service invaluable. The adviser is very helpful and gives advice that is relevant to your circumstances. He will make sure that the information given is clear, and understand...”

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Grange Estates Wealth Management

(23)

Advice
Happy
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. Positive Responsiveness, Qu...”

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Brian Mole Independent Financial Advisers

(22)

Choices
Company
Meeting

“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.”

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West Midlands Mortgage Centre

(28)

Business Protection, Protection, Mortgages

“Pete Cowley helped us with our first mortgage. He made us feel very comfortable with what we was applying for and really went above and beyond all the way through the process. Couldn't imagine finding anyone better got us the best deal available. Ver...”

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Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

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

OSL Financial Services

Great British Finance

Alastair May Financial Planning

2 Plan

Amber Tree

Chesterton House Financial Planning

Deven Yagnic Wealth Management

RBA Wealth Management

Jordan Financial Management

First Service Financial

BK Accountants

Merchant Advice Service

Nelsons Solicitors

Masterplan Wealth

Outwoods Financial Planning

Xeinadin - Wren Accountants & Business Advisers

AMG Wealth

Woolley, Beardsleys & Bosworth

Glenrose Financial Planners

Milestone Wealth

Grange Estates Wealth Management

Brian Mole Independent Financial Advisers

West Midlands Mortgage Centre

Retirement Planning and Investment Management Services in Swadlincote Cost Estimates

Why these companies made our list

Wealth Management Advisors near Swadlincote

Popular in Swadlincote