Telford

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Best Financial Advisors in Telford

Handpicked from 43 vetted & reviewed Financial Planning & Wealth Management firms in the Telford area, explore the top 5 standout choices among the selected group of 24 finalists.

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Pensionlite

Pensionlite

(30)
Wealth Management, Annuities and Retirement Options, Letter of Authority
“I placed my SERP Opt out pension pot with Pensionlite at state retirement age six years ago. I have always found the staff very helpful and my investment has performed very well.”
Stafford Ct, Stafford Park 1, Telford TF3 3BD
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8 Financial Planning

8 Financial Planning

(16)
  • Investments
  • Future
  • Understand
“Rik is excellent at what he does. His professionalism paired with his friendly approach made us instantly feel at ease and able to understand things a lot more easily. I would recommend his services whole heartedly.”
The Hangar, Hadley Park E, Hadley, Telford TF1 6QJ
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Probity Mortgage Services

Probity Mortgage Services

(5)
“As a businessman I look for reliable sources. Tandi is thorough, professional and straight talking. I've used her mortgage services for 7 plus years and wouldn't even hesitate to recommend her to close friends and family 5*”
Emergency Services
48 Newcomen Way, Telford TF7 5UB
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Croft & Oakes Chartered Financial Planners

Croft & Oakes Chartered Financial Planners

(6)
Wills, Long-Term Care, Mortgages
“In the course of my business I have had many professional dealings with Croft and Oakes and their clients and found them to be very pleasant and professional on all occasions. Yes, I would definitely recommend them.”
Suite 7 Business Development Centre, Stafford Park 4, Telford TF3 3BA
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My Property Hub

My Property Hub

(1)
“Satisfactory with good staff following up maintenance issues accordingly . Would like to say, I'm very pleased to have heard from Nicole recently because she seemed long gone for a while . Overall, Stewart and Jay were also very pleasant over the p...”
2 Newtonmere Dr, Wellington, Telford TF1 3HG
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
98 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Midland Financial Advisers

Midland Financial Advisers

(1)
“Always professional great guidance would not hesitate to recommend this company”
Telford TF2 6AH
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AJ Wealth Management

AJ Wealth Management

(7)
Inheritance Tax Planning, Protection, Trusts
“I've been a client of AJ Wealth Management for many years. They have always provided expert advice and helped me invest wisely. Their service is second to none and I couldn't fault them in any way. - Richard Ratcliffe”
9 High St, Tettenhall, Wolverhampton WV6 8QS
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Azi Accountancy Services

Azi Accountancy Services

(1)
Residence & Domicile, Making Tax Digital, Capital Gains and Inheritance Tax
“I found Azad sab very profeasional in accountancy services. We need help in company account and bookkeeping we have engaged many of accountant but no onw give proper response. By chance azad sab call for his website development and i have discussed m...”
Free Initial Consultation
Transparent Fees & Pricing
Serving Telford Area
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Prosperity Wealth – Independent Financial Advisors

Prosperity Wealth – Independent Financial Advisors

(7)
“A friendly, experienced team who helped me secure a personal mortgage. Simple approach with clear fees and pricing. Will use again for other financial services in the future.”
Transparent Fees & Pricing
In Business Since 2008
Serving Telford Area
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Darwin Wealth Management

Darwin Wealth Management

(1)
Personal & Business Protection, Retirement Planning, Investment Planning
“We have known Med Evans of Darwin Wealth Management for years and he has helped us in numerous financial advisory areas. Knowledgeable, approachable and incredibly friendly. Plus he takes the time to listen to your specific goals rather than trying t...”
Countrywide House, Knights Way, Shrewsbury SY1 3AB
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Evans Ash Financial Services

Evans Ash Financial Services

(1)
Home Buying, Protecting Your Family, Later Life Planning
“Simply the Best!!! I recently underwent, probably the most complicated property purchase under the affordable housing scheme. From the very beginning - obtaining a mortgage (not many mortgage providers lend on the scheme) to completion Wendy from Ev...”
In Business Since 2001
Market St, Penkridge, Stafford ST19 5DH
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John Cannaby Associates

John Cannaby Associates

(2)
Protection, Wealth Management, Mortgages
“Excellent personal service. Informative and insightful.”
Serving Telford Area
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Midlands Wealth Management

Midlands Wealth Management

(1)
“Very professional, 1st class, personal service and honest advice.”
Serving Telford Area
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Opal Wealth Management

Opal Wealth Management

(30)
Introduction to Financial Planning
“My Husband and I were looking for a financial advisor. Came across Opal. We couldn't have found better. Gary Stanfield the advisor has been brilliant. Very clear in informing us of all our choices. Would highly recommend this company. 5*”
38 Waterloo Rd, Wolverhampton WV1 4BL
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Pickering & Butters Solicitors

Pickering & Butters Solicitors

(23)
Employment Law, Commercial Litigation, Public Services
“I have recently bought my first house using Pickering & Butters. They were great and got on with what was needed without prompting. Dan was extremely helpful and made the process as seamless as possible. I would highly recommend them for your legal n...”
Licensed
Transparent Fees & Pricing
In Business Since 2000
19 Greengate St, Stafford ST16 2LU
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SRC Accountancy Services

SRC Accountancy Services

(30)
VAT Returns, Bookkeeping, Xero Platinum Partners
“Simon and his team at SRC Accountancy play an invaluable role in streamlining our accounting function. Great communication, proactive and very reliable. SRC comes highly recommended.”
Transparent Fees & Pricing
Serving Telford Area
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Pure Advice

Pure Advice

(27)
1st Time Purchases, Home Movers, Remortgages
“Cannot fault the guys at Pure advice, both Miz and Lee were professional, friendly and quick to assist with anything asked of them. Couldn't of asked for better service! Looking forward to using them again in the future.”
Serving Telford Area
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Howard Wright

Howard Wright

(30)
  • Trust
  • Review
  • Pension
“A massive thank you to Mike and his team for again wonderful advise on both my pension and investments. Without his guidance I would have gone totally in the wrong direction. A totally deserved five star review. Thank you.”
Family Business
Serving Telford Area
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Masons Independent Financial Advisers

Masons Independent Financial Advisers

(18)
Pensions, Life Assurance, Savings & Investments
“Masons have recently helped me secure a mortgage after a long time in rented. I needed to understand the mortgage market place and the rates available. Will and his team were efficient, polite and flexible to deal with. I would highly recommend their...”
6 St John's Hill, Shrewsbury SY1 1JD
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James Gregory Financial

James Gregory Financial

(21)
  • Questions
  • Company
  • Pension
“Andrew has been a great help giving pension/retirement advice.He is very prompt in responding to queries that I may have and provides the advice I need in easy to understand way.Would definitely(and have)give a recommendation to others seeking financ...”
In Business Since 2009
11, Newton Court, Pendeford, Wolverhampton WV9 5HB
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Jula Finance

Jula Finance

(10)
“My name is Bintou, I am giving Jula Finance a score of 5. Their service is excellent and they are very empathetic. I enjoy working with them they give you all the audience interms of any complaints”
In Business Since 2011
174 Wolverhampton St, Dudley DY1 3AD
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The Dunham McCarthy Group

The Dunham McCarthy Group

(27)
  • Talk
  • Understand
  • Information
“Excellent company to deal with, everything they promised was completed on time, very efficiently and by very experienced staff. We felt as if we were being looked after at each stage and have every confidence in recommending them.”
Home Leigh, New Garden St, Stafford ST17 4AG
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The Compliance Guys

The Compliance Guys

(26)
  • Team
“The Compliance Guys have been a pleasure to deal with helping me get authorised with the FCA. Explained everything very thoroughly and gave me great advice along the way. Would recommend them to anyone! Thank You Jon and the team!”
28 Cleveland St, Wolverhampton WV1 3HT
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Midlands Investment Agency

Midlands Investment Agency

(25)
  • Pension
  • Knowledge
  • Team
“We have dealt with this company for many years and have always recieved excellent advice. Even during the height of the pandemic, Martin was always available for any help and assistance required.”
16 High St, Tettenhall, Wolverhampton WV6 8QT
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Retirement Planning and Investment Management Services in Telford Cost Estimates

Minimum cost
£1243
Maximum cost
£10553
National Average
£3725
Avg Per Hour Rates
£374
£2484
£6829
Average price range is based on 418 cost profiles
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Average Cost £3725
Minimum cost £1243
Maximum cost £10553
Avg Per Hour Rates £374

Average range $2484 to $6829 is based on 418 cost profiles.

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