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Active Chartered Financial Planners

(6)

Protection Planning, Retirement Planning, Planning For Your Business

“I have been using Active Chartered Financial Planners now for over five years and have seen my pension grow beyond my expectations. Most people when they start to take their pension just opt for the 25% tax free amount and remainder goes into an a...”

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Mortgage Exchange

“If you are experiencing financial difficulty and struggling to make repayments, then you can contact your lender who may be able to help taking account of your individual circumstances. You may also want to contact one of the free impartial money gui...”

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Adapt Financial Planning

Pension Planning, Estate Planning, Investment Planning

“Taxation advice including Inheritance Tax Planning, Powers of Attorney, Will Writing, Trusts and Estate Planning are not regulated by the Financial Conduct Authority.”

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Sabre Accountants

(50)

Price
Company
Tax Return

“I can not recommend Sabre Accountants enough, their service is always top notch, I have been with them since 2021 and never let me down, super professional and friendly staff. Highly recommended and very happy with their work 😊 …”

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Ayton-Law Financial Services

(50)

First Time Buyer
Financial Advice
Professional

“Overall a relaxed experience! This was down to them being extremely helpful and patient. They were willing to assist in anyway they could and kept me constantly updated with the process.”

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Dolphin Financial Services Limited

(50)

Remortgage
Stress
Questions

“Absolutely smashing service from Andrew, kept me and my partner up to date every step of the way from start to finish, even when we had silly questions he was always there to support us on everything, couldn't recommend him enough 5 star from us.”

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Later Life Money Limited

(23)

Mortgage

“Regarding Steve, he always gave us endless time to discuss our needs, explaining things in great detail which is invaluable to the layman. Extremely thorough and trustworthy. I have been in business 40 years myself in the art world which is a far c...”

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Holistic Finance

(13)

Tax Wrapper Planning, Pension Reviews, Annuity & Flexi Access Drawdown

“We have been very happy with the professional friendly service provided by Kevin and his team. Our financial advice and investment plan are second to none and have provided us with a portfolio that has outperformed our previous investments. We woul...”

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Carter Thompson Wealth Management

(19)

Company
Mortgages
Insurance

“This team have been with me for over twenty years. Professionalism, expertise, empathy. Access to so many financial products. Pension sorted, insurance sorted, mortgages sorted. I've never considered approaching anyone else, ever, since I first met A...”

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Bob Little & Co

(2)

Saving For Retirement, Investment Options, Transferring From Another Adviser

“I usually like to do my own research when it comes to buying financial products, but saw that Bob Little & Co say they can access broker-only mortgages and other deals that aren't available to the general public. I decided to give them a try and was ...”

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Monument Financial Services

(5)

Mortgages, Wills, Life Insurance

“Grateful for the expert advice- always responsive and helpful. Allan and team have never let me down. Good mortgage rates I'd never have found on my own. Happy to recommend”

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Paraplan Limited

(1)

Due Diligence Solutions, Financial Advice Audits, Financial Planning Admin

“Tony and his team have provided invaluable support, I look forward to working closer with TSFP in the future.”

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Baines Jewitt Chartered Accountants and Business Advisers

Covid-19, In the Press

““Baines Jewitt provides a meticulous approach to the tasks in hand, as well as providing a pragmatic view on numerous ad hoc situations. We talk regularly and freely and think of Baines Jewitt as a trusted, sometimes critical, adviser, who supports o...”

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Constellation Financial Solutions

Private Client Services, Corporate Client Services

“Professional advice of the highest calibre can make all the difference to the success of your financial planning, therefore Constellation provide services tailored entirely to your identified needs and unique circumstances. While every client will be...”

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Guidon Group

(4)

Business Advice, Bookkeeping, Tax & Vat

“I was introduced to Kathryn via a connection from a member of my team who met Kathryn through BNI. As a newbie to self assessment processes and keeping my own accounts in order it was an absolute pleasure to have Kathryn come to my home and help me t...”

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Robert Carlton Independent Financial Advisers

(2)

Tax Information, Insurance, Mortgages

“Like most people nowadays, I found it hard trying to build up the money to get a place of my own, and without Robert Carlton IFA I would have had no idea how much money I actually had to spend. They helped me with things such as council tax, that I w...”

Featured

We are working remotely during the lockdown period. Nevertheless, we are committed to delivering high-quality financial advice during that time. If you are concerned about how the pandemic will affect your financial future or want to use the lockdown period to review your finances, we are here to help. Please get in touch by calling our office (the phone lines are still being answered) or email us, and we’ll get in touch to discuss your concerns and explain more about our services.

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MG Shaw

(1)

Financial Planning, Pension Planning, Insurance Planning

“Very knowledgeable, professional and friendly. I can't find fault with the plan put in place for my retirement and I feel like I am in safe hands moving forward.”

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Atom Financial

(1)

“Having worked with Atom Financial for the best part of 15 months, I can say I have nothing but positive experiences. They are both friendly and approachable and bring a level of service and expertise that builds a new level of confidence. I would hig...”

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Research Independent Financial Services

Investments, Protection, Sustainable Investing

“At Research, we will continue to look closely at the investment propositions that we put forward to our clients. We will ensure that sustainable investing, also known as socially responsible investing, is part of our ongoing process and we will of co...”

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Prismatic Wealth Limited

(3)

“The team were absolute stars. A simple process that took the worry out of my retirement funding.”

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Quigley & Partners

(1)

“We've been using Quigley's for a number of years, over that time we've had a lot of well thought out and sensible advise. The service is very professional, friendly and unpressurised, we would have no hesitation in recommending.”

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Affinity Markets

(1)

“Affinity Markets LTD is one of the leading FOREX trading companies in the UK. I have learnt a lot from you thanks for your all your help and support.”

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New World Financial Group

(1)

“We spoke to New World to help us plan for retirement. We were very happy with the service and would highly recommend to anybody.”

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Jmfs Financial Planning Limited - Now Part of Vesta Wealth

“Money and wealth can be complex. We help by guiding you through the winding road of financial choices, even as the economy and financial landscapes change. Every step in life involves important decisions which can impact on you and your family's fina...”

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

Best Financial Advisors in Thornaby

The highest-rated Financial Planning & Wealth Management companies out of 35 vetted & reviewed in the Thornaby area.

Active Chartered Financial Planners

Mortgage Exchange

Adapt Financial Planning

Sabre Accountants

Ayton-Law Financial Services

Dolphin Financial Services Limited

Later Life Money Limited

Holistic Finance

Carter Thompson Wealth Management

Bob Little & Co

Monument Financial Services

Paraplan Limited

Baines Jewitt Chartered Accountants and Business Advisers

Constellation Financial Solutions

Guidon Group

Robert Carlton Independent Financial Advisers

MG Shaw

Atom Financial

Research Independent Financial Services

Prismatic Wealth Limited

Quigley & Partners

Affinity Markets

New World Financial Group

Jmfs Financial Planning Limited - Now Part of Vesta Wealth

Retirement Planning and Investment Management Services in Thornaby Cost Estimates

Why these companies made our list

Wealth Management Advisors near Thornaby

Popular in Thornaby