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Active Chartered Financial Planners

(7)

Protection Planning, Retirement Planning, Planning For Your Business

“John is very professional and did a great job on our remortgage, my wife is self employed and this no problem for them. The process was very smooth highly recommend”

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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)

Money
Price
Team

“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)

Knowledge
Understanding
Professional

“Excellent, thorough and carefully researched information, resulted in a great mortgage which was secure from interest increase in this autumn financial crisis.”

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Dolphin Financial Services Limited

(50)

Professional
Up to Date
Questions

“Andrew has been absolutely excellent from start to finish - often people ponder whether a mortgage advisor is worth it, well I can assure you Andrew is worth every penny! On hand whenever needed, knowledgeable and helped us get the best mortgage deal...”

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Later Life Money Limited

(27)

Expert
Company
Mortgage

“Steve + callum have worked tirelessly to enable me to achieve the purchaseof my new home. Without their advice + guidance it would not have been possible ,after a shortfall in prceeds from my old house meant at over 70 yrs old i had to find a mortgag...”

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Carter Thompson Wealth Management

(19)

Family
Plan
Mortgages

“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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Holistic Finance

(14)

Portfolio
Financial Advice
Options

“I have used Holistic Finance Ltd for the last 2 years. After speaking to other providers I spoke to Kevin who was open an honest about everything involved in the transfer up front and made everything easy for me, even though this was during lockdown....”

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Baines Jewitt Chartered Accountants and Business Advisers

Tax Rates and Allowances, Key Dates, 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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Atom Financial

(2)

“We have worked with Atom for over a year now and I can say very comfortably onboarding them to support with our accounts and HR was one of the best moves we have made as an organisation. Their one to one support and time they take to understand our n...”

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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. Positive Responsiveness, Quality, Professionalism”

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Hogarth Wealth Management - Financial Advisor Hartlepool

(9)

Advice

“I found Richard to be very professional and friendly. He provided a high-quality and efficient service. If you are looking for financial advice contact Hogarth Wealth Management, you will not be disappointed.”

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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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We Complement

(1)

“We have been working with WeParaplan for around four months now. This is the first outsourcing Paraplanning company we have had a working relationship with, so initially we didn't know what to expect but I think it's safe to say they have blown our e...”

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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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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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Principled Limited

(7)

Pensions
Decision
Financial Advisor

“Hi Neale was a brilliant advisor. Took time to understand what my needs were. Always there for queries. Has given me confidence to make an informed decision about my future. Thank you Neale”

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Bob Little & Co

(2)

“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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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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Hambleton Financial Services

“With a bewildering number of mortgage types available to select from, making the wrong choice could end up costing thousands extra over the lifetime of the loan.”

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Constellation Financial Solutions

“We offer a whole-of-market approach, which we have always believed to be a key component in providing high quality financial advice. Whether you need to review your investment planning, prepare or manage your retirement provisions, look at Inheritanc...”

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MN Consultancy

(10)

Mortgage

“Mark did a fantastic job advising me regarding my pension provision, what I needed to put in place, how it would work and most importantly, when I can expect to retire! He is extremely professional, knowledgeable and I wouldn't hesitate to recommend...”

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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

Carter Thompson Wealth Management

Holistic Finance

Baines Jewitt Chartered Accountants and Business Advisers

Atom Financial

Robert Carlton Independent Financial Advisers

MG Shaw

Hogarth Wealth Management - Financial Advisor Hartlepool

Prismatic Wealth Limited

We Complement

Quigley & Partners

New World Financial Group

Principled Limited

Bob Little & Co

Jmfs Financial Planning Limited - Now Part of Vesta Wealth

Hambleton Financial Services

Constellation Financial Solutions

MN Consultancy

Retirement Planning and Investment Management Services in Thornaby Cost Estimates

Why these companies made our list

Wealth Management Advisors near Thornaby

Popular in Thornaby