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Purple Accounts

(50)

Knowledge
Finance
Team

“We have used Purple Accounts for many years for self assessment. Absolutely amazing service. David goes above and beyond to help you. Fully recommend this place. Wouldn't go anywhere else!”

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Teachers Financial Planning

(43)

Knowledge
Idea
Informative

“I had an online meeting with Feargal to go through my best options regarding the teachers pension scheme. I can't speak highly enough of the service provided. Feargal took time to go through everything thoroughly with me and gave me the independent i...”

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Simple Solutions Financial Planning

(21)

Goals
Choice
Pensions

“Great experience. I've been with Simple Solutions for several years now and I can't speak highly enough of them. Declan is very informative and certainly fills you with confidence when you are trusting somebody with your pension. I have always been g...”

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Davidson Stant

(20)

Services For Business, Services For Individuals, Specialisms

“I have used Davidson Stant for many years for all of my business to take the strain off with some of the services they provide that then allows me to concentrate on running the companies . I have always found them to be very professional and helpful.”

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HQ Financial Planning Limited

(7)

Pensions & Retirement, Mortgages, Investments

“Impeccable service from beginning to end. I'm a first time buyer, single and self-employed so getting a mortgage was not going to be easy for me - but Hong and his team stuck by me and persevered until I was able to buy my first home. Hong explains e...”

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Equity Release Supermarket

(1)

“We took out equity release for essential home renovations recently with Equity Release Supermarket. Our advisor -Sam Wickham scoured the whole market to find us a great interest rate under 3%. During the whole process we felt no pressure from Sam wh...”

FAQs

Will I have to pay tax on the money I release?

Any lump sum or income you receive is tax-free, being a release of capital from your home. However, any monies left on deposit or other forms of investments, could become taxable. If you are gifting monies from the proceeds of equity release, this can have implications on your estate planning and we can discuss the implications of this with you.

How long will it take to get my money?

The process should take approximately 4-6 weeks. This is dependent upon your property type, lender, solicitor and adviser all working together. With our experience, dedicated case handlers & panel solicitors we help smooth this process out for you.

Can I release equity on my buy-to-let, holiday home or a second home?

Yes, you can. There are lifetime mortgages that are tailored to homeowners with such property types and come with more stringent lending criteria. Read more about BTL's Read more about 2nd/Holiday Homes

I already have an equity release plan: can I borrow more?

Possibly. This will depend on the terms of your existing lifetime mortgage and the balance outstanding. Using a combination of current age(s), new property valuation and the lenders loan-to-value tables, will help determine whether any extra funds can be released. If not, then we can provide advice as to whether any alternative equity release plans could assist.

Who should I speak to for equity release advice?

Only financial advisers with specialist qualifications can offer equity release advice. The Equity Release Council website lists all the advisers that are registered with them and are suitably qualified. All Equity Release Supermarket advisers hold these qualifications and are members of the Equity Release Council.

Other questions that you might have are answered on the FAQ page of our website.

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Corbel Partners

(9)

Firm
Autonomy
Independent Financial Adviser

“Paul and David have created a wonderfully supportive environment for our advisory firm. The paraplanning team and support staff second to none and always go the extra mile for the benefit of all parties. Corbel's commitment to independence is both ...”

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Assured Life Advisers

(8)

“I contacted Elm Tree Financial Services in Warrington, leaving a few details at the end of July 2024. I was contacted within 24 hours by Joel, with who I talked through my query over the phone, in a free, initial consultation. My question was re...”

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Heather Hiley Financial Planning Dippfs

(12)

Patient
Pension
Goals

“I highly recommend Heather. She has taken the time to understand our financial situation and goals before recommending solutions which fit around our needs. This is all done with absolutely no pressure, and we were left feeling that Heather was on ou...”

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FPM Advice Centre

(1)

Mortgages, Later Life Mortgages

“As first time buyers we did not know what to expect from the process. Mark our broker was fantastic all the way through. He took care to explain everything to us thoroughly and was extremely responsive when we had questions or concerns. The mortgage ...”

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D Scott Financial

(2)

“Very informative and helpful. Explained everything clearly so I understood. Would definitely use again!”

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Paladin Financial Solutions

(1)

“Paladin Financial Solutions are a professional, highly competent firm ran by a well educated and friendly team of people. Furthermore with their experience comes an array of highly regarded professional contacts from various financial disciplines tha...”

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Chartwell Financial Services

(1)

“We had the pleasure of working with Chartwell while seeking a mortgage, and were delighted with the service provided. Chartwell were able to unlock opportunities that other mortgage advisors failed to identify, and maintained outstanding levels of cu...”

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Blithe House Financial Management

(1)

Corporate and Business Advice, Protection For Individuals, Investments & Savings

“I cannot recommend Jonathan highly enough. He has managed my pension arrangements for 5 years. With his guidance I have been able to achieve all of my plans from aged 55 onwards, in terms of work/life balance. We have regular reviews which enable me...”

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Oakmere Wealth Management

(4)

“I have been working with Carla for the past five years, during which time she has been incredibly helpful and supportive. Carla took the time to fully understand not only what my current financial position was but also where I wanted to be in the ...”

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Work to Live Financial Planning

(10)

Ian
Knowledge
Pensions

“Great service, Ian really understood our objectives and what we as a family were trying to achieve. He then helped us put a plan in place aligned to our goals and sorted everything we needed policy wise. Would highly recommend.”

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D P Financial Services

Trusts, Wills, Accountancy

“David Phillips has gained qualifications in both accountancy and law. In 2012 I joined the Society of Will Writers after passing the examination of Inheritance Tax, Wills, Lasting Power of Attorney and Trusts, I have now the highest designation of Fe...”

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Ashley Kneale Associates

Pensions, Inheritance Tax, Auto Enrolment

“Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We'll discuss the plan with you a...”

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Kennah Motor Credit

(1)

“Great company nothing is to much trouble.”

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B & S Financial Management Limited

“A combination of substantial property and stock market gains, in addition to generous final salary pension schemes, has paid off for the 'baby boomer' generation, which now holds over half of all UK private wealth. By contrast, younger generations ar...”

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Arcus Wealth

“We've delivered fully independent and unbiased financial advice since 2005. We're based in Warrington, but through our trusted team of qualified, independent financial planners and mortgage advisers, we help people all around the UK reach financial f...”

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Prolific Financial Services

“Like us, their expertise lies both; in financial planning and wealth management for individuals, companies and trustees, as well as offering a nationwide employee benefit service. They offer whole-of-market advice, which we have always believed to be...”

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Knight Corporate Finance

“"Adam and the team overcame a number of obstacles, including keeping the conversations going through lockdown and successfully defending our position on key commercial points in diligence to ensure that we were not susceptible to any late price negot...”

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Haven Financial Planning

(50)

Business Protection, Pensions & Retirement Planning, Wills, Trusts & Estate Planning

“Haven Global offer a professional advisory service for financial matters. The team were courteous, knowledgable and available to answer questions when I needed them recently. Definitely my 'go to' for financial matters whom I'd happily recommend.”

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Average Cost	£3733
Minimum cost	£1245
Maximum cost	£10576
Avg Per Hour Rates	£375

Best Financial Advisors in Warrington

The highest-rated Financial Planning & Wealth Management companies out of 38 vetted & reviewed in the Warrington area.

Purple Accounts

Teachers Financial Planning

Simple Solutions Financial Planning

Davidson Stant

HQ Financial Planning Limited

Equity Release Supermarket

Corbel Partners

Assured Life Advisers

Heather Hiley Financial Planning Dippfs

FPM Advice Centre

D Scott Financial

Paladin Financial Solutions

Chartwell Financial Services

Blithe House Financial Management

Oakmere Wealth Management

Work to Live Financial Planning

D P Financial Services

Ashley Kneale Associates

Kennah Motor Credit

B & S Financial Management Limited

Arcus Wealth

Prolific Financial Services

Knight Corporate Finance

Haven Financial Planning

Retirement Planning and Investment Management Services in Warrington Cost Estimates

Why these companies made our list

Wealth Management Advisors near Warrington

Popular in Warrington