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Financial Fortress

(50)

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“I received wonderful service from Wayne several years ago in moving my pension, so when my parents were reviewing their finances, I had no hesitation in recommending Wayne/Financial Fortress. Even though they were not in the immediate vicinity, Wayne...”

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Retirement Professionals

(44)

Home Insurance, Life Insurance, Retirement Planning

“RP have just sorted out my private pension with a very satisfied results. At all times they were courteous and friendly and yet without any pressure to complete. Numerous options were explored and each was documented fully. Indeed, as I progressed...”

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EMS Mortgages and Protection

(50)

Happy
Company
Insurance

“John was my broker and he has been with me through thick and thin. My first BTL with him fell through no fault on his part and John was kind enough to support me throughout the ordeal. The best part was how he helped me transition to the next propert...”

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Helen Ferneyhough Associates

(50)

Solicitors
First Time Buyer
Property

“I highly recommend HF Associates, both Helen and Sandra went above and beyond and offered me advice and support throughout. I first got in touch with Helen in July last year as a first time buyer. Helen explained everything in detail and was always v...”

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Blue Strawberry Financial Services

(50)

Stress
Informative
Remortgage

“Blue Strawberry are fantastic! They are always on hand for impartial financial advice. From sorting our first mortgage as first time buyers, including insurances, to mortgage renewal and other financial queries in between we've always found Blue str...”

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Chesterton Grant Mortgages

(50)

Estate Planning, Retirement Planning, Investments

“It all started with me just wanting to ask a question about additional borrowing when re-mortgaging… That turned out to be one of the best questions I've asked. Haydn made the application process so easy for me. I went straight to my bank last time ...”

Featured

Life Protection The most well-known type of insurance. This will pay out either a lump sum or a regular income should you pass away, to provide financial support to your dependants. The cheapest form of cover is known as a ‘term assurance’ policy. You choose how long you want cover to last for, which could be until your children are no longer financially dependent on you, or you could align it with your mortgage term to ensure your mortgage is paid off. The other main type is known as ‘whole of life’. This policy has no specified end date - it simply provides cover until you pass away so is useful to cover funeral costs for example. Your adviser will be able to help you choose the most suitable option for you and your family.

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Storeton Rose Financial Planning

(50)

Investment
First Time Buyer
Pension

“I got in contact with Laura, to get advice on what to do with the many work pensions which I had accumulated over the years. From the first meeting with Laura, I felt very relaxed and comfortable with the process. She explained my options to me in...”

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Clear Cut Financial Planning

(50)

Management
Heart
Mortgage

“I would highly recommend the team at Clear Cut and I have been a client for many years. They are highly experienced in all aspects of Financial Planning and provide a very personal service tailored to meet individual short and long term financial and...”

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Pioneer Mortgage and Protection Limited

(42)

Buying Advice, Buy To Let, Commercial Mortgages

“Amazing is the only word that comes close to describing Gail and team pioneer !!! Her knowledge and experience are second to none , from start to finish she has given 110% to our new home purchase . We wouldn't hesitate to recommend Pioneer mortgage ...”

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Innes Reid Investments Limited

(35)

Inheritance Tax, Pensions and Retirement Planning, Financial Planning For Businesses

“My previous advisor had quite frankly made a mess of my pension fund, losing a considerable amount during a period of growth. A friend suggested that I contact Mark and thank heavens I did. he got it back on an even keel with steady higher than avera...”

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Informed Wealth Management

(32)

Options
Company
Decision

“I found Richard excellent to deal with, would not hesitate to contact Richard in the future if i had any financial problems. Very pleasant and easy to talk to for pensions & helps in everyway he can. I would highly recommend him to anybody who is loo...”

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Burfield Financial Planning

(35)

Invest, Insure, Retire

“Burfield Financial Planning have provided me with excellent advice and a completely satisfactory investment package following my redundancy 5 years ago. I feel safe and secure about my finances knowing that my pension is in good order for my future r...”

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Teachers Financial Planning

(43)

Company
Profession
Webinar

“This was an excellent session, confirming what I already knew (eg the benefits of phased retirement if you are fit and healthy and not yet ready to leave the profession at 60), but also helpful information that was new to me. Fergal did his best to ...”

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HL Financial

(28)

Protection, Ethical Investing, Investment Planning

“I used HL Financial for my mortgage application with Georgia acting as my Mortgage Advisor and was very happy with the service and the mortgage. Throughout the process the communication was first class and Georgia was always on hand to answer any que...”

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Hanson Financial Services

(30)

Property
Pension
Stress

“Fantastic service from Danielle our mortgage broker. She made the whole process of arranging a mortgage for us very stress free. Nothing was to much trouble, any questions I had I felt completely at ease asking her. She helped us get the absolute ...”

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First Equitable

(17)

Probate & Estate Administration , Wills & Power of Attorney, Protection Planning

“I have been with First Equitable for a couple of years, sam and team have been very efficient dealing with the transfer of several pensions, always keeping me informed of the progress. all queries promptly answered and really pleased with the ongoing...”

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NRB | Chartered Accountants

(21)

Payroll Services, Internal Audit, Company Secretarial Services

“Adrian and the team at NR Barton have been invaluable since I set up my business just over 3 years ago. Their friendly and professional service has helped in so many ways, including general advice when I was just starting out, help with any and all q...”

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Simple Solutions Financial Planning

(21)

Decisions
Confidence
Funds

“Don and Simple Solutions Financial Management Limited was recommended to us by our accountants. For several years Don has provided a first class service to me, my business and my family. His advice has always been balanced and unambiguous. He alwa...”

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Moneytree Wealth Management

(24)

House
Work Ethic
Retirement

“I used Moneytree to consolidate a number of old workplace pensions - it was a mess and i didn't know where to start!.. my adviser talked me through my options in simple terms and made me feel like i was in safe hands throughout. I'm VERY happy wit...”

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Allisons Financial Planning

(18)

First Time Buyer
Investment
Understand

“Allison was very professional and made myself and my partner very comfortable filling us with confidence. Allie advised us on our mortgage options, life insurance, pensions and savings. Independent financial advice to me is the way to go Allison sear...”

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CRS Accountancy

(17)

Payroll, Accountancy, Taxation Services

“Chris has done my company accounts for 15 years, and the service provided meets our needs perfectly. The systems and processes used are up-to date, efficient and streamlined. Chris is approachable, understands the client and very supportive. I have a...”

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Be My Broker

(18)

Portfolio
Number
Knowledge

“Excellant service offered by Tim at Be My Broker. He couldn't be more attentive. As a first time buyer certain elements of finding a mortgage and buying your first home can be quite overwhelming, however Tim explained the whole process to me, and not...”

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Parker Kelly Financial Services

(13)

Estate & Inheritance Tax Planning, Mortgages, Equity Release

“I found the advisors at Parker Kelly both friendly and knowledgable, nothing was too much trouble and I ended up with Junior ISA's for my 3 children to build a nest egg for their future, couldn't recommend highly enough. Positive Professionalism”

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Tailored Financial Planning

(9)

“I have dealt with most of the team and I can say that they are all very professional and helpful. I would Highley recommend them. Positive Quality, Professionalism”

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Average Cost	£3649
Minimum cost	£1217
Maximum cost	£10337
Avg Per Hour Rates	£367

Best Financial Advisors in Widnes

The highest-rated Financial Planning & Wealth Management companies out of 48 vetted & reviewed in the Widnes area.

Financial Fortress

Retirement Professionals

EMS Mortgages and Protection

Helen Ferneyhough Associates

Blue Strawberry Financial Services

Chesterton Grant Mortgages

Storeton Rose Financial Planning

Clear Cut Financial Planning

Pioneer Mortgage and Protection Limited

Innes Reid Investments Limited

Informed Wealth Management

Burfield Financial Planning

Teachers Financial Planning

HL Financial

Hanson Financial Services

First Equitable

NRB | Chartered Accountants

Simple Solutions Financial Planning

Moneytree Wealth Management

Allisons Financial Planning

CRS Accountancy

Be My Broker

Parker Kelly Financial Services

Tailored Financial Planning

Retirement Planning and Investment Management Services in Widnes Cost Estimates

Why these companies made our list

Wealth Management Advisors near Widnes

Popular in Widnes