Best Financial Advisors in Wigan

The highest-rated Financial Planning & Wealth Management companies out of 62 vetted & reviewed in the Wigan area.

Helen Ferneyhough Associates

Helen Ferneyhough Associates

(50)
  • Remortgage
  • Professional
  • Team
“We wasn't looking forward to the whole remortgaging process but Laura and Sandra made it easy and stress free from day one. From the convenient appointment times to the regular updates. We can't thank them enough. I would happily recommend there serv...”
FIRST FLOOR, 21 Great George St, Wigan WN3 4DL
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Alexander Ross Mortgages & Financial Planning

Alexander Ross Mortgages & Financial Planning

(40)
  • Professional
  • Solicitor
  • Questions
“Ed was great helping get my first mortgage offer and was always on hand to help and chase any matter along the way. He went above and beyond to get the sale through and I wouldn't hesitate to recommend him to family and friends. Thank you Ed”
37+ Years Experience
Suite 5D, Second Floor, Blackthorn House, Skull House Ln, Appley Bridge, Wigan WN6 9DB
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NRB | Chartered Accountants

NRB | Chartered Accountants

(21)
Online and Cloud Accounting, Strategic Advisory, Accounts
“I have used NR Barton for many years now, they offer an excellent service from a helpful, friendly team on a wide range of matters. I would highly recommend them to anyone whether starting on a business journey or for established business, from au...”
First Floor, Waterside House, Waterside Dr, Wigan WN3 5AZ
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Bluesphere

Bluesphere

(5)
  • Financial Advice
“Choosing the right financial support partner is not easy, having had a poor experience from another organisation some time ago I moved to Blue Sphere (formerly AFP), that was 30 years ago, need I say more? Keep up the splendid work support and standa...”
Family Business
In Business Since 2019
26 Market St, Standish, Wigan WN6 0HN
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Beatties Financial Services IFA Wigan

Beatties Financial Services IFA Wigan

(1)
Pensions & Auto Enrolments, Independent Advice, Powers of Attorney & Wills
“Robert Beattie is a highly qualified and experienced Financial Advisor, who explains pension issues in words I can understand, when I have always found this area to be a minefield. Beatties are not pushy, they don't force you to buy any of their serv...”
Family Business
6, The Old Carnegie Library, 361 Ormskirk Rd, Pemberton, Wigan WN5 9DQ
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ACL Consultancy

ACL Consultancy

(4)
  • Business
  • Investment
“Thank you very much to Cord and Acl, from the very start you have been kind and professional. We were at a loss what to do as Quilter had already declined our claim against them and Dolphin investments, mis sold to us by our financial provider and w...”
Transparent Fees & Pricing
The Old Carnegie Library, 361 Ormskirk Rd, Pemberton, Wigan WN5 9DQ
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Fairhurst Financial Planning

Fairhurst Financial Planning

(2)
Life Insurance, Protection, Health Insurance
“Professional and friendly - highly reccomended”
In Business Since 2015
Ground Floor, Allied House, 98 Standishgate, Wigan WN1 1XA
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One Four Nine Wealth

One Four Nine Wealth

(3)
  • Decision
  • Pensions
“1st Chartered have been my pensions advisors for several years now and I would highly recommend them. They are professional; knowledgeable and most importantly highly trustworthy. Their advice is based on the clients objectives but with a strong advi...”
Charter House, 171A Wigan Rd, Euxton, Chorley PR7 6JH
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GF Accountants

GF Accountants

(1)
“Honest , knowledgeable, kind and efficient accountant. Highly recommend Gerry”
35 Falkland Dr, Ashton-in-Makerfield, Wigan WN4 0SQ
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Debtfocus Insolvency

Debtfocus Insolvency

(1)
“Brilliant to talk to they go the extra mile to help you in any clear direction and explain everything easily to understand”
4 Broad O'Th' Ln, Shevington, Wigan WN6 8EA
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Cookson Wealth Management

Cookson Wealth Management

Suite 5D, Blackthorn House, Skull House Ln, Appley Bridge, Wigan WN6 9DB
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Rotherham Taylor Chartered Accountants & Registered Auditors

Rotherham Taylor Chartered Accountants & Registered Auditors

(50)
Tax Arrangements For Non-Doms, Doing Business in the UK, Charities
“Everyone at Rotherham Taylor is always so helpful and they have given us great support over more than 10 years. Even when we are on the last minute and disorganised , the team are calm and professional. Nothing is too much trouble. I would recommend ...”
Family Business
Unit 21-22, Navigation Business Village 21, Preston PR2 2YP
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Keepstead Money

Keepstead Money

(50)
Keep it Protected, Keep it Simple For Mortgages, Keepstead For Independent Financial Advice
“Kirsty has been professional and helpful from the get go. We had another broker who gave us the run around for weeks. Kirsty sorted our mortgage within a couple of days. We've also used Kirsty in the past as have friends and family. I'd highly recomm...”
Sentinel House, Peel St, Eccles, Manchester M30 0SS
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Haven Financial Planning

Haven Financial Planning

(50)
Business Protection, Investment Advice, Pensions & Retirement Planning
“I can't recommend Sveta Kohli highly enough. She guided my wife and I through the process and helped us get our mortgage, Sveta took all the stress out of the application and always gave honest and informative advice. I would certainly work with S...”
Earle House, Ground Floor, Atlantic St, Cheshire, Altrincham WA14 5DD
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Accounting Solutions Manchester

Accounting Solutions Manchester

(50)
Startups, Year End Accounts, Personal Tax Returns
“Jay was absolutely brilliant! I had a telephone enquiry and her was incredibly helpful, to say the least. He was extremely professional, friendly, kind, knowledgeable, responsive and nothing was too much trouble at all. Jay explained everything brill...”
20+ Years Experience
10 Milton Rd, Stretford, Manchester M32 0RD
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Lift-Financial Group

Lift-Financial Group

(50)
Financial Planning, Employee Benefits, Sports
“I have used Lift for my family investments for over 15 years and we've always received exactly the right amount of attention and advice we needed. Our requirements and aims have changed a lot over the years and Lift have always adapted to that, even ...”
In Business Since 2010
Century House, Regent Rd, Altrincham WA14 1RR
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Capstone Financial

Capstone Financial

(45)
Corporate Planning, Pensions Reform – Your Obligation, Tax Mitigation
“We have been with Matt for several years and would definitely recommend him and the Capstone team. Matt is very professional with an easy manner and inspires confidence. We trust in his abilities to ensure that our investments, supported by Capstone ...”
Family Business
13 Ashley Rd, Altrincham WA14 2DT
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Retirement Professionals

Retirement Professionals

(44)
Flexi-Access Drawdown, Pension Annuities, Home Insurance
“Ian Swan Contacted me very quickly after my Internet search, Was really easy as Lesley and Hayley both kept me informed every step of the way, I have been so pleased with the outcome, I have given all your details to my friend and she has contacted ...”
Transparent Fees & Pricing
1st Floor, 3, Worsley Court, High St, Walkden, Worsley, Manchester M28 3NJ
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EMS Mortgages and Protection

EMS Mortgages and Protection

(50)
  • Advisor
  • The Future
  • Remortgage
“Used EMS mortages for the sale and purchase of a new property. We would like to thank John for making us feel confident and relaxed throughout the whole process. He made everything very easy and was always on hand if we had any questions, regardless ...”
27 Willow Ave, Liverpool L32 0RX
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Entire FS

Entire FS

(50)
  • Call
  • Property
  • House
“Entire FS mortgage advice was an absolute essential when I was buying my first flat. Lee, Lucy and the team were knowledgeable and approachable and made the whole complicated process seem straightforward and comfortable. They were on hand for my ma...”
Warrant House, High St, Altrincham WA14 1PZ
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Prestfield Wealth Management

Prestfield Wealth Management

(50)
  • Family
  • Knowledge
  • Company
“Wish we had met John 10 years ago , helped us massively with advise on our company , and pension, very profesional, pointing us in an exellent direction for our future .the team in the office are friendly and helpful , with a wealth of information th...”
430 Bury New Rd, Prestwich, Manchester M25 1BD
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Anchorage Chambers

Anchorage Chambers

(48)
“I find this company very helpful and friendly. I have had no problems and any concerns I have had have been sorted very quickly and efficiently. So I would recommend them.”
Licensed
Serving Wigan Area
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Informed Wealth Management

Informed Wealth Management

(32)
  • To Know
  • Investment
  • Pension
“I've been a customer of Richard's for 8 years and have always found him to be professional and highly knowledgeable. He takes the time to help and nothing seems too much for him. I would gladly recommend Richard to anyone seeking professional financi...”
Transparent Fees & Pricing
In Business Since 2017
9 Barton Rd, Worsley, Manchester M28 2PD
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Amber River True Bearing

Amber River True Bearing

(35)
  • Risk
  • Meetings
  • Pension
“Thank you very much, we have just had a very useful consultancy with Ian Richards who gave us prudent advice just when we needed it. He listened carefully to our current situation and future needs and gave us a clear way forward. We would highly r...”
In Business Since 2006
Assurance House Chorley Business & Technology Centre, Euxton Ln, Chorley PR7 6TE
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Retirement Planning and Investment Management Services in Wigan Cost Estimates

Minimum cost
£1237
Maximum cost
£10502
National Average
£3707
Avg Per Hour Rates
£372
£2472
£6796
Average price range is based on 464 cost profiles
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Average Cost £3707
Minimum cost £1237
Maximum cost £10502
Avg Per Hour Rates £372

Average range £2472 to £6796 is based on 464 cost profiles.

Why these companies made our list

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