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James Rudd Mortgage Services

(50)

Insurance, Protection, Conveyancing

“Fantastic service from start to completion.Explained every part of the process and was always prompt to answer any queries.Would definetely recommend to people.”

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Ardent Financial Planning

(50)

Job
Options
Mortgage

“Having been recommended by a friend, we have now been using Ardent team for three years. They are professional, helpful and always go the extra mile in using there comprehensive financial knowledge to get us the best deal in what ever area of financ...”

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Clarity Wealth Limited

(50)

Turbulent
Options
Understanding

“We signed on with Clarity last year, and have just had our first annual review. We've been impressed with the way Richard explains the way markets work, and how we can get the most from our investments. Although things went reasonably well over the p...”

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Lifetime

(50)

Pressure
Confidence
Mortgage

“Scott recently sorted out my mortgage and helped me change it to a much better rate. He was really helpful and definitely went above and beyond for me. Highly Recommended!!!”

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Chris Bescoby: True Potential Wealth Management

(46)

Expertise
Information
Emails

“Nothing was too much trouble when we were going through a very big change in our lives. Looking for the best mortgage to suit us was a first for me in my 50s and Chris helped make the changes go smoothly and if there was anything we didn't understand...”

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Vista Financial Management

(46)

Life Insurance
Buy to Let
House

“Simon was incredibly helpful when finding my first mortgage. Everything was explained to me but not in a patronising way as I had zero idea about the process. I always got the impression that Simon was working with my best interests in mind and he go...”

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Lazenby's Financial Services

(33)

Mega Heading 3, Mega Heading 2, Mega Heading 1

“Lazenby's were recommended to me, it's hard knowing where to go to for this kind of service and a recommendation always helps. From the get go I was met with a professional and friendly service , quick and easy with no hassle whatsoever. I cannot...”

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Oakworth Financial Planning

(50)

Financial Protection, Investment Advice, Estate Planning

“Never had to use a Financial Advisory service previously so i took a couple of work colleagues advice and tried Oakworth Financial Planning in Pontefract after their recommendation. I could not have picked a better company in my opinion, Professiona...”

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Berry & Oak

(50)

Understand
Savings
Meeting

“Our third time working with Andrew, Sarah and the team, and they have been as helpful as always. Clear and practical advice, and taking a lot of the pain out of financial advice - would definitely recommend.”

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Brooke Financial

(38)

Property Insurance, Mortgages, Investments

“We've been working with Janice and Deborah for years now and can honestly say they are unbeatable. They always go the extra mile to source the best deals and provide support at every stage of the mortgage process. If you're looking for a team that's ...”

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Christopher Little & Co

(50)

Confidence
Knowledge
Advice

“We recently met with Christopher Little & Co to discuss mortgage renewals and future financial planning. They were lovely, putting us completely at ease with a friendly welcome. They took the time to give us plenty of information around pensions, mor...”

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The Private Office

(31)

Trusts Explained, Financial Planning on Divorce, High Net Worth Individuals

“I had a brief call with Roger Clarke to ask a couple of questions about inheritance tax. he was very approachable and gave me the answers I needed very concisely in a way that I could readily understand. I would use Roger again for further financia...”

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Wendy Cochran Independent Financial Advice

(33)

Switch to a New Mortgage Deal, Buy to Let, Mortgages

“Wendy is a godsend. She found us a very competitive mortgage several years ago and her professionalism and attentiveness was frankly faultless. She has recently been back in touch without any prompting to highlight a special lower rate our current mo...”

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True Financial Design

(37)

Jargon
Divorce
Pension

“I needed helped understanding my finances moving into the future and looking after my pension after my divorce. True Financial Design helped me understand what I needed to be earning in relation to my future comfort and helped to me understand more ...”

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Haighwood Financial Services

(30)

Expertise
Questions
Financial Advisor

“Highly recommend for any of your financial needs 🤩🤩🤩 Paul Wilson is amazing, an excellent point of contact at anytime, nothing is too much trouble and will always find you the best deal. Will not go anywhere else for financial advice . He takes into ...”

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The Mortgage Avenue

(19)

Property
Questions
First Time Buyers

“Couldn't recommend a better place, Matthew was absolutely amazing with us throughout our whole process, constantly checking in and making sure things were already ready and waiting! He made our whole house searching/buying process so easy! Thank yo...”

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Philpott Financial

(25)

Information
Advice
Future

“Excellent service, Henry was incredibly knowledgeable and made the process very easy to understand. He came up with a plan which will allow me to achieve my financial goals way ahead of schedule. Would happily recomend!”

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West Riding Personal Financial Solutions

(11)

Business Financial Planning, What to Expect, Claims Management

“I have been a client of Neil's for many years now and can recommend him without reservation. He and his team are fantastic, friendly, knowledgeable and quick to responsd to any queries. I am confident that he and his team are looking after my financ...”

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SMH Howard Matthews

(17)

Corporate Finance, Wills & Probate, Financial Services

“Great company, they've been looking after my interests for the past 20 years and especially Nichola in payroll , who makes sure everything is on time and done as it should be”

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Cordiner Wealth

(19)

Team
Investments

“Given ongoing sound advice on pension and ISA investments since around year 2000, prior to and during the retirement of both myself and wife. Helped to set up investments for our grandchildren who live abroad. Very happy with investment returns...”

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Hardman Financial Advice

(24)

Remortgage
Meeting
Understand

“We experienced excellent service from Richard. He took the time to understand our requirements, gave sound advice and answered our many questions! Once we made our decision Richard managed the administration process to completion. Would highly recomm...”

Featured

Where do you see yourself in a year, five years, 20 years? Together, we can shape the tomorrow you picture for yourself. Here are some of the ways we can provide you with financial confidence and help you to achieve your goals. Make your money work harder We will work with you to develop an appropriate investment portfolio to match your plans. This will be tailored to your own attitudes, current circumstances and what you are aiming to achieve for the future. By putting your investments in the right ‘wrappers’ - such as an ISA or pension - you will be able to make the most of the tax reliefs and allowances available to you. Enjoy the retirement you deserve Make the most of your retirement with the rewards you’ve worked so hard for. Whether you’re an individual or a business owner, we can help you, with strategies beyond straight-forward pension planning. Protect what matters Take care of yourself, your family and your business, for peace of mind today and tomorrow. We are specialists in providing solutions to meet specific insurance needs, including the protection of companies and the people who own and manage them. To find out more or get in touch visit...

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Vision Independent Financial Advisors

(20)

Nature
Business
Goals

“David has been working with us for a few years now. We have various pension plans and investments that David looked at and explained the parameters of each one. He produced thorough, clear reports and scenarios, which enabled us to make more informe...”

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Independent Mortgage Brokers

(19)

Communication
Professionalism
Knowledge

“Independent Mortgage brokers are one stop name in finical advise and mortgage Brookers. You can depend on them. Thanks Lee and Sarah for all your hard works.”

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City House Investors Limited

(18)

Planning
Sound
Professional Service

“Simon provides a very professional service offering good quality and value for money investment advice. I have used him for a number of years and cannot recommend him enough. Positive Quality, Professionalism, Value”

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Average Cost	£3533
Minimum cost	£1179
Maximum cost	£10011
Avg Per Hour Rates	£355

Best Financial Advisors in Woodlesford

The highest-rated Financial Planning & Wealth Management companies out of 49 vetted & reviewed in the Woodlesford area.

James Rudd Mortgage Services

Ardent Financial Planning

Clarity Wealth Limited

Lifetime

Chris Bescoby: True Potential Wealth Management

Vista Financial Management

Lazenby's Financial Services

Oakworth Financial Planning

Berry & Oak

Brooke Financial

Christopher Little & Co

The Private Office

Wendy Cochran Independent Financial Advice

True Financial Design

Haighwood Financial Services

The Mortgage Avenue

Philpott Financial

West Riding Personal Financial Solutions

SMH Howard Matthews

Cordiner Wealth

Hardman Financial Advice

Vision Independent Financial Advisors

Independent Mortgage Brokers

City House Investors Limited

Retirement Planning and Investment Management Services in Woodlesford Cost Estimates

Why these companies made our list

Wealth Management Advisors near Woodlesford

Popular in Woodlesford