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Innes Reid Investments Limited

(28)

Wealth Management, Inheritance Tax, Pensions and Retirement Planning

“I feel i was fortunate to come across Innes Reid at a time of my life when decisions needed to be made regarding my company pension and some small investments.The advise i received for myself and my wife from Daniel has proved to be invaluable, i hav...”

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GM Wealth Management

(28)

Pension
Options
Investments

“Dealing with Gary and Gareth in GM Wealth Management made dealing with investments and securing a stable sustainable future a joy. Great knowledge providing clear options and choices to make. Always available, great communicators and nothing too much...”

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Moneytree Wealth Management

(24)

First Time Buyer
House
Retirement

“I could not have asked for a better mortgage advisor than Amy! As a first time buyer the process was scary and overwhelming, but she was there for me every step of the way and went above and beyond to help with all aspects of the buying process and n...”

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Boxwell

“Great accounts! So friendly and helpful. 100% recommend to anyone in need of a breath of fresh air.”

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Belgrave Wincham - Independent Financial Planners

(50)

Questions
Knowledge
Company

“Outstanding service and excellent advice from Tom who explained everything clearly regarding my pension. Also great regular updates from Bethan. Would highly recommend.”

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Financial Fortress

(50)

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“We are first time buyers and had no real idea what were all the different steps and requirements for getting a mortgage. Malcolm presented us with all the info that we needed and helped us choose the product that is right for us. He was always availa...”

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A J Reid Estate Agents

(48)

Home
Chain
Phone

“Excellent service, phone always answered promptly, John worked extremely hard to make sure all parties were comfortable and the sale progressed well. AJ Reid had genuine interest in our purchase and our circumstances. Can't recommend them highly enou...”

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Celtic Financial Planning

(50)

Seminars & Workshops, Mortgages, Care Fee Planning

“Would highly recommend celtic financial planning. After meeting Sam to discuss pensions and retirement I was more than happy with the help and advice I received from Sam.”

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Heritage Financial Planning

(25)

Team
Saving
Advice

“I worked with George Middlehurst at Heritage Financial Planning to help my investments along with setting up Business Protection as I am self employed. George explained everything clearly and in plain English - and the process was slick from start to...”

Featured

Read our latest blog article : Is the state pension enough to live on? If you're starting to think about your retirement plans (or if you have left it a little late), you may be wondering if the state pension is substantial enough to live on. In this article, we'll take a look at what the state pension is, when you can claim it, look further into whether it is enough to retire on and, if not, how much you need to save for a comfortable retirement income...

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HL Financial

(23)

Mortgages, Protection, Pensions

“Thanks so much to Georgia from HL Financial for making our house move and sorting our mortgage much easier. Always on hand whenever we needed and nothing was too much trouble in the process. Thanks so much - would highly recommend you give her a call...”

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Chadwicks

(18)

Information
Options
Pensions

“Robbie was very helpful and informative. He was able to provide answers to all my queries. Excellent, friendly service that I would definitely recommend!”

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Asset Wealth Managment

(22)

Question
Mortgage

“I would definitely recommend Luke . Nothing was too much trouble and he would always be on the other end of the phone even if it was late in the evening . Everything for our remortgage was done hassle and stress free thanks too Luke . Definitely a 5 ...”

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John Davies Investments & Mortgages

(14)

Investments & Savings, Wills & Lasting Powers of Attorney, Financial Planning

“I have no hesitation at all in recommending this company - Marc has been very efficient and thoughtful throughout the process. He found a good deal for me, kept me well up to date, and has been kind, considerate and quietly friendly throughout.”

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Clickery Financial

(19)

Confident
Future
Team

“I am a relatively new client of Clickery and the advice and service I have received so far has been excellent all round. Alex and Claudia's knowledge and experience is self evident and it has given me great comfort as I make some new decisions. I am ...”

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Graham Carter & Co Chartered Financial Planners

(16)

Team
Pensions

“The help and assistance i received from Roger, Frank and Steve was given with true professionalism and sincerity. A real pleasure to start my retirement with a pension i had forgotten i had. Thank you.”

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Empire Global Finance

(11)

Private Clients, Luxury Asset Finance, International Finance

“i have dealt with Numerous brokers over the years - and Empire were by the far the most transparent and were very customer friendly. David and Alex were exceptional”

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Be My Broker

(14)

Market
Products
Remortgage

“Tim is super proactive to sort all the painful admin and ensure we get the best rates every time we need to renew our mortgage. Super professional flexible and effective.”

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Harken Financial

(7)

“Tom gave me straightforward and honest advice regarding a pension pot I had transferred to another provider many years ago. He contacted the pension company and explained to me what my pension options were and when I could access my funds. He also ad...”

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(3)

Team

“David and his team Dealt with my most recent query and needs with both professionalism and expertise. They laid out the options available and understood the situation. I would recommend their services to anyone who is in need of sound financial advic...”

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Average Cost	£3649
Minimum cost	£1218
Maximum cost	£10339
Avg Per Hour Rates	£367

Best Financial Advisors in Wrecsam

The highest-rated Financial Planning & Wealth Management companies out of 37 vetted & reviewed in the Wrecsam area.

Innes Reid Investments Limited

GM Wealth Management

Moneytree Wealth Management

Boxwell

Belgrave Wincham - Independent Financial Planners

Financial Fortress

A J Reid Estate Agents

Celtic Financial Planning

Heritage Financial Planning

HL Financial

Chadwicks

Asset Wealth Managment

John Davies Investments & Mortgages

Clickery Financial

Graham Carter & Co Chartered Financial Planners

Empire Global Finance

Be My Broker

Harken Financial

Lighthouse Financial Advice

Chesterton Grant Financial Solutions

Beaumont Wealth

Chester Financial Wealth Management

Steggles Wealth

Cestrian Financial Planning Services

Retirement Planning and Investment Management Services in Wrecsam Cost Estimates

Why these companies made our list

Wealth Management Advisors near Wrecsam

Popular in Wrecsam