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Best Financial Advisors in Wrexham

Handpicked from 46 vetted & reviewed Financial Planning & Wealth Management firms in the Wrexham area, discover the top 5 elite providers among the selected group of 24 finalists.

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Williams Financial Planning

Williams Financial Planning

(2)
VT Astute Funds, Investment Planning, Protection Planning
“Have been a client of williams financial for a number of years, and has always gave me sound advice with a very friendly professional manner.”
30 Chester St, Wrexham LL13 8TJ
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Belgrave Wincham - Independent Financial Planners

Belgrave Wincham - Independent Financial Planners

(50)
  • Decision
  • Pension
  • Future
“Our experience with Belgrave Wincham was carried out in a very high professional manner, the information given to us was explained in a way that was easy to understand. We would recommend very highly. Positive Responsiveness”
Free Initial Consultation
Technology Park, 8a Edison Court, Ellice Way, Wrexham LL13 7YT
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GM Wealth Management

GM Wealth Management

(29)
  • Planning
  • Investments
  • Options
“I was in need of help with my finances, and am so glad I found GM Wealth Management. Gareth has been so helpful and informative, and his down to earth, friendly , professional manner is so reassuring .”
63 Regent St, Wrexham LL11 1PF
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Steggles Wealth

Steggles Wealth

(12)
SJP Client Login, SJP Insights & News, Terms and Conditions
“Mike Steggles was recommended to us by a trusted colleague around 6 years ago and we have invested through Mike ever since. My wife and I have both found Mike to be incredibly helpful and keen to ensure that we have a full understanding of our invest...”
In Business Since 2012
Family Business
Cedar Hall, The Grn, Gresford, Wrexham LL12 8RG
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J Jervis Accounting Services

J Jervis Accounting Services

(12)
Taxes, Consulting, Accounting
“I would like to recommend Jason Jervis accountancy services. Jason has been my accountant now for the last 12 months. When I set up my business, I initially felt that I needed to go to a local accountant who I could nip in and see and deal with any i...”
Free Initial Consultation
37 Crogen, Chirk, Wrexham LL14 5BN
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
97.7 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Harken Financial

Harken Financial

(7)
  • Up to Date
  • Financial Advice
  • Pension
“Tom demonstrated his trademark thorough and professional approach. He reviewed all of my current arrangements and explained the individual features of each. He pointed to the path by which a more value for money outcome might be achieved. A major ele...”
Free Initial Consultation
Wrexham Business Centre, Ground Floor, Kelso, Gerald St, Wrexham LL11 1BS
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M D Coxey & Co Limited

M D Coxey & Co Limited

(3)
“Very helpful team of professionals. Would highly recommend!”
25 Grosvenor Rd, Wrexham LL11 1BT
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Mortgage Adviser Wrexham

Mortgage Adviser Wrexham

(1)
“Excellent prompt and informative service delivered with my best interests considered. Highly recommend. Positive Responsiveness, Professionalism”
Allied House, Bryn Ln, Wrexham LL13 9QN
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North Wales Independent Advice

North Wales Independent Advice

(1)
Mortgages, Income Protection, Home Insurance
“I just wanted to acknowledge the great help that Dave has given to myself and my partner. He's gone out of his way to clear up a mess left by our previous mortgage/policy advisor and made sure we've now secured the right life cover policies. I'd hig...”
5 Warrenwood Rd, Wrexham LL12 7RN
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Rural Finance

Rural Finance

“We do not charge you a fee for our services. Whichever lender we introduce you to, we will typically receive commission from them (either as a fixed fee, or a fixed percentage or a variable percentage of the amount you borrow). We may also receive ad...”
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
Wilkinson Business Park, 5 Wilkinson Court, Wrexham LL13 9AE
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Hadlow Edwards Wealth Management

Hadlow Edwards Wealth Management

(1)
“A great service from John, excellent knowledge and extremely informative from start to finish. Would highly recommend. Positive Responsiveness, Quality, Professionalism, Value”
The Old Brewery, Central Rd, Wrexham LL13 7SU
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Gittins and Co Wealth Management

Gittins and Co Wealth Management

(3)
  • Financial Advice
  • Knowledge
“I have found Gittins & Co to be very professional and efficient at all times. They have a great financial knowledge and excellent manner when explaining any matters. Their attention to detail & patience, meticulously explaining the financial informat...”
In Business Since 2020
Pulford Grange, Chester Rd, Rossett, Wrexham LL12 0DF
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Godfrey Edwards Chartered Accountants

Godfrey Edwards Chartered Accountants

“We are Godfrey Edwards Chartered Accountants, established in August 2002 by Robert Godfrey and Gwyn Edwards. Together with our expert team we can provide you with a complete service to cater for all your financial needs.”
Park Lodge, 4-6 Rhosddu Rd, Wrexham LL11 1NF
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Redfield Financial Planning

Redfield Financial Planning

In Business Since 2008
Allied House, Bryn Ln, Wrexham LL13 9UT
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Acton Financial Management

Acton Financial Management

“Our aim is to help individuals and businesses to achieve their financial goals. 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 pl...”
In Business Since 2004
Suite 9 Llay Business Centre, Rackery Ln, Llay, Wrexham LL12 0PB
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Cummins Financial Advisors

Cummins Financial Advisors

“By clicking on external links, you are about to leave the website of Cummins Financial Advisers Ltd. and view the content of an external website. Cummins Financial Advisers Ltd. cannot be held responsible for the content of external websites.'”
In Business Since 2009
Llyndir Ln, Burton, Rossett, Wrexham LL12 0AY
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Innes Reid Investments Limited

Innes Reid Investments Limited

(35)
Financial Planning, Wealth Management, Inheritance Tax
“The financial advisers I've used at Innes Reid have always given great advice and listened to concerns over the years I've always had total confidence in their financial advice, excellent professional people.”
Dee House, Hoole Rd, Chester CH2 3NJ
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Moneytree Wealth Management

Moneytree Wealth Management

(24)
  • Work Ethic
  • Team
  • Market
“after having a bad experience with a previous mortgage advisor from a different company, a family member recommended amy from money tree and she went above and beyond for me and ellie. always available and with quick responses and a lot of knowledge ...”
In Business Since 2013
Talbot House, Albion St, Chester CH1 1RQ
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Financial Fortress

Financial Fortress

(50)
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“I worked with Wayne too many years ago to even think, but naturally reached out when I needed some cover for my wife. His advisor Kieran did a great job at getting our needs covered and boxed off. Offering us sound advice and making sure we got the r...”
Serving Wrexham Area
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A J Reid Estate Agents

A J Reid Estate Agents

(49)
  • Choice
  • Communication
  • Credit
“Well, I have to say these guys are amazing. I have dealt with many estate agents over the years and AJ Reid are by far the most efficient and professional I have ever had dealings with. Jonathon, John, Sharon and Lisa are a friendly reliable team who...”
Family Business
Serving Wrexham Area
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Celtic Financial Planning

Celtic Financial Planning

(50)
Seminars & Workshops, Ethical Investments, Mortgages
“Fantastic service and advice when I was going through a difficult time with my mum. Very clear advice and I came out with a plan. Would highly recommend, thank you Jo”
50+ Years Experience
Serving Wrexham Area
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Chesterton Grant Mortgages

Chesterton Grant Mortgages

(50)
Retirement Planning, Estate Planning, Investments
“Ian recently helped us get a good deal on a new mortgage for our home. He was very knowledgeable and helpful even when we changed our minds in the strategy of how we were going to buy the property. He gave us multiple options and time to way them all...”
Serving Wrexham Area
Featured

Re-mortgage – a win-win opportunity Remortgaging can be used to obtain a better deal, or simply a way of releasing some of the equity held in your property. You can potentially secure an offer up to 6 months before your current mortgage deal comes to an end, although nearer the time of completion (up to1 month before) should market conditions have changed in your favour, we will again advise you of your best options.

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Heritage Financial Planning

Heritage Financial Planning

(32)
  • Individual Savings Account
  • Mortgage
  • Solicitors
“It's been fantastic working with Alex at Heritage FP so far. Extremely attentive, responsive and proactive in nature. The level of service has been unlike anything my partner or I have experienced before - the beauty of going independent!”
Transparent Fees & Pricing
Family Business
1 Heritage Square, Treuddyn, Mold CH7 4PD
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HL Financial

HL Financial

(28)
Investment Planning, Mortgages, Protection
“HL financial are amazing. Especially Melissa. I have recently received my first financial advice from HL financial and couldn't recommend them more. Melissa has been so helpful through the whole process and has made me feel so comfortable in talking ...”
25 Castle St, Chester CH1 2DS
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Retirement Planning and Investment Management Services in Wrexham Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Fair price range is based on 353 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Fair range $2007 to $5519 is based on 353 cost profiles.

Why these companies made our list

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Wealth Management Advisors near Wrexham

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