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Best Financial Advisors in Wrexham

The highest-rated Financial Planning & Wealth Management companies out of 46 vetted & reviewed in the Wrexham area.

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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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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

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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Redfield Financial Planning

Redfield Financial Planning

In Business Since 2008
Allied House, Bryn Ln, Wrexham LL13 9UT
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Cummins Financial Advisors

Cummins Financial Advisors

In Business Since 2009
Llyndir Ln, Burton, Rossett, Wrexham LL12 0AY
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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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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
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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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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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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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Chadwicks

Chadwicks

(18)
What Sets us Apart
“In my experience dealing with Chadwicks, It could not be any better and I can recommend them one hundred percent and would use them again. Positive Professionalism”
Transparent Fees & Pricing
Bell Meadow Business Park, Aldford House, Park Ln, Chester CH4 9EP
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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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John Davies Investments & Mortgages

John Davies Investments & Mortgages

(14)
Mortgage Advice, Investments & Savings, Wills & Lasting Powers of Attorney
“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.”
25+ Years Experience
Transparent Fees & Pricing
Serving Wrexham Area
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Clickery Financial

Clickery Financial

(20)
  • Pension
  • Future
  • Financial Advice
“Alex provided clear, concise information in relation to my finances and put me at ease in terms of my future savings goals. A friendly and professional approach that I cannot recommend highly enough. I feel that my finances are in very safe hands w...”
Serving Wrexham Area
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Be My Broker

Be My Broker

(18)
  • Number
  • Remortgage
  • Interest
“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.”
Obsidian House, Chantry Court, Chester CH1 4QN
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Graham Carter & Co Chartered Financial Planners

Graham Carter & Co Chartered Financial Planners

(16)
  • Pensions
  • Team
“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.”
2 City Rd, Chester CH1 3AE
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Empire Global Finance

Empire Global Finance

(11)
Corporate & Business Finance, Private Clients, Luxury Asset Finance
“I had a great experience using Empire commercial for the purchase of my 4th Buy to Let. Matt and his assistant were knowledgeable, helpful and always available. Will use again in future”
2nd Floor, 15, Grosvenor Court, Foregate St, Chester CH1 1HG
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UK Law Guides

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.

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