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G+E Wealth Management
“I have worked for tied financial advisors and IFAs and I can honestly say that this the most professional run firm. I would highly recommend G&E Wealth Management.”
Best Financial Advisors in York
Handpicked from 57 vetted & reviewed Financial Planning & Wealth Management firms in the York area, discover the top 5 leading options among the selected group of 24 finalists.
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Hunter Gee Holroyd York
Specialist Tax, Business Advice, Audit, Accountancy and Taxation
“I can highly recommend both Mark, Nigel and Nigel, along with the team at Hunter Gee Holroyd. Hunter Gee Holroyd go over and above what you would normally expect from an accountancy firm, doing everything in house, offering some great advice on how ...”
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Huntington Ross
Personal Services, Business Services
“Neil and his team have been brilliant in arranging my life insurance and would recommend their services.”
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Ardent Financial Planning
- Investments
- Pension
- Firm
“Graham at ardent was fantastic at organising our mortgage and various other policies we took out. He presented us with all our options, made them easy to understand, and helped us find the best ones to suit us and our needs. He was very contactable w...”
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Penlife Associates
- Decisions
- Information
- Hands
“Personalised service for our small investments with a named and constant adviser to work with us who is clearly very knowledgeable about the markets, about us and our plans. We get an annual review which allows us to reflect on our strategy with the ...”
Qualification Criteria for best of Winners
Minimum Overall Score
98 (100)
Minimum Reputation Rank
99.1 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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Yorwealth
“I have worked with Olly and been advised by him. He is always open and honest and ensures I am comfortable with where my finances are and how they are going to work for me. He has never pushed his agenda onto me and gives me time to think about think...”
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Pineapple Financial Planning
- Needs
- Investment
“I have dealt with financial advisers in the past and Alex brings a fresh approach to my finances and helps me build and stick to my financial plans. He is always available when needed, is proactive in contacting me and sending things that he thinks w...”
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PFM Dental
“My accountant Jess is always quick to answer even minor queries relating to accounts, not just the yearly tax returns. I always recommend PFM to my friends.”
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Wolds Financial Planning
Personal Protection, Mortgage Planning, Retirement Planning
“When I was approaching 60 I needed expert advice regarding my pensions. I had a substantial amount in three different pensions. I researched the internet and Graham was highly rated by his clients.
Over the past few years my partner and I have great...”
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Hillcrest Financial Management
“Very helpful, thanks!”
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Joanne Gott Associates
“I have used Joanne in the past, I recently asked her advice on my mortgage and life insurance - once again an excellent service, very professional and has saved me money. I would recommend her services to friends and family. Whatever your circumstan...”
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Jones Cooper Wealth Management Limited
“As a forward-thinking business, we are always looking to improve our services. This can be demonstrated through our past initiatives, such as becoming one of the first companies to introduce clients to multi-manager investment solutions in 1996 and b...”
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Bootham Pensions & Investments
“Peter has been instrumental in guiding me through a number of complex pension related issues and provided specific advice on a SSAS pension. Peter is personable, knowledgeable and above all gets results.”
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Fortus
Financial & Forecast Modelling, HR Advisory Services, Payroll Services
“Really Great Service ....and nice people value for money”
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Peregrine Asset Finance
“Peregrine have financed equipment for our customers for around 2 years. Very efficient, very helpful.”
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Hammond Financial
“Tony Hammond of Hammond Financial is a very personable and knowledgeable financial advisor. I recently spoke to Tony regarding a mortgage on a buy to let property and he provided me with an excellent insight into the options available to me. His ex...”
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Faith Capital
Offshore Company Formation, Trade Finance, Citizenship, Residency and Immigration
“Our services are specialist and diverse. All of them dovetail into making our clients, more profit, more wealth and give a better quality of life, whether that be in your country of birth or a new country residency visa and citizenship. Let us show y...”
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Asprey Harris
Protection, Investment, Insurance
“What we do Mortgages The types of mortgage scheme available in the mortgage market are diverse. Retirement Regardless of the life stage you have arrived at, it is important to receive expert and professional advice on your pension plans and requireme...”
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Ergon Financial Consultants Limited
Mortgages, Savings / Investments, Financial Review
“The average price of a house in the UK declined by 0.4% month on month to £294,329 in December. Charlotte Nixon, mortgage expert at Quilter, said: “While prices have slowed somewhat over the last few months, the annual price rise remains at 9.8% and ...”
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Corporate Business Loans Limited
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Walker Crips Group
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Atkinson Powell
“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...”
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Atkinsons
Corporate Finance, Advisory, Tax
“We selected BHP to be our auditors based on their extensive expertise and experience in the charity and performing arts sectors, together with the range of additional, relevant advice and services they could provide beyond the audit process itself. T...”
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RMB Financial Management
Financial Planning, Protection, Life Assurance
“Like planning a holiday, your financial strategy can be loosely structured or highly detailed based on your individual needs. But having no plan at all could leave you stranded in the middle of nowhere.”
Retirement Planning and Investment Management Services in York Cost Estimates
Minimum cost
£1246
Maximum cost
£10579
National Average
£3734
Avg Per Hour Rates
£375
£2490
£6845
Typical price range is based on
320 cost profiles
Why these companies made our list
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