Financial planner

Sort: Highest Rated
BookCheck Birmingham 1 Victoria Square, Birmingham B1 1BD

BookCheck Birmingham

6 Reviews
1 Victoria Square, Birmingham B1 1BD
Xero or Sage Bookkeeping with Management Accounts. Quality MI. Worry free Payroll and Auto Enrolment Service. Birmingham office, local staff.
  • Toilets
Care Financial Services 7 Banstead St W, Harehills, Leeds LS8 5PU

Care Financial Services

49 Reviews
7 Banstead St W, Harehills, Leeds LS8 5PU
  • Wheelchair-accessible car park
Carlile Financial Services Ltd 1 Donegall Square W, Belfast BT1 6JA

Carlile Financial Services Ltd

45 Reviews
1 Donegall Square W, Belfast BT1 6JA
Our aim is to help individuals and businesses to achieve their financial goals. Tell us about your financial objectives and when you want to achieve them.
  • Wheelchair-accessible toilet
  • Toilets
  • On-site services
  • Online appointments
Castlefield Partners Limited 111 Piccadilly, Manchester M1 2HY

Castlefield Partners Limited

6 Reviews
111 Piccadilly, Manchester M1 2HY
We’re Castlefield, an ethical investment management and financial planning business with a reputation for being at the forefront of responsible, sustainable and ESG investing. Our ethical financial advisers help clients to achieve their goals by aligning investments to their values.
  • Wheelchair-accessible toilet
  • Toilets
Carlson Wealth Management Ltd Regus House, Cardiff Gate Business Park, Malthouse Ave, Pontprennau, Cardiff CF23 8RU

Carlson Wealth Management Ltd

10 Reviews
Regus House, Cardiff Gate Business Park, Malthouse Ave, Pontprennau, Cardiff CF23 8RU
  • Wheelchair-accessible entrance
  • Wheelchair-accessible toilet
  • Wheelchair-accessible car park
  • Toilets
Milestone Wealth The Old Rectory, Main St, Glenfield, Leicester LE3 8DG

Milestone Wealth

33 Reviews
The Old Rectory, Main St, Glenfield, Leicester LE3 8DG
Financial Planning - Pensions & Retirement, Annuities, Savings & Investments, Protection, Estate Planning.
  • Wheelchair-accessible toilet
  • Wheelchair-accessible car park
  • Toilets
Wellspring Financial First Floor, 530 Durham Rd, Low Fell, Gateshead NE9 6HU

Wellspring Financial

22 Reviews
First Floor, 530 Durham Rd, Low Fell, Gateshead NE9 6HU
  • Toilets
  • On-site services
  • Online appointments
Jackson Potter Ltd Clavering House, Clavering Pl, Newcastle upon Tyne NE1 3NG

Jackson Potter Ltd

12 Reviews
Clavering House, Clavering Pl, Newcastle upon Tyne NE1 3NG
Newcastle Brokers Independent Mortgage Advice
  • Wheelchair-accessible car park
Brighton and Hove Financial Consultants Ground Floor Front Office, 60 Lansdowne Pl, Hove BN3 1FG

Brighton and Hove Financial Consultants

103 Reviews
Ground Floor Front Office, 60 Lansdowne Pl, Hove BN3 1FG
  • Appointment required
  • On-site services
  • Online appointments
Friar Gate Independent Financial Services Ltd 5 Prospect Pl, Derby DE24 8HG

Friar Gate Independent Financial Services Ltd

6 Reviews
5 Prospect Pl, Derby DE24 8HG
The 21st UK Financial Planning Firm to be awarded the BS8577 designation. Welcome to Friar Gate Independent Financial Services Ltd...
  • Wheelchair-accessible entrance
  • Wheelchair-accessible toilet
  • Wheelchair-accessible car park
  • Toilets

Recommended Reviews

Nigo
22.03.2024
Asset Plus Mortgage Solutions
Amazing!!!! We have called upon Asset Plus many times over the years. They continually provide an outstanding personable service, always ensuring that you get the best possible deal for your individual needs. The team are extremely knowledgeable, friendly and professional. Paul was brilliant as ever, he provided regular check-in’s and updates throughout. He totally took the stress out of the whole process. I would highly recommend Asset Plus and I will 100% use their services again.
Rob Munro
22.03.2024
Plain Savings
I've used Plain Savings for a mortgage renewal. Richard and Leon are very responsive, very professional and will go the extra mile when asked. I would not hesitate on recommending their financial services to anyone else,I will be certainly using them again, great work gents and thanks again.
Suzanne Tyler
22.03.2024
Investor Profile Ltd
We found Investor Profile a great company to deal with our financial situation. Offered us simple to understand solutions to where we wanted to get to in a few years time. We would have not hesitation to recommend Investor Profile for any financial advice.
Penny Sawyer
22.03.2024
Finance Planning Group - Tim & Kim Dock
Buying a first house is incredibly daunting but Tim took away all our worries, guided us through the process in a way that was easy for us to understand and was very friendly to deal with throughout. Since buying our house, we have continued to use Tim for advice on mortgage renewal. This has been especially daunting in light of recent financial turbulence but again, Tim has always put us and our best interests at the centre, making sure we get information on all options that are available to us. This has enabled us to make an informed decision based on our circumstances. I cannot recommend Tim enough!
t0mjackman
22.03.2024
Sanctuary Chartered Financial Planners
Professional and knowledgeable throughout a stressful, mid-covid mortgage application. Would highly recommend Gareth and the Sanctuary team.
Stuart Hutchinson
22.03.2024
Jonathan Bamford - Mortgage and Protection Adviser
Jonathan is an absolute gentleman and in all the dealings I have had with him as a customer over the past 20 years he has always been really approachable and incredibly efficient. He is very thorough in his advice, and the information that he provides is always accessible and understandable. I would recommend his services without hesitation.
Lee Richards
22.03.2024
Atrium Financial Limited
A Big thank you to Noor and his team, they done what the said they would do, in getting my final salary transferred, took awhile but we got there in the end.i was well impressed with the professional attitude, and helping me out when i needed it.So well done and i hope to be working with them in the future.
Michael Mcdermott
22.03.2024
The Money Map (Financial Navigation) LLP
Can't comment on their actual service as I don't know, spoke to reception and I been waiting 2 days for a call back and quite sure I won't get one now
Paul Bulley
22.03.2024
Jackson Potter Ltd - Mortgage Broker In Sunderland
Fast, friendly and professional advice, a first class service which I would be very happy to recommend an a++++ experience thanks pb
Taylor Moore
22.03.2024
Bright Money Independent Mortgage Broker
I can’t recommend Oliver highly enough. He has guided me through my experience of renewing my mortgages.He is very approachable, reliable & puts his absolute all in to helping you find the best solution.I have enjoyed building a trustworthy working relationship with Oliver and I look forward to working with him for many years to come.