Money Matters: Discover the Best Financial Advisers in North West

Get expert financial guidance in North West with our trusted network of Independent Financial Advisers. Our certified professionals offer tailored advice on investments, retirement planning, and pension management. Reach out to discuss your financial goals and let us connect you with a reliable financial adviser in North West who suits your needs.

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As dedicated capital gains tax specialists, we assist clients across the UK in reducing tax burdens while complying with all HMRC guidelines. Whether dealing with share disposals, property sales, or business exits, our personalised strategies offer clarity and confidence. With a deep understanding of tax law, we turn complex issues into straightforward, cost-effective solutions.
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We are a team of mortgage brokers operating from Preston and Southport, offering expert advice to clients across the UK. We conduct an extensive search through the Whole of Market to identify the most appropriate mortgage solutions for your personal situation. With over 20 years in the industry, we pride ourselves on exceptional service.
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The Insurance Surgery is a leading Life Insurance and Travel Insurance expert, specialising in finding affordable cover for individuals and businesses, with a focus on those with pre-existing medical conditions, hazardous occupations, or participating in extreme sports. Our team of expert insurance brokers provides free and impartial advice, helping to find the right cover to protect families, businesses, and loved ones.
The reviewers praised the excellent service, expertise, efficient process, and competitive quotes provided by The Insurance Surgery Ltd.
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Financial Fortress Independent Financial Advisers, experts in all things finance. Be it pensions, mortgages, investments, insurance, protection, we do it all. With a team of experts, we provide trusted advice to help individuals build their own financial fortress, ensuring total financial security, protection, and peace of mind.
The reviewers praised the company's excellent financial advice, professionalism, and trustworthiness.
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As an award-winning firm of Independent Financial Advisers, we provide expert financial planning advice on pension reviews and transfers, savings and investments, inheritance tax and estate planning, and protection. Our team of experienced and qualified advisers offer bespoke services tailored to individual needs, providing impartial advice to help our clients achieve their financial goals. With a strong focus on customer satisfaction, we have been rated as one of the top Independent Financial Advisers in the UK, with almost 400 5-star reviews from our clients. Our services include free initial meetings, pension reviews, inheritance tax planning, and estate planning, all designed to provide peace of mind and financial security for our clients.
The majority of reviewers have praised the helpful, courteous, and professional service provided by Christina Clegg Financial Planning Services, citing their knowledge, trustworthiness, and clear explanations of pension arrangements.
One reviewer, Chris Allen, mentioned that the charges were excessive and felt pressured to make a decision.
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John Earnshaw Independent Financial Advisers Ltd is a team of qualified independent mortgage advisers based in Lancashire, with nationwide coverage, offering a comprehensive range of mortgage services and insurance solutions tailored to individual and family needs.
Clients praise the company's personalized service, efficiency, knowledge, and communication, making the mortgage application process stress-free and quick.
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Summit Financial Services specialises in arranging life insurance, critical illness cover, income protection and private medical insurance for climbers, mountaineers and hillwalkers. Unlike many other companies who do not specialise, we aim to provide the best quote which already includes cover for your sport. We understand the difference between 6b, E1,a scramble in Snowdonia and a trek In Nepal. We advise each client individually which saves valuable time and confusion.
The reviews highlight the company's expertise, friendly approach, and efficient service, resulting in excellent outcomes for clients.
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Watts IFA is a family-run business that has been helping individuals and businesses with their mortgage and insurance needs for over 30 years. Our team of experienced and knowledgeable advisers provide independent, whole-of-market mortgage advice, as well as protection advice, to ensure that our clients receive the best possible deals. We search over 100 lenders and insurance companies to find the right mortgage and insurance solutions for our clients.
The positive comments highlight the exceptional service and communication provided by the team, with all reviewers extremely satisfied with their experience.
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Harrison Townsend Financial Services is an independent financial adviser based in Ashton-under-Lyne, Manchester, providing expert advice on wealth management, investments, pensions, and equity release to help clients achieve their financial goals. From investment planning to retirement planning and everything in between, our experienced team provides personalized guidance to ensure our clients' financial futures are secure.
All reviewers have praised the exceptional service, professionalism, and expert advice provided by Chris Cunliffe and Harrison Townend Financial Services.
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Active Insurance Services is an independent insurance broker providing a wide range of insurance products and financial services to individuals, sole traders, and businesses of all sizes. From home and property insurance to business insurance, vehicle insurance, and financial advice, we offer a personalized service to each of our clients. With over 75 years of combined experience in the insurance industry, we aim to provide our clients with the most appropriate cover for their needs, saving them time and money.
The company's professionalism, responsiveness, quality, and value are highly praised by customers.
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