Money Matters: Discover the Best Financial Advisers in Shropshire

Get expert financial guidance in Shropshire 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 Shropshire who suits your needs.

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Portland Financial Planning is a family-run, independent financial advisory firm based in Shrewsbury, serving Shropshire, Powys, Herefordshire, and Staffordshire. We provide personalized financial planning services to clients, focusing on retirement advice, saving and investments, later life planning, long-term care planning, and inheritance tax planning. Our team of experienced advisors, led by Ben Walters and Hannah Edwards, offers holistic financial advice to help clients achieve their financial goals.
The reviewers praise the company's exceptional service, professionalism, and thoughtfulness in providing financial advice, highlighting the company's ability to build trust and provide valuable guidance and support.
5.0
Based on 7 reviews
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Abacus Associates Financial Services is a well-established firm of Independent Financial Advisers, specialising in a full range of financial advice services including pensions and retirement planning, savings and investments, life and critical illness assurance, and trusts and Will planning. Our independent practice offers tailored services to meet the diverse needs of our clients, providing each individual with the best possible choice of products. Our qualified pension transfer specialist can advise on all types of pensions and transfers.
The reviewer was extremely impressed with the knowledgeable and friendly service they received.
5.0
Based on 1 review
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Mardon Financial Advisers Ltd provides expert financial advice to private and corporate clients. With over 25 years of experience, we offer a wide range of services to help clients build, grow, protect, and preserve their wealth. Our team of highly qualified and experienced professionals provides a personalised client-facing service, backed by the strength and infrastructure of St. James's Place. We work closely with our clients to understand their financial goals and provide tailored solutions to achieve them. Our services include wealth management, financial planning, investment portfolio management, and more.
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Chartered Independent is a specialist independent financial advisory team based across Shropshire and Staffordshire. We provide independent financial advice to both private and corporate clients. Our financial planning is clear and easy to understand, and we take the time to ensure our clients' financial goals are met. Our team of experts is dedicated to helping individuals and businesses achieve their financial objectives, whether it's building, preserving, and managing wealth, or navigating complex financial situations. We offer a range of services, including discretionary investment management and bespoke financial planning.
CI team provides an outstanding, professional, and welcoming service, highly recommended.
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At Midland Financial Advisers, we provide expert financial advice to individuals and businesses across the UK. Our team of experienced and specialist advisers offer tailored guidance on investments, pensions, equity release, mortgages, and more. With over 100 years of combined experience, we are dedicated to providing clear, straightforward, and impartial advice to help our clients achieve their financial goals. Our services include digital services, calculators, and news, all designed to help you make informed financial decisions. Contact us today to learn more.
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Severn Financial Services provides independent financial advice to individuals who wish to create, enhance and protect their wealth. We provide advice on investments, tax planning, pensions and retirement planning. With the flexibility and scope to apply broad based knowledge and specialist in-house expertise, our advice remains balanced and unbiased. We will provide you with a coherent strategy, aimed at achieving your long-term goals. From freedom comes opportunity. Our impartial approach enables us to offer pragmatic advice and deliver decisive recommendations. For you, that means a saving of time, money and the acquisition of a clear, well-structured strategy.
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