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Financial Advisors in Congleton

List of financial advisors & consultants in Congleton. Find a comprehensive selection of recommended financial advisors & consultants with detailed business profiles, services, and unbiased customer reviews. Get free quotes!
Farm & Country Finance

Farm & Country Finance

Congleton, Cheshire, North West England, CW12 2FG (1.18 ml)

Mark did more in a week, than any other bank or company had done for us in over a month. His straightforward way of dealing with our application, and keeping us informed, made the whole process very easy for us. We ended up with a mortgage deal much better than any high street bank could offer us, and in some cases, half the price of some of the alternative companies that we had considered. less

The Acumen Investment Partnership

The Acumen Investment Partnership

Macclesfield, Cheshire, North West England, SK11 0PS (4.54 ml)

Your first meeting with us is FREE of charge. We'll talk about your current situation and your future needs. Then you'll get a report from us with an assessment of your current circumstances and some general recommendations. Your circumstances and ambitions will change as you go through life. Financial advice isn't a one-off exercise. By working with you over the long term, we make sure that your financial arrangements continue to provide the best protection and opportunities for you and your family. less

Capey & Co Financial Planning

Capey & Co Financial Planning

Stoke on Trent, Staffordshire, West Midlands, ST7 2AA (5.63 ml)

We like to build up a good relationship with each of our clients, where we know them and where they know us and trust our approach. This section therefore sets out to give you information about us - our firm, our advisers, our fee basis, Client Agreements and Terms of Business - whatever you want to know about us. less

Opal Financials

Opal Financials

Alsager, Cheshire, North West England, ST7 2EW (5.75 ml)

If you are looking to buy a home or remortgage, it can be a huge decision. Let us work for you to find a suitable deal. Our only reason for recommending a mortgage is that it's right for you and our advisers will work with you so that we provide the right advice at the right time. less

Personal Financial Planning

Personal Financial Planning

1.0
1 Reviews

Sandbach, Cheshire, North West England, CW11 1BA (6.81 ml)

Periodical Payments have been implemented for the first time, by consent, in Jersey and PFP's Richard Cropper played a pivotal role. The Judgment in X -v- The Estate of Y states: Mr. Cropper is an Independent Financial Adviser who has made a specialisation of providing advice to recipients of personal injury and fatal accident damages and, clearly, has become a leading expert in the field of periodic payment orders. More information can be found in the NEWS section. less

The Chamber Partnership

The Chamber Partnership

Macclesfield, Cheshire, North West England, SK11 0LP (6.83 ml)

Chambers aims to provide financial advisory services to clients from all backgrounds and walks of life, and to manage all aspects of a client's financial planning. The Chambers Partnership Limited is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register - www.fca.org.uk - under reference 495472. Registered address: Beechfield House, Lyme Green Business Park, Winterton Way, Macclesfield, Cheshire SK11 0LP. less

Barrie Hough

Barrie Hough

Stoke on Trent, Staffordshire, West Midlands, ST6 1DP (7.18 ml)

Our aim is to offer jargon free advice and assist clients with their individual financial planning needs and offer regular bespoke reviews to ensure both suitability and that set objectives are still being met. As Independent Financial Advisers, we provide advice on all areas from the widest possible range of leading investment management and insurance companies. IFA's like us have complete freedom to recommend particular product purely on the basis that they best suit the needs of the client. less

G & K IFA

G & K IFA

Macclesfield, Cheshire, North West England, SK11 8NU (7.36 ml)

Welcome to the website of G & K Independent Financial Advisers, we are a small but perfectly formed company of Independent Financial Advisers and Mortgage Consultants based in Macclesfield & Newcastle-Under-Lyme. We are able to offer you high quality independent advice in a number of financial areas including but not exclusively, Mortgages, Life Insurance, Pensions and Investments. We are constantly updating our knowledge to stay at the cutting edge of an ever changing market place. less

Financial Growth Solutions

Financial Growth Solutions

Macclesfield, Cheshire, North West England, SK11 6QF (7.87 ml)

Cheshire based accountancy firm, Financial Growth Solutions, is run by Moira Evans. Moira is not only a qualified and experienced accountant, but also has significant experience as a business consultant. She started out in practice in 1991, and built a reputation working for some of the most respected accountancy practices and business consultancy boutiques in the North West. less

Brian Mellor Financial Services

Brian Mellor Financial Services

Leek, Staffordshire, West Midlands, ST13 6DS (7.89 ml)

Their services are professional and courteous and just what we wanted delivered in an objective and realistic way. We receive regular updates and advice which are useful to track our portfolio. Working with Brian from the start of his business in 1993, I can safely say that every aspect of my financial affairs have been in a really safe pair of hands. Key to the relationship is the way in which my needs are identified and advice is communicated in a friendly and easily understood manner. less

Mulberry Financial

Mulberry Financial

Macclesfield, Cheshire, North West England, SK11 6LF (8.19 ml)

We advise on a broad range of financial matters, specialising in pensions, investments, and pre and post retirement planning. Our clients are builders, engineers, graphic designers, pensioners - not fat cats and millionaires. As of 6 April 2015, the new pension flexibilities will cause many people to rethink their retirement plans. Let us explain the new rules for you. less

SDB Strategic Planners

SDB Strategic Planners

Newcastle under Lyme, Staffordshire, West Midlands, ST5 8BQ (8.26 ml)

In an industry with a high staff turnover, we stand out by offering our clients reassuring continuity. Our chairman, Stuart Bryant, has been here from the start. Fellow director, Jo Watt, joined the profession in 1988 and the company, six years later. Stuart and Jo are both Certified Financial Planners (CFPCM ), qualified Investment Managers and Chartered Wealth Managers. Jo is also a Chartered Financial Planner. They are both qualified to Level 6 (the professional minimum requirement being Level 4). less

D P C

D P C

Stoke on Trent, Staffordshire, West Midlands, ST1 5NS (8.66 ml)

BRB Wealth Management provides fee based, comprehensive financial planning advice to individuals seeking to take control of their financial future and achieve their personal and financial goals. We offer impartial, proactive advice and aim to establish a close, ongoing relationship via regular review meetings. less

Advance Mortgage Solutions (uk)

Advance Mortgage Solutions (uk)

Stoke on Trent, Staffordshire, West Midlands, ST1 1QH (8.77 ml)

Advance Mortgage Solutions (UK) Ltd was established in 2001 by Directors Chris Jones and John Alcock, who are the driving force behind this successful, thriving and people orientated company. We are Independent Mortgage Advisers directly regulated by the Financial Services Authority (FSA) and offer Whole of Market Mortgage Advice. Our dedicated specialist mortgage advice service enables customers to talk to an experienced adviser about every aspect of the mortgage market. less

Giliker Flynn Independent Wealth

Giliker Flynn Independent Wealth

Newcastle under Lyme, Staffordshire, West Midlands, ST5 1JQ (9.35 ml)

Giliker Flynn offer impartial, fully independent financial advice and we aim to establish close relationships with our clients. We pride ourselves on offering a highly personalized and bespoke service where not one client is treated the same. less

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Most of the usual clients of a financial advisor in Congleton would be either owners of a business, people, who are about to invest in a new startup business or an idea they have in mind, or even older folks planning their retirement. It is usually in front of a big decision or a change we have to make in our lives when we need the help of a financial advisor in Congleton to help us get on the right pat. However, nowadays the clientele of a financial advisor in Congleton is getting more and more variable. People from different walks of life, different age groups, and different plans and priorities would enjoy and need the help of a financial advisor in Congleton. A financial advisor in Congleton is the professional who is trained in helping others gain the financial culture and knowledge they need according to the place in life they are at and where they want to go, what they want to achieve. A financial advisor in Congleton is the person you go to, when you want to make the right steps. Therefore, today we would like to share with you some key tips you can get from a reputable financial advisor in Congleton.

Tip from a Financial Advisor in Congleton: Take Bigger Risks

You are maybe thinking that a financial advisor in Congleton in their right state of mind would never advise you on taking risks. However, the good financial advisor in Congleton knows that risks, when the right ones and at the right time, can bring back some great returns in investment and dedication. A financial advisor in Congleton would encourage the younger clients to take bigger risks, because this is the right time for them to learn to walk and be brave to achieve their goals.

Tip from a Financial Advisor in Congleton: Invest in Yourself

Another important tip from a financial advisor in Congleton you would get is that no matter your age, investing in yourself in a great thing and it will pay off for sure. Especially when investing into improving a set of skills, developing a talent, learning something new or educating yourself, a financial advisor in Congleton will tell you it is all worth it for sure. The single best investment you can make, especially while you are young, is investing in yourself, as a reliable and reputable financial advisor in Congleton won’t get tired to tell you.

Tip from a Financial Advisor in Congleton: Follow Opportunities

Like literary, a good and experienced financial advisor in Congleton can also suggest that literary following the great opportunities is so important. Especially while you are young and carefree, you can easily move out the town, follow you dreams, don’t be afraid to go out of your comfort zone. A reputable and experienced financial advisor in Congleton knows that there is a geography of success. For example, if you live in a small town with less opportunities, but you dream big, a financial advisor in Congleton would suggest you don’t have to be afraid to move out and give yourself the chance to try new and exciting opportunities. Take it from a good financial advisor in Congleton and allow yourself all chances.