Financial advisor in Derby

199 results found

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  1. 65

    View Finance Ltd

    ★★★★★ 5
    Open

    “I can't really fault the service we received. When we first started looking for a mortgage, my bank told us they essentially couldn't lend to us (based off only 4 questions). This caused an immense amount of worry. We were given Richard's details and he has been amazing from start to finish and we are now homeowners! He answered all of my questions (of which there were many, some probably silly) and has also sorted my life insurance. We would definitely use again”

    Address: 42 Friar Gate, Derby DE1 1DA, United Kingdom

    Phone: +44 333 320 8658

    Website: viewfinance.co.uk

  2. 66

    Karia Accountants

    ★★★★★ 5
    Closed

    “Mr Karia's knowledge of his work is very impressive. His client service is also exceptional and surprisingly, his charges are very fair compared to other firms I've used previously! Would definitely recommend his firm and I certainly will continue to use his services going forward.”

    Address: 19 Saint Christopher's Way, Derby DE24 8JY, United Kingdom

    Phone: +44 1332 492101

    Website: kariaaccountants.com

  1. 67

    “AMG wealth were recommended to us for financial and estate planning & guidance. An appointment with Phil Basterfield and Jayden Wilkes was made. They expertly explained all of our concerns and now we are confident that our estate is now in order. We fully recommend AMG Wealth for the outstanding advice and for our peace of mind.”

    Address: 120 Park Farm Drive, Derby DE22 2QP, United Kingdom

    Phone: +44 1332 551155

    Website: amgwealthmanagement.co.uk

  2. 68

    Rhodes Wealth Management

    ★★★★★ 5
    Closed

    “I sought out Rhodes wealth management for some early pension and future income forecasting advice. I was extremely happy with the approachable, flexible and supportive service that I received from Lewis. All the facts and projections I needed to support my decision-making were well considered and presented with complete clarity. I look forward to calling upon their services again in the not too distant future. Thank you, much appreciated. For everyone reading, I highly recommend.”

    Address: Luke Lane, Brailsford, Ashbourne DE6 3BY, United Kingdom

    Phone: +44 1332 497670

    Website: rhodeswealthmanagement.co.uk

  3. 69

    Glenrose Investment Ltd

    ★★★★★ 5
    Closed

    “So pleased that we found Glenrose when preparing for my retirement. Lots of research done beforehand and Glenrose stood out due to the appropriate specialist qualifications of our advisor, Neil. Great communications - easy to make appointments and have ad hoc discussions. We have recommended Glenrose to friends and family, and will continue to do so.”

    Address: Lodge Lane, Derby DE1 3HB, United Kingdom

    Phone: +44 1332 297500

    Website: glenroseifa.com

  1. 70

    My Finance Friend

    ★★★★★ 5
    Open

    “I cannot recommend my experience with our finance advisor highly enough! From the moment we began working together, it was clear that their expertise and dedication were unmatched. Mark took the time to truly understand our financial goals and crafted a personalized plan that not only met but exceeded our expectations. Mark's communication skills were exceptional, breaking down complex financial concepts into easily understandable terms. They patiently answered all of our questions and ensured we felt confident and informed every step of the way. What truly sets Mark at My Finance Friend apart is his unwavering commitment to our financial well-being. He consistently provided insightful advice and guidance, always with our best interests at heart. Thanks to Marks expertise, we've achieved significant milestones and are on track to secure a brighter financial future. In addition to Marks professionalism and expertise, his genuine care and dedication to helping us achieve our financial goals truly sets him apart from others. We feel incredibly grateful to have found such a trustworthy and reliable advisor. If you're seeking a finance advisor who is not only knowledgeable but also genuinely cares about your financial success, look no further. Our experience with Mark has been nothing short of exceptional, and we wholeheartedly recommend his services to anyone seeking financial guidance.”

    Address: Station Road, Mickleover, Derby DE3 9FB, United Kingdom

    Phone: +44 800 044 5733

    Website: myfinancefriend.co.uk

  1. 74

    TaxAssist Accountants

    ★★★★★ 5
    Open

    “Since moving to tax assist with Kam I have confidence that my tax return and business accounts are now looked after correctly. One thing that I really like about Kam is that he will go through all ways of saving tax and explain what’s what until you understand. He’s always happy to have a phone conversation with you and it’s very easy to use the booking system to get an appointment. Thank you!”

    Address: 252 Stenson Road, Sunny Hill, Derby DE23 1JL, United Kingdom

    Phone: +44 1332 501122

    Website: taxassist.co.uk

  1. 77

    TaxAssist Accountants

    ★★★★★ 5
    Open

    “I recently consulted this company for a problem with my income tax situation. I found the advisor, Kam Aujla, extremely professional and courteous. He very quickly understood my problem and resolved the matter very much to my satisfaction. Highly recommended.”

    Address: 202 Rykneld Road, Littleover, Derby DE23 4AN, United Kingdom

    Phone: +44 1332 501122

    Website: taxassist.co.uk

  2. 78

    RDG Accounting Ltd

    ★★★★★ 5
    Closed

    “We have been with RDG Accounting for longer than I remember for our business accounts and payroll. I highly recommend them and wouldn't consider going anywhere else. Russell and Katrina are professional yet friendly, with a great team, nothing is ever too much trouble, and whenever we need to contact them, the issue is either dealt with there and then, or they call back almost straight away.”

    Address: Raynesway, Spondon, Derby DE21 7SR, United Kingdom

    Phone: +44 333 200 0714

    Website: rdgaccounting.com

  1. 80

    Ascentant Accountancy

    ★★★★★ 5
    Closed

    “I needed help with calculating figures for a tax bill... Kevin introduced me to Daniel who was absolutely wonderful in working out the correct figure to be paid. I can't speak highly enough of the excellent service provided by Ascentant, very friendly, knowledgeable and professional...I highly recommend them.”

    Address: Alfreton Road, Derby DE21 4AS, United Kingdom

    Phone: +44 1332 981920

    Website: ascentant.co.uk

  2. 81

    BKPS Ltd

    ★★★★★ 5
    Closed

    “I've had great accountancy advice and service for years, especially recently. BKPS have efficiently handlled my finance queries, especially well during the Covid 19 global crisis.”

    Address: 74 High Street, Swadlincote DE11 8HS, United Kingdom

    Phone: +44 1283 509533

    Website: bkps.uk

  1. 83

    Merchant Advice Service

    ★★★★★ 4.9
    Open

    “I contacted Merchant Advice Service when our company received notice from a previous provider. We’re classed as “travel” due to the nature of our UK holiday business. At the time we reached out to a few providers - however the advice we received from MAS stood out from the rest. Detailed, knowledgable and experienced in every issue we came across. I wanted to personally thank Libby and her team for the outstanding service. Highly recommend.”

    Address: Park View, Chellaston, Derby DE73 5UH, United Kingdom

    Phone: +44 800 304 7875

    Website: merchantadviceservice.co.uk

  2. 84

    JMK Wealth Management Ltd

    ★★★★★ 4.9
    Closed

    “Just want to start by saying a massive massive thank you to Mark & Finley ! There service to getting us our first home has been absolutely fantastic. Nothing was a big ask (even if it was!) We completed in no time and had such a positive experience with these guys!! Would recommend to anyone / everyone. Thanks again, J+L”

    Address: Little Eaton, Derby DE21 5EL, United Kingdom

    Phone: +44 1332 300295

    Website: jmkwealthmanagement.co.uk

  1. 86

    A Butler & Co

    ★★★★★ 4.9
    Closed

    “Outstanding service. I've been using A butler and co for many years. They make things easy and are always happy to help with any issues you may have. They always keep you up to date with any changes with their monthly newsletter and send out helpful reminders for any upcoming deadlines etc.”

    Address: Darley Abbey, Derby DE22 1DZ, United Kingdom

    Phone: +44 1332 346241

    Website: a-butler.co.uk

  2. 87

    The Chartwell Practice

    ★★★★★ 4.8
    Closed

    “Martin and his staff at Chartwell have looked after our company for over 15 years now. They have always offered us a professional yet friendly service. We have always been kept updated of any tax changes that may affect our business, our accounts are submitted on time and nothing is too much trouble if we require any additional financial advice. Highly recommended!”

    Address: 4 Saint Paul's Square, Burton upon Trent, Burton-on-trent DE14 2EF, United Kingdom

    Phone: +44 1283 741400

    Website: chartwellpractice.com

  1. 89

    randd uk ltd

    ★★★★☆ 4.6
    Closed

    “RandD is a great service. It really takes the headache out of making R&D claims enabling the team to get on with doing some actual work.”

    Address: Nottingham Road, Derby DE1 3QT, United Kingdom

    Phone: +44 1332 409711

    Website: randduk.com