Directory overview
- 189 Total businesses
- 2.8 Average rating
- 60% With reviews
- 46% With photos
189 results found
Browse financial advisor services in Derby. Use this directory to compare ratings, reviews, photos, opening hours, addresses and contact details. 189 results in Derby. Average rating 2.8/5 based on 2,874 reviews & ratings.
“Mark is good at explaining things and pro-active in ensuring my pension is well invested, in line with my attitude to risk and visible to me at all times. He and his staff are easy to communicate with securely and they have been looking after me for over 7 years now and I feel comfortable and well looked after financially.”
“As someone who is new to the world of pensions, I was a bit overwhelmed by all the jargon and options out there. But Jon’s guidance was really helpful, and he made the process feel much more manageable and less intimidating. Jon took the time to explain everything to me in a way that was easy to understand.His expertise gave me the confidence to make informed decisions about my financial future. Overall, I'm extremely happy with the service Jon provided me with, and I wouldn't hesitate to recommend him to anyone who needs expert pension advice.”
“Since finding Mark as a recommended financial advisor on the internet, we have had extremely good experiences and advice regarding pensions and general financial wellbeing. We both feel much more confident in our pension planning and retirement prospects thanks to Mark and his team. We look forward to continue to benefit from his sound advice and recommendations in the future.”
“Having had a very bad experience with a previous financial advisor I was very cautious about trusting anyone else. However, Dean Fletcher and First Service Financial Limited definitely put my mind at rest from the first meeting that my pension was going to be in much safer hands. Dean was exceptionally thorough and happy for the initial meeting to run as long as it needed to ensure all questions were answered and bases covered. This meeting was never guaranteed to turn into business for Dean so the time spent was very much appreciated. Dean went through all financial information for both myself and my partner so that he could come up with the most appropriate platform to deliver what we were both going to need. When the product being suggested came through again, Dean came over went through everything with a fine tooth comb to ensure everything was completely understood. I like the fact that within the product information he provided worst and best case scenarios, should the stock markets go in one direction or another. I found this hugely useful and important to enable me to make a very informed decision. To date I am still very happy with the service provided and would not hesitate to highly recommend Dean Fletcher and First Service Financial Limited.”
“David was knowledgeable and helpful regarding an international tax issue. Plenty to think about and constructive advice given in a friendly and calm manner.”
“Beoadview Financial Services Ltd were very helpful in securing us a good rate on our mortgage. Amy was very friendly and professional throughout the process and answered all of our dozens of questions. I would highly recommend this company to anybody who is looking to take out a mortgage, whether than be a completely new one, or a remortgage.”
“Paul and Chrissie offered me and my partner a fantastic service. They sorted out our mortgage at a great rate. Their professional advice made sorting life and critical illness cover easy. I would recommended them to anyone.”
“Excellent service. Great with answering calls and responding to emails in quick time and providing support and advice. Highly recommend!!”
“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.”
“Have been with woodgate / Chesterton house for many years , the service we have recieved is exceptional they have always delivered what we wanted and every confidence in achieving our aims we cannot praise them enough we are very lucky to find such a great honest company who will always have your back the main thing is trust and we trust them 100% Anna who looks after us is wonderful nothing is too much trouble we could not wish for better would highly recommend”
“Have been with woodgate / Chesterton house for many years , the service we have recieved is exceptional they have always delivered what we wanted and every confidence in achieving our aims we cannot praise them enough we are very lucky to find such a great honest company who will always have your back the main thing is trust and we trust them 100% Anna who looks after us is wonderful nothing is too much trouble we could not wish for better would highly recommend”
“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.”
“I can wholeheartedly recommend this company. We saw David Hulland for a review of my husband's future pension. He went to a lot of trouble to explain things to us, even using hand drawn diagrams and graphs to help us understand the complexities of pension funds. His advise was to leave things as they were. My husband was not charged for this very helpful and informative 45 minute appointment. It was refreshing to deal with such an honest organisation.”
“I can thoroughly recommend the advice that I have always received from Regent Financial Management. Having now had a very long standing experience with Regent F.M. they have always been very efficient and attentive to my needs and financial requirements. Any further references or endorsement to Andrew Carley and his team I would be very happy to provide.”
“Been with Ian for over 20 years – gives sound, common sense financial advice and really looks after his clients Keeping them both informed and up-to-date with clear, consistent logic behind his financial Advice.”
“Top advice from a regulated company.”
“Been a client for several years. No complaints whatsoever.”
“Great meeting with Karen, really useful and wouldn't hesitate to recommend.”
“Roger from Lakeside Financial Solutions has given me invaluable advice over the years. Very professional, friendly and reliable. Available face to face, over the phone or video call. I highly recommend him as a financial/mortgage advisor.”
“Excellent advice & service from a true professional, Would heartily recommend Darren Wheatcroft's company”
“Excellent service and keeps you updated”
“Fantastic advice from Roger Lee turned my struggling investment into an investment I was able to retire on. Highly Recommend”
“Thank you so much for your great service. Quick response to all of my queries all the time by Mr Martin. Great dealing Great customer service. Highly recommended and I am definitely going to use his services whenever next time I buy property again. Thanks again”
“I have used Orridge and Dunn twice now for financial advice. I found them knowledgeable, professional and highly organised. Highly recommended.”
“"a barbershop haircut costs a quarter " ahh barbershop”✌️✌️”
“Fantastic service! Always available to support our business when needed. Would definitely recommend.”
“James of Aristotle Finance has become a friend as well as a great advisor to us over the years.Always responds promptly and explains clearly any issues which we have so we would not hesitate to recommend this company to anyone thinking of needing financial advice”