Browse financial advisor in Wakefield. Use this directory to compare ratings, reviews, photos, opening hours, addresses and contact details. 73 results in Wakefield. Average rating 4.7/5 based on 372 reviews & ratings.

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Directory overview

  • 73 Total businesses
  • 4.7 Average rating
  • 66% With reviews
  • 44% With photos
  • 2 Highly rated
  • 7 Open on weekends

Rating distribution

How many businesses fall in each rating band (rated only).

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  1. 31
    Photo of GEM Wealth Management Limited - calder park, 1 Mariner Ct, Durkar, Wakefield WF4 3FL, UK

    GEM Wealth Management Limited

    ★★★★★ 5 (5 Reviews) Closed

    “I have just had my annual pension review with Joe McAreavey and I am absolutley delighted at the performance of my pension fund. I would recommend GEM Wealth Management to anyone seeking financial advice, I feel very confident in Joe managing my portfolio , he always has plenty of time to discuss my future plans and explain any changes that are necessary. Always gives a 5 star service.”

    Address: calder park, 1 Mariner Ct, Durkar, Wakefield WF4 3FL, UK
    Phone: +44 7392 790532
    Website: partnership.sjp.co.uk
  2. 32

    www.lifewealthcoaching.com

    ★★★★★ 5 (4 Reviews) Closed

    “Jonathan was personally recommended to me for advice on my personal circumstances not only in relation to my finances but also to mindset. Over a short period of time I have seen a vast improvement and this is continuing. Jonathan is a calm and respectful man who is easy to talk to and he has enabled me to focus on my goals leading me towards successful outcomes. His knowledge and approach have been key in helping me take control of my business through cognitive adaption. I would highly recommend Jonathan to anyone who wishes to create or embrace a change.”

    Address: The Plex, 15 Margaret St, Wakefield WF1 2DQ, UK
    Phone: +44 800 112 3838
    Website: lifewealthcoaching.com
  3. 33
    Photo of The Mortgage Adviser - Project House, 581a Leeds Rd, Outwood, Wakefield WF1 2JL, UK

    The Mortgage Adviser

    ★★★★★ 5 (4 Reviews) Closed

    “I received a quality service from a complete professional who was always available to take my call, or offer me advice on any questions I had - You really took a lot of the sting out of the whole ordeal, thanks Lee, cant recommend enough!!!”

    Address: Project House, 581a Leeds Rd, Outwood, Wakefield WF1 2JL, UK
    Phone: +44 7812 159965
    Website: themortgageadviser.org
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  1. 37

    Harrison Blakeley Accountancy Limited

    ★★★★★ 5 (3 Reviews) Closed

    “What can I say, these guys know there stuff. Very professional, friendly, honest & knowledgeable. They have done brilliant work for my accounts & have helped me with all issues I have come across, (furloughing etc). They're only a stone throw away in Horbury, Wakefield. If your in the market for a new accountant or in need of one, these are your saviours . Thank you”

    Address: 21 Church St, Horbury, Wakefield WF4 6LT, UK
    Phone: +44 1924 583646
    Website: hbaccountancy.co.uk
  2. 38
    Photo of BBT Group - Calder Park, 3 Mariner Ct, Durkar, Wakefield WF4 3FL, UK

    BBT Group

    ★★★★★ 5 (3 Reviews) Closed

    “I have been a client of BBT Group pre and post Covid and have always found them very professional. They have a rigorous oversight /compliance process, which can take time to go through but this gives me confidence especially when dealing with our private pension matters. Both the advisors we’ve been assigned to over the years have been Chartered Qualified and therefore we talk to one person for both our pension and investment advice.”

    Address: Calder Park, 3 Mariner Ct, Durkar, Wakefield WF4 3FL, UK
    Phone: +44 1924 231400
    Website: bbtgroup.co.uk
  3. 40

    TaxAssist Accountants

    ★★★★★ 4.8 (4 Reviews) Closed

    “The team at TaxAssist Accountants Wakefield offer a very personal approach and very professional service. Their friendly welcome as you walk in the door sets you at ease. They show a genuine interest in your requirements. Extremely knowledgeable their advice, support and expertise proved invaluable in saving me a substantial amount of money following a house sale and Tax disclosures. Upfront with fees which I found very reasonable, I would highly recommend TaxAssist Accountants Wakefield to any individual or business looking for help with there tax affairs. First Class, thank you.”

    Address: 35 Westgate End, Wakefield WF2 9RG, UK
    Phone: +44 1924 373067
    Website: taxassist.co.uk
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  1. 42

    Delegate Accountancy

    ★★★★★ 5 (2 Reviews) Closed

    “We have used the services of Delegate Accountancy for a number of years now and we can highly recommend. They offer a professional service where nothing is too much trouble. Our Company Tax/Vat Returns/Management Reports etc are always accurate and on time and using Delegate, we can rest assure that we are fully compliant with HMRC’s deadlines and returns. 5 Stars!”

    Address: 4 Bond Terrace, Wakefield WF1 2HW, UK
    Phone: +44 800 210 0087
  2. 44

    Pension Release and Review Company

    ★★★★★ 5 (2 Reviews) Closed

    “great service, no nonsense advice. Needed a solution to an old work pension and helped us out. Also located a lost pension we couldn't find through some tracing service they use. Cheers”

    Address: Denby Dale Rd, Wakefield WF1 1HR, UK
    Phone: +44 1924 378643
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  1. 46
    Photo of IP Wealth Management Ltd - Unit 5 Westgate Court SilkWood Park Ossett, Wakefield, Ossett WF5 9TT, UK

    IP Wealth Management Ltd

    ★★★★★ 5 (2 Reviews) Closed

    “Received help with remortgage and new health insurance policy. Both advisors were friendly and very helpful, due to an unforseen error bye my bank the Chris had to go above and beyond to finalise a suitable deal. Very happy with my experience and recommend.”

    Address: Unit 5 Westgate Court SilkWood Park Ossett, Wakefield, Ossett WF5 9TT, UK
    Phone: +44 1924 200241
    Website: ipwmltd.co.uk
  2. 48
    Photo of J27 Accountants Ltd - J27 Accountants Ltd, 143 Wakefield Rd, Gildersome, Leeds LS27 7HH, UK

    J27 Accountants Ltd

    ★★★★☆ 4.4 (12 Reviews) Closed

    “My business partner and I have been with Jones' accountants for over a year now and have found their service to be very good. Dinah is very approachable and doesn't mind answering any of my questions at any time. She's great for explaining any tax and vat requirements I might not understand and keeps us aware of any HMRC updates that will effect our business. I would definitely recommend Jones' accountants to other businesses.”

    Address: J27 Accountants Ltd, 143 Wakefield Rd, Gildersome, Leeds LS27 7HH, UK
    Phone: +44 113 229 3000
    Website: j27accountants.co.uk
  3. 49

    Platinum Money

    ★★★★★ 5 (1 Reviews) Open

    “Stuart was fabulous in helping us find a bank also a manager that believed in us to achieve our Dream - our Dream is now open up & Running- First class service in contact from Start to Finish - Thank You Neil & Karen”

    Address: Coopers House, Intake Lane, Ossett, Ossett, Wakefield WF5 0RG, UK
    Phone: +44 7826 866894
    Website: platinummoney.co.uk
  4. 50
    Photo of TAX321 Personal Tax Services - 14 The Mount, Wakefield WF2 8QP, UK

    TAX321 Personal Tax Services

    ★★★★★ 5 (1 Reviews) Open

    “I'm an Independent Financial Adviser and I have referred a number of my Clients to Lisa and she has provided an outstanding service to all of them. Lisa also prepares my Self Assessment Return and that of my Wife and I have been delighted with Lisa's services. I have no hesitation in recommending Tax321.”

    Address: 14 The Mount, Wakefield WF2 8QP, UK
    Phone: +44 7544 310839
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  1. 51

    Afor Accountants

    ★★★★★ 5 (1 Reviews) Closed

    “Can't thank Allison and all the Afor team enough, we recently set up our LTD company, and from the very start of our journey Allison has been a great help, in down to earth accounting advice-invoices-sales-and payroll. A great wealth of knowledge when it comes to SME.”

    Address: Forge Ln, Horbury, Wakefield WF4 5EH, UK
    Phone: +44 7703 396595
    Website: afor.co
  2. 54

    Regency Wealth Management

    ★★★★★ 5 (1 Reviews) Closed

    “I can really recommend Matthew Lowe he really knows his stuff and he explains everything clearly. The 6 monthly review he provides is invaluable too.”

    Address: 17b Appleton Ct, Durkar, Wakefield WF2 7AR, UK
    Phone: +44 1924 666600
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  1. 56
    Photo of Thorne Asset Finance - 15 St John's Square, Wakefield WF1 2RA, UK

    Thorne Asset Finance

    ★★★★★ 5 (1 Reviews) Closed

    “Enjoy not a first time and not last time because place are reach with the memorials and history but Wakefild WHD need to take action and start take care of the property and historical safety and security . Have nice day and be safe.”

    Address: 15 St John's Square, Wakefield WF1 2RA, UK
    Phone: +44 1924 371134
    Website: thornefinance.com
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Frequently asked questions

Answers generated from the current directory data.

How many financial advisor are there in Wakefield?

We list 73 financial advisor in Wakefield.

What is the average rating of financial advisor in Wakefield?

The average rating is 4.7, based on 372 reviews.

How many are open on weekends?

7 work on weekends.