Directory overview
- 73 Total businesses
- 4.7 Average rating
- 66% With reviews
- 44% With photos
- 2 Highly rated
- 7 Open on weekends
73 results found
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.
How many businesses fall in each rating band (rated only).
“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.”
“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.”
“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!!!”
“A team of highly skilled and knowledgeable accountants who always put their clients first.”
“Affordable Accountancy are extremely helpful and knowledgeable at what they do and i wouldn't go else where! They are always super quick to answer the phone and help out with anything. i would highly recommend to anyone and everyone!”
“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”
“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.”
“I have been very happy with the service”
“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.”
“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!”
“Amazing platform and customer service.”
“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”
“Rob Denton is a great fella. Incredibly professional whilst also being very personable. He is calm, clear and good at his job. I couldn't recommend him more.”
“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.”
“Great service from Milly,went above and beyond to keep me informed regularly.A credit to lakeside THANKYOU”
“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.”
“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”
“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.”
“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.”
“Anne is amazing. She is very helpful in so many ways and is exceptionally professional, she is very trustworthy and reliable and can always give the best advice.”
“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.”
“Very good handling client for guidance taxation”
“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.”
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