The 10 Best Financial advisor in Mold

15 results found

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  1. 1

    UKI Financial Planning

    ★★★★★ 5
    Open

    “We have recently used the services of UKI Financial Planning and had the privilege of being looked after by Steve. As first time buyers we were extremely nervous about the whole situation of buying our first home but Steve made everything feel so easy, guided us through the whole process, didn’t push us towards any decisions, was at hand at any time of the day any day of the week and gave the best advice to us for not just the purchasing process but for the rest of our time in our new home. We cannot recommend Steve enough and are extremely thankful for his professional advice, we will definitely be using him again whenever we may need to.”

    Address: 3A Chester Street, Mold CH7 1EG, United Kingdom

    Phone: +44 1352 756111

    Website: mortgagesdirect.co.uk

  2. 2

    Celtic Financial Planning Ltd

    ★★★★★ 5
    Closed

    “The financial advice that I have received this year saved me a small fortune when the stock markets nose dived after Mr Trump announced his trade tariffs. Celtic Financial Services advised me to move my pension out of high risk US equities into a safe cash fund before Mr Trump took action. If I had not followed their advice I would have lost 20% of my pension fund value overnight! Thank you Celtic Financial Services.”

    Address: Bromfield Lane, Bromfield Industrial Estate, Mold CH7 1JW, United Kingdom

    Phone: +44 1352 390121

    Website: celticfp.co.uk

  1. 4

    Heritage Financial Planning Ltd

    ★★★★★ 5
    Closed

    “I just want to say the help I received from Alex at Heritage was just totally amazing, I am planning to retire in the next few months and I was unsure how to deal with it and how to go about this so Alex really helped me understand how I can adapt to not having a salary and how to manage my pension and savings, he was so down to earth patient and knowledgeable and explained things in easy to understand terms. He came up with ways of managing our finances that I hadn't thought of I am so glad I used his expertise. I feel confident about taking that next step and Alex has been instrumental with all his help, I can't recommend Alex and Heritage enough, use them with confidence, thanks again Alex. Andy”

    Address: 1 Heritage Square, Treuddyn, Mold CH7 4PD, United Kingdom

    Phone: +44 1352 771736

    Website: heritage-fp.co.uk

  2. 6

    Accounting & Bookkeeping Consultancy Ltd

    ★★★★★ 4.9
    Closed

    “Angela and the staff are a godsend, I am new to the business world and Angela has done everything in her power to educate me in all things business. Angela is the sort of person who will tell you how it is in plain English and does not beat about the bush, just as I like it. Yes she will hold your hand and guide you through your business journey and grow with you but If you mess up she will tell you. If you are using one of the generic accountant services out there do yourself and your wallet a favour and give her a call. Could not recommend her enough.”

    Address: Bromfield Industrial Estate, Mold CH7 1XB, United Kingdom

    Phone: +44 1352 872222

    Website: accountingbookkeeping.co.uk

  1. 8

    The Platt Partnership Ltd

    ★★★★★ 5
    Closed

    “I have been trying to seek some easy to understand pension advice for sometime, I dealt with Cassie and she answered my queries really quickly in a really easy to understand way, she has a wealth of knowledge, I would highly recommended Cassie and The Platt Partnership for any pension and financial advice!”

    Address: 21 Chester Street, Mold CH7 1EG, United Kingdom

    Phone: +44 1352 753353

    Website: theplattpartnership.com