Financial advisor in Chesterfield

“Sovereign Wealth / St James 's Place have been exemplary in supporting me with my pension and retirement planning . Their response to my requests is always quick and highly professional. Dominic Fallon is a professional in his field and his team are superb.”

“Rented a house with Blundells. From the viewing process to leaving them was smooth. Everyone was helpful and respectful throughout. Daisy was my point of call & throughout she was incredibly helpful, polite & nothing was too much trouble. Thanks Daisy & the team”

“Milestone F.P have been looking after my finances for over five years. I have always found the company and their staff professional, friendly, courteous, knowledgeable and helpful in all my dealings with them. I would highly recommend them to anyone requiring anything regarding investments and pensions.”

“We received excellent advice through Nick about investing on behalf of my mother under Lasting Power of Attorney. We are reassured that we are dealing with her affairs in her best interests. Nick was helpful and efficient at all times.”

“This is my local shop and is brilliant at being so, do most of my grocery shopping here, everyone is friendly and I love to see them, don't know what I'd do without this place, had a post office and cash machine which is always handy”

“My business has grown with SMH Sutton McGrath Hartley (Chesterfield) over the years (many years). Laura Leader has overseen my accounts and is my go to point of contact. Laura is confident in her role, approachable and prompt in all she does.”

“Excellent service, been looking after me for many years since I bought my first home!”

“I've been working with BTS as my accountant for nearly 10 years, and I couldn't be more pleased with their service. Their expertise, attention to detail, and commitment to their clients are truly exceptional. BTS Accountancy has consistently provided accurate and timely financial advice, guiding me through complex tax situations with ease. Their professionalism and reliability have given me complete peace of mind, knowing my finances are well looked after. I highly recommend BTS Accountancy to anyone in need of first-class accounting services.”

“I contacted Jones & Co for pension advice and had the pleasure of meeting with Kieran Lynch. From the outset, Kieran made me feel completely at ease, clearly explaining my options without any jargon. His patient and thoughtful approach ensured I fully understood every aspect of the advice provided. I wouldn't hesitate to recommend Kieran to anyone seeking financial guidance-his professionalism and clarity are truly commendable.”

“Shannon was really helpful, she was thorough, clear in what she was telling us and made sure that we understood all the information she was giving us. Everyone we have met at Rosewood Wealth Management have been very friendly and a pleasure to meet them. Cannot recommend this company highly enough.”

“Minesh took on my account a couple of years ago and I couldn't be happier. He really knows his stuff, and explains everything in a clear and precise way. I feel confident that every decision made regarding my investment and pension is the right one and based on the best data available. He always explains, and answers all the questions and gives clear advice and guidance on what to do next. I'm quite risk averse but never feel I'm being pressured to change. I wouldn't hesitate to recommend Minesh to anyone. Thank you Minesh.”

“This is a really good family run business, letting service spot on, prompt payments made. When I finally decided to sell my property I did not look anywhere else and was very impressed particularly when my purchaser had some issues these were sorted quickly.”

“Having had dubius experiences with previous advisors, Steve Noakes is an absolute breath of fresh air. He is knowledgeable, insightful and ensures he matches any advice and products to our needs and situation. As a consequence he has allowed me to retire early, something I did not think possible. We have recommended him to family and friends who have also commented on the quality of advice given. We would not hesitate to continue recommending him to others. Thank you Steve.”

“I’ve known Peter for many years and he always gives me sound advice. He’s friendly, approachable, professional and nothing is too much trouble. I would recommend him to anyone.”