The 30 Best Financial advisor in Chesterfield

89 results found

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  1. 2

    Milestone Financial Planning

    ★★★★★ 4.9
    Closed

    “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.”

    Address: Dunston Road, Chesterfield S41 8NL, United Kingdom

    Phone: +44 1246 903053

    Website: milestonefp.co.uk

  2. 3

    “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”

    Address: 19-21 Glumangate, Chesterfield S40 1TX, United Kingdom

    Phone: +44 1246 700248

    Website: blundells.com

  1. 4

    “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”

    Address: 71 Grangewood Road, Chesterfield S40 2TD, United Kingdom

    Phone: +44 1246 273952

    Website: stores.centralengland.coop

  1. 7

    Shorts - Chartered Financial Planners

    ★★★★★ 5
    Closed

    “I have used Shorts Accountants since 1965 in my business and continue to use them as Financial Advisers since my retirement. They have always been excellent throughout this time and despite changes in staff over the years their quality remained consistent. We had an issue with the Inland Revenue, which I disputed vigorously, but HMRC continued to claim I was in breach of the rules. It was only with the expertise of a member of Shorts staff at a meeting with HMRC that they finally admitted that I was conducting my business correctly. I received a letter from the Inland Revenue admitting they were wrong, which I have kept in a safe ever since. Shorts knowledge of case law and precedent saved me thousands of pounds in that instance. I have recommended them to family, friends and colleagues, both as Accountants and Chartered Financial Planners. Whilst the last 12 years have been a volatile period for investing the returns on my investments remain very satisfactory and my capital has been protected. I would recommend them without hesitation to anyone requiring financial advice. Philip Gilbert”

    Address: 2 Ashgate Road, Chesterfield S40 4AA, United Kingdom

    Phone: +44 1246 559955

    Website: shortswealth.co.uk

  2. 8

    “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.”

    Address: 16 Haldane Crescent, Bolsover, Chesterfield S44 6RU, United Kingdom

    Phone: +44 7920 828364

    Website: btsaccountancy.com

  1. 25

    Rosewood Wealth Management

    ★★★★★ 5
    Closed

    “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.”

    Address: 388 Brimington Road, Chesterfield S41 0TF, United Kingdom

    Phone: +44 1246 932300

    Website: rosewoodwealth.co.uk

  2. 26

    “When we first decided on applying for Equity Release we had no idea how to go about it aside from the fact that we knew we needed an advisor. We looked around on the web and also noting adverts on TV and finally decided to go with one close at hand, hence we contacted Simon. From the start he was very professional and helpful without being distant or superior, explaining all our options and what he would recommend. In our particular case from very start from me contacting Simon to our actually receiving the equity took only six weeks. During that time he has remained in touch checking to ensure things were progressing correctly. One thing we really appreciated was that he organised everything for us, even so far as arranging for an advisor to visit to update our wills which was not actually a part of the equity release application. Simon and all the people he put us in contact with were all very knowledgeable in their fields and very patient when we needed clarification on anything. I would recommend Simon Chalk and LaterLivingNow to anyone even considering Equity Release.”

    Address: 19 Mayfield Road, Chesterfield S40 3AJ, United Kingdom

    Phone: +44 1246 202571

    Website: laterlivingnow.com

  3. 27

    “Mitchells Chartered Accountants have completely revolutionised how we manage our finances through their expert implementation of cloud accounting. It's truly been a game-changer for us. They have freed up a significant amount of time for our team, allowing us to focus on what we do best—selling homes! Mitchells' expertise and support are exceptional. They are always available to answer our questions, provide guidance, and give advice. Their proactive communication and dedication makes them a true partner in our business success, Saxton Mee”

    Address: 91-97 Saltergate, Chesterfield S40 1LA, United Kingdom

    Phone: +44 1246 274121

    Website: mitchellsaccountants.co.uk

  1. 28

    Harvest Associates

    ★★★★★ 5
    Closed

    “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.”

    Address: 9 Midland Way, Barlborough, Chesterfield S43 4XA, United Kingdom

    Phone: +44 1246 573173

    Website: harvestassociates.co.uk

  2. 30

    Cheetham Jackson Ltd

    ★★★★★ 5
    Closed

    “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.”

    Address: 69 Saltergate, Chesterfield S40 1JS, United Kingdom

    Phone: +44 1246 205016

    Website: cheethamjackson.com