The 30 Best Financial advisor in Sheffield

660 results found

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  1. 2

    Yorkshire Financial Services Ltd

    ★★★★★ 5
    Closed

    “I was recommended Yorkshire Financial Services by a family member so when I found the house I was straight on the phone to them. The team have so much experience and knowledge, they are professional and always at hand to help if you need it (which I did quite often, been a little clueless on the process and all that). Everything was always explained to me, I was always kept up to date with what was happening, I was constantly reassured (I’m a bit of a worrier). The customer care is just exceptional. I would like to give a special mention to Mark, Craig and Lianne who were there with me through the entire process. You have a truly remarkable team. Thank you from the bottom of my heart.”

    Address: First Avenue, Finningley, Doncaster DN9 3GA, United Kingdom

    Phone: +44 1302 623490

    Website: yorkshirefinancialservices.co.uk

  1. 4

    Nouveau Financial

    ★★★★★ 5
    Open

    “Would 100% recommend, they found us a mortgage we didn't know existed which saved us our small deposit which we could use to renovate. No fault of their own it took us over 8 months to complete but they kept on top of the solicitors all throughout this period. They were well worth the money. Big thanks to Jessica and Natalie and the rest of the team.”

    Address: Bircotes, Doncaster DN11 8DE, United Kingdom

    Phone: +44 1302 230900

    Website: nouveaufinancial.com

  2. 5

    Prestige Financial Solutions

    ★★★★★ 5
    Closed

    “I have used Prestige before and am on my second purchase with them. I am especially pleased with the customer service and efficiency of the process. At no point have I ever felt in the dark and throughout the lengthy process was updated weekly on progress. I would highly recommend this company and want to give a special thank you to Aly Jerome for the hard work support I was provided throughout. I want to thank everybody at Prestige and look forward to working with you again in the near future. M S Khan”

    Address: Nobel Way, Dinnington, Sheffield S25 3QB, United Kingdom

    Phone: +44 1909 547222

    Website: prestigefinancialsolutions.co.uk

  1. 7

    Your Perfect Financial Solution

    ★★★★★ 5
    Closed

    “I cannot recommend Your Perfect Financial enough! Lisa and her team went above and beyond, which made the experience much better. Lisa is very experienced and knowledgeable, and managed to find solutions to our specific needs. She is also very approachable and responsive, which are really important when buying a house. We are also recommending her and the team to our family and friends!”

    Address: 18 Terminus Road, Sheffield S7 2LH, United Kingdom

    Phone: +44 114 266 9017

    Website: yourperfectfs.co.uk

  2. 8

    “Steve made the mortgage process smooth, transparent, and stress-free. He took the time to explain clearly, answered all my questions promptly — I never felt rushed or pressured, just well-informed and supported. I’d highly recommend Steve to anyone looking for a trustworthy and knowledgeable mortgage advisor.”

    Address: Stoops Road, Bessacarr, Doncaster DN4 7ES, United Kingdom

    Phone: +44 1302 361361

    Website: mortgagesrm.co.uk

  1. 10

    M S M Independent Financial Services Ltd

    ★★★★★ 5
    Closed

    “We've been using MSM for a few years now, and I recommend them wholeheartedly. Andy is friendly and easy to talk to and there's no such thing as a stupid question. Everything is explained so clearly that it's demystified a lot of financial planning that's always seemed so tangled up in jargon.”

    Address: First Avenue, Finningley, Doncaster DN9 3RH, United Kingdom

    Phone: +44 1302 343844

    Website: msmindependent.co.uk

  2. 11

    Q E D Financial Associates Ltd

    ★★★★★ 5
    Closed

    “I have been with QED over 2 years now the support, advice and guidance that Jason Beecroft has provided has been fantastic, he has a wealth of knowledge and experience. The new QED app has been really useful and easy to use.”

    Address: Saint Mary's Street, Penistone, Sheffield S36 6DT, United Kingdom

    Phone: +44 1226 767787

    Website: qedifa.co.uk

  3. 12

    INCO Financial

    ★★★★★ 5
    Open

    “In my experience, INCOs advice is incredibly thorough whilst also being clear and easy to understand. And they're great people to work with! Highly recommended”

    Address: Southbourne Road, Broomhall, Sheffield S10 2QN, United Kingdom

    Phone: +44 114 700 4120

    Website: inco.financial

  1. 13

    Hitel Financial

    ★★★★★ 5
    Closed

    “Thanks to this great, professional team, we got the mortgage and life insurance that both looked near impossible, as they were very complicated. They definitely moved every mountain to help us to buy our property. I would highly recommend them to anyone!”

    Address: Sheffield S9 4WG, United Kingdom

    Phone: +44 114 400 0224

    Website: hitelfinancial.co.uk

  1. 16

    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. 17

    Connect Financial Solutions

    ★★★★★ 4.9
    Closed

    “5/5 Trustworthy & Professional. I've had the pleasure of working with Jonathan twice now and both times have been outstanding experiences. From the start, he was professional, knowledgable and incredibly approachable, making what can often be a stressful process much easier to navigate. Jonathan took the time to fully understand my needs and worked tirelessly to secure the best possible mortgage options. His expertise and attention to detail were clear throughout and he made sure we were comfortable and informed every step of the way. I would 100% recommend Jonathan and will definitely be using him again. Thank you!”

    Address: 987 Abbeydale Road, Sheffield S7 2QD, United Kingdom

    Phone: +44 114 350 3160

    Website: connectfinancialsolutions.co.uk

  1. 19

    Citrus Financial

    ★★★★★ 4.9
    Closed

    “Review and feedback for Citrus Financial I am very pleased to recommend Chris at Citrus Financial for professional advice on remortgages and financial planning . From our personal experience, we found Customer care at Citrus Financial to be of very high standard. Chris is very approachable and a good listener. We are very impressed with the quality of service and interactions. We always get regular emails updating us on progress of the remortgage and getting relevant information across quickly and liaising with the solicitors almost every week to ensure successful completion of our remortgage. The team at Citrus Financial are extremely competent and queries are thoughtfully handled and resolved quickly. Chris is very focused and efficient and always goes out of his way to resolve queries with the solicitors and respond promptly to my emails. I will certainly recommend Citrus Financial to my friends and colleagues. Welldone to the team at Citrus Financial. Thank you once again for an excellent service. All the very best wishes, Tayo and Lorna”

    Address: 335b Wakefield Road, Denby Dale, Huddersfield HD8 8RT, United Kingdom

    Phone: +44 1484 943143

    Website: citrusfinancial.co.uk

  2. 20

    Albion Financial Advice

    ★★★★★ 4.8
    Closed

    “After two failed attempts with other advisers, Dariusz and his team at Albion Financial Advice made my mortgage happen. Their expertise found solutions others missed. The communication was outstanding - constant updates kept me informed at every stage of the process. I never had to wonder where things stood. When I needed answers or had concerns, they were immediately responsive and helpful. For reliable mortgage advice with proven results, I highly recommend Dariusz and his team at Albion Financial Advice.”

    Address: First Avenue, Finningley, Doncaster DN9 3GA, United Kingdom

    Phone: +44 1302 590039

    Website: albionfa.co.uk

  3. 21

    McKenzie Financial Services Ltd

    ★★★★☆ 4.7
    Closed

    “I have reviewed and secured my mortgages with McKenzie finance on 3 occasions now and have always been appointed Daniel Lewis. Daniel has always ensured I had the correct information to hand and the transition was very smooth by himself and his team, he was happy to answer any queries I had. He was always polite, punctual, and contactable. He is very knowledgeable which gives me great confidence. I am very happy to recommend this company and Daniel and have already done so to family and friends. I will definitely use them again when my mortgage is due to renew. A first class service in my opinion.”

    Address: Unit 6 Brookdale Road, Chapeltown, Sheffield S35 2PW, United Kingdom

    Phone: +44 114 327 3800

    Website: mckenziefinance.co.uk

  1. 22

    Ethos Financial Solutions

    ★★★★☆ 4.7
    Closed

    “We used Ethos for our remortgage recently and would highly recommend them. Jonathan went above and beyond for us and made a potentially really stressful process straight forward. Even more impressive is that this was over the Christmas period and were able to leave everything with him, confident that all was in hand.”

    Address: off White Rose Way, Doncaster DN4 5NU, United Kingdom

    Phone: +44 1302 244977

    Website: ethosfs.co.uk