Financial advisor in Sheffield

660 results found

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  1. 40

    Shorts - Chartered Financial Planners

    ★★★★★ 5
    Open

    “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. 42

    Kerry Moss Financial Services Ltd

    ★★★★★ 5
    Open

    “Absolutely brilliant service , Steve has been great !. He secured my mortgage, answered all my questions and queries . He even supported me with the rubbish solicitors I ended up with. 100 percent recommended takes all the stress out of getting a mortgage and to advice second to none”

    Address: 6 Pennyholme Close, Kiveton Park, Sheffield S26 6PT, United Kingdom

    Phone: +44 7790 831675

    Website: kerrymossfinancial.co.uk

  1. 44

    Scholes Financial Management

    ★★★★★ 5
    Open

    “As a first-time buyer, I was quite anxious about the whole mortgage process, but from start to finish I felt completely supported. I was regularly updated and always kept in the loop, which made such a difference and really put my mind at ease. Everyone I dealt with was incredibly helpful, and the level of professionalism was honestly through the roof. A huge thank you to Russel and Faye, who played such a big part in helping us secure our mortgage, as well as the rest of the amazing team behind the scenes. No hard work went unnoticed. I never believed I would have been able to get a mortgage for as much as we did and as quickly as we did, so we are absolutely thrilled with the outcome. If I could give more stars, I would. Buying a home is one of the biggest purchases of your life and without everyone at Scholes Financial, I don’t think we would have been able to get our dream home. They were all genuinely so happy for us from getting our offer accepted to receiving our mortgage offer and even through to completing, which made us both feel so valued. So a massive thank you to everyone for what you have done for us. You have been more than just our mortgage advisors. You have allowed our dreams to come true and given us a chance to begin this new chapter of our lives. We are so thankful. Maddy and Rhys x”

    Address: Kirk Sandall, Doncaster DN3 1HT, United Kingdom

    Phone: +44 1302 834054

    Website: scholesfinancial.co.uk

  1. 46

    Waterbridge Financial Planning

    ★★★★★ 5
    Open

    “Lee White has been my financial advisor for the last 8 years and has guided me through my retirement investment plan answering all mine and my wife’s questions and concerns. Nothing is too much trouble and always manages to put my mind at ease if I have any worries, either in person or by phone. All the staff I have dealt with at Waterbridge are very helpful and friendly. I would definitely recommend this company to anyone seeking financial advice.”

    Address: 18 Kingdom Close, Doncaster DN5 7UW, United Kingdom

    Phone: +44 1302 247210

    Website: waterbridgeifa.co.uk

  2. 47

    Enterprise Financial Services

    ★★★★★ 5
    Open

    “Recommend by a friend to see a Financial Adviser, and I'm so happy I did! would highly recommend anyone seeking financial advice to visit, very friendly and professional.”

    Address: 1 Broadfield Court, Sheffield S8 0XF, United Kingdom

    Phone: +44 114 250 5220

  1. 49

    Adcock Financial Ltd

    ★★★★★ 5
    Open

    “Adcock Financial have advised me for many years now. Tailoring their advice to my needs and always listening carefully to my requirements, they offer a very professional service and respond to any queries immediately. From my own experience, I can especially recommend Peter, Lisa and Becky.”

    Address: Farnsfield, Newark NG22 8LS, United Kingdom

    Phone: +44 1623 572060

    Website: adcockfinancial.co.uk

  1. 58

    “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