Financial advisor in Sheffield

660 results found

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  1. 243

    The Finfluencer

    ★★★★★ 5
    Open

    “I can’t speak highly enough about Catherine’s coaching process. My whole relationship with money has changed completely and I feel at peace with it for the first time in my life. Catherine provides space and encouragement whilst enabling you to make massive shifts in both mindset and in situation. She’s literally worked miracles for me!”

    Address: 21 Mill Lane, Clay Cross, Chesterfield S45 9AN, United Kingdom

    Phone: +44 7862 012847

    Website: thefinfluencer.co.uk

  1. 246

    David Cooper Wealth Management

    ★★★★★ 5
    Open

    “David was introduced to me by a mutual friend as I wanted to know about my pension as I had no clue about it. David came to see me and explained everything in a friendly, professional way that I understood all about it. I have recommended David to a few others who he has helped with his wealth of knowledge and experience and I will recommend him to others in the future.”

    Address: Westhill Lane, Grassmoor, Chesterfield S42 5BE, United Kingdom

    Phone: +44 1246 580394

    Website: partnership.sjp.co.uk

  1. 248

    Wealth Management and Growth

    ★★★★★ 5
    Open

    “Highly recommend We have used Neil Lamin for several products and services He is highly knowledgeable and his expertise is well worth every penny Efficient, reliable, trusted service with the clients needs at the forefront. We shall definitely be using his services again”

    Address: 57 Chippinghouse Road, Lowfield, Sheffield S8 0XJ, United Kingdom

    Phone: +44 7980 937880

    Website: wmgifa.co.uk

  2. 249

    Castle Square Corporate Finance

    ★★★★★ 5
    Open

    “Castle were instrumental helping us achieve a sale of our business. Working with us for over 2 years to restructure and pitch the business at the right buyers. Our direct day to day contact was Joseph Potts who was excellent in both his communication and doing the deal. Highly recommend.”

    Address: 99 Parkway Avenue, Sheffield S9 4WG, United Kingdom

    Phone: +44 114 213 8353

    Website: castlesquarecf.co.uk

  1. 250

    Greaves Wealth Management

    ★★★★★ 5
    Open

    “I have been a client of Peter Greaves for over 20 years. His investment philosophy is not only excellent but also evidence based and he has delivered great outcomes for my pension portfolio. Advice given to my partner and I about which mortgage to chose has saved us a considerable amount of money over the years. I highly recommend Greaves Wealth Management.”

    Address: 104 Blair Athol Road, Sheffield S11 7GD, United Kingdom

    Phone: +44 114 553 1696

    Website: greaveswealthmanagement.co.uk

  1. 255

    Chase de Vere

    ★★★★★ 5
    Open

    “Excellent, clear advice with a wide range of options given. No pressure to make any decisions in a hurry, or to make specific choices. Queries are always answered promptly and in detail. Overall an excellent service from which we have benefitted a great deal. over many years. It is very reassuring in these modern times to have an advisor whom we can completely trust.”

    Address: John Street, Highfield, Sheffield S2 4SW, United Kingdom

    Phone: +44 345 609 2002

    Website: chasedevere.co.uk

  1. 256

    BusinessWise Accountancy and Tax

    ★★★★★ 5
    Open

    “I would highly recommend BusinessWise. I have been extremely impressed with the excellent service I have received, especially the brilliant communication with their hardworking team. They have made being self employed a much smoother process. Graham Nash and Sophie Tremble have been a vital part of my self employment journey!”

    Address: 12 Albion Road, Chesterfield S40 1LJ, United Kingdom

    Phone: +44 1246 308988

    Website: businesswiseaccountants.co.uk

  2. 257

    Anvil Business Advisory

    ★★★★★ 5
    Open

    “after going through all the covid lockdowns and trying to keep my company going, it got to a point where i was on the verge of losing everything. The stress gave me a near fatal heart attack, i was introduced to roger after our first meeting i felt like a huge weight was lifted off my shoulders, over the next year he worked on my behalf, not exaggerating but he gave me a new lease of life , he was always there just to talk if i needed it , a new start for me at 59 thanks to the help from roger .”

    Address: Calver Road, Baslow, Bakewell DE45 1RP, United Kingdom

    Phone: +44 1246 583137

    Website: anvilba.co.uk

  1. 259

    Polaris Wealth Management Ltd

    ★★★★★ 5
    Open

    “Greg guided us throughout the process of buying our first house as a mortgage adviser. He's extremely friendly approachable, knowledgeable and well organised and was a vital source of support through a challenging process. We're so glad we we went with Greg and would wholeheartedly recommend him to anyone looking for financial advice.”

    Address: 46 Alms Hill Road, Sheffield S11 9RS, United Kingdom

    Website: polariswealth.co.uk

  2. 261

    IFA Doncaster, Retford, Wakefield

    ★★★★★ 5
    Open

    “Throughout the time we have known Kevin he has always provided good advice and has always sort competative deals which fulfil our requirements. He has remained forward thinking, approachable and is willing to listen to the needs of his clients. He has remained responsive to clients needs and is usually avavilable either on the phone or by email should advice be required.”

    Address: Folly Nook Lane, Ranskill, Retford DN22 8NQ, United Kingdom

    Phone: +44 1777 816438

  1. 266

    Jill Turner Associates

    ★★★★★ 5
    Open

    “We recently contacted Jill to advise us about a remortgage and general advice about the best financial ways to buy our next property. Jill came to see us and spent quality time understanding us, our lifestyle and how we want to move forward. Jill has a vast amount of knowledge and experience and you feel in safe hands. I loved Jill’s letter to us which went into very clear, easy to digest, non-jargon advice. Just perfect. Thanks Jill we look forward to working with you going forward.”

    Address: 3 Concourse Way, Sheffield City Centre, Sheffield S1 2BJ, United Kingdom

    Phone: +44 845 250 1271