Directory overview
- 400 Total businesses
- 2.7 Average rating
- 58% With reviews
- 45% With photos
400 results found
Browse financial advisor service in Stoke. Use this directory to compare ratings, reviews, photos, opening hours, addresses and contact details. 400 results in Stoke. Average rating 2.7/5 based on 4,148 reviews & ratings. The listings below include financial advisor service from cities such as Stoke-on-trent, Crewe, Congleton, Stafford, Sandbach and others.
“I’ve been using Vision for a few years and have always found their services to be excellent, Kevin & Alana have always been extremely knowledgeable, helpful and communicative. I wouldn’t hesitate to recommend them.”
“Ian and Adam are amazing! We were recommended them by my sister-in-law and can highly recommend them. They are patient, friendly and always happy to help. We will keep using them for the foreseeable future.”
“Paulina helps me get a loan when I was first time buyer and during remortgage. There was reliable, specific and extensive information. Loan granted twice at lightning speed. I highly recommend.”
“Absolutely Brilliant from start to finish. Emily got us a great mortgage for our new house. She was constantly in touch with updates. She also worked quickly when one property fell through and we started the process again on a different one. Also sorted us life, health and income protection insurance. Couldn't recommend them enough.”
“We were lucky enough for deal with Richard who was exceptionally helpful from our very first meeting. Richard listened and understood exactly what my husband and I were looking to achieve in our next house move and provided us with a seamless service which accommodated our needs. He responded to all our enquiries in a timely manner and put our minds at ease with his friendly can do attitude along the way. We would highly recommend Richard and his assistant Melanie who was equally helpful and a pleasure to deal with. We will be using them again with any future moves. Thank you so ever so much, Vicki and Richard”
“I am very happy with the outstanding service I received from CARS while they handled my capital allowance claim. The professionalism and efficiency of their team truly set them apart, making the entire experience with them smooth and stress-free. CARS went the extra mile to make sure I got the most out of my eligible capital allowances. Their meticulous approach left no stone unturned, and their clear communication, swift responses, and transparent guidance kept me in the loop and feeling confident throughout the process. The blend of technical know-how and top-notch customer service truly showcases CARS as experts in their field. I wholeheartedly recommend CARS. A massive thank you to the CARS team for their exceptional service and dedication to ensuring I received the maximum benefit from my claim.”
“Very professional. Highly recommend from the simple booking keeping tasks to medium and large scale businesses like myself!”
“We can’t thank Helena and Millie enough for all their support with buying our first home and securing our mortgage. Nothing was too much trouble, they were on hand at all times and answered every question we had about the process promptly. They did a lot of chasing people for us too, which was very helpful when we were new to everything. Buying a house can be daunting, but it was definitely made easier with Helena & Millie’s help. They are both amazing at what they do and we couldn’t recommend HD Financial Services enough!”
“Will has transformed my life actually, as he has enabled me to consolidate my pensions (including Final Salary Pension) in order that I could retire at aged 60 ! I can highly recommend Will as a first rate financial advisor who goes above and beyond to help you realise your true worth. Will is very down to earth and extremely professional in all aspects of his work.”
“Great and professional service. Highly recommended. Masons helped us secured our mortgage at the best rate possible. Excellent communication along the process and always happy to help or give us advice if needed. Will definitely use them again. Thank you team!”
“Burfield have been looking after my wife and myself for several years and after we both took early retirement a 4 years ago have reassured us through zoom meetings and visits to the office that we have done the right thing even though the markets have been a little volatile in the last few of years. I'm totally satisfied with the service from Burfield and especially David Parker. Always nice to chat with Dave and we have built up a good relationship with him.”
“Very pleased wth the efficient way they handled our tax return. Very professional. Will have no doubt about using them again.”
“I can only say great things about Zen Financial Ltd. They have been professional and very supportive. My future pension is in very good hands.”
“Spoke to a lovely lady from Bjb named Caroline Taylor-Mullington, very helpful and professional.”
“Fantastic service when dealing with our pension. Ensuring our needs for the future were met and exceeded. The team lead by Nick are always professional, prompt and do everything to ensure, we are happy with the service they provide.”
“David was excellent in drafting & submitting my company tax return for the first accounting period. The work carried out was very efficient due to the timescale I was under & overall I was very happy with the service. Would happily recommend Taylor & Co to others.”
“Really good company, Helen was really helpful and informative. Would recommend them to anyone”
“Laura is brilliant at what she does. She is very experienced in many areas of accounting and is very helpful and friendly.”
“We have been with this firm for more than 10 years. In that time we have had excellent support and expert advice from Mark Loren in relation to our investments portfolio and inheritance issues. We have the highest regard and trust in Mark and his staff.”
“Nicola was so helpful when I had my mortgage and she got me a great deal , very efficient and quick So when I wanted advice on a pension i decided to used Nicola again, she was great as expected, explained everything clearly and got me the ideal pension I was looking after asking me what I wanted, would highly recommend Nicola at Minerva Financial Solutions”
“Is your accountant boring and old school? If yes look no further! I would highly recommend Stevie Jepson at Platinum Accounting Services. They are indeed extraordinary at what they do. Stevie and her team are vibrant, their enthusiasm radiates as your needs are met. Their niche for working with third sector demonstrates their passion and desire to make a difference. They are all about building relationships and trust with their clients. Their professionalism is second to none. I would recommend Stevie Jepson to anyone looking for a new accountant”
“Since my compensation settlement after suffering a TBI 12.5 years ago PFP have been providing me with financial support in regards to investments etc. And in all honesty I would not choose anyone else they have been Excellent. Making sure I make the right decisions with regards to my money. I would recommend them to anyone”
“Reliable, honest service. Very helpful and professional service.Highly recommended.”
“Auditing, accounting, financial and economic consulting, tax, and feasibility studies.”