Showing the top 5 rated and reviewed Financial Advisers and Mortgage Brokers near Stockport (out of 723)

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221 reviews

42 recent reviews

4.9 out of 5

Mark Carter

Sovereign Wealth Ltd

221 reviews

42 recent reviews

Top Rated 2024

Mark Carter

Sovereign Wealth Ltd

0161 219 8576

Here at Sovereign Wealth my aim is to deliver a personalised Wealth Management service to individuals and busi...

Here at Sovereign Wealth my aim is to deliver a personalised Wealth Management service to individuals and businesses, helping them to achieve their personal and financial goals. ...

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Stockport (1.03 miles away)

Restricted Financial Adviser

Verified since January, 2018

Savings/pensions: Over £50,000

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Inheritance Planning

+ 3 more

Top Rated 2024

231 reviews

24 recent reviews

4.9 out of 5

Rob Patten

Individual Financial Services

231 reviews

24 recent reviews

Top Rated 2024

Rob Patten

Individual Financial Services

0161 219 8546

I am based in Handforth Village, near Wilmslow and am the MD of Individual Financial Services Ltd, we are an I...

I am based in Handforth Village, near Wilmslow and am the MD of Individual Financial Services Ltd, we are an Independent Financial Advice firm near to Manchester Airport. I am a f...

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Wilmslow (4.63 miles away)

Independent Financial Adviser

Verified since November, 2019

Savings/pensions: Over £250,000

Mortgage value: Over £250,000

Services offered:

Investments and Savings

Pensions

Mortgages

Retirement income (annuities, drawdown)

+ 5 more

Top Rated 2024

190 reviews

6 recent reviews

4.9 out of 5

Ben Shirtliff

Banks Lane Finance

190 reviews

6 recent reviews

Top Rated 2024

Ben Shirtliff

Banks Lane Finance

0161 219 8576

We aim to bring a refreshing down-to-earth clarity to the advice process together with a high level of persona...

We aim to bring a refreshing down-to-earth clarity to the advice process together with a high level of personal and professional service from providers across the market, framed wi...

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Stockport (1.82 miles away)

Independent Mortgage Adviser

Verified since October, 2014

Free one hour initial consultation

Mortgage value: Any level

Services offered:

Mortgages

Insurance & Protection

Top Rated 2024

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40 reviews

26 recent reviews

4.6 out of 5

Kate Manifold

MKC Wealth Ltd

40 reviews

26 recent reviews

Top Rated 2024

Kate Manifold

MKC Wealth Ltd

0161 937 7600

Kate joined MKC Wealth at the start of 2022, with over eighteen years of experience as a financial adviser. K...

Kate joined MKC Wealth at the start of 2022, with over eighteen years of experience as a financial adviser. Kate prides herself in her approachable, friendly and professional mann...

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Stockport (0.49 miles away)

Independent Financial Adviser

Verified since December, 2023

Mortgage value: Any level

Savings/pensions: Any level

Services offered:

Investments and Savings

Mortgages

Top Rated 2024

205 reviews

14 recent reviews

4.9 out of 5

Andrew Day

Depledge Strategic Wealth Management Ltd

205 reviews

14 recent reviews

Top Rated 2024

Andrew Day

Depledge Strategic Wealth Management Ltd

0161 219 8576

I am a Chartered and Certified Independent Financial Planner working with people across the North West and Lon...

I am a Chartered and Certified Independent Financial Planner working with people across the North West and London. My 28 years’ experience within the fields of investment manageme...

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Cheadle (3.16 miles away)

Independent Financial Adviser

Verified since February, 2014

Free one hour initial consultation

Savings/pensions: Over £250,000

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Pension Transfers - Non Specialist

+ 4 more

Top Rated 2024