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BEST RATED BRADFORD, UK FINANCIAL SERVICES

3 Best Financial Services in Bradford, UK

Expert-recommended Top 3 Financial Services in Bradford, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

Aurora Financial Services
Aurora Financial Services
Aurora Financial Services
6+ YEARS IN TBR
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AURORA FINANCIAL SERVICES

(4.8 Score)
15A First Street, Low Moor, Bradford BD12 0JQ, UK Directions

Since 2014

Speciality:

✓ Investment Planning ✓ Retirement Planning ✓ Protection Planning ✓ Corporate Services ✓ Mortgages and Specialist Banking ✓ Exploring Intergenerational Wealth Management ✓ Other Services ✓ Calculators ✓ ISAs ✓ Junior ISAs ✓ Unit Trusts ✓ Portfolio Solutions ✓ Discretionary and Stockbroking Services ✓ Offshore Investments ✓ Investing for Income ✓ Investment Bonds ✓ Maximising Your Pension Fund ✓ Planning Retirement ✓ Nearing Retirement ✓ Self-Invested Pension Plan ✓ Employed ✓ Employer ✓ Self-Employed ✓ Trustees ✓ Inheritance Tax ✓ Gifts ✓ Later Life Planning ✓ Long-Term Care ✓ Estate Administration ✓ Wills and Powers of Attorney ✓ Professional Trustee Services

“Aurora Financial Services comprises dedicated professionals with extensive experience in financial services. Mark Ingham is the founder of the firm. After working in the industry for over 16 years, he sought comprehensive advice on all aspects of financial planning, whether purchasing your ideal home, saving towards significant goals, protecting your loved ones, or planning for a well-deserved retirement. They have a team that alleviates the frustrations of financial planning with their friendly, bespoke approach, tailoring advice to meet both personal and business objectives. With their knowledge and expertise in all aspects of financial planning, they take pride in providing an honest and customised approach to achieving their clients' goals.

2025 Update: They have many years of experience in wealth management, and they are dedicated to your financial well-being. They have access to a network of professional specialists who provide help and guidance with more specialised services such as Will writing or tax management. They offer clear, detailed advice on all aspects of corporate finances, from employee pensions and benefits packages to Key Person insurance.”

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Registration 09103210

Contact:

01274 036382 07729 800 519

Mon-Fri : 10am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Davis Wealth Management
Davis Wealth Management
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DAVIS WEALTH MANAGEMENT

(4.8 Score)
1st Floor, East Suite Waterfront, Salts Mill Road, Shipley, Bradford BD17 7TD, UK Directions

Speciality:

✓ Retirement Planning ✓ Tax Efficient Investment Planning ✓ Family and Business Protection ✓ Inheritance Tax Planning ✓ Financial Advice for Business Owners ✓ Financial Wellbeing in the Workplace

“2025 Update: Davis Wealth Management is a family-run business that places the needs of its clients at the heart of everything they do. The team has over 30+ years of experience in financial planning. They believe that building long-term relationships through regular face-to-face reviews is essential to helping you achieve your financial goals. They understand that their advice needs to fit around your family, work and lifestyle and adapt as your circumstances and the economic climate change through the years. They specialise in providing high-quality advice on many aspects of wealth management, working with you to help you. At Davis Wealth Management, they pride themselves on providing their clients with the very best financial advice and service.”

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Registration 11312603

Contact:

011332 05530 078005 88638

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Meridian Wealth Management Ltd
7+ YEARS IN TBR
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MERIDIAN WEALTH MANAGEMENT LTD

(4.7 Score)
Unit 1 Office 5 Robin Mills, Leeds Road, Greengates, Bradford BD10 9TE, UK Directions

Since 2005

Speciality:

✓ Auto Enrolment ✓ Savings and Investments ✓ Investing and Risk ✓ Investment Options ✓ Pension Simplification ✓ Your Options at Retirement ✓ Personal and Stakeholder Pensions ✓ Protection ✓ Life Protection Options ✓ Business Protection ✓ Income Protection Options ✓ Wills ✓ Children’s/Grandchildren’s Trusts ✓ Probate (Estate Administration) ✓ Inheritance Tax ✓ Mortgages

“Meridian Wealth Management Ltd is a firm of Independent Financial Advisers (IFA) based in Bradford, West Yorkshire, for over ten years. They aim to help individuals and businesses to achieve their financial goals, and their staff uses a long-term approach to understand their clients' needs. Their team has many years of experience in finding the most suitable solution for your needs, and their affordable priorities assist you in achieving your objectives. There are different options available for you to pay the fees.

2025 Update: At Meridian Wealth Management Ltd, they provide advice and help following a personal/ business financial review, which can take place at a convenient time and place. The firm is authorised and regulated by the Financial Conduct Authority. They help and guide you with jargon-free advice both now and in the future.”

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Registration 5395299

Contact:

01274 620702

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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AURORA FINANCIAL SERVICES REVIEWS

Can’t recommend their services enough. Mark has helped me for around 5 years now, he has persistently given me excellent advice and secured the products/contracts that work best for me. Aside from the results of his work what I value most personally is that he’s one of the rarest people nowadays with whom I have never had to chase a phone call or email, he and those who work with him are straight talking and get back to you without prompt or delay. Once again, couldn’t recommend enough.

I was really worried about a certain scam, mark is amazing! He saved me from investing too much. He made me aware of the Scam, mark is one of kindest, most helpful People I have ever met. He made time for Me, I offered him money for his time however he refused to accept the money and just smiled at me, feeling happy that he could help me out what a great human ! Looking forward to working with mark more in the future !! HIGHLY RECOMMEND COMING HERE !!! 10/10 advice/ service.

Exceptional service from Mark and the team every time I’ve used them. Have had several dealings with them over the last 7 years from mortgages and advice to life insurance and pension advice. Mark has always taken the time to find the best product for my needs and has shown exceptional professionalism throughout. I really can’t recommend this firm highly enough. Whatever your financial requirements are, you won’t be disappointed. Thanks guys.

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DAVIS WEALTH MANAGEMENT REVIEWS

Great advice and very easy to deal with

MERIDIAN WEALTH MANAGEMENT LTD REVIEWS

At Meridian, Wealth Management Ltd they provide advice and help following a personal/ business financial review, which can take place at a convenient time and place.

TBR® Inspection Score Report

AURORA FINANCIAL SERVICES Total Inspection Points: 115/120
Experience: 8
Business Hours: 9
Business Images: 9
Social Media: 9
Acknowledgements: 10
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Review Analysis: 10
Service Diversification: 10
Website Standard: 10

TBR® Inspection Score Report

DAVIS WEALTH MANAGEMENT Total Inspection Points: 114/120
Business Hours: 9
Business Images: 9
Complete Info: 9
Contact Info: 9
Reviews Accuracy of : 9
Reviews Study: 9
Acknowledgements: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

MERIDIAN WEALTH MANAGEMENT LTD Total Inspection Points: 113/120
Reviews Study: 8
Acknowledgements: 9
Business Hours: 9
Complete Info: 9
Contact Info: 9
Review Analysis: 9
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10
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