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BEST RATED FLINTSHIRE, UK FINANCIAL SERVICES

3 Best Financial Services in Flintshire, UK

Expert-recommended Top 3 Financial Services in Flintshire, 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!

Astute Private Wealth
3+ YEARS IN TBR
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ASTUTE PRIVATE WEALTH

(4.8 Score)
2nd Floor, Vista Building, St David's Park, Ewloe, Flintshire CH5 3DT, UK Directions

Speciality:

✓ Financial Planning ✓ Selling an IFA Business ✓ Investment Management

“Astute Private Wealth provides first-class financial planning and advice to clients across the North West, North Wales and beyond. They are proud to have been awarded the title of ‘Chartered Financial Planners’ by the Chartered Insurance Institute (CII). The award of the chartered title is strictly controlled, and the highest standards of professionalism are measured. They believe that Chartered status demonstrates the superior quality of their advice and service. Astute Private Wealth aims to build solid and enduring relationships with clients and take pride in helping them achieve their goals through comprehensive lifestyle financial planning.

2025 Update: With exceptional levels of care, a client-first approach, and unparalleled professionalism, there are many ways their services stand out. The firm has offices in Ewloe, Liverpool and Knutsford.”

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Registration 07332110

Contact:

01244 660793

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

TBR® Inspection Report:

Chesterton Grant
Flintshire financial services Chesterton Grant video
5+ YEARS IN TBR
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CHESTERTON GRANT

(4.8 Score)
Evolution House, Lakeside Business Village, St David’s Park, Deeside, Flintshire CH5 3XP, UK Directions

Since 2001

Speciality:

✓ Stocks and Shares ISAs ✓ General Investment Accounts (GIAs) ✓ Investment Bonds ✓ Protection ✓ Retirement Planning ✓ Investments ✓ Estate Planning ✓ Mortgages

“Chesterton Grant has advisers who are friendly, qualified, and highly experienced in financial services. They provide impartial advice and tailored services to meet individual and corporate clients' financial needs and circumstances. Chesterton Grant Mortgages Ltd is regulated and authorised by the Financial Conduct Authority to conduct mortgage and non-investment contracts only. They provide a range of referral services to support their clients further, and all their strategic partners are highly experienced and deliver a high quality of service. They pride themselves on being approachable, friendly, knowledgeable, and independent. The team treats everyone individually and takes the time to understand your particular requirements.

2025 Update: They can help you to make informed decisions, build stability, and secure your financial future with confidence. Their dedicated advisors provide flexible communication options, including either face-to-face appointments (where your location permits), telephone appointments or via video calling. They can offer you a meeting within 24 hours if required.”

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Contact:

01244 526888

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

TBR® Inspection Report:

HCI Chartered Financial Planners
HCI Chartered Financial Planners
HCI Chartered Financial Planners
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HCI CHARTERED FINANCIAL PLANNERS

(4.7 Score)
Cambrian House St David's Park, Hawarden, Flintshire CH5 3XA, UK Directions

Since 2001

Speciality:

✓ Savings and Investments ✓ Pensions and Retirement ✓ Insurance and Protection ✓ Tax and Estate Planning ✓ Mortgages ✓ Business Advice ✓ HCI Wrap ✓ Long-Term Care

“2025 Update: HCI Chartered Financial Planners is a multi-award-winning, chartered, independent financial advice business that can help guide you from where you are to where you want to be. By partnering with local communities, they can turn knowledge and energy into action and progress. Their team of highly qualified professionals is committed to delivering exceptional service, combining expertise with a personal touch. They adhere to a strict code of ethics, ensuring they always act in your best interests with transparency and integrity. They offer bespoke, tailored solutions that evolve with your needs over time. You can contact them to book a consultation.”

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Citywire New Model Adviser Top 100 in 2024
MoneyAge Awards in 2023 & 2024
Registration 04188959

Contact:

01244 539 595

Mon-Thu: 9am - 5pm
Fri: 9am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

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ASTUTE PRIVATE WEALTH REVIEWS

I called for a general discussion on pension position and thoughts. I found the interaction extremely informative and useful in considering options ahead of retirement. Anyone reaching retirement would benefit from such insight. Ross was so knowledgeable, informative and professional - highly recommended.

My husband and I have very different understanding of financial matters. Our adviser ensured that we both understood everything and took time to explain matters to me. He never assumed that I understood as much as my husband. We are extremely happy with the service we have received.

A highly professional adviser and excellent service from staff back in the office.

These reviews are provided for information purposes and to help you make informed decisions.

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CHESTERTON GRANT REVIEWS

This is the first time I have used Chesterton Grant and certainly won’t be the last. Beverley Rawes has been exceptional, she has explained everything in great detail, she has made this whole process seemless, she has supported me every step of the way and I would highly recommend her.

Thank you to Bev from Chesterton Grant Mortages who was fantastic from start to finish. Bev is very approachable and friendly, she checked in and kept me up to date throughout the whole process as a first time buyer and is very organised. Would highly recommend her.

Really happy with the service Marcus Dyachenko provided. We were first time buyers and he helped us through every step of the process and provided us with invaluable advice.

HCI CHARTERED FINANCIAL PLANNERS REVIEWS

I’ve had a fantastic experience working with Jason. From the very beginning, he's been incredibly helpful, informative, and approachable. He took the time to understand my personal financial goals and explained everything clearly, making even complex topics easy to grasp. His advice has been tailored, practical, and reassuring, and I’ve felt confident in every decision we’ve made together. I truly appreciate his professionalism and genuine care. I wouldn’t hesitate to recommend him to anyone looking for trustworthy and knowledgeable financial guidance.

Rhys and the team were fantastic to deal with. They made the mortgage process really straightforward, kept me updated the whole way through, and explained everything clearly. Super helpful, always quick to respond, and made what could have been stressful feel easy. Would happily recommend them to anyone

I have used HCI for many years, originally with my wife and more recently since being widowed. I have nothing but praise for the help they have given. The advice is always given with care and thought to personal circumstances. I have particularly appreciated the help and advice during my wife's illness and subsequently, when our finances were completely overturned. The guidance helped me navigate a very difficult time.

TBR® Inspection Score Report

ASTUTE PRIVATE WEALTH Total Inspection Points: 116/120
Complete Info: 8
Review Analysis: 9
Reviews Accuracy of : 9
Business Images: 10
Contact Info: 10
License: 10
Emblem: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

CHESTERTON GRANT Total Inspection Points: 114/120
Business Hours: 8
Complete Info: 9
Exact Services: 9
Experience: 9
Reviews Accuracy of : 9
Contact Info: 10
Emblem: 10
Legitimate Ratings: 10
Location Proximity: 10
Videos: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

HCI CHARTERED FINANCIAL PLANNERS Total Inspection Points: 113/120
Acknowledgements: 9
Business Hours: 9
Complete Info: 9
Contact Info: 9
Reviews Accuracy of : 9
Reviews Study: 9
Website Standard: 9
Business Images: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Website Source: 10
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