BEST RATED » KINGSTON UPON HULL » FINANCIAL SERVICES

3 Best Financial Services in Kingston Upon Hull, UK

Expert recommended Top 3 Financial Services in Kingston Upon Hull, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. Only the bee's knees!

DOROTHY MAXWELL

33 Evergreen Drive, Beverley Road, Kingston Upon Hull HU6 7YD DIRECTIONS

Since 2007

Here’s The Deal:
Dorothy Maxwell is an independent financial adviser at 2Plan wealth management Ltd in Kingston upon Hull, UK. Dorothy advises clients on a wide range of products, helping them to navigate through their financial journey and achieve their aims from their first mortgage right through into retirement and all the investment decisions along the way. Every client is unique, so Dorothy's approach is entirely personal; it aims to get to know each individual and understand what's important to them. Dorothy tries to understand your affairs and explain solutions clearly and concisely to understand the benefits of the route you have chosen. Dorothy Maxwell has excellent relationships with professional firms such as accountants, solicitors and estate agents, meaning that you can also benefit from a network of trusted professionals.

SPECIALITY:
Retirement Planning, Financial Protection, Investment Planning and Regular Savings, Advice at Retirement & Ongoing Service

Money Marketing Awards in 2010 (Winner - Best use of Technology)

Registration 05998270

[email protected]

dorothymaxwell.2plan.com

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Call for Hours

TBR® Inspection Report:

RIXON MATTHEWS APPLEYARD (FINANCIAL SERVICES) LIMITED

Exchange Court, Lowgate, Kingston Upon Hull HU1 1XW DIRECTIONS

Since 1963

Here’s The Deal:
Rixon Matthews Appleyard (Financial Services) Limited provides impartial, unbiased and objective financial planning to protect and enhance their client's wealth and sense of well-being. They specialise in the management of investment portfolios and pensions. Their qualified financial planners research the financial services market to ensure the best recommendations are given to you. So whether you are seeking to build an investment portfolio or create a tax-efficient retirement strategy, they can provide the answer. They use state-of-the-art technology, enabling them to meet all of their client's financial needs both personally and corporately and achieve their objectives most cost-effectively. Their initial meeting is without charge, after which they provide in writing a full explanation of costs.

SPECIALITY:
Investment Management, Wealth Management Advice, Retirement Planning, Inheritance Tax Planning Advice & Protection

Registration 00893145

Book Appointment

[email protected]

rixonsfinancial.co.uk

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

TBR® Inspection Report:

FORRESTER BOYD WEALTH MANAGEMENT

The Counting House, Nelson Street, Kingston Upon Hull HU1 1XE DIRECTIONS

Here’s The Deal:
'Forrester Boyd Wealth Management' is a financial planning firm in Kingston upon Hull, UK. They give the independent financial advice and services that you need. The team creates a plan for your journey that can anticipate and cater for key events along the way, including the unexpected. Whether you are looking for specialist advice for your business, personal, or family wealth; or pension and protection services, they deliver tailored solutions as unique as you are. They will guide you on a financial journey from the present day through to the future. Their Hull office includes on-site car parking and ideally serves businesses across Hull and East Yorkshire. 'Forrester Boyd Wealth Management' offers a free initial consultation. They have offices in Grimsby, Louth, Scunthorpe, Skegness and Beverley.

SPECIALITY:
Investments, Retirement, Succession, and Later Life Planning, Protection and Insurance, Pensions, Pension Finance, Chartered Accountancy & Corporate Finance

Registration 07312958

[email protected]

fbwealth.co.uk/offices/hull

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

TBR® Inspection Report: