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BEST RATED KINGSTON UPON HULL, UK 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 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!

Rixons Wealth Management
5+ YEARS IN TBR
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RIXONS WEALTH MANAGEMENT

(4.8 Score)
Exchange Court, Lowgate, Kingston Upon Hull HU1 1XW, UK Directions

Since 1964

Speciality:

✓ Wealth Management Advice ✓ Retirement Planning ✓ Investment Management ✓ Inheritance Tax Planning Advice ✓ Protection and Group Pensions ✓ Corporate Insurance ✓ Employee Benefits Arrangements ✓ Corporate Financial Planning ✓ Income Protection ✓ Critical Illness Protection ✓ Life Assurance and Private Medical Insurance

“Rixons Wealth Management is a firm of Financial Planners specialising in managing investment portfolios and pensions. Their qualified financial planners research the financial services market to ensure the best recommendations are given to you. Whether you seek to build an investment portfolio or create a tax-efficient retirement strategy, they have the expertise to answer. They have been helping clients navigate complex financial markets since 1964, and from those very early days, their business has evolved primarily through client recommendations. They use state-of-the-art technology to meet their clients' financial needs personally and corporately and achieve their objectives most cost-effectively.

2025 Update: They provide impartial, unbiased and objective financial planning, with a view to protecting and enhancing their clients’ wealth and sense of well-being. They research the market, review different products and providers and follow up with the preparation of a document outlining a strategy tailored to your individual goals and circumstances.”

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Registration 08984177

Contact:

01482 327605

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

TBR® Inspection Report:

Amy Gray Wealth Management Ltd
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AMY GRAY WEALTH MANAGEMENT LTD

(4.8 Score)
159 Newland Park, Kingston Upon Hull HU5 2DX, UK Directions

Speciality:

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

“2025 Update: Amy Gray Wealth Management Ltd specialises in providing financial advice to clients at each stage of their life, whether that is ensuring they are adequately protected, helping to build and grow their wealth, planning for retirement or estate planning. Amy Gray is a partner at Amy Gray Wealth Management Ltd. With over 15 years of experience across a broad spectrum of financial planning, she gives her clients a friendly and professional service. You can contact Amy Gray Wealth Management Ltd to arrange a meeting.”

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Registration 13331279

Contact:

07570 823378

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

TBR® Inspection Report:

Morgan Williams & Co
Morgan Williams & Co
Morgan Williams & Co
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MORGAN WILLIAMS & CO

(4.7 Score)
174 Kingston Road, Willerby, Kingston Upon Hull HU10 6LX, UK Directions

Since 1987

Speciality:

✓ Financial Planning ✓ Wealth Management ✓ Independent Financial Advisers ✓ Capital Investment Specialists ✓ Financial Advice and Tax Planning

“Morgan Williams & Co. has worked with many clients across the decades and continues to work with them today. James Evans is the Chartered Financial Planner & Practice Manager. They are authorised and regulated by the Financial Conduct Authority (FCA). With over 35 years of success, Morgan Williams & Co. has stood the test of time. Through booms and recessions, their client-centric values and dependable, repeatable investment processes have continued to help people reach their objectives. Their relentless focus on building long-term relationships with their clients ensures they can be great enablers, helping them achieve their life goals.

2025 Update: Maldwyn Williams is the Managing Director of the firm. They keep stretching themselves to think differently and do better, and are excited to take on the challenges of the next 30 years and beyond. Their relentless focus on building long-term relationships with their clients ensures that they can be the great enablers, helping them to achieve their objectives throughout their lives.”

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Contact:

01482 659364

Mon-Thu: 9am - 5pm
Fri: 9am - 1pm
Sat & Sun: Closed

TBR® Inspection Report:

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RIXONS WEALTH MANAGEMENT REVIEWS

Rixon Matthews Appleyard (Financial Services) Limited provides top-notch services in Kingston upon Hull, UK. Highly Recommended.

Receptionist was lovely and chatty whilst I awaited my appointment.

Great experience all around. Steve does a fantastic job and always goes the extra mile. Highly recommend.

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AMY GRAY WEALTH MANAGEMENT LTD REVIEWS

Amy explained everything very clearly and understood my situation and plans perfectly to suit my needs. I will be reassured that my future security is in good hands and I have someone on my side who is very responsive when I have concerns. To myself who’s admittedly awful at finances, I now understand things much more clearly. The notepad and pen were a very nice touch and very much appreciated as was the thermal coffee mug.

Amy really took time to learn about our financial goals, ambitions and values and matched solutions very thoughtfully. Her aim is to develop a longstanding relationship with all her clients and take them through their various stages in life. Her personalised care and attention differentiates Amy from others. She listened and translated financial solutions that reflected our personal wishes. She is friendly and no question is too silly. We have enjoyed regular face to face meetings for over five years now and always feel 100% confident in the advice given. We have no hesitation in highly recommending Amy Gray Wealth Management. Sharon and Gary

Amy brought a wealth of knowledge and professionalism when we met. Explained in a relaxed manner with all questions answered. Amy found the right portfolio for my wife and me that suited our risk profile. An outstanding professional.

MORGAN WILLIAMS & CO REVIEWS

Dan at Morgan Williams and Co was extremely knowledgeable and helpful and provided comprehensive advice for our financial situation. Dan was very honest and trustworthy and advised us that at this stage, any paid advice that could be provide would not be financially beneficial. However, Dan continued to provide free advise in relation to our current situation that was very helpful. I cannot recommend Morgan William & Co enough and we will definitely return for any future financial advising needs.

The whole team are a joy to work with. The welcome is always warm and the advice is communicated in such a way to help understand the sometimes complexed financial market. I have been with this practice for sometime now and have complete trust and faith in them regarding my financial goals.

I cannot praise this firm highly enough. Some time back following some shady advice my husband and I placed a pension into what turned out to be a scam. A colleague recommended we speak to Dan at MW. So glad we did. He not only got us in a place where we could access what was left of the funds but actively raised the issues within the financial world seeking to ensure it doesn't happen to others. When it was established our best course of action was to take the funds he would not charge us for the time he had spent because we did not need his ongoing support in connection with those funds. He has restored our faith in financial advisors and human beings in general. Morgan Williams clearly operate with decency and integrity putting their clients interests first. Thanks so much Dan.

TBR® Inspection Score Report

RIXONS WEALTH MANAGEMENT Total Inspection Points: 116/120
Business Hours: 8
Complete Info: 8
Contact Info: 10
License: 10
Emblem: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

AMY GRAY WEALTH MANAGEMENT LTD Total Inspection Points: 115/120
Business Hours: 9
Complete Info: 9
Contact Info: 9
Reviews Accuracy of : 9
Reviews Study: 9
Acknowledgements: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

MORGAN WILLIAMS & CO Total Inspection Points: 112/120
Acknowledgements: 8
Business Hours: 8
Complete Info: 8
Reviews Accuracy of : 8
Business Images: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10
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