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BEST RATED NOTTINGHAM, UK FINANCIAL SERVICES

3 Best Financial Services in Nottingham, UK

Expert-recommended Top 3 Financial Services in Nottingham, 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!

Ryley Wealth Management
Ryley Wealth Management
Ryley Wealth Management
Nottingham financial services Ryley Wealth Management video
5+ YEARS IN TBR
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RYLEY WEALTH MANAGEMENT

(4.9 Score)
1st Floor, The Arc NG2 Business Park, Enterprise Way, Nottingham NG2 1EN, UK Directions

Since 1999

Speciality:

✓ Investment Planning ✓ Retirement Planning ✓ Protection Planning ✓ Corporate Services ✓ Mortgages and Specialist Banking ✓ Intergenerational Wealth Management ✓ ISAs ✓ Junior ISAs ✓ Unit Trusts ✓ Portfolio Solutions ✓ Discretionary and Stockbroking Services ✓ Offshore Investments ✓ Investing for Income ✓ Investment Bonds ✓ Inheritance Tax ✓ Gifts ✓ 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 (SIPP) ✓ Employed ✓ Employer ✓ Self-Employed ✓ Trustees ✓ Corporate Planning

“Ryley Wealth Management Ltd is led by CEO and Founder David Ryley. He has been a successful financial planner and business owner for over 25 years. Their team offers expert financial planning tailored to each individual. They build lasting relationships with clients, working together to achieve your financial goals, whether in business or personal life. They pride themselves on being open, approachable, down-to-earth, and jargon-free. As a friendly face in a complex industry, they excel at guiding clients through the financial landscape. Their extensive experience is supported by the resources of St. James's Place Group, enabling them to provide robust, versatile, and dynamic advice on all financial concerns.

2025 Update: The Ryley Wealth team is made up of planners, paraplanners, managers and administrators, all of whom put their clients first in everything they do. They forge longstanding relationships with their clients based on trust and understanding to provide a truly holistic financial planning service tailored to the needs of each client.”

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Registration 05436379

Contact:

0115 7043640

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

TBR® Inspection Report:

Cockburn Lucas Independent Financial Consulting Ltd.
Cockburn Lucas Independent Financial Consulting Ltd.
Nottingham financial services Cockburn Lucas Independent Financial Consulting Ltd. video
6+ YEARS IN TBR
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COCKBURN LUCAS INDEPENDENT FINANCIAL CONSULTING LTD.

(4.8 Score)
1st Floor, 19 Musters Road, West Bridgford, Nottingham NG2 7PP, UK Directions

Since 1997

Speciality:

✓ Investment Planning ✓ Managing Your Portfolio ✓ Cash Flow Modelling ✓ Responsible Investing ✓ Cash Management Service ✓ Protection ✓ Tax Planning ✓ Protection Planning ✓ Protection Explained ✓ Will Writing ✓ Long Term Care ✓ Retirement ✓ Digital Money Service ✓ Estate and Inheritance Tax Planning ✓ Tax Advice ✓ IHT Case Study

“Cockburn Lucas Independent Financial Consulting Ltd. is led by managing director Mike Horseman, who has over 30 years of extensive experience in the financial services sector. The team has built strong connections with leading industry figures and fund managers. With over 150 years of combined experience, the expert team at Cockburn Lucas can provide advice on investments, retirement and pensions, financial protection, estate planning, tax planning, and business planning. Their financial planning service is relationship-based, meaning they support you every step of the way as you manage your finances through various stages of life.

2025 Update: They provide individuals and businesses across the East Midlands with high-quality, reliable and fully independent financial planning advice. They can help you build a robust long-term financial plan to ensure you get the outcome you desire.”

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Registration 3365186

Price:

Initial Advice Fee (transactional):
First Invested: 3% £100,000
Next 2% From £100,001
Up To £250,000
Plus: 1% £250,001
Ongoing Service Fees:
Portfolio Value Up To 1.00%pa £500,000
Portfolio Value of Up To 0.75%pa From £500,001
Up To m £1
Portfolio Value of m Plus: Up To 0.50%pa £1
Portfolio Reviews and Fund Switches:
Portfolios up to: 3% £100,000
Portfolios Between: 2% From £100,001
Up To £250,000
Portfolios of Plus: 1% £250,001

Contact:

0115 981 9529

Mon-Fri: 8am - 5pm
Sat: 8am - 4pm
Sun: Closed

TBR® Inspection Report:

TJM Financial Solutions
TJM Financial Solutions
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TJM FINANCIAL SOLUTIONS

(4.8 Score)
NBV Enterprise Centre, 6 David Lane, Basford, Nottingham NG6 0JU, UK Directions

Speciality:

✓ Investment ✓ Pensions ✓ Retirement ✓ Protection

“2025 Update: TJM Financial Solutions offers a full range of financial advice, from pensions and investments to mortgages and insurance. Their advisers are regulated by the Financial Conduct Authority and are appointed representatives of 2Plan Wealth Management. They provide fast, friendly financial advice. Whether you need mortgage advice, have received some inheritance or already have investments that are underperforming, they can help. Their main aim is to help you with your financial aims. You can contact them to book an appointment.”

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Registration 11328721

Contact:

0115 855 7538

Mon-Fri: 9am - 6pm
Sat & Sun: Closed

TBR® Inspection Report:

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RYLEY WEALTH MANAGEMENT REVIEWS

I'm hugely impressed by Tracy Yeomans. She's made the process of transferring my existing pensions very straightforward and pain-free. A clear communicator, Tracy is ever- supportive and attentive. She provides useful advice clearly and concisely, and always delivers on her promises. The overriding feeling is that you're always in safe hands, and that your investment is on the right performance path. I'm looking forward to the pleasure of working with Tracy on my portfolio for many years to come.

I have dealt with Tracy for over 2 years now and she has always given me sound advice relating to my investments. Tracy is always happy to explain any issues that I don’t understand and advise me on the best way forward. I therefore have no problem in recommending Tracy to friends and relatives who are seeking financial advice for their future investments.

Will Diggins has been our RWM adviser for many years (we've lost count). He usually calls to see us once a year but we know that he is always on hand to give us advice and information should we need it. Will is always very friendly and professional, so we look on him as a friend as well as someone who has our interests at heart. His visits and our annual review are always very informative on financial trends and the impact of international events on our investments, which continue to give us confidence that our funds are being well managed.

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COCKBURN LUCAS INDEPENDENT FINANCIAL CONSULTING LTD. REVIEWS

I received very good advice and support from Ajay Khosla for my pension planning. He is very professional friendly and well informed to provide excellent financial advice. I would recommend him to anyone who is looking for retirement planning advice or financial assistance. I look forward to many more years of service from Cockburn Lucas Financial consultants.

Angus Shaw has always given us great advice and support in deciding where best to invest our savings. He also made sure that we created our Powers of Attorney, which we might have forgotten about. The rest of the team at Cockburn Lucas have always been very professional and polite in all our dealings with them.

Nothing was ever too much trouble. Angus made sure to keep us well informed even with personal visits as my aunty was infirm. Always very quick to respond and always looked after the investments as if it was their own.

TJM FINANCIAL SOLUTIONS REVIEWS

TMJ Financial Solutions have been a godsend to my husband and I! We didn't think we could afford to buy our own home but after a quick meeting with Luke our dream quickly started to become our new reality and the process was jumpstarted! Luke has always been extremely professional yet approachable with great communication. Highly recommend.

TJM have been fantastic with managing our mortgage application. Very strong communication, quick to respond and update us. As first time buyers, Tom spoke us through everything really clearly and his knowledge really put us at ease! Would highly recommend.

From start to finish Luke Adamson was fantastic! A definite 10/10 for efficient and excellent customer service! Highly recommended will use again in the future! Thank you luke! Jaz RB.

TBR® Inspection Score Report

RYLEY WEALTH MANAGEMENT Total Inspection Points: 117/120
Business Hours: 9
Contact Info: 9
Reviews Study: 9
Acknowledgements: 10
Business Images: 10
Complete Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

COCKBURN LUCAS INDEPENDENT FINANCIAL CONSULTING LTD. Total Inspection Points: 116/120
Acknowledgements: 9
Contact Info: 9
Current Evaluation: 9
Reviews Accuracy of : 9
Complete Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Pricing: 10
Reviews Study: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

TJM FINANCIAL SOLUTIONS Total Inspection Points: 115/120
Business Hours: 9
Business Images: 9
Complete Info: 9
Contact Info: 9
Reviews Study: 9
Acknowledgements: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Website Source: 10
Website Standard: 10
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