BEST RATED » STOCKTON ON TEES » FINANCIAL SERVICES

3 Best Financial Services in Stockton On Tees, UK

Expert recommended Top 3 Financial Services in Stockton On Tees, 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!

BROADGATE FINANCIAL MANAGEMENT LLP

23 The Green, 1st Floor Broadgate House, Stockton on Tees TS23 1ES Directions

Since 2013

Here’s The Deal:
Broadgate Financial Management LLP is a family-run financial planning firm with a team of independent financial advisers based on Stockton on Tees. They offer comprehensive financial planning, investment and protection service to clients across the UK. Alan Sheekey, Neil Sheekey and Ian McCallan are partners of the Broadgate Financial Management LLP. Alan is the founder of the firm, and he has over 35 years of industry experience. Neil is responsible for the Pension and Investment side of the business and advising clients. Ian is responsible for the mortgage and protection side of the business. He specialises in all forms of lending and protection; Ian advises private and corporate clients.

SPECIALITY:
Pensions, Estate and Retirement Planning, Life Insurance/Income Protection, Investments/Regular Savings, Mortgage Advice, Corporate Financial Advice, General Insurance Health & Long Term Care

Registration 589112

[email protected]

broadgatefm.com

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

TBR® Inspection Report:

JOSLIN RHODES

The Planning Rooms, Wellington Court, Preston Farm, Stockton on Tees TS18 3TA Directions

Since 1980

Here’s The Deal:
Joslin Rhodes is a lifestyle financial planning company that specialises in providing pension advice and retirement planning. They will work with you to plan the retirement you want by answering the questions. Neil Parker is the CEO of the Joslin Rhodes financial planning company. The team has qualified independent financial advisers. They work with clients to identify what you want to achieve and then empower you with the knowledge, support and advice to make it a reality. They use unique PlanHappy Lifestyle Financial Planning process; they'll coach you through the kind of lifestyle you want in the future. Joslin Rhodes offers a free consultation.

SPECIALITY:
Pension Advice and Drawdown, Final Salary Pension Transfer, School Fee, Retirement, Estate, Investment and Savings Planning, Ethical and Offshore Investments, Investing for Income, Investment Trusts, Individual Savings Accounts & Unit Trusts

Registration 06446109

[email protected]

joslinrhodes.co.uk

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Mon-Thu: 9am - 7pm
Fri: 10am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

HOLISTIC FINANCE LTD.

72 Church Road, Stockton on Tees TS18 1TW Directions

Since 2014

Here’s The Deal:
Holistic Finance Ltd is a local independent financial advisory firm in Stockton on Tees that provides financial advice to help clients on making the financial decisions. Their team delivers a first-class friendly and professional service. Their team focuses on the customer's financial freedom. The advisors take a 'Whole of Market' approach when considering the most useful financial planning advice for you. Also, they offer a free, no-obligation consultation. Holistic Finance Ltd serves in the Teesside region, including Middlesbrough and Darlington.

SPECIALITY:
Pension Reviews, Annuity, Investment Portfolio Construction and Wealth Management, Stocks and Share's ISA's, General Investment Accounts, Flexi Access Drawdown Tax Wrapper, Inheritance Tax & Retirement Planning

Registration 9136730

[email protected]

holisticfinance.co.uk

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Mon-Thu: 9:15am - 5pm
Fri: 9:15am - 4pm
Sat: & Sun: Closed

TBR® Inspection Report: