BEST RATED » WAKEFIELD » FINANCIAL SERVICES

3 Best Financial Services in Wakefield, UK

Expert recommended Top 3 Financial Services in Wakefield, 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!

CHEETHAM JACKSON LTD

First Floor, Unit 2, Westgate Court, Ossett, Wakefield WF5 9TT DIRECTIONS

Since 2009

Here’s The Deal:
Cheetham Jackson Ltd is a financial planning firm that helps people take control of their financial planning by working with their clients to empower them with information, education and understanding. They offer unique financial plans to achieve their financial goals. They have three professionals, including Scott Golland, Andrew Reel, and Toni Argyle, to provide personalised financial services. They have an apparent view of what clients require from a financial planning company. Their adviser makes themselves available at a time to suit you: by telephone, by email, in writing, and, best of all, face-to-face. Also, they provide an initial consultation without charge or obligation to prospective clients. Cheetham Jackson Ltd has offices in Southport, Lytham, Wakefield, Warrington, Clitheroe, Sale, Bolton, Glossop, Chesterfield and Chorley.

SPECIALITY:
Retirement Planning, Financial Modelling, Secure and Accessible Investments, Bonds and Gilts, Pensions, Shares, ISAs and Other ‘Tax-Efficient’ Plans, Wealth Management, Retention and Preservation & Inheritance Tax Planning

[email protected]

cheethamjackson.com/who-w...

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

TBR® Inspection Report:

NAVIGATION WEALTH MANAGEMENT LTD

16 Navigation Court, Calder Park, Wakefield WF2 7BJ DIRECTIONS

Since 2007

Here’s The Deal:
Navigation Wealth Management Ltd offers clients the best financial advice and ongoing service. Matt Hammond is the chief executive of Navigation Wealth Management Ltd. Darren Wood and David North are founding principals of the firm. They have 13 financial advisers and one mortgage adviser. They put clients requirements at the heart of the business. They aim to provide holistic wealth management advice to clients based across the UK, assisting them in reaching their individual financial aspirations. They believe that when building long term relationships, regular face-to-face reviews are important to financial planning. The team allows you to review your financial affairs regularly and effectively manage your investments via a distinctive approach. They are a Senior Partner Practice of St. James's Place Wealth Management.

SPECIALITY:
Investment, Retirement, Inheritance Tax and Estate Planning, Investing for Income Planning, Corporate Services, Investment Bonds, Discretionary Fund and Portfolio Management, Unit Trusts, Offshore Investments, Individual Savings Accounts, Philanthropy and Charitable Giving, Banking & Mortgages

Registration 04654894

[email protected]

navigationwm.co.uk

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

TBR® Inspection Report:

TONY REVANS FINANCIAL PLANNING

26 Leeds Road, Wakefield WF1 3JL DIRECTIONS

Since 2000

Here’s The Deal:
'Tony Revans Financial Planning' is a financial planning firm that offers a great deal of experience across the financial services arena for both the personal and corporate markets. Tony Revans is the founder of the 'Tony Revans Financial Planning'. He provides advice, guidance, and planning services for people who want to make the most of their finances, and the business can assist you in making your wealth work for you. He is a diploma qualified adviser. He offers a wide range of clients and provides a bespoke proposition over a wide area of requirements. They provide advice and planning services for people who want to make the most of their finances. They are independent, which means they work for their client's interests, not those of a bank or insurance company. Tony Revans Financial Planning offers a free initial consultation.

SPECIALITY:
Health and Income Protection Insurance, Equity Release, Critical Illness, Life Assurance, Investment and Portfolio Planning, Mortgages, Home and Private Medical Insurance, Pension & Retirement Advice

Registration 627931

[email protected]

tonyrevans.co.uk

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

TBR® Inspection Report: