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BEST RATED WREXHAM, UK FINANCIAL SERVICES

3 Best Financial Services in Wrexham, UK

Expert-recommended Top 3 Financial Services in Wrexham, 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!

Hadlow Edwards Wealth Management Ltd.
Hadlow Edwards Wealth Management Ltd.
Hadlow Edwards Wealth Management Ltd.
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HADLOW EDWARDS WEALTH MANAGEMENT LTD.

(4.9 Score)
The Old Brewery, Central Road, Wrexham LL13 7SU, UK Directions

Since 2020

Speciality:

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

“Hadlow Edwards Wealth Management Ltd. offers a distinctive approach to their clients and their financial affairs. You receive the full advantage of personalised service and extensive experience from an approachable, friendly team of experts. They take care of the details and take away the frustration of financial planning. They provide a wide range of services, whether you are looking to build, grow, protect or preserve your wealth. Hadlow Edwards Wealth Management Ltd. has a specialised team that provides specialist advice. You can contact them for any financial queries or concerns which you may have.

2025 Update: Warren Hadlow, Tom Hadlow and James Parry are the directors of the firm. Hadlow Edwards Wealth Management Ltd. has financial advisers and wealth management consultants who can help plan your financial future, from pensions to mortgage advice and inheritance planning.”

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Good Money Award Better Society Awards 2024
Gold Stevie Winner Achievement in Customer Experience, Financial Services-The Stevie Awards for Sales & Customer Service
Organisation of the Year Excellence in Customer Service Award 2024
Registration 12949342

Contact:

01978 311611

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

TBR® Inspection Report:

Gittins and Co Wealth Management Ltd
Gittins and Co Wealth Management Ltd
Gittins and Co Wealth Management Ltd
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GITTINS AND CO WEALTH MANAGEMENT LTD

(4.8 Score)
Pulford Grange, Chester Road, Rossett, Wrexham LL12 0DF, UK Directions

Since 2021

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 ✓ Corporate Planning ✓ Shareholders ✓ Employee Benefits ✓ Corporate Pensions ✓ Tax Mitigation ✓ Exit Strategy

“Gittins and Co Wealth Management Ltd provides a wide range of services, whether you are looking to build, grow, protect or preserve your wealth. They take pride in building long-term relationships with their clients and in being a face-to-face business. Gittins and Co Wealth Management Ltd value an honest and transparent relationship with clients, simplifying language and guiding them towards achieving their long-term ambitions. Their expert team is highly qualified and experienced advisers with uncompromising morals and ethics. They specialise in providing high-quality advice on all aspects of wealth management, working with you to help you achieve your financial goals.

2025 Update: Ben Gittins and Kirsty Gittins are the directors of the firm. Gittins and Co Wealth Management Ltd helps their long-standing and loyal client base achieve financial goals by adding value in areas such as retirement aspirations, business exit strategies, investment solutions and family protection.”

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Good Money Award Better Society Awards 2024
Gold Stevie Winner Achievement in Customer Experience, Financial Services The Stevie Awards for Sales & Customer Service
Organisation of the Year Excellence in Customer Service Award 2024
Registration 13112967

Contact:

01978 532229 07843 490414

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

TBR® Inspection Report:

Belgrave Wincham-Independent Financial Planners
Belgrave Wincham-Independent Financial Planners
Belgrave Wincham-Independent Financial Planners
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BELGRAVE WINCHAM-INDEPENDENT FINANCIAL PLANNERS

(4.7 Score)
8a Edison Court, Ellice Way, Wrexham LL13 7YT, UK Directions

Since 2019

Speciality:

✓ Financial Planning ✓ Independent Financial Advice ✓ Pension Advice ✓ Investment Advice ✓ Mortgage Advice ✓ Protection Advice ✓ Wealth Management

“Belgrave Wincham-Independent Financial Planners helps you to reach your financial goals. They offer financial advice which is fully personalised and independent. Belgrave Wincham-Independent Financial Planners is authorised and regulated by the Financial Conduct Authority, and they are listed on the Financial Services Register. There is absolutely no obligation to proceed with any more of their services. Belgrave Wincham-Independent Financial Planners offers you a free initial consultation and review. Their advisers will travel to your home address if this is most convenient, and can also offer evening appointments.

2025 Update: Their convenient location allows them to offer the very best financial advice to many clients throughout North Wales, including St Asaph, Anglesey and everywhere in between. They offer financial advice throughout Shropshire, from Ludlow to Shrewsbury to Oswestry, and many of their clients are based throughout Cheshire, including Chester, Nantwich and The Wirral.”

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Registration 12167416

Contact:

01978 806505

Mon-Fri: 8:30am - 5:30pm
Sat & Sun: Closed

TBR® Inspection Report:

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HADLOW EDWARDS WEALTH MANAGEMENT LTD. REVIEWS

We have been clients for a number of years; both during my working life and later at the start of retirement. Warren Hadlow and the team have helped us plan and deliver all our family financial goals, from tax efficient investments, pension investments and inheritance tax planning. They took time to understand our needs and requirements especially offshore pensions; with the specialist expertise and technical advise of St. James's Place.

I find Richard incredibly knowledgeable, personable and, especially at a time where customer service is critical, a man of his word. Relationships are built on trust and credibility and Richard has both in abundance. I've already referred several people to Richard and will contuinue to do so. I wish him, and St. James Place all the very best for the future.

I have been with St. James's Place for four years now and had first class service. Mandy Lewis has been a very professional and genuine person. I feel very comfortable talking to Mandy about my lifestyle and she always explains all my options thoroughly and gives excellent advice.

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GITTINS AND CO WEALTH MANAGEMENT LTD REVIEWS

I have been more than happy with St. James's Place for many years, but it is since my personal circumstances dramatically changed with the sale of my business that I have really appreciated their worth. Ben’s expertise has been invaluable. He is completely at ease with the complexities of tax implications and future planning with regard to investments and pension. His only motivation the safeguarding of my future livelihood along with that of my family and dependants. His encompassing knowledge along with his approachable manner really helped at an otherwise stressful time. The key has been Ben’s communication. He very quickly got an excellent measure of my risk perspective and priorities which has led to an investment position I am completely comfortable with

I have been working closely with Callum over the past few years and his continued professionalism, knowledge and advice have been extremely valuable, both to myself, and to my clients. Callum has the rare ability to turn a very complex subject into clear, precise and unstandable advice. This backed up with his relaxed and friendly approach ensures the service he provides is up there with the best in the industry. I would not hesitate to recommend Callum to any of my clients, friends or family.

I have been very impressed with the professionalism, breadth of knowledge, quick response times and advice given as part of their service and the friendly, approachable, open style which has allowed for investments to be discussed, explained and tailored to my own personal preferences and objectives.

BELGRAVE WINCHAM-INDEPENDENT FINANCIAL PLANNERS REVIEWS

Given the difficult times I am going through with my divorce, Tom was very thorough and explained everything in simple terms. I am very pleased with my meetings with Tom and feel much more at ease about my future.

Craig came out to see me in the evening as I work throughout the day. I have a much better understanding of my retirement options and will be able to retire with the peace of mind that Craig is supporting me in the background.

Thank you to Craig for helping me out. I would highly recommended Belgrave Wincham to everyone.

TBR® Inspection Score Report

HADLOW EDWARDS WEALTH MANAGEMENT LTD. Total Inspection Points: 118/120
Complete Info: 9
Reviews Study: 9
Achievements: 10
Acknowledgements: 10
Business Hours: 10
Business Images: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

GITTINS AND CO WEALTH MANAGEMENT LTD Total Inspection Points: 114/120
Acknowledgements: 9
Business Hours: 9
Complete Info: 9
Contact Info: 9
Reviews Accuracy of : 9
Reviews Study: 9
Business Images: 10
Exact Services: 10
Legitimate Ratings: 10
Review Analysis: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

BELGRAVE WINCHAM-INDEPENDENT FINANCIAL PLANNERS Total Inspection Points: 113/120
Reviews Study: 8
Acknowledgements: 9
Business Hours: 9
Complete Info: 9
Contact Info: 9
Review Analysis: 9
Business Images: 10
Exact Services: 10
Legitimate Ratings: 10
Online Appointment: 10
Website Source: 10
Website Standard: 10
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