BEST RATED WREXHAM, UK FINANCIAL SERVICES

3 Best Financial Services in Wrexham, UK

Name: 3 Best Financial Services in Wrexham, UK
Rating: 4.8

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!

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HADLOW EDWARDS WEALTH MANAGEMENT LTD.

4.9

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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GITTINS AND CO WEALTH MANAGEMENT LTD

4.8

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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Belgrave Wincham-Independent Financial Planners

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BELGRAVE WINCHAM-INDEPENDENT FINANCIAL PLANNERS

4.7

8a Edison Court, Ellice Way, Wrexham LL13 7YT, UK Directions

Since 2019

Speciality:

“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.”

3 Best Financial Services in Wrexham, UK