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3 Best Financial Services in Wycombe, UK

Expert recommended Top 3 Financial Services in Wycombe, 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!

STERLING NORTH

80 Cressex Business Park, Basepoint Business Centres, Wycombe HP12 3RL Directions

Since 2013

Here’s The Deal:
Sterling North is an independent plain-speaking financial advisory firm in Wycombe. The firm provides advice to clients, families, and business associates on all aspects of financial planning. Nicola Millington and Carl Millington Cert CII are directors of the Sterling North. Nicola has over 19 years of experience in the industry. She is an honest person who creates the identity of Sterling North. Carl is the firm's financial and independent mortgage advisor who can help you find the correct solution to meet your needs. Louise Birchall is also the financial advisor at the firm who is intelligent, honest and hard-working. Their highly qualified advisors are professional and trustworthy. Sterling North Ltd prides themselves on their ability to build a strong working relationship with their clients.

SPECIALITY:
Auto Enrolment, Pension Advice, Saving, Retirement and Inheritance Tax Planning, Investment Management, Mortgages, Insurance Planning, Portfolio Management Service, Pension Performance Review, Individual Savings Accounts & Protection

Registration 08434070

[email protected]

sterlingnorth.co.uk/finan...

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

TBR® Inspection Report:

PROGENY

29-31 Castle Street, Wycombe HP13 6RU Directions

Since 2016

Here’s The Deal:
Progeny is the financial planning firm in High Wycombe. They are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, corporate and private legal services. The firm provides integrated financial and legal solutions to the businesses, private clients, family offices and charities. Anna Lester is the operations manager of the Progeny. Catherine Richmond Emily Marland, Ian Mckenary, and Justin Austin are financial planners in the firm. The firm uses the latest technology to reduce paperwork, improve communications and enrich the relationship between client and adviser. They create, enhance, and preserve wealth, and their professionals are ready to help you to reach the individual goals. Progeny has offices in Leeds, London, Salisbury, and Edinburgh.

SPECIALITY:
Financial, Retirement and Financial Planning, Investment Services, Wealth Succession, Alternative Investments, Inheritance Tax, Family Office, Trusts, Bespoke Portfolio Service, Dynamic Growth and Inheritance Tax Portfolio, Tax Return Service, Asset Management, Probate, Philanthropy, Personal & Family Protection

Registration 06507750

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theprogenygroup.com/conta...

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

TBR® Inspection Report:

FLACKWELL FINANCIAL LIMITED

204 Penn Road, Hazlemere, Wycombe HP15 7NU Directions

Since 1988

Here’s The Deal:
Flackwell Financial Limited is a financial consultancy firm in Hazlemere, England that specialises in providing face-to-face advice and guidance. They meet the needs of clients with all aspects of their personal and corporate financial planning. Philip Stebbings and Karen Webb are directors of the Flackwell Financial Limited. Philip specialises in personal investment and pension advice. He has been living in the area for more than 30 years, and he has built up long term relationships with various clients and is now advising younger members of their families. Karen dealt with more experienced members of the family for equity release and IHT planning to younger members with their first house buying and savings for those special events. Flackwell Financial Limited is a senior partner practice of St. James's Place Wealth Management.

SPECIALITY:
Wealth Management, Investment, Corporate Financial and Retirement Planning, Inheritance Tax, Life, Critical Illness and Disability Insurance, Later Life Plans, Long Term Care, Estate Administration, Professional Trustee Services, Banking & Mortgages

Registration #11520956

flackwellfs.com

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

TBR® Inspection Report: