Find Investment Advisors in Congleton

What service do you need?

Where do you need Investment Advisors?


Bark.com as seen on Techcrunch Bark.com as seen on The Daily Mail Bark.com as seen on The Next Web Bark.com as seen on The Guardian

How Bark Works

  • 1.Post details

    Post details of your Investment Advisors requirement in moments, completely free.

  • 2.Find professionals

    We will find Investment Advisors in Congleton and do the legwork to contact them on your behalf.

  • 3.Get quotes

    Receive fast, free Investment Advisors quotes from the best Investment Advisors near Congleton.

  • 4.Compare

    Review proposals, compare Investment Advisors prices and choose the best local Investment Advisors for your job.

  • 5.Write review

    Submit a review to help others find recommended Congleton Investment Advisors

How Bark Works

  • 1.Post details

    Post details of your Investment Advisors requirement in moments, completely free.

  • 2.Find professionals

    We will find Investment Advisors in Congleton and do the legwork to contact them on your behalf.

  • 3.Get quotes

    Receive fast, free Investment Advisors quotes from the best Investment Advisors near Congleton.

  • 4.Compare

    Review proposals, compare Investment Advisors prices and choose the best local Investment Advisors for your job.

  • 5.Write review

    Submit a review to help others find recommended Congleton Investment Advisors

Investment Advisors in Congleton ready to help


The Mortgage Hut

The Mortgage Hut

The Mortgage Hut is verified Certificate of Excellence 2019

Providers of award winning mortgage advice across the UK. We have access to over 90 lenders and 12,000 products, so one of our professional, approachable and qualified advisers can help. 

MacFarlaine & Brooks

MacFarlaine & Brooks

We don’t just give financial advice to help people generate or protect money and wealth, we do it with YOUR specific goals in mind, helping build the life you want for you and your family, while protecting against the worst of what life can throw at you. “Advice For Life” Mortgages, Pensions, ISA's, Insurance, Protection, Bonds, Investments 

Spires Independent

Spires Independent

Spires Independent is verified Certificate of Excellence 2019

At Spires Independent we are dedicated to providing you unbiased independent advice with a high level of service. We offer a range of financial services, backed by our team of Independent Financial Advisers, including a specialist Pension transfer expert. So whatever you're looking for, at Spires Independent you're safe in the knowledge that we've got just the expert team waiting in the wings to be of assistance.  

LBA Global Partners Ltd

LBA Global Partners Ltd

LBA Global Partners is your leading partner for UK and International Business & Legal Advisory services. We specialise in Wills, Trusts, UK & International Tax, Legal Advisory and Regulatory reporting services. We also provide UK and Global Immigration Services. 

PK Finance

PK Finance

PK Finance is verified Certificate of Excellence 2019

 

Haven IFA Ltd

Haven IFA Ltd

 

Conflux Consultants Ltd

Conflux Consultants Ltd

Conflux Consultants Ltd are a specialist marketing consultancy based in Crewe, Cheshire UK. We help businesses and organisations build their Reputation and control their content on-line. 5 Star Reputation - Google give businesses and individuals the ability to rate your company, in a similar way to Trip Advisor and Amazon. We help you build a 5 Star Reputation, and then we market that reputation for you. I help businesses and marketing professionals with unique lead generation and lead conversion strategies to increase sales, using powerful customer intelligence strategies and am a Reputation Aegis Partner. Our research has highlighted that 99% of 35,065 businesses are missing the essential on-line marketing steps. These simple low-cost steps should be included in every companies strategy as they will improve the return on investment for all other marketing activities and give companies a competitive advantage. ★★★ We are committed to your business growth ★★★ ➜ How we do it? ★ Customer Feedback ★ Staff Training ★ Online Reputation Monitoring, Management, Building, Marketing ★ Lead Generation ★ Lead Conversion ★ Authority & Positioning ➜ Who do we work with? ★ Our clients are growing or want to grow their business and includes companies, professions, business coaches and consultants. ➜ Who qualifies for our services? ★ Primarily companies that offer services or products with an ACV (Average Client Value) of £1,000 or more. This is the sweet spot for the best ROI and adds value to all existing marketing activities. ➜ How to get started? ★ Connect with me here on Bark ★★★ Watch the Review videos below created from written client reviews. We are also looking for business to partner with on trial programs at discounted rates, in exchange for feedback and referrals to other businesses ★ ★ ★ 

Captec Wealth Group

Captec Wealth Group

Captec Wealth Group is verified Certificate of Excellence 2019

The Captec Wealth Group was established in 2015 to absorb as much of the stress and time involved in growing and managing an active investment portfolio, whilst reducing costs and securing discounts wherever possible. It isn't necessary for successful investing to become a full time job. Through our investment structures and our access to high quality new-build apartments in strategically chosen high growth areas in The UK, we aim to help our clients maximise their returns from property & other investment products in a hassle free way to free up time for the things that really matter. The Captec Wealth Group of companies have been structured to work hand in hand to source and provide bespoke investment products based on our individual client’s requests. Captec Wealth Group believes in “efficient wealth creation through strategic investing” Captec Investments: An alternative investment consultancy, focused on raising capital through equity & debt/fixed income vehicles.. Captec Developments: A Property Investment Consultancy that aims to remove the uncertainty and stress and time involved when buying a new-build property investment. Captec have an extremely in depth due diligence process in place to ensure a development has the key fundamentals to be a good investment, before any proposal is put in front of an investor. We also specialising in sourcing, structuring and distributing off-market UK development level property projects across a variety of sectors (PRS, Student) and geographical locations. 

Sterling Welsh Ltd

Sterling Welsh Ltd

This is what we do... Looking to buy your first home? Need to remortgage for a better rate and save money? Let us take away the hassle for you. Don't bother visiting numerous bank or surfing the web in the hope that you will get the best deal. Let one of our experienced brokers give you call to see if we can help. We don't charge a fee for the initial consultation and will speak to you on weekends and in the evening so that you don't have to take time off work. We guarantee to get you the best rate and we have a no quibble, 100% MONEY BACK GUARANTEE if you are not happy for any reason. So, what are you waiting for, give us a call now and we will be more than happy to help. I look forward to speaking to you soon. David 

Maple  Leaf Financial Services Ltd

Maple Leaf Financial Services Ltd

Maple  Leaf Financial Services Ltd is verified Certificate of Excellence 2019

Wide range of Financial services including: Retirement Planning Pension advise Mortgages Remortgages Buy to Let Mortgages 

Wayne Graham True Potential Wealth Management LLP

Wayne Graham True Potential Wealth Management LLP

Wayne Graham True Potential Wealth Management LLP is verified Certificate of Excellence 2019

Experienced Financial Advisor with a demonstrated history of working in the financial services industry for over 22 years. Skilled in Pension Funds, ISAs, and Self-Invested Personal Pension (SIPP). Member of the PFS and accredited with level four qualifications. Wayne Graham is a Restricted Financial Adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. 

Giliker Flynn Independent Wealth Ltd

Giliker Flynn Independent Wealth Ltd

 

Equity Release Supermarket

Equity Release Supermarket

Equity Release Supermarket offers a fresh thinking approach to equity release advice. We help you compare deals & interest rates from the whole of the market which include exclusive deals negotiated with some of the UK's leading financial providers. Using a nationwide team of friendly & experienced equity release advisers, we can offer specialist advice from the whole of the market, either face-to-face or over the telephone.  

Keith Jobson DipPFS, CertSMP - Wealth Management - Independent Financial Adviser (IFA) and Advanced qualified - Independent Mortgage Adviser (IMA) with Julian Harris Financial Consultants IFA national  network

Keith Jobson DipPFS, CertSMP - Wealth Management - Independent Financial Adviser (IFA) and Advanced qualified - Independent Mortgage Adviser (IMA) with Julian Harris Financial Consultants IFA national network

Keith Jobson DipPFS, CertSMP - Wealth Management - Independent Financial Adviser (IFA) and Advanced qualified - Independent Mortgage Adviser (IMA) with Julian Harris Financial Consultants IFA national  network is verified Certificate of Excellence 2019

"I was pleasantly surprised to find out that I was selected by the UK Financial Times (FT) Adviser Publication (23/01/2019) - 'Mystery Shopper's Choice' for (Whole of Market) Independent Financial Advice as the best Independent Financial Adviser (IFA) for providing - Inheritance Tax (IHT) Mitigation Planning Advice. I received a Mystery Shopper's score of 34 out of 35" Contact me if you need IHT mitigation planning Advice. I cover all locations in my service of providing the absolute best quality Whole of Market - Independent Financial Advice. "Send me a request if you need Financial Advice, it will be my pleasure to be of service - thank you - Keith" ********************************** January 2019 - Special Offer ********************************** No client fee on whole of market Mortgage Advice "Contact me for whole of market Mortgage Advice and I there is 'no personal client fee' for you to pay" I can assure you that I can research and source the best mortgage for the following: 1st time buyer, remortgage, Buy to Let and self build "Don't delay, contact me today to save money on your mortgage requirements, please call me on: 07757 139132" I deal with all the Banks, Building Societies and specialist Mortgage Providers Also if you are looking to clear unsecured debt on credit cards, or unsecured loans, on a second charge, I can advise and assist, please call me on: 07757 139132 "Providing financial advice and mortgage advice to assist you in achieving your financial goals, is my goal" "Thank you and I look forward to speaking with you Kind regards - Keith" *************************************************************************************** "I am grateful to be Winner of the Bark Professional 2018 / 2019 - IFA / Advanced Qualified - Mortgage Adviser - Certificate of Excellence Award" *************************************************************************************** Whole of Market Professional - Independent Financial Adviser (IFA) and Advanced Mortgage Advice qualified - Independent Mortgage Adviser (IMA) with Julian Harris Financial Consultants (JHFC) IFA network. I started my career in Financial Services as a regulated Financial Adviser in 1995. As a Whole of Market Professional - Independent Financial Adviser and Mortgage expert, I help my clients achieve their personal goals and ambitions, by structuring financial plans in line with personal objectives. I have access to the whole of market to provide independent financial advice, with some examples being advising on investments, savings plans, pensions, and protection solutions, including: Whole of Market research to source the absolute best Financial Planning solutions, including: * Wealth Management * Investment Planning * Life Assurance - personal and for businesses * Income protection * Critical Illness protection * Tax efficient investment advice * Pension advice * Annuities * Income Drawdown * Tax efficient investments for growth or income * Capital Protected Investments * VCT; EIS; SEIS (on determination of suitability) * Corporate Investments * Ltd Company protection solutions * Ltd Company Relevant Life (offset against Corporation tax) * Regular saving plan options * Inheritance Tax (IHT) planning * Trust advice * School fee planning solutions * Protecting your mortgage * Private Medical Insurance * Whole of Market Mortgages * Self Build Mortgages * HNW (Large) Mortgages * Buildings and contents HNW value, whole of market broking Contact me to arrange a friendly, confidential no obligation FREE initial consultation, by Telephone, Skype or Face to Face. I am able to provide a whole of UK service. Several of my areas of specialisms include: * Removing the complexities and explaining all aspects of financial planning in plain English. * Retirement options and how to retire early. * Investments for Wealth Preservation * Protection Specialist * IHT planning * Schools fee planning * HNW (Large) Mortgages It would be my pleasure to be of service, please feel free to get in touch for a no obligation initial FREE consultation: 07757 139132 "My focus is to provide high quality financial advice and build long term client relationships" ________________________________________________________________________________________________________________________ Financial Services Professional Qualifications: I hold qualifications with the Chartered Institute of Bankers (CIB) CeFA (merit), and the Chartered Insurance Institute (CII) Diploma in Financial Planning -DipPFS and the Advanced Mortgage Advice qualification - CertSMP. I also hold the specialist qualification with the CII in Equity Release - CertCII(ER) ________________________________________________________________________________________________________________ Keith Martin Jobson is an Independent Financial Adviser (IFA) of Julian Harris Financial Consultants - IFA national network, authorised and regulated by the Financial Conduct Authority number: 153566. Company number: 3927189. Registered Office: Julian Harris House, Musgrove, Ashford, Kent, TN23 7UN. ________________________________________________________________________________________________________________ Think carefully before securing debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.  

Select Mortgages North West

Select Mortgages North West

 

Boutique Financial Limited

Boutique Financial Limited

Boutique Financial Limited is verified Certificate of Excellence 2019

I am the Director of Boutique Finance a firm passionate about helping clients buy their dream homes, holiday homes or investment properties. My ability to deliver results no matter how complicated the scenario is second to none. My main objective is always about meeting client needs whilst giving them an enjoyable customer service experience. I believe my firms strength is in its ability to build client relationships that result in clients returning time and time again, and I am proud to claim that my business grows purely on referral. Outside of work I am the proud mother of two daughters and a few cats! Love to socialize when I can stop sending emails ;-) Always happy to chat what ever your circumstances and can be reached on 01619321479/02071835393 Mobile 07855475653 

Simple Solutions Financial Management Ltd

Simple Solutions Financial Management Ltd

 

Smart Financial

Smart Financial

Financial planning is about much more than money, it’s about your life. Having a strong financial plan in place gives you the freedom to achieve what you want out of life. Smart Financial works with high net worth individuals, senior business professionals and business owners, to help them identify the lifestyle they want, and create a plan to live it. We believe that investing money is solely for the purpose of fulfilling goals and we want to empower our clients to achieve and maintain their chosen lifestyle, without the fear of ever running out of money and without working for a day longer than they need to. Our financial planning service can help you achieve the lifestyle you want, not only now, but in the future. We can build a holistic plan that will deliver the results you desire - and deserve. Our success is built on getting to know each client. From our very first meeting, we look at the whole picture starting from what they need right now moving through to retirement and beyond. We take a personal approach to our work using a tried and tested process, to really get to know them and understand what they want to achieve. We use a five stage process for our personal financial planning services. During this process we will work together to identify life goals, make a thorough review of their financial situation and create an actionable plan to start them on the journey to the life they really want. The key to success is building a long-lasting professional relationship, so we can help you at each stage of your life, as your circumstances and goals change. Once your plan has been established and implemented we can work together to re-evaluate your desired lifestyle objectives and realign the plan accordingly.  

Dolphin Financial Limited

Dolphin Financial Limited

Dolphin Financial Limited  is verified Certificate of Excellence 2019

We offer bespoke solutions to help you achieve your goals. Dealing with all aspects of financial planning needs for individuals, families, & businesses. We are Independent Financial Advisers, Independent Mortgage Advisers and Commercial Managers offering whole of market advice when you need it most. We can offer and end to end proposition for you in the all the areas of financial planning from mortgage advice to arranging commercial insurance.  

financial-advisor-near-me.com

financial-advisor-near-me.com

financial-advisor-near-me.com is verified Certificate of Excellence 2019

 

Mortgage Advice UK

Mortgage Advice UK

Mortgage Advice UK is verified Certificate of Excellence 2019

We offer a professional and reliable services searching the whole UK market. Employing the expertise of a broker can take away the stress of applying for finance for that all important move, helping you to save time and money which could be better spent settling into your new home! We can: - Save you money – by accessing the best deals available on the market - Work closely with you – to find you the right mortgage - Search the “whole mortgage market” – we are not tied in to any lender - Save you time – by not applying to lenders who will not lend to you If you would like to speak to one of our advisors about your mortgage and protection needs you can call us on 0114 250 9100 or email us at info@mortgageadvice.uk.com www.mortgageadvice.uk.com 

Barley Investment

Barley Investment

Am direct mandate to the provider of bank instruments,such as fresh cut BG, SBLC, MTN and LC which are specifically for lease, our Bank instruments can be engage in PPP Trading, Discounting, Signature Project(s) such as Aviation, Agriculture, Petroleum , Telecommunication, Construction of dams, Bridges, Real Estate and all kind of projects. Right now we currently have options for lease only and we can deliver instruments strictly with our terms and procedure only Email: appavdoraddiafinance at gmail com Skype ID: raddiasblcleasing We allow broker’s chain and our prices are negotiable. We don’t deliver within our jurisdiction only, we deliver to our clients regardless their location. Our working procedures will be sent upon request. 

ima Financial Solutions

ima Financial Solutions

Whole of Market mortgage and financial advisors 

Beta Commercial Finance Limited

Beta Commercial Finance Limited

A business finance broker providing businesses and individuals with all aspects of business finance including unsecured loans, commercial mortgages, cashflow funding, asset finance, property development finance and grant funding. We are completely independent in that we work with our customers to find them the best funding solution based upon their needs from the whole market of lenders. 

Julian Harris Financial Consultants (Network)

Julian Harris Financial Consultants (Network)

We help navigate you through your financial journey with our six stage process 1. Engage - We explain how we work for you, what you can expect from us and how we charge for our services. We establish how we can add value to you now and in the future. If we agree to work together we set out the terms of our relationship.​ 2. Discover - We delve deep, exploring your personal and financial objectives. We learn about your short term plans and long term aspirations and the things that are most important to you now and in the future. We safeguard your confidentiality and store information securely.​ 3. Analyse - Here we knuckle down and get hard to work researching the whole marketplace identifying financial solutions to meet your agreed objectives. It's the really savvy technical stuff which sets the backbone of the journey ahead. 4. Present - We present your financial plan in a clear transparent jargon free manner. We explain the strategy and how it meets your goals. We navigate you through the journey ahead, confirming your understanding and explaining the potential rewards and drawbacks. 5. Implement - Once you are completely happy and on board with the solutions we recommend, we will set sail and implement your financial plan, the start of your journey to financial independence. 6. Review - We promise not to keep you in the dark, and will monitor the progress of your plan in line with our agreed service level. We will assess if key changes in legislation or your circumstances affect the ongoing suitability of your financial plan. 

Charles Derby

Charles Derby

 

Rock Pension Research

Rock Pension Research

We are an independent pension research company that offers a free service for consumers. We only work with fully regulated independent financial advisors across the UK 

Michael Andrew Financial Services Ltd

Michael Andrew Financial Services Ltd

 

Go Futures

Go Futures

Go Futures is an established futures broker which has been in business for over 10 years and is based in Chicago, IL. The company offers their customers access to futures and futures options worldwide. 

Smoothmove Estate Agents Ltd

Smoothmove Estate Agents Ltd

We offer a professional and personable approach to selling property. From the initial property appraisal through to bringing the property to the market and generating viewings and then finally closing the sale with a potential buyer we've got all bases covered. We bring a lot of local knowledge of the property market to the table and we have the support of an outstanding independent mortgage broker who is highly experienced in the financial services industry. 

Fresh Approach Finance

Fresh Approach Finance

We are a family run business with over 21 years experience in the financial industry. As one of the UK’s leading whole of market mortgage advisors, we promise to find exactly the right mortgage for you from the thousands the market has to offer, offering a whole of market choice that won’t be beaten. Our advice is always impartial and our advisors provide expert mortgage, Life, Will and Pensions advice tailored to suit your individual circumstances, making sure we find the best mortgage deal for you, whether that be for a new house purchase, a remortgage or a buy-to-let mortgage. 

Aci Money

Aci Money

We're a bespoke Financial Information service based in Salford Quays, specialising in lending and investing. Our team is backed by over 35 years in the industry. We provide an array of financial services through our lending, and the competitive, investment arena. Our specialists, collectively have more than 75 years experience in this industry. We offer a personal touch to our clients through our ability to speak 5 different languages, including Arabic, Urdu, Punjabi, Gujarati and Chinese. We offer flexibility with our investments and loans where our competitors quite often struggle with, as we not only have access to the High Street - Conventional lending facilities, we also have access to private venture capital, which is simpler to obtain, competitive in this climate and far more flexible to deal with. So if its flexibility, speed, market leading rates and choice you are looking for, then give us a call or simply complete our ONLINE enquiry form from our website, and we will do all we can to assist.  

Puleston wealth management

Puleston wealth management

 

duelguilde  Investment limited

duelguilde Investment limited

am a direct mandate to a Financial Institution who is also known as private lender specialized in the Lease and Sales of Bank / Financial Instruments in the form of Bank Guarantees (BG), Standby Letter of Credit (SBLC), Documentary Letter of Credit (DLC), Letter of Credit (LC), Performance Bonds (PB), Medium Term Notes (MTN) et al with funds is purely earned from private and corporate investment portfolios without criminal origin 

HL Financial

HL Financial

Affordable & friendly financial advice, servicing clients in England and Wales. 

Financial Brokers Ltd

Financial Brokers Ltd

Bespoke Whole of Market mortgage and insurance broker. Our Manager step by step dealing with you from price negotiations up to completion of purchase. We are specialist in dealing with difficult cases and guaranteed NO MORTGAGE = NO BROKER FEE. We provide property purchase and mortgage advice for Easter Europeans living in UK in them own languages, our main group of clients are Poles living in UK. Firma Financial Brokers Ltd jest brytyjskim brokerem finansowym obługujących klientów na terenie całej Wielkiej Brytanii. Nasi Managerowie obsługują klientów poprzez telefon, internet oraz drogą pocztową. Free initial financial consultation for foreigners living in the UK in their own languages. Residential Mortgages in the UK, Life, Critical Illness, Income Protection in the UK, Buy To Let Mortgage in the UK, Building and contents Insurance in the UK, Commercial Mortgages in the UK, Landlords Insurance in the UK, Bridging Loans in the UK, Commercial Insurance in the UK. Financial Brokers Ltd is authorised and regulated by the Financial Conduct Authority. The guidance and advice contained in this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Your home may be repossessed if you do not keep up repayments on your mortgage. The fee for mortgage advice depends upon your circumstances but we estimate it will be 1%. Financial Brokers Ltd holds customer Credit Licence and Data Protection Licence. 

Irlam Estates

Irlam Estates

 

Slater Financial Ltd

Slater Financial Ltd

 

Aqua IFA Limited

Aqua IFA Limited

 

Pearson Solicitors & Financial Advisers LLP

Pearson Solicitors & Financial Advisers LLP

 

Investment Advisors on Bark


  • We'll reach out to them as well as others, based on your requirements.

  • Within hours, sometimes minutes, they'll contact you on Bark.

  • Professionals value their reputation on Bark and strive to do a great job for customers they find on our platform.

Example Investment Advisors Barks


What is your current career stage?

Mid-career

What is your approximate annual income before tax?

£20,000 to £29,999

What is the status of your main residence?

Rented

What is the approximate value of your cash savings and other investments?

£10,000 to £29,999

Which of the following do you want help with?

General financial planning, Investment review

Which location(s) would you consider to meet the advisor?

Advisor's office

Any additional details?

I have around £20Kfrom a personal Injury Settlement and I think it would be sensible to invest the funds rather than squandering them on Airbook laptopss, UBIK, and other such ephemera.

What is your current career stage?

Already retired

What is your approximate annual income before tax?

Prefer not to say

What is the status of your main residence?

Owned outright

What is the approximate value of your cash savings and other investments?

Prefer not to say

Which of the following do you want help with?

Annuities, General financial planning, Retirement planning

Which location(s) would you consider to meet the advisor?

Advisor's office

Any additional details?

Horley, or Reigate area - Surrey or Crawley, W Sx

What is your current career stage?

Approaching retirement

What is your approximate annual income before tax?

£30,000 to £49,999

What is the status of your main residence?

Owned with a mortgage

What is the approximate value of your cash savings and other investments?

Prefer not to say

Which of the following do you want help with?

Investment review, Property, Tax planning, Trusts or estate planning

Which location(s) would you consider to meet the advisor?

All

Any additional details?

Investment advice. Buy to let or other investment for income and growth


Check mark

People who provide further details get 50% more responses.
Attach photos and files
See Quotes Skip
Are you sure that you want to leave?