Best Financial Advisors in Ayr
The highest-rated Financial Planning & Wealth Management companies out of 55 vetted & reviewed in the Ayr area.
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Property, Estate Agency, Court
“I would like to thank Ms Shona Gallagher for the professional way she compiled the reports for the renewal of a Financial and Welfare Guardianship order I needed.
A guardianship order gives you the authority to act on behalf of an adult with incapa...”
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Black Hay & Co
House Purchase and Sale, Personal Injury Claims, Power of Attorney
“Black Hay is an excellent firm to deal with. Pamela Lamb and David Leashman are friendly and professional. They acted for us when we purchased both our houses. The job was done quickly and efficiently both times and we would not consider going any...”
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Dains Ayr - William Duncan Accountants
Research & Development
“Great customer service from the team and Alex Nairn has helped us massively in so many different occasions. Please doing business with this firm. Cheers Alex 👍👍 …”
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Strathayr Financial Services
“The pension Andy advised us to take was one that if anything happened to my husband, Ian, I would still get the full amount. Sadly, my husband died quite soon afterwards and if it hadn't been for Andy's advice, I am quite sure we might have taken a p...”
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Goldstone Wealth Management
Savings & Investments, Direct Invest Service, Business Services
“We are Goldstone Wealth Management Based in Ayrshire, Goldstone Wealth Management is an independently owned, family run financial planning firm. With around 30 years' experience within the financial sector we specialise in the provision of comprehens...”
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AB Vision Financial
Mortgages, Pensions, Protection
“AB Vision Financial Ltd is Registered in Scotland, Company Number SC481466. Registered Office address: 15 Miller Road, Ayr, KA7 2AX.”
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Craig Johnston Asset Management
“Craig Johnston Asset Management Ltd (CJAM Ltd) has a niche position in providing financial advice on pensions and investments, specifically the outsourcing of investments to portfolio investment management specialists with whom we work very closely.”
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One50 Financial Planning
“Growing up in sunny Ayrshire with a love for all things cycling (and now coffee), Kevin completed a Master in Physics and Mathematical Finance degree at the University of Strathclyde before spending 7 years working in financial services in Vancouver,...”
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McSherry Halliday
Financial Services, Mortgages, Savings
“We had the pleasure of dealing with Melissa and Louisa who were friendly, professional and very efficient. They answered all my questions ASAP and were always available when needed. Can't fault the service I received from them in any way. Highly reco...”
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Newark Wealth Financial Planners
- Mortgage
- Life Insurance
- House
“My husband and I were looking to see what was available in the financial world in Kilmarnock. Contacted Newark Wealth and right from the beginning they have been so helpful and genuinely caring . Mike has interviewed us and explained all areas suita...”
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R A Clement & Co
Accounting, Business Planning, Taxation Advice
“Excellent company to deal with. Professional helpful and friendly. Couldn't recommend highly enough.”
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Resolute Financial
Pensions, Protection, Mortgages
“In the 12 years that Stuart has been our financial advisor he has always been supportive, gives us good advice, always available when needed and knows what best for our investment
We look forward to our yearly visit which sets up way forward for the...”
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Steven Smith Financial Planning
“I met with Steven to discuss my finances, in particular I wanted to invest some long term savings that were sitting in a low interest account. Steven took the time to discuss all of the available options and risk levels. I felt very comfortable with ...”
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Black Hay
House Purchase and Sale, Personal Injury Claims, Power of Attorney
“Really pleased with the service when selling. Good initial discussion and great attention to detail on the marketing with updates as we went along (though we were under offer
before a fortnight was up). Graeme's professionalism and wee touch of humo...”
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Walker Robin Accountants
Business Accounts, Financial Planning, Start Up Accounts
“Great service. Friendly and put my mind at ease”
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Alistair Ross Financial Adviser
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Taylor & Henderson Financial Planning Saltcoats
“Great service when I had to have a witness to a transfer of ownership for a headstone a while back.
Efficient and sorted in no time.
Nice n clean office and central. Positive Responsiveness, Quality, Professionalism, Value”
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Suddenly Single Money
“Suddenly Single Money was set up to support and empower people by offering them emotional and financial help after a bereavement, divorce or separation. We try to support you by taking away as much stress as possible.”
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MAP Enrolment Solutions
“An appointment with one of our consultants at your place of work will enable you to talk through the process and find the correct solution for your company. We have agreements with several companies who are able to provide a range of services...”
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Juniper Financial Planning
“As financial planners, it is a real privilege to be able to look after clients. Clients share hopes and fears with us that they rarely speak to friends or family about. They turn to us to prepare for a fantastic future and to counsel them at times of...”
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Marwick & Co
“As a Partner Practice of the prestigious St. James's Place, our focus is on you and on achieving or maintaining financial security for you and your loved ones.”
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Ken Binnie Financial
“At Ken Binnie Financial Ltd, we provide bespoke wealth management advice to private and corporate clients. Our approachable, friendly team of professional advisers and experienced support team, offer a personal approach to help meet all your financia...”
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Southern Financial Services
“I'd recommend Southern Financial Services to anyone seeking a reliable and comprehensive financial partner. Their expertise, personalised approach, and genuine care make them a truly standout company. Thanks!”
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Anderson Macphie Financial Services
Pensions, Inheritance Tax Planning, Mortgages
“Kenneth Macphie couldn't have been more helpful, both in connection with our mortgage and also with pension arrangements. He sorted us out with a fixed rate 5 years ago which meant that our payments didn't rise at all during the mad truss era and adv...”
Retirement Planning and Investment Management Services in Ayr Cost Estimates
Why these companies made our list
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