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Wollens Solicitors

(30)

Company & Commercial, Accident & Personal Injury, Sports

“The high level of competence Karen Miller executes as well as the compassion in which it is delivered has been very much appreciated during a difficult time for me. I so appreciate her expertise and would thoroughly recommend her services to anyone l...”

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The Mortgage Hub

(22)

Property
First Time Buyers

“Jason was ever so helpful, taking us through the whole process and willing to answer any questions we had. We are first time buyers, looking to start a new mortgage - Jason had a lot of patience, going back and forth, as the lender asked for differen...”

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Advice Rooms

(21)

Policies
Financial Advice
Pension

“My husband and I emigrated from South Africa to the UK Dec 2023 to move closer to our children. What an exciting, but at the same time, stressful experience. We landed Dec 6th and needed financial advice (wills, life insurances, pensions, investments...”

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Swift Accounting and Bookkeeping Services

(12)

Annual Accounts & Financial Statements, Xero, Quickbooks & Freeagent Training, Outsourced Finance Department

“When I needed information on Accounting for my business, Kieran was the man. As a newly established business, the accounts can seem very daunting, but Kieran very kindly answered all my questions and helped me understand the processes involved. This ...”

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Philip J Milton & Company Plc

(9)

Discretionary Wealth Management, Probate and Estate Administration, Lpoa

“My wife and I have always been good savers, but about 13 yrs ago needed to get professional advice as we realised that our savings could do better invested in equities. I had been reading a column in our local paper by Philip J Milton and was quit...”

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Town & Country Financial Advisers

(3)

Retirement Planning, Commercial Advice, Mortgage Advice

“Stephanie was very informative and pleasant to deal with. She came across as very professional and knowledgeable during my pension setup.”

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Andy Pearce Independent Financial Adviser

(6)

“Nearing retirement I needed sound professional help. Andy has been amazing. Clearly he has vast knowledge of the industry as well as a being a thoroughly nice guy. I would not hesitate to recommend him. Positive Responsiveness, Quality, Professionali...”

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Ward & Co Chartered Accountants

(1)

Audit, Cloud Accounting, Accounting & Business Services

“Excellent service”

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Eclipse Financial Solutions

(2)

“Efficient along with good advice.”

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Ian Tucker Financial Adviser

“The financial service I have received for years by Mr Ian Tucker, his team and St. James's Place has been exceptional, honest, trustworthy and always looking out for my benefit first. I have never been misled or pressured and know my investments are ...”

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Tuckers Legal & Financial Services

(6)

Insurance
Mortgage

“John at Tuckers has seen us through our remortgage and also recommended a new life insurance policy that saved us money, stress and time. He is extremely knowledgeable, professional and friendly and the contact throughout has kept us informed at ever...”

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A Finance

(19)

Financial Advisor
Pensions
Number

“Very knowledgeable and efficient. Trevor has looked after my pension for a few years now and I find him a pleasure to deal with and a great believer in the personal approach. Always happy to respond in a timely manner to any queries and clarify anyth...”

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Peter Peter & Wright

(10)

Family & Relationship Matters, Residential Property, Employment

“Mark Baily provided and excellent professional service. He kept us upto date throughout the house buying process and made what could of been a stressful situation very easy. I would highly recommend to anyone looking for a solicitor in conveyancing.”

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Little Pebbles Financial Solutions

“Richard Stone was recommended to me after seeing other financial advisers who did not provide longer term planning we were looking for. We found Richard very helpful giving us honest, trustworthy and realistic advice from the start. He would always t...”

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Scott Financial Planning Limited

Corporate Client Services, Private Client Services

“If you are seeking the services for unbiased, independent and professional advice for a specific issue or for a comprehensive financial plan, you will initially benefit from our experience in identifying problems and goals, identifying financial stra...”

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My Home Equity Release

(5)

“Really lovely man very knowledgeable not pushy ells you as it is, would Highly recommended him. An asset to his company.”

Featured

Think of releasing some equity in your home? then lets talk. If you are considering releasing equity from your home you should seek whole of market advice, which is where I can help. I am more than happy to chat to you about equity release and lifetime mortgages at no cost to you. In fact, if equity release is suitable for you I will even provide a free quotation with a full written recommendation sent direct to your door. Plus, there is never any obligation to go ahead. I provide initial advice for free and without obligation. Only if you choose to proceed and your case completes would a typical fee of £1,695 be payable.

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W & P Financial Planning

(23)

Mortgages, Pensions, Financial Planning

“I used W & P when purchasing our first home and needing a mortgage. I was recommended W & P by a friend. Andrew and his team were great throughout the whole process. Andrew was full of knowledge and helped guide us through the mortgage process. Andre...”

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Kirks Insolvency - Exeter

(16)

Bankruptcy, Creditors Voluntary Liquidation, Administration

“I had instructed Kirks to deal with the liquidation of my company. Based on personal research they were the best in terms of giving me access to the most amount of funds in the quickest manner with reasonable costs. All in all I definitely made the r...”

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Granted Consultancy

(22)

Applications
Quality
Team

“We have worked with Granted for three years now and have had nothing but great experiences with them. We have had a great success rate with them, and owe a lot of praise to their abilities as a team. In particular, Amy has been a constant fixture in ...”

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Profecto Financial Services

(7)

Financial Planning, Wealth Management, Mortgages

“Petra and Martin are amazing! Martin worked really hard to get us a good mortgage deal at a time when rates kept changing, and Petra helped us set up better performing investments for our children's accounts. If you want financial advisers who not on...”

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Prydis Limited

(9)

Estate Planning, Investment Management, Commercial Finance

“I can't speak highly enough of Prydis! Their accounting services have been exceptional, and I highly recommend them. Jake, in particular, has been instrumental in managing my finances. His expertise, attention to detail, and prompt responses have mad...”

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Kirk Hills Chartered Accountants

(3)

Management Accounts, Corporate Finance, Services

“Supportive, timely and accurate. Thank you Positive Responsiveness, Quality, Professionalism, Value”

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Aquila Financial Management

Private Individuals, Corporate Clients

“The firm's primary aim is to provide an ongoing independent financial planning service to its clients. To do this, specialist areas have been developed over many years, which cover investment planning, trust work, inheritance tax planning, and retire...”

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Mark Willing Financial Services

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Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Barnstaple

The highest-rated Financial Planning & Wealth Management companies out of 39 vetted & reviewed in the Barnstaple area.

Wollens Solicitors

The Mortgage Hub

Advice Rooms

Swift Accounting and Bookkeeping Services

Philip J Milton & Company Plc

Town & Country Financial Advisers

Andy Pearce Independent Financial Adviser

Ward & Co Chartered Accountants

Eclipse Financial Solutions

Ian Tucker Financial Adviser

Tuckers Legal & Financial Services

A Finance

Peter Peter & Wright

Little Pebbles Financial Solutions

Scott Financial Planning Limited

My Home Equity Release

W & P Financial Planning

Kirks Insolvency - Exeter

Granted Consultancy

Profecto Financial Services

Prydis Limited

Kirk Hills Chartered Accountants

Aquila Financial Management

Mark Willing Financial Services

Retirement Planning and Investment Management Services in Barnstaple Cost Estimates

Why these companies made our list

Wealth Management Advisors near Barnstaple

Popular in Barnstaple