Best Financial Advisors in Barnstaple
Handpicked from 39 vetted & reviewed Financial Planning & Wealth Management firms in the Barnstaple area, explore the top 5 leaders in their field among the selected group of 24 finalists.
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Discretionary Wealth Management, Probate and Estate Administration, Trusts & Estate Planning
“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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Advice Rooms
- Service
- Pension
- Team
“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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Ward & Co Chartered Accountants
Audit, Cloud Accounting, Accounting & Business Services
“Excellent service”
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Wollens Solicitors
Company & Commercial, Accident & Personal Injury, Sports
“We have just completed on our house sale and purchase thanks to Wollens. Judith and her team were brilliant the whole way through and even though it wasn't the easiest of sales we were kept us up to date, the team are friendly and helpful and someon...”
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Swift Accounting and Bookkeeping Services
Bookkeeping & VAT Submissions, Charities Accountancy, Annual Accounts & Financial Statements
“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 ...”
Qualification Criteria for best of Winners
Minimum Overall Score
98 (100)
Minimum Reputation Rank
99.1 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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The Mortgage Hub
- First Time Buyers
“Just went for some advice for first time buyers and they were extremely helpful! Gave us so much help and a sense of direction with the whole mortgage stuff! Best of all is it was all free! As much help as you need and only charge a small fee of £295...”
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Town & Country Financial Advisers
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
“Andy Pearce has looked after my financial affairs fro a number of years, and has always given excellent advice. The results year on year are always as good as i could hope for. I recommend him without hesitation.”
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Martin Hammett Associates
Market Data, Calculators, Research Links
“Excellent financial and mortgage advice and support, highly recommend”
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Irvine Financial Services
“I have been a client of Irvine Financial Services for 30 years. I have always found both Glen and Craig to be very professional and helpful, whether it be insurance, pension advice or savings.
I would have no hesitation in recommended them.”
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Eclipse Financial Solutions
“Efficient along with good advice.”
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Alex Seaford Financial Advisor
“Good honest financial advice, no pressure.”
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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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Peter Peter & Wright
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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Tuckers Legal & Financial Services
“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
- Financial Advisor
- Pensions
“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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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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Morris Shapland Financial Services
“Sophie at Morris Shapland was recommended to us by our estate agent when purchasing our new home, and we were so pleased we asked Sophie to sort our new mortgage.
She is super friendly, professional, down to earth, and her customer service is second...”
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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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Prydis Limited
Estate Planning, Investment Management, Legal
“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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Granted Consultancy
Grant Project Management, Grant Writing, Funding Strategy
“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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W & P Financial Planning
Mortgages, Pensions, Financial Planning
“Was recommended W&P by a family member and, in a nutshell, they have exceeded all expectations. Incredibly clear advice, endless patience in explaining things, proactive communications well in advance of any upcoming decisions, and diligent completio...”
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Kirks Insolvency - Exeter
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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Profecto Financial Services
Financial Planning, Wealth Management, Mortgages
“Martin has provided fantastic mortgage broker services to us for over 5 years now and we could not ask for anything more. He has been particularly invaluable in recently helping us to secure a lower rate than we anticipated for our new 5 year fixed ...”
Retirement Planning and Investment Management Services in Barnstaple Cost Estimates
Why these companies made our list
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