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Young Mortgage and Protection

(16)

Professionalism
Knowledge
Home

“Excellent service!!! Paula and Olivia kept us informed all the way throughout the process. We didn't have to lift a finger, this was a massive relief as first time buyers. We found the house on the 14th of September and completed to move in on the...”

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Chris Price Financial Consultancy

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Kingsley Wealth Management

(50)

Advice For Businesses, Inheritance Tax & Estate Planning, Personal Insurance

“I have had Gavin as my financial advisor for the last eighteen months.I have found him to be very professional , reliable and knowledgeable in all all areas.I would have no hesitation in recommending him to future clients.A very pleasant chap.”

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Ramsay & White

(50)

Questions
Residential
Emerald

“A very big thanks to Paul and Jordan at Ramsey & White. These guys provide an excellent service. Very professional and always available to answer questions or give advice. If you are looking for investment property finance then look no further....”

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Premier Financial Solutions - Cardiff Financial Advice

(50)

Family
Turbulent
Solicitors

“Andy Gardner was very, very helpful and forthcoming throughout a remortgaging process made complicated by a rapidly changing market. I would happily work with Andy in future and would wholeheartedly recommend others do so too.”

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RWB Wealth

(32)

Corporate Advice, Other Services, Investing

“RWB helped me with my pensions and investments. They streamlined everything for me and made my finances easier to manage. Thank you RWB Wealth! Positive Responsiveness, Quality, Professionalism, Value”

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Heron House Financial Management

(28)

Ethical Investment, Personal Injury, Inheritance Tax & Estate Planning

“Nothing but good things to say. Phone calls answered promptly and information requested very clear. They are extremely helpful and nothing too much trouble.”

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Harvey Bowes Financial Services

(35)

Finance
Buy to Let
Solicitors

“Harvey bowes team has exceeded my expectations….Furthermore Howard has gone above and beyond more than I have ever expected…..if anyone is looking for a help in property / business this team is can definitely prevail”

Featured

Meet the Team Behind the Finance!í ½í³nnWeâre thrilled to introduce some of the amazing women driving our success!í ½í²ªâ¨ Swipe to learn more about each of these fantastic team members and what they bring to the table.nnFrom expert mortgage advice to architectural expertise, our team is here to provide you with outstanding support and guidance. If you ever need advice or a specialist, donât hesitate to reach out. We're always happy to help! í ½í¹ nnMichalina Harvey Bowes Tan'Nia Vergerson Harvey Bowes Mia Harvey Bowes Dominika Harvey Bowesnn#MeetTheTeam #FinanceExperts #Teamwork #PropertySuccess #mortgage #brokers #planning #titlesplits #btl #bridging #commercial #residential #drawings #architectural #plans #casemanager #southwales #newport...

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Hartley Ross

(27)

Decisions
Outcome
Risk

“No hesitation recommending Dan and Hartley Ross LLP. Professional and efficient, I see him as a trusted advisor and a key part of my financial planning. Positive Responsiveness, Professionalism”

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Sanctuary Chartered Financial Planners

(21)

Life Insurance & Protection, Wills, Inheritance Tax Planning

“Top service from Gareth and Clare assisting with our mortgage when we were buying our first home. They advised us as to what products would be best for us based on our current situation and future plans. Communication was great and overall we had a g...”

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Walter Hunter & Co

(20)

Board Mentoring and Training, External Audit and Risk Assurance, Pension Scheme

“Thanks to all at Walter Hunter, especially Jonathan and Margaret, you have been a big help to me since starting up my business, I appreciate all the good advice you have given, and for the friendly and professional manner in which you have always bee...”

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Buzz Financial

(23)

Questions
Expertise
Communication

“I've recently have used the services of Tony Comport at Brookfield Finance, for my Buy to Let Mortgage. Top standard service thank you very much. Fiona Hunt”

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Invest Southwest Independent Financial Advisers

(17)

Investment Advice, IHT Planning, Mortgage Advice

“Matthew has been looking after my pension for many years, enhancing its potential. I have hit some difficult times over the past few years and his financial advice has been invaluable and extremely informative, keeping me positive and enthusiastic f...”

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Gregory Davies Wealth Management

(14)

Estate Planning, Business, Insurance

“Anton provided excellent help and knowledge relating to a mortgage, he explained complex details and provided clear and understandable communication throughout the process. I would highly recommend using Gregory Wealth Management Ltd and the high qua...”

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Ross Mitchell Wealth Management

(26)

Understanding
Goals
Conversation

“I couldn't speak more highly of Ross, he's the kind of financial advisor that truly cares and is so easy to talk to. Not only is my money in smart and capable hands, but I'm learning so much and he makes planning for my future a breeze. Highly recomm...”

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Watermark Wealth Management Limited

(18)

How Do We Add Value?, Trustees, Attorneys & Court Appointed Deputies, Individuals

“I always find it a positive experience when I contact Watermark. The phone is always answered promptly with a cheerful greeting, this makes me feel valued as a customer. My questions are always answered leaving me assured that my wishes will be deal...”

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TD Financial

(15)

Market
Question
Financial Advice

“Vicky helped us with our first mortgage application and was amazing from start to finish. Really good, quick communication, nothing was too much bother and no question was a silly question. She made the whole process so much less stressful for us and...”

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Magenta Financial Planning

(13)

Number

“As a family we have been using the services of Magenta Financial Planning for a number of years. Previously I had managed my own financial affairs, but found it increasingly complex and time consuming. So it has been great to be able to find a servic...”

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Anglo-Celtic Financial Consultants

(18)

Insurances
Mortgage
Property

“Second time using Matthew and I can't speak highly of him and his team. I would recommend anyone to use them as they are professional, fast working and do everything in your best interest.”

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Future Asset Management

(21)

Options
Communication
Mortgage

“Received excellent help from Tim. He was insightful and helped guide us through the process of getting our mortgage, whilst being personable and answering all the questions we had.”

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Rockwealth Cardiff Financial Adviser

(6)

Understanding
Retirement
Team

“Mat Millard (Cardiff Branch) has been very helpful and professional in the dealings i have had with him. He breaks every thing down to an understandable level and is clear and concise in his delivery.”

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Moulani Accountancy

(10)

Film

“Mohammad has been our accountant for nearly 8 years and not only is he the consummate professional, he is a wonderful gentleman too. I wouldn't hesitate to recommend Mohammad and wish him continued success.”

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Niche Private Clients

(2)

Additional Services, Financial Planning, Ethical Investing

“Great service to date very professional experience in the first meeting very friendly and gives a confident and reassuring advice.”

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Vital Financial Planning

(8)

Knowledge
Family
Future

“Were very helpful and explained the process and options clearly in a friendly relaxed atmosphere. Were able to answer all questions I raised, advising the best options to suit my requirements.”

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

Best Financial Advisors in Barry

The highest-rated Financial Planning & Wealth Management companies out of 63 vetted & reviewed in the Barry area.

Young Mortgage and Protection

Chris Price Financial Consultancy

Kingsley Wealth Management

Ramsay & White

Premier Financial Solutions - Cardiff Financial Advice

RWB Wealth

Heron House Financial Management

Harvey Bowes Financial Services

Hartley Ross

Sanctuary Chartered Financial Planners

Walter Hunter & Co

Buzz Financial

Invest Southwest Independent Financial Advisers

Gregory Davies Wealth Management

Ross Mitchell Wealth Management

Watermark Wealth Management Limited

TD Financial

Magenta Financial Planning

Anglo-Celtic Financial Consultants

Future Asset Management

Rockwealth Cardiff Financial Adviser

Moulani Accountancy

Niche Private Clients

Vital Financial Planning

Retirement Planning and Investment Management Services in Barry Cost Estimates

Why these companies made our list

Wealth Management Advisors near Barry

Popular in Barry