Best Financial Advisors in Basildon

The highest-rated Financial Planning & Wealth Management companies out of 48 vetted & reviewed in the Basildon area.

Salient Accounting & Finance

Salient Accounting & Finance

(3)
Accounting, Personal Finances, Tax Services Essex
“As a small business owner, finding Salient was a blessing. Their personal finance advice is top-notch, and they handle my accounting needs with ease. Their team is knowledgeable and always available to help. A true asset to my business.”
In Business Since 2019
The Capricorn Centre, 4, Cranes Farm Rd, Basildon SS14 3JJ
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SRC Financial Services Limited

SRC Financial Services Limited

(50)
  • Responsive
  • Work
  • Lender
“SRC have been fantastic and so helpful. I am a first time buyer and through a friends recommendation I reached out to SRC Financial. Jack really took the time to explain all the options to me and answered all of my questions. The team helped me throu...”
In Business Since 2006
4 Lords Ct, Cricketers Wy., Basildon SS13 1SS
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Sound Financial Planning

Sound Financial Planning

(10)
  • Peace
  • Cost
  • Life
“Knew Paul Spires from his Prudential days but in 1998 my wife Jan was made redundant and used Sound Financial to invest her tax free sum which made 40% by 2004 when i to was made redundant and aged 55 could take my pension at the same time Sound use...”
Phoenix House, Christopher Martin Rd, Basildon SS14 3EZ
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Paragon Independent Financial Advisers

Paragon Independent Financial Advisers

(3)
“Our experience for over a decade has never been less than 5 stars. Wise advice and guidance regarding all our financial options, large and small together with a friendly personal service tailored to our needs.”
Bowden House, Luckyn Ln, Basildon SS14 3AX
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Future Life Capital

Future Life Capital

(2)
“We used Core Financial LLP to secure our first mortgage. Not only professionally taking us through the process, explaining how everything worked but also got us the best deal. We never felt an inconvenience regardless of the question or time of day w...”
In Business Since 2017
24 Hemmells, Basildon SS15 6ED
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Rbss Consulting

Rbss Consulting

(50)
Business Health Check, Accountant Partners, Business Loans
“Remi brings the needed wealth of experience and expertise to support businesses. He and his team are reliable and dependable companions needed to birth, nurture and sustain a vision for growth and productivity. I will recommend RBSS to any SME”
Serving Basildon Area
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Fairview Financial Management

Fairview Financial Management

(50)
  • Patient
  • Financial Planning
  • Future
“I have not dealt with a financial advisor before so did not know what to expect. I chose Ross because of the many positive reviews I read and they certainly live up to their expectation. I felt very comfortable talking to Ross about my finances as he...”
12 Farm View, Rayleigh SS6 9PT
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Able Wealth Management Limited

Able Wealth Management Limited

(8)
  • Mortgage
  • Expertise
  • Broker
“I have been using Able Wealth for many years and have used their services on many many occasions. Excellent service always provided, efficient and friendly. Hollie is superb !”
Serving Basildon Area
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Fingerprint Financial Planning

Fingerprint Financial Planning

(50)
Mortgages, Pensions & Retirement, Wills
“I have used mortgage brokers in the past, but for last several years I stick with Fingerprint Financial Planning, because their personal approach is fantastic. Ben, Vicky and Millie have been very professional and responding propmtly to my questions...”
Transparent Fees & Pricing
Admiral's Offices, Chatham ME4 4TZ
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First4mortgages

First4mortgages

(49)
Help Protect What is Important to You, Provide Clear and Straightforward Recommendations
“Very prompt & professional service - our advisor (Toni) followed the process all the way through to completion with us and was in contact straight away with solicitors & mortgage company when we had queries. Would definitely recommend them for advic...”
In Business Since 2015
28 Clarence St, Southend-on-Sea SS1 1BD
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Estuary Wills

Estuary Wills

(50)
Wills, Probate Services, Lasting Powers of Attorney
“Sarah (Estuary Wills) was very professional and efficient in handling our Wills and Powers of Attorney for us. She guided us through all aspects of the process, even though the Office of the Public Guardian was not so helpful. Thank you Sarah”
In Business Since 2016
Transparent Fees & Pricing
Free Initial Consultation
Serving Basildon Area
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Forces Family Finance

Forces Family Finance

(46)
Home Ownership, Protecting What Matters Most, Protecting Your Possessions
“Nadine, Lisa and Amy have been extremely helpful getting our family on the property ladder. We had quite a few issues regarding our credit history. The Forces Family Finance team couldn't have been more helpful. Pointing us in the right direction, as...”
Dragon Coworking hub, 7-8 New Rd Ave, Chatham ME4 6BB
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Pinney Talfourd Solicitors

Pinney Talfourd Solicitors

(45)
  • Phone Calls
  • Emails
  • Conveyancing
“Pinney Talfourd solicitors handled my late fathers house sale and I just can not express how good Saira Bugtti and her team treated me as a client and the outstanding quality of work they did. I would highly recommend them. Absolutely fantastic.”
Transparent Fees & Pricing
Serving Basildon Area
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Broom Consultants

Broom Consultants

(41)
Corporate, Wills & Trusts, Pensions & Retirement
“I've been with Broom for many years now and have had two different people dealing with my finances ( first one retired ) I can safely say they have looked after me in a very professional way always giving me the best advice on my saving plans and pen...”
In Business Since 2000
4 Gresham Rd, Brentwood CM14 4HN
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Edward Bond Associates

Edward Bond Associates

(43)
  • Information
  • Phone
  • Pension
“First class service always received from David Bagley at Edward Bond Wealth; and I would surely recommend him to friends and family. He's always around to give the Customer service and support one needs. Good knowledge of the market too.”
Howbury House, Texcel Business Park, Thames Rd, Dartford DA1 4RQ
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Essex Equity Release Advice Centre

Essex Equity Release Advice Centre

(31)
Legal Services, Financial Services
“I was having difficulty getting Equity release on my property until I came across Ron Radway @ OneCall. Ron went the extra mile to find a lender, and PROBLEM SOLVED. I would recommend him to anyone, Ron is one of a kind, a TRUE gent.”
Family Business
Serving Basildon Area
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TFP Financial Planning

TFP Financial Planning

(37)
  • Understand
  • Investments
  • Future
“From the moment we met Casey and his team we felt relaxed and comfortable but more importantly we felt we were in the hands of people we could trust and who could provide the knowledge we lacked to help steer us with confidence in to our long anticip...”
In Business Since 2012
Serving Basildon Area
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Crocus Wealth - Chartered Financial Planners

Crocus Wealth - Chartered Financial Planners

(37)
  • Business
  • Confidence
  • Management
“Jakob has a knowledge of investments beyond his years. He is pragmatic and has an incredible eye for detail. We have been working together since 2021 and I would have no concerns recommending his investment knowledge and financial advice.”
146 High St, Billericay CM12 9DF
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Hill & Abbott Solicitors Now t/A Pinney Talfourd Solicitors

Hill & Abbott Solicitors Now t/A Pinney Talfourd Solicitors

(31)
  • Sale
  • Questions
  • House
“Conveyancy service was good. Michael kept me informed at all stages and chased when delays were getting silly. Also used the will service. Efficient and helpful staff. Only downside of their business is the committmentbif the reception desk to greet ...”
Transparent Fees & Pricing
Elizabeth House, 28 Baddow Rd, Chelmsford CM2 0DG
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Accounts House

Accounts House

(30)
  • Company
  • Team
  • Number
“I would highly recommend Accounts House. They are professional and helpful and very good at what they do. We are very pleased with the service they provide.”
Transparent Fees & Pricing
Serving Basildon Area
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Sterling & Law Independent Financial Advisers

Sterling & Law Independent Financial Advisers

(26)
Independent Financial Advice, Business Protection, Wealth Management & Financial Planning
“I cannot recommend Paddy enough. He offers professional and sound advice with a keen attention to detail. His service has been bespoke and tailored to me and my needs, and I can now look to the future with confidence. Thank you, Paddy!”
148 Hockley Rd, Rayleigh SS6 8EP
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Abacus 59 Accountants & Business Advisor

Abacus 59 Accountants & Business Advisor

(19)
Compliance, Time Saving, Value Added
“Bode Olaniyan and the team at abacus 59 accountants provide us with GREAT services. They handle our accountancy and tax work and they take the time to keep us informed on all the issues that affect our business and they answer all our questions in p...”
In Business Since 2013
Free Initial Consultation
Serving Basildon Area
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Orchard Financial Management

Orchard Financial Management

(22)
Income Protection Options, Investment Options, Your Options at Retirement
“This had been the second time we have dealt with Jade, her services are second to none, very efficient- quick communication and very professional. Positive Responsiveness, Quality, Professionalism, Value”
Orchard Financial Management, 4 Bloors Ln, Rainham, Gillingham ME8 7EG
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Vortex Accountants

Vortex Accountants

(16)
Mobile Worker Tax Refund, Working From Home Tax Refund, Rugby Tax Refunds
“Vortex Accountants were a recommendation by a friend, setting up a new business it was a minefield until I met Dan and his team, made me feel at ease, they take care of absolutely everything leaving me stress-free. Paul Mansfield has managed my accou...”
Remote Consultations Available
Top Floor, Claridon House, London Rd, Stanford-le-Hope SS17 0JU
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Retirement Planning and Investment Management Services in Basildon Cost Estimates

Minimum cost
£1246
Maximum cost
£10581
National Average
£3734
Avg Per Hour Rates
£375
£2490
£6847
Fair price range is based on 347 cost profiles
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Average Cost £3734
Minimum cost £1246
Maximum cost £10581
Avg Per Hour Rates £375

Fair range $2490 to $6847 is based on 347 cost profiles.

Why these companies made our list

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