Best Financial Advisors in Benfleet

The highest-rated Financial Planning & Wealth Management companies out of 56 vetted & reviewed in the Benfleet area.

Essex Equity Release Advice Centre

Essex Equity Release Advice Centre

(31)
Legal Services, Financial Services
“I dealt with Ron for a number of years now and have always found him extremely professional. I would recommend Ron's services as he certainly wants what is best for his clients.”
Family Business
386 High Rd, South Benfleet, Benfleet SS7 5HL
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Simfin Financial

Simfin Financial

(24)
  • Mortgage
  • Meeting
  • Number
“Simon and the team at SimFin we're invaluable at helping my partner and I obtain our first mortgage, as first timers we were very unsure about various aspects of the process and every member of the team we spoke to had the knowledge and dedication to...”
In Business Since 2016
158 Thundersley Park Rd, South Benfleet, Benfleet SS7 1EN
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Beck Wealth Management

Beck Wealth Management

(3)
“Gary was very professional but warming at the same time, he explained everything in detail and I look forward to working with him moving forward. kind regards John Pearcey”
105 London Rd, South Benfleet, Benfleet SS7 5TG
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St John's House Pension and Investment Management

St John's House Pension and Investment Management

“St John's House is a Trading name for Unbiased (Financial Advice) UK Limited which is authorised and regulated by the Financial Conduct Authority and a Limited Liability Company, registered in England and Wales, number: 5020833. Telephone calls may b...”
284 Benfleet Rd, Benfleet SS7 1PS
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Fairview Financial Management

Fairview Financial Management

(50)
  • Information
  • Patient
  • Financial Planning
“Ross has been fantastic in advising for a range of products for us. He has taken time to understand our requirements and worked with us and our accountants to provide the best products. Few financial advisors spend the time that Ross has taken to get...”
12 Farm View, Rayleigh SS6 9PT
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Salient Accounting & Finance

Salient Accounting & Finance

(3)
Personal Finances, Accounting, 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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Fingerprint Financial Planning

Fingerprint Financial Planning

(50)
Investments, Mortgages, Pensions & Retirement
“We used Natasha and Millie and they have been amazing throughout our whole experience! we could not recommend them enough. we have just bought out first house, both being self employed and they made it so easy for us and helped us with everything. ...”
Transparent Fees & Pricing
Admiral's Offices, Chatham ME4 4TZ
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Heritage Will Writers

Heritage Will Writers

(50)
Probate and Estate Administration, Wills, Lasting Powers of Attorney
“Had a first class experience with Heritage Will Writers Rob who spoke to us he was so helpful and guided us through all we needed to know I would have no hesitation in recommending him I like to thank you to him.”
5 Elder Ct, Wigmore, Gillingham ME8 0EA
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First4mortgages

First4mortgages

(49)
Help Protect What is Important to You, Provide Clear and Straightforward Recommendations
“Professional and very personal service provided by Toni at first4mortgages. I had a particularly complex mortgage on a non standard construction property. Toni used his extensive network of the market and sourced a competitive product. Toni was with ...”
In Business Since 2015
28 Clarence St, Southend-on-Sea SS1 1BD
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Estuary Wills

Estuary Wills

(50)
Probate Services, Wills, Lasting Powers of Attorney
“We really valued Sarah's help in writing our Wills. She's professional, knowledgeable and friendly. She made the whole process much simpler than I had expected. I would very much recommend Sarah and Estuary Wills Ltd.”
In Business Since 2016
Transparent Fees & Pricing
Free Initial Consultation
Serving Benfleet Area
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SRC Financial Services Limited

SRC Financial Services Limited

(50)
  • Efficient
  • Responsive
  • Work
“Thank you so much to Jack and all the SRC team for the wonderful support and advice from the the customer service. We really appreciate the effort you have done to my family to get us in our new house.We will definitely come back to you in the near f...”
In Business Since 2006
4 Lords Ct, Cricketers Wy., Basildon SS13 1SS
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Forces Family Finance

Forces Family Finance

(46)
Home Ownership, Protecting What Matters Most, Protecting Your Possessions
“A MASSIVE thank you to Nadine (and the rest of the FFF team). You made what I had thought was an infinitely complicated process seem smooth and manageable at every stage - despite all the hurdles we were met with! I felt completely at ease at every s...”
Dragon Coworking hub, 7-8 New Rd Ave, Chatham ME4 6BB
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Pinney Talfourd Solicitors

Pinney Talfourd Solicitors

(45)
  • Efficient
  • Phone Calls
  • Emails
“We used Pinney Talfourd for Inheritance Tax and Probate purposes. Keely Chalker who carried out this on our behalf was exceptional and made the process very easy for us. Would highly recommend their service.”
Transparent Fees & Pricing
Serving Benfleet Area
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Broom Consultants

Broom Consultants

(41)
Savings & Investments, Corporate, Wills & Trusts
“I called Broom consultants over a year ago and so happy i did. I met Dominic savel who spent many hours helping me with one of my pensions he helped with so many questions which left me relaxed about what I was going to undertake. So I would to thank...”
In Business Since 2000
4 Gresham Rd, Brentwood CM14 4HN
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Crocus Wealth - Chartered Financial Planners

Crocus Wealth - Chartered Financial Planners

(37)
  • Number
  • Business
  • Confidence
“Gareth Heath at Crocus looks after my portfolio. He listens to what I need and I trust his experienced and thoughtful approach to financial management. I have no hesitation in recommending Crocus Wealth.”
146 High St, Billericay CM12 9DF
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TFP Financial Planning

TFP Financial Planning

(37)
  • Goals
  • Understand
  • Investments
“TFP Financial Planning has always given the very best advice. I have been a happy client for over nine years. I would highly recommend this firm. All the staff are knowledgeable in their expertise. If you are looking for a financial firm to look afte...”
In Business Since 2012
Serving Benfleet Area
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Hill & Abbott Solicitors Now t/A Pinney Talfourd Solicitors

Hill & Abbott Solicitors Now t/A Pinney Talfourd Solicitors

(31)
  • Property
  • Sale
  • Questions
“Here at SilverLeaf Homes we work with many solicitors as we are in the business of buying, renovating and selling properties in Essex. It was the first time using Hill & Abbott Solicitors to sell a property of ours in Rayleigh. Very friendly and p...”
Transparent Fees & Pricing
Elizabeth House, 28 Baddow Rd, Chelmsford CM2 0DG
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Accounts House

Accounts House

(30)
  • Number
  • Company
  • Team
“Zahid Mahmood has worked with us since he started at Accounts House Ltd as an Accountant, handling all our financial and accounts related matters. During this time, we have found him to be diligent, sincere and disciplined towards the work and querie...”
Transparent Fees & Pricing
Serving Benfleet Area
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Sterling & Law Independent Financial Advisers

Sterling & Law Independent Financial Advisers

(26)
Business Protection, Independent Financial Advice, Wealth Management & Financial Planning
“Paddy is a very thorough and professional advisor. He is prompt in responding to enquiries and in my experience always offers a balanced and expert opinion on my investment portfolio. Positive Professionalism”
148 Hockley Rd, Rayleigh SS6 8EP
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Orchard Financial Management

Orchard Financial Management

(22)
Life Protection Options, Income Protection Options, Your Options at Retirement
“An easy review to write ! I did some research looking for a personal financial advisor(needed advice on a pension plan), this company continually came up with positive reviews. Both myself and my wife have now used this company , we have met, on se...”
Orchard Financial Management, 4 Bloors Ln, Rainham, Gillingham ME8 7EG
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Vortex Accountants

Vortex Accountants

(16)
Mileage Tax Rebate, Mobile Worker Tax Refund, Rugby Tax Refunds
“I honestly can't rate Vortex accountants enough. My previous account always let me down and I spent many sleepless nights wondering where I was at, and if things would be filed in time. Since I have been with Vortex, they have taken that worry away f...”
Remote Consultations Available
Top Floor, Claridon House, London Rd, Stanford-le-Hope SS17 0JU
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Aces Accounts and Taxation Ltd

Aces Accounts and Taxation Ltd

(35)
Find OUT More, Register With Hmrc, Find OUT More
“Having been with my previous accountant for over 20 years sadly, he passed away. Having spoken to a few alternatives I found Dean at Aces Accounts & Taxation Ltd. I'm delighted with the services that Dean and his team provides, advice at the end of a...”
Transparent Fees & Pricing
195 High St, Chipping Ongar, Ongar CM5 9JG
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Flagstone Financial Services - Chelmsford

Flagstone Financial Services - Chelmsford

(24)
  • First Time Buyer
  • Meeting
  • Call
“Scott Piper has been very efficient providing information and responding on time. Scott is very understanding and patient. Good service, highly recommended.”
Transparent Fees & Pricing
Free Initial Consultation
10 Duke St, Chelmsford CM1 1HL
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Pension Access

Pension Access

(16)
  • Company
“Started the process of releasing money from my pension pot on August '23,the process finished in January'24,with the money going into my bank,really easy process,great financial advisor,would recommend to everyone”
In Business Since 2022
Transparent Fees & Pricing
Affinity House, Beaufort Court, Sir Thomas Longley Rd, Rochester ME2 4FD
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Retirement Planning and Investment Management Services in Benfleet Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Fair price range is based on 302 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Fair range $2007 to $5519 is based on 302 cost profiles.

Why these companies made our list

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