Best Financial Advisors in Bexhill

The highest-rated Financial Planning & Wealth Management companies out of 36 vetted & reviewed in the Bexhill area.

Cooden Tax Consulting - R&D Tax Consultants

Cooden Tax Consulting - R&D Tax Consultants

(11)
  • Tax Credit
  • Team
“We consistently have many offers to provide R&D tax credit relief services but our loyalty to Simon and his highly competent team is unswerving . They are friendly , careful, diligent and efficient . Moreover , Simon is incredibly thoughtful, offeri...”
Office 8, Charter House, 43 St Leonards Rd, Bexhill-on-Sea TN40 1JA
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Green Financial Planning

Green Financial Planning

“There are many areas of financial planning, including pensions and retirement planning, investments, protection, equity release andinheritance tax planning.We are able to advise in these areas and will go through an initialreview process withour clie...”
44 St Leonards Rd, Bexhill-on-Sea TN40 1JB
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Taylor Winchester Independent Financial Management

Taylor Winchester Independent Financial Management

“Furthermore, TenetConnect who provide our compliance and regulatory services, are withdrawing from the industry in late March 2024. With this in mind, I have decided to retire and believe the best solution for all my valued clients is to seek a large...”
46 Cooden Sea Rd, Little Common, Bexhill-on-Sea TN39 4SL
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Simpsons Wealth Management

Simpsons Wealth Management

(3)
“The Simpsons Wealth Management team provided advice to us on our insurance policies as we prepared for our first mortgage. We have been impressed by Bernize's expertise and considered advice. She presents complicated technical information in an acc...”
51 Gildredge Rd, Eastbourne BN21 4RY
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Sandycross Wealth Management

Sandycross Wealth Management

(10)
  • Pension
  • Team
“We're the 'new kids on the block' having only moved across to Sandycross in 2019 but in the short time they have been providing investment guidance we have been mightily impressed. The whole team are highly professional in their approach, and Joanna ...”
Serving Bexhill Area
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Spencer Maynard Wealth Management

Spencer Maynard Wealth Management

(1)
Managing Cashflow, Protection, Wealth Management
“I've dealt with a number of financial advisors over the years, but I've never felt more secure, more comfortable, or better advised than I do now that my investments are managed by Adam Maynard. The fact that he (very genuinely) has forgotten more ab...”
In Business Since 2015
Serving Bexhill Area
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Path Financial

Path Financial

(1)
“Amazing service - Paul was attentive, patient and completely efficient in helping us to grow our weath, whilst also investing ethically. We have already seen a difference in 6 months and I have peaceof mind, that I am doing my best to invest ethicall...”
In Business Since 2005
Serving Bexhill Area
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Clifford Osborne Limited Independent Financial Advisers

Clifford Osborne Limited Independent Financial Advisers

(47)
Accreditations, Testimonials, Meet the Team
“Having come into some money after selling a house we were unsure what the best plan was. Having never had the dealings with a financial advisor before we were a bit apprehensive . Paul soon put us at ease explained everything in simple easy to und...”
Coupons & Offers
Transparent Fees & Pricing
10A West Terrace, Eastbourne BN21 4QX
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Wrlo Accountants

Wrlo Accountants

(34)
  • Communication
  • Questions
  • Tax Return
“Since my first meeting with Will I have found someone who is reliable, extremely professional, pleasant, understanding, and goes the extra mile at no extra cost. I cannot recommend him highly enough and I am so pleased that my tax affairs are in his ...”
Transparent Fees & Pricing
Emergency Services
31 Willingdon Rd, Eastbourne BN21 1TN
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Diamond Accounts Eastbourne

Diamond Accounts Eastbourne

(42)
Accounts Preparation, Company Secretarial, Payroll
“You've been our 3rd accountants during our 21 years of current trading history and bar far the longest one too. The service and advice has been first class, and the team are not only friendly to deal with, but no matter how many trivial questions we...”
120 Cavendish Pl, Eastbourne BN21 3TZ
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Complete Financial Planning

Complete Financial Planning

(33)
  • Certified Financial Planner
  • Property
  • Questions
“Yesterday my husband and I exchanged on our first family home. We never thought it would be possible to get a mortgage needed to purchase our dream house. We believe without Maria this would not have been possible. Every stage of the process Maria w...”
Family Business
In Business Since 2011
CFP House, 22a Cornfield Rd, Eastbourne BN21 4QE
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Willow Tree Financial Services

Willow Tree Financial Services

(36)
  • Team
  • Insurances
  • Family
“Highly effective interaction with the financial advice offered by Rachel and Hayley and the staff at Willow Tree. Our initial approach was a to have advice to meet our specific needs without being pressurized by any hidden commercial agenda. The advi...”
Serving Bexhill Area
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Coastline Financial

Coastline Financial

(25)
Commercial, Bridging & Development Finance, Sales and Lettings, Protection Planning
“We used Adam for our first mortgage a few years ago, we were so happy with his services that we asked him to help us again with our remortgage. We are completely clueless when it comes to how it all works but we felt comfortable letting Adam take the...”
In Business Since 2023
5 North St, Hailsham BN27 1DQ
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Sandlayne Associates

Sandlayne Associates

(25)
  • Product
  • Professional
  • House
“Ian and Suzanne were so friendly, helpful and professional. Made the whole process of getting and understanding a mortgage so simple and easy right from the start and well worth the money. We actually got a better rate than expected and it definit...”
Free Initial Consultation
60+ Years Experience
Serving Bexhill Area
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Olympus Financial Planning

Olympus Financial Planning

(14)
Investments, Private Medical Insurance, Protection
“I was recommended to Pete by a colleague at work. We needed his services urgently to look into buy-to-let mortgages after we lost our buyer from our house sale on the day before exchange - and had just a few days to save our onward purchase. We lo...”
In Business Since 2021
Serving Bexhill Area
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Pellow Mortgage Solutions

Pellow Mortgage Solutions

(6)
“Marcus couldn't have been more helpful with our entire mortgage process for our first home. He has always been there to answer any questions my partner or I have had and has in turn made sure we never look anywhere else for a mortgage advisor. Com...”
Family Business
31 Coppice Ave, Willingdon, Eastbourne BN20 9PP
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Prosperity IFA - Financial Advisors

Prosperity IFA - Financial Advisors

Pensions, Mortgages, School Fees Planning
“Prosperity IFA is a trading name of Prosperity IFA Ltd who is authorised and regulated by the Financial Conduct Authority under FCA financial services register number 772483 Prosperity IFA Ltd is a limited company registered in England: Company Regis...”
Transparent Fees & Pricing
In Business Since 2010
Serving Bexhill Area
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MRA Financial

MRA Financial

(9)
Protection Planning, Divorce Planning, Estate Planning
“I first contacted MRA nearly fifteen years ago, and in the time since Mike Robertson and Phil Hassell have given sound financial advice to me, both with regard to my family and to my own retirement planning. They have taken the time over this period ...”
In Business Since 2022
Serving Bexhill Area
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Experium Financial Services

Experium Financial Services

(16)
  • Team
  • Knowledge
  • Financial Advice
“I absolutely love Experium Financial Services! In past, I have dealt with with different St James' Place providers to but the moment Rhiannon and her company have taken offer, difference was massive. Rhiannon has exceptional client and customer servi...”
Malthouse Cottages, 122-124 Wish Hill, Willingdon, Eastbourne BN20 9HL
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Lawlerdavis Independent Financial Planners

Lawlerdavis Independent Financial Planners

(5)
  • Team
“We have been dealing with LawlerDavis for many years and I can honestly say they are "Simply the Best". Nothing is too much trouble and every member of staff goes out of their way to assist you. Would highly recommend”
Upperton House, The Avenue, Eastbourne BN21 3YB
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Independent Mortgages2

Independent Mortgages2

(4)
“Nick was fantastic through a complex and lengthy buying process. He is knowledgable, patient, quick and easy to work with - massive thanks for helping me get my house purchase over the line!”
31 South St, Eastbourne BN21 4UP
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Arnott Guy & Co Ltd

Arnott Guy & Co Ltd

(3)
“Had my first meeting with Chris Winterten today to review my finances. He was excellent, very approachable and professional, the advice he offered suited my needs perfectly and I am very grateful for his time. I have therefore no hesitation in recomm...”
House 4, Cornerstone, 6 Brassey Ave, Eastbourne BN22 9QD
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Premier Independent Services

Premier Independent Services

(2)
“Excellent, efficient company.”
In Business Since 2014
4A Gildredge Rd, Eastbourne BN21 4RL
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Junction 8 Financial Planning

Junction 8 Financial Planning

(5)
“Very good and perfessional, easy to talk to and very easy to understand the information given, Always made sure that I have understand each part before moving on and summarised it all up the end to. Would highly recommend.”
Offers Financing Options
Serving Bexhill Area
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Retirement Planning and Investment Management Services in Bexhill Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Average price range is based on 318 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Average range $2007 to $5519 is based on 318 cost profiles.

Why these companies made our list

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