Best Financial Advisors in Bideford

The highest-rated Financial Planning & Wealth Management companies out of 57 vetted & reviewed in the Bideford area.

Peter Peter & Wright

Peter Peter & Wright

(10)
Wills, Probate & Estate Administration, Employment
“Amazing service from all of the team, especially Chris and Connie for making our house sale and purchase go through so efficiently, couldn't recommend them enough! Positive Responsiveness, Quality, Professionalism, Value”
Transparent Fees & Pricing
Grenville House, The Quay, Bideford EX39 2EZ
i
Little Pebbles Financial Solutions

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...”
25+ Years Experience
Family Business
14 Chingswell St, Bideford EX39 2NF
i
Scott Financial Planning Limited

Scott Financial Planning Limited

Private Client Services, Corporate 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...”
38+ Years Experience
3, The Barns, Caddsdown Business Centre, Farm Rd, Bideford EX39 3BT
i
Wollens Solicitors

Wollens Solicitors

(30)
Clinical Negligence, Dispute Resolution, Wills, Probate & Mental Capacity
“David Eastman & Liz Rigden - fabulous team. Everything you could wish for in guiding one through a house purchase. Immaculate service. Thanks again. Jamie.”
Serving Bideford Area
i
The Mortgage Hub

The Mortgage Hub

(22)
  • First Time Buyers
  • Property
“After having a nightmare with our current mortgage provider while buying a new property. We decided to go into the mortgage hub who took the stress completely away from us and helped us to get the mortgage we needed a lot easier and quicker. Highly r...”
Transparent Fees & Pricing
Serving Bideford Area
i
Advice Rooms

Advice Rooms

(21)
  • Knowledge
  • Pension
  • The Future
“Adam helped me with pension advice that proved to be very accurate and hugely beneficial. His ability to communicate complex concepts in an understandable format helped me to make effective decisions. Highly recommended”
100 High St, Barnstaple EX31 1HR
i
Swift Accounting and Bookkeeping Services

Swift Accounting and Bookkeeping Services

(12)
Charities Accountancy, Payroll, Outsourced Finance Department
“Kieran at Swift is super! He helped and bailed me out of the last minute panic of tax and Companies House returns. He's on the ball, quick at responding, patient with me and got the job done stress free, plus his rates are very competitive. I cant re...”
Transparent Fees & Pricing
Serving Bideford Area
i
Philip J Milton & Company Plc

Philip J Milton & Company Plc

(9)
Will Writing & Executorship Service, Claims Management, Mortgages
“The firm is always trying to help, where ever they can. Nothing is to big, and they make time and help you, much as they can. It's a great feeling their supporting you. Would be lost without them. A massive thank you Positive Professionalism”
In Business Since 1999
Choweree House, 21 Boutport St, Barnstaple EX31 1RP
i
Town & Country Financial Advisers

Town & Country Financial Advisers

(3)
Commercial Advice, Mortgage Advice, Protection Advice
“Karen went above and beyond to help me secure my mortgage. I was kept informed every step of the way, felt in safe hands, and I can't recommend Karen and the whole team at TCFA highly enough!”
Serving Bideford Area
i
Andy Pearce Independent Financial Adviser

Andy Pearce Independent Financial Adviser

(6)
“Excellent advice over several years now and I have seen my ethical funds grow. Andy explains situations and choices in simple English without ever being patronising or obscure. Highly recommended. Positive Professionalism, Value”
Serving Bideford Area
i
Ward & Co Chartered Accountants

Ward & Co Chartered Accountants

(1)
Estate & Succession Planning, Cashflow, Accounting & Business Services
“Excellent service”
West Penhill Farm, Penhill Bungalow, Fremington, Barnstaple EX31 2NG
i
Eclipse Financial Solutions

Eclipse Financial Solutions

(2)
“Top rate very friendly always want to help with the right advise”
Serving Bideford Area
i
A Finance

A Finance

(19)
  • Happy
  • Pensions
  • Number
“Trevor advised us on our pensions. He was very clear in his explanations and understood what we were trying to achieve. I fully trusted Trevor in his advice and would recommend him without hesitation.”
Penzmead Station Road, Taunton, GB, TA4 1LD
i
Ian Tucker Financial Adviser

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 ...”
Serving Bideford Area
i
My Home Equity Release

My Home Equity Release

(5)
“I chose Andrew Ferrett as my equity release advisor as he was local to my area. It turned out to be an excellent choice, he has been kind, helpful and understanding from the outset whilst also remaining extremely professional. Andrew has put a lot of...”
In Business Since 2021
Coupons & Offers
Serving Bideford Area
i
Tuckers Legal & Financial Services

Tuckers Legal & Financial Services

(6)
  • Mortgage
  • Insurance
“Tucker's Legal and Financial Services have been outstanding in finding us a new mortgage deal. They have been approachable throughout the process, demonstrating a respect of our wishes and concerns. Nothing has been to much trouble for them and I can...”
30+ Years Experience
Serving Bideford Area
i
Moor Independent Financial Advisers

Moor Independent Financial Advisers

(4)
  • Business
“I have worked with Johnathan in the past and now with his own business, i find him very professional and knowledgeable , he explains the whole process in simple terms that works for me perfectly, Johnathan is willing to help in all aspects of the tr...”
Serving Bideford Area
i
Julie Dawes Wealth Management

Julie Dawes Wealth Management

“Numerous surveys and research pieces have identified that financial education can contribute to the understanding of money and its value to children, instil financial confidence and control in teenagers and young adults and contribute to the overall ...”
Serving Bideford Area
i
KD Financial

KD Financial

“Our clients come from all walks of life, and some have worked with us for many years. What they all have in common is a desire to take control of their finances so that they can enjoy life now whilst planning for the future. Here is a selection of cl...”
Serving Bideford Area
i
Thorne Segar

Thorne Segar

(45)
Commercial Property, Residential Conveyancing, Wills & Inheritance Tax
“Everything carried out as above ,good quality,value,professional and responsive with a caring attitude,very happy with service provided Positive Responsiveness, Quality, Professionalism, Value”
125+ Years Experience
Transparent Fees & Pricing
Serving Bideford Area
i
Hansford Bell Financial Planners

Hansford Bell Financial Planners

(6)
Later Life Lending, Estate & Tax Planning, Financial Life Planning
“We are really happy with the service we received from Emma and her colleagues at Hansford Bell We wanted to fix rates on 4 BTL mortgages and following an initial free consultation with Emma we asked her to conduct a full market review which resulted...”
Free Initial Consultation
Serving Bideford Area
i
Four Stages Finance

Four Stages Finance

(4)
  • Mortgage
“We were recommended to Four Stages Finance from a family member and we couldn't of been happier with the service we received. We sought them out to help with mortgage advice and got outstanding information from Simon about 12 months ago. He pointe...”
Serving Bideford Area
i
Charles Royle and Company

Charles Royle and Company

(50)
  • Informative
  • Business
  • Mortgage
“Charles Royle conduct a very helpful, professional and respectful service to their clients. Great financial advice and careful management of your money. Highly recommended.”
18 Devon Square, Newton Abbot TQ12 2HR
i
Abacus Assurance

Abacus Assurance

(50)
  • Information
  • Communication
  • Mortgage
“They managed to reduce the price of my house. Very quick on mortgage and with a low interest. I am happy that i'v find them to help me. Positive Responsiveness, Quality, Professionalism, Value”
Free Initial Consultation
Serving Bideford Area
i

Retirement Planning and Investment Management Services in Bideford Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Fair price range is based on 483 cost profiles
Click to copy
Successfully copied!
Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Fair range $2007 to $5519 is based on 483 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top