Best Financial Advisors in Bideford

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

Little Pebbles Financial Solutions

Little Pebbles Financial Solutions

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

Scott Financial Planning Limited

Private Client Services, Corporate Client Services
38+ Years Experience
3, The Barns, Caddsdown Business Centre, Farm Rd, Bideford EX39 3BT
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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
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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
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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
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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
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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
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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
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Eclipse Financial Solutions

Eclipse Financial Solutions

(2)
“Top rate very friendly always want to help with the right advise”
Serving Bideford Area
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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
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Ian Tucker Financial Adviser

Ian Tucker Financial Adviser

Serving Bideford Area
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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
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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
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Julie Dawes Wealth Management

Julie Dawes Wealth Management

Serving Bideford Area
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KD Financial

KD Financial

Serving Bideford Area
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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
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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
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Premier Financial Planning

Premier Financial Planning

(41)
  • Property
  • Insurance
  • Re-Mortgage
“Used PFP to help with our first home purchase. Richard was amazing throughout! Anytime we didn't understand anything, he was happy to explain without any unnecessary jargon. Highly recommended! A+++”
40+ Years Experience
1b Station Rd, Pinhoe, Exeter EX1 3SA
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Maskery Wealth Management

Maskery Wealth Management

(50)
  • Interests
  • Sound
  • Company
“5* service from Maskery wealth management fast and friendly service......got mortgage sorted within 24 hours highly recommended couldn't have asked for a better service 👍 …”
In Business Since 2016
Serving Bideford Area
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W & P Financial Planning

W & P Financial Planning

(23)
Wealth Management, Savings & Investments, Financial Planning
“Andrew arranged our first mortgage six years ago now. Since then he has stayed in touch with us to ensure that we always get the best available deal possible. He also provides annual protection reviews to make sure our insurances our kept to date wit...”
19 Southernhay W, Exeter EX1 1PJ
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Maven Accountancy

Maven Accountancy

(19)
Business Accounting, Tax, Starting Your Own Business
“Great service from Jacob and his Team. Always willing to answer questions and respond quickly when I need support or guidance. Thoroughly recommend.👍 …”
Napier House, 70 Queen St, Newton Abbot TQ12 2ER
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Kernow Financial Planning

Kernow Financial Planning

(28)
  • Doubt
  • Mortgage
  • Questions
“Can't recommend Paul enough for his help and advise whilst sorting our mortgage, really friendly service. Explained things that we didn't understand and just so helpful. If I could give 10 stars I would!! Incredible! Positive Responsiveness, Professi...”
Serving Bideford Area
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Lehmann Financial Management

Lehmann Financial Management

(32)
  • Interests
  • Business
  • Financial Advice
“I've known Karl in his role as Financial Adviser for 20 years now. A total professional Karl has always been ahead of the curve when it comes to financial services qualifications and his approach is one that really focuses on our lifestyle as well. H...”
Family Business
Serving Bideford Area
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WBW Solicitors and Chartered Financial Planners

WBW Solicitors and Chartered Financial Planners

(14)
  • Sale
  • Communicate
  • Understanding
“Sharon ably assisted me with the probate sale of a flat in Exmouth. She was responsive, knowledgeable and efficient. Her professionalism, advice and understanding were much appreciated. Highly recommended.”
In Business Since 1997
Transparent Fees & Pricing
17 High St, Exmouth EX8 1NR
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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
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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 483 cost profiles.

Why these companies made our list

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