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SMR Solicitors - Bognor Regis

(8)

Services For Individuals, Services For Business

“I cannot thank Kelly and Paula enough! Kelly was exactly what l needed as l embarked on selling a property for the first time on my own without my late husband. Her professional knowledge and service combined with her upbeat and happy character was ...”

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MJB

(1)

Inheritance Tax, Investments, Mortgages

“I felt compelled to write a review on MJB Partnership and specifically Mark Gordon. Mark has been our family IFA for a number of years and just recently he performed a raft of changes to they way we look at our pensions and finances. Following his ad...”

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Adrian Foulks - Equity Release and Later Life Lending Specialist

(2)

“Professional, helpful service provided to help my Grandparents move into a bigger property so that they could enjoy their retirement.”

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Arcturus Wealth Management

(9)

Advice
Knowledge
Tax

“We have had an excellent service, excellent advice and a 'rewarding' experience from Arcturus Wealth Management and Dane Halling our personal Financial Advisor over the last year and through some decisive moments in our financial lives. Always strai...”

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Gator Accounting

(50)

Company
Questions
My Business

“Gator accounting has been amazing so far and fully enjoyed Jakes's passion for what he is doing. He is aiming to help wherever he can and at a speedy paste. Very refreshing.”

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John Whyte Equity Release Sussex

(50)

Existing Equity Release Plans, Equity Release, How Does the Equity Release Application Process Work?

“John arranged my recent remortgage and I would recommend him to anyone. Great communication throughout the process, incredibly diligent in his research and managed to secure a great deal for me. Thank you John”

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Ascot Lloyd

(50)

Retirement and Pension Planning, Book Today, Mortgage Advice

“Investment Solutions have advised us and managed our finances for over a decade. Despite fragile markets, our funds and income have grown. We have no hesitation in recommending the team at Grafton Road, Worthing”

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Carpenter Box Financial Advisers

(50)

Cash Management, Auto Enrolment, Corporate Financial Planning

“High quality professional service, thorough research into our requirements and supported by excellent financial recommendations. Highly recommended. Positive Professionalism”

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Marchwood IFA

(24)

House
Questions
Information

“James has been helping me with my personal and BTL mortgages for several years. He has been very professional and effective in getting me the best mortgages.”

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George Ide

(18)

Firm
Team
Personal Injury

“I asked for the services of George Ide primarily due to the injuries sustained from a serious injury, and Paul Fretwell/Karen Jenkins supported by Lizzy were amazing! They showed great empathy and worked wonderfully to secure me a good settlement, ev...”

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The Chichester Accountants

(23)

Hand
Team
Payroll

“Katie Wilson and her team set up my company for me. I was particularly pleased that they were up front about the costs and when I had a particular query about tax she investigated the latest rulings on my behalf.”

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Progeny

(10)

Tax Services, Financial Planning, Private Legal Services

“Ben Griffiths was great to deal with and helped me navigate around the complex world of pensions. He explained everything in a way I could understand and remained patient despite my many questions! I also felt that he genuinely cared about getting th...”

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Cathedral Wealth Management

(7)

Investment Planning, Corporate Advice, Retirement Planning

“Great company that provide sound financial Guidance and advice. They work hard for you!”

Featured

💡 Pension vs. ISA: Know Your Tax-Smart Options!  Pensions offer tax relief on eligible contributions, but withdrawals are taxed. On the flip side, ISAs provide no initial tax relief, but both growth and withdrawals at the time taken are tax-free. Start a conversation with your adviser to make strategic choices based on your financial goals. The value of your investment can go down as well as up. You could get back less than you invested. Taxation rules can change at any time and are dependent on individual circumstances. #TaxPlanning #RetirementPlanning #chichester #financialplanning #wealthmanagement #taxplanning St. James's Place Representatives represent only St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.  SJP Approved 06/12/2023...

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Gaia Financial Limited

(21)

Advice
Professional
Market

“Kate was wonderful. She worked hard to find the right mortgage for me as I was a tricky case and she guided me along the process with clarity and tactical thinking. Definitely recommend for anyone needing a creative thinker with good relationships w...”

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Progeny

(1)

Tax Services, Financial Planning, Private Legal Services

“First rate investment advice!”

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CPN Investment Management

(2)

“I have always found CPN to offer a highly professional service. Year on year, my returns have been excellent and the team are always quick to respond to my queries. Highly recommended, 5 star service.”

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Sterling Equity Release

(2)

“As a company I refer my clients that are looking for equity release advice over to Mark. His knowledge and understanding of the market is fantastic. Mark works exceptionally hard to provide great customer outcomes. If you are looking for an expert eq...”

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Thesis Asset Management Limited

(1)

“Fantastic place. Staff are very friendly and curtious. Enjoying working on site”

FAQs

What is the recruitment process?

Our recruitment process varies depending on the type of position we are recruiting for, but it might include interviews, assessment centres, role plays and testing. To see more information about the types of assessment we use, please visit the page on our assessment process

How long does it take to process my application?

This varies from role to role, however you can rest assured that we respond to every candidate who has been interviewed with an outcome as soon as possible

Why haven't I been offered an interview?

Unfortunately, we cannot interview everybody who applies, and there might be applicants who have more relevant skills and experience suited to the job description. Please be advised that due to the amount of applications we receive we are unable to offer feedback to our external candidates

What pre employment screening is required?

If you are offered a role with us, we will ask you to provide us with a five year reference history which you will be able to do using our external screening company. You will also be expected to provide evidence of exam results and other qualifications, as well as any other claims you make on your CV

If I am offered a job at Thesis, how long is my probationary period?

The standard probationary period is three months, however, this may be extended if you need more time to attain the required skills and experience for the job

More answers can be found on the FAQ page of our website.

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Quest Duthoit

(1)

Business Accounting, Personal Accounting

“Ed and the team at Quest Duthoit have always been efficient, helpful and approachable. They've answered every question I've ever put to them and have soothed my tax worries on more than on occasion! I don't hesitate to recommend them.”

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Emsworth Corporate Planning

(2)

“ECP is a really helpful business for SME's who need support with financial planning, HR advice and payroll.”

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Independent Financial Solutions

(1)

“Sound, knowledgeable advice. I trust David Stamp and his team.”

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White House Capital Management

(3)

“Edward and his team have been beyond brilliant! I highly recommend them if you need any support when it comes to anything financial!”

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Example Associates

(1)

“Fantastic advice; helpful, friendly and professional. Wouldn't hesitate to use again and recommend. Positive Responsiveness, Quality, Professionalism, Value”

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Greenwood Wealth Solutions

(1)

“Fantastic firm , very knowledgeable and gave great advise , will definitely recommend them to my friends and family”

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Average Cost	£3657
Minimum cost	£1220
Maximum cost	£10361
Avg Per Hour Rates	£367

Best Financial Advisors in Bognor Regis

The highest-rated Financial Planning & Wealth Management companies out of 45 vetted & reviewed in the Bognor Regis area.

SMR Solicitors - Bognor Regis

MJB

Adrian Foulks - Equity Release and Later Life Lending Specialist

Arcturus Wealth Management

Gator Accounting

John Whyte Equity Release Sussex

Ascot Lloyd

Carpenter Box Financial Advisers

Marchwood IFA

George Ide

The Chichester Accountants

Progeny

Cathedral Wealth Management

Gaia Financial Limited

Progeny

CPN Investment Management

Sterling Equity Release

Thesis Asset Management Limited

Quest Duthoit

Emsworth Corporate Planning

Independent Financial Solutions

White House Capital Management

Example Associates

Greenwood Wealth Solutions

Retirement Planning and Investment Management Services in Bognor Regis Cost Estimates

Why these companies made our list

Wealth Management Advisors near Bognor Regis

Popular in Bognor Regis