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SMR Solicitors - Bognor Regis
Services For Individuals, Services For Business
“Lovely friendly and efficient staff.”
Best Financial Advisors in Bognor Regis
The highest-rated Financial Planning & Wealth Management companies out of 45 vetted & reviewed in the Bognor Regis area.
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MJB
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
“Professional, helpful service provided to help my Grandparents move into a bigger property so that they could enjoy their retirement.”
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Rita Sen Solicitors
“My parents had used Rita for years and now i find myself instructing her. Rita is warm and helpful in her approach and very knowledgable in her professional field ... I am confident that everything will be dealt with in a proper and expedient manne...”
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Investment Solutions - West Sussex IFA
- Pension
- Investments
- Decisions
“I have been using Investment Solutions for the last 3yrs and have found Ivan Lyons and his team to have always provided sound financial advice and have answered all my questions in professional and easy to understand way.”
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Marchwood IFA
- Questions
- Professional
“James has been patience and helpful in my road to getting my first mortgage onto the property ladder. Answering all my questions, regardless of my lack of knowledge, professionally and with great advice.
With his own initiative, he has helped me s...”
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Cathedral Wealth Management
Investment Planning, Corporate Advice, Retirement Planning
“Super customer service and excellent results. I moved my fund to Brad 2 years ago and I am so pleased I did. 5*”
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John Whyte Equity Release Sussex
Existing Equity Release Plans, Equity Release, How Does the Equity Release Application Process Work?
“Re equity release . John Whyte is a professional in his field , guiding you through all the process, making sure it's right for you.
Highly recommended.
Steven Adams”
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Gator Accounting
- Company
- Questions
- Team
“Jake and his team have been amazing helping me with the first year in my business. Always available to speak to and really knowledgeable. Would HIGHLY recommend.”
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Carpenter Box Financial Advisers
- Team
- Pension
- Value
“Gill spent a long time with my brother and I going through our options for potential residential care for our Mother.
She was extremely knowledgeable and helpful.”
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Lewis Brownlee Financial Services
Estate Planning, Business Financial Planning, Savings and Investments
“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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Gaia Financial Limited
- Professional
“Having used mortgage advisors in the past, I was really impressed at how helpful, friendly and informative Paul was when helping me with my mortgage. He made the whole process so easy. He was very clear in his guidance and explained all the options a...”
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Quest Duthoit
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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Arcturus Wealth Management
- Investment
- Knowledge
“I have been with Arcturus Wealth Management since 2011 which speaks for itself. Excellent customer service with quick response to queries. Most importantly, I trust their advice which is always honest and in the best interests of the customer. I will...”
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Mastersfuller
Auditing, Overview, Business Support
“We were recommended to Ian at MastersFuller by a family friend after receiving a poor service elsewhere. From the very start Ian has gone above and beyond with his help and efficiency. Highly recommend his services.”
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The Chichester Accountants
- Company
- Team
“I transferred from an online accountant to the Chichester Accountants around 3 years ago and haven't looked back. They helped me with this transition and with sorting out the IR35 maze.
Monica is always friendly and approachable, but above all sh...”
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CPN Investment Management
“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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The Fry Group Worthing – Financial Advisers
“First rate investment advice!”
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Independent Financial Solutions
“Sound, knowledgeable advice. I trust David Stamp and his team.”
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Whitehouse Financial Management
“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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Pension Partner
“Contacted and very trustworthy. Please go ahead with using their service without any fears.”
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Example Associates
“Fantastic advice; helpful, friendly and professional. Wouldn't hesitate to use again and recommend.”
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Personal Financial Designs
Business Advice, Financial Planning, Accountancy Advice
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Sandringham Financial Partners
Mortgages, Investments, Income Protection
“Sandringham's Precision ongoing client service cutting-edge technologies allow me to spend more time planning for your specific goals and wider financial planning requirements to help you reach your financial goals. Our Wealth Platform Client Portal ...”
Retirement Planning and Investment Management Services in Bognor Regis Cost Estimates
Minimum cost
£1220
Maximum cost
£10361
National Average
£3657
Avg Per Hour Rates
£367
£2438
£6705
Typical price range is based on
426 cost profiles
Why these companies made our list
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