Best Financial Advisors in Braintree

“Oakfields are brilliant. Would highly recommend!! They have been a great help to our whole family. Most recently our complex mortgage with a lot of situations (all due to inheritance and past family estates) they got us a fantastic rate considering t...”

“Dan and the Team were fantastic. Quick to respond to emails, explained things simply, great communication, helpful with any queries I had and could answer any question I asked. I would definitely recommend these guys they were excellent!”

“Fantastic independent financial advice received regarding pensions and inheritance tax.”

“Very professional, knowledgeable and extremely helpful. Nothing is ever too much trouble! Great service.”

“Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical pl...”

“In my 4 years at Next Chapter, Streets Whittles have supported us with our accounts and audit. Nicolette Betchley has been our main contact for the last 2 years and she, and her colleagues, have always been very responsive and knowledgeable. In parti...”

“We had a consultation with TFP initially thinking purely about financial advice however, after discussion with Dan, this was turned around to thinking about what we wanted to achieve with our goals and lifestyle.  Dan has met regularly with us, given...”

“Gloria Martin and Terry Lowe - Thanking Chris Fairhead for excellent service and wonderful communication I would also like to thank Sarah Holbrook for all her help in this matter. Well done Hill & Abbott”

“Paul is very professional and courteous which put me at ease. He is very prompt in replying to questions-requests and patient as well. Stephen is also very prompt at responding to any issues and overall am very happy with the service I have receiv...”

“A great friendly non judgemental service. Efficient and very pro active and very quick to put your mind at rest with any and all matters. All matters were concluded quickly and with very little fuss. Many thanks to Stephen and the team. Sam.”

“If ever I have a question regarding tax then the company reply's quickly and accurately. I would recommend there services to anyone. Positive Responsiveness, Professionalism, Value”

“Our experience of HarperLees is that they are very professional and very thorough - exactly what you need when money is on the agenda! As with all IFAs, there is a lot of paperwork but it is good to know that the firm is reviewing its processes and ...”

“Awesome 👏🏼 service from Mark Reynolds in helping us sort out a 'challenging' mortgage offer. From start to finish Mark has been on hand, cannot recommend him highly enough to anyone with any form of mortgage need. Customer service is second to none. ...”

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“Andy has looked after our accounts since we took over our business, he has continued to manage our accounts as we've grown to two and then three outlets. We also use their payroll services. We are very pleased with the service we receive from everyon...”

“Great advice Diane! I really cannot thank you enough. Sorry. I was so distrought, you couldn't understand me! Such a relief. All being sorted now. I feel sooo much better. X”

“I swapped FPs a couple of times in the past because I didn't feel the love, however we have been with Walden for around 15 years, and they are keepers. They have always performed, are very responsive and their technology is always evolving. USP is ...”