Best Financial Advisors in Braintree
Handpicked from 38 vetted & reviewed Financial Planning & Wealth Management firms in the Braintree area, explore the top 5 leaders in their field among the selected group of 24 finalists.
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Mortgages & Protection, Investments, Pensions
“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...”
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Mortgage Moves
- First Time Buyers
- House
- Team
“Dan was very knowledgeable about a range of mortgage products and was very understanding of our requirements, coupled with an eye for detail and a friendly manner, I would definitely recommend Dan at Mortgage Moves.”
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Paul Davis Financial Planning Limited
- Advice
- Understand
- Funds
“I just wanted to add my own thoughts.
Paul has proactively looked after my account, I have also asked him to advice my daughter and son in law. In difficult times, happy to have him in my corner”
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Perspective
“Fantastic independent financial advice received regarding pensions and inheritance tax.”
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MJ Baker Accountancy
“Very professional, knowledgeable and extremely helpful. Nothing is ever too much trouble! Great service.”
Qualification Criteria for best of Winners
Minimum Overall Score
98 (100)
Minimum Reputation Rank
97.7 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Fenshaw Independent Financial Advisers
“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...”
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Chapel Wealth Management
“I first approached Chapel when my then-employer changed its group pension provider approximately 13 years ago. Received excellent advice and have been happy with their service ever since. Stephen Adams keeps in touch regularly and gives me the advice...”
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Innovate Financial Solutions
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LB Financial Solutions
“Great service and professional team. Would highly recommend for mortgage support.”
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Seago & Stopps
Payroll and CIS Administration, Accounting Services, Corporate Finance
“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...”
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Piccadilly Wealth Management
- Information
- Decisions
- Pension
“I had built up a bit of savings but wasn't getting much in the way of returns. I wanted to get some solid financial advice. Paul was, from the start very professional and a great source of information. He has given me great advice on what are the ...”
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Sweeny Wealth Management
“I used Paul Sweeney Wealth Management to look at my finances and savings, to assess how they were performing and if any improvements could be made.
They had a good look over them in very fine detail and have saved me an absolute fortune. The future ...”
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TFP Financial Planning
- Future
- Confidence
- Options
“From the moment we met Casey and his team we felt relaxed and comfortable but more importantly we felt we were in the hands of people we could trust and who could provide the knowledge we lacked to help steer us with confidence in to our long anticip...”
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Hill & Abbott Solicitors Now t/A Pinney Talfourd Solicitors
- Team
- Sale
- Property
“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”
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Aces Accounts and Taxation Ltd
Find OUT More, Register With Hmrc, Find OUT More
“I'm a self employed tattooist. Been using Aces for a while now. Always knowledgeable and helpful, they are very professional yet friendly. Won't use anyone else.”
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Flagstone Financial Services - Chelmsford
- Insurances
- Questions
- First Time Buyer
“I have used Michelle's service to secure the best mortgage deals over the last 12 years.
I have found her to be very professional and efficient.
She has secured the best deals for and I would recommend her services to anyone seeking a new mortg...”
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Full Circle Insolvency, Insolvency Practitioner Chelmsford
- Professional
“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.”
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Granite Morgan Smith
Transaction Support, Making Tax Digital (Mtd), Assurance Services
“If ever I have a question regarding tax then the company reply's quickly and accurately. I would recommend there services to anyone.”
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Harperlees Financial Planning
- Management
- Confidence
- Decisions
“So glad Harper Lees were recommended to me. The service, from our initial chat through to sorting all the necessary paperwork/transactions has been professional and efficient. They have taken the time to listen to what I need, discuss my options and ...”
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Birkett Long IFA
Phone, Menu, People
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Blake and Day Financial Planning - Mark Reynolds
Mortgages & Loans, Independent Financial Planning
“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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Broughton Wilkins Partnership
Corporate Clients, Trusts, Long Term Care
“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”
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Optimum Independent Financial Advisers Limited
Pension Planning & Retirement Options, Corporate Financial Planning, Estate Planning & Specialist Tax Advice
“Great Company! Highly recommend them. Honest advise and good service.”
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Bower Home Finance - Financial Advisors Ongar
- Equity
“I found the company representative who visited me,to be both professional and friendly,giving me advice to meet with my personal requirements in a honest and open manner.”
Retirement Planning and Investment Management Services in Braintree Cost Estimates
Why these companies made our list
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