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.

Oakfield Financial Services Limited

Oakfield Financial Services Limited

(47)
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...”
Oakfield House 11, Freeport office village, Century Dr, Braintree CM77 8YG
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Mortgage Moves

Mortgage Moves

(25)
  • 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.”
Magnolia Cottage, Woolpits Rd, Great Saling, Braintree CM7 5EA
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Paul Davis Financial Planning Limited

Paul Davis Financial Planning Limited

(18)
  • 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”
16 Courtauld Rd, Braintree CM7 9BG
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Perspective

Perspective

(1)
“Fantastic independent financial advice received regarding pensions and inheritance tax.”
Unit 13, Winghams House, Freeport office village, Century Dr, Braintree CM77 8YG
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MJ Baker Accountancy

MJ Baker Accountancy

(2)
“Very professional, knowledgeable and extremely helpful. Nothing is ever too much trouble! Great service.”
4, Beazley End, Braintree CM7 5JH
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Best of 2024

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
Fenshaw Independent Financial Advisers

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...”
In Business Since 2018
Sunnyfields Business Centre, Sunnyfields Rd, High Garrett, Braintree CM7 5PG
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Chapel Wealth Management

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...”
40 Rayne Rd, Braintree CM7 2QP
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Innovate Financial Solutions

Innovate Financial Solutions

In Business Since 2024
21 Coggeshall Rd, Braintree CM7 9DB
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LB Financial Solutions

LB Financial Solutions

(6)
“Great service and professional team. Would highly recommend for mortgage support.”
Free Initial Consultation
In Business Since 2006
Swift House, 18 Hoffmanns Way, Chelmsford CM1 1GU
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Seago & Stopps

Seago & Stopps

(4)
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...”
Serving Braintree Area
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Piccadilly Wealth Management

Piccadilly Wealth Management

(15)
  • 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 ...”
In Business Since 2020
Serving Braintree Area
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Sweeny Wealth Management

Sweeny Wealth Management

(1)
“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 ...”
Transparent Fees & Pricing
Poplars, High Rd, Leavenheath, Colchester CO6 4PE
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TFP Financial Planning

TFP Financial Planning

(37)
  • 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...”
In Business Since 2012
Serving Braintree Area
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Hill & Abbott Solicitors Now t/A Pinney Talfourd Solicitors

Hill & Abbott Solicitors Now t/A Pinney Talfourd Solicitors

(31)
  • 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”
Transparent Fees & Pricing
Elizabeth House, 28 Baddow Rd, Chelmsford CM2 0DG
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Aces Accounts and Taxation Ltd

Aces Accounts and Taxation Ltd

(28)
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.”
Aces Accounts and Taxation Ltd, Church Ln, Doddinghurst, Brentwood CM15 0NG
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Flagstone Financial Services - Chelmsford

Flagstone Financial Services - Chelmsford

(22)
  • 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...”
Free Initial Consultation
Transparent Fees & Pricing
10 Duke St, Chelmsford CM1 1HL
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Full Circle Insolvency, Insolvency Practitioner Chelmsford

Full Circle Insolvency, Insolvency Practitioner Chelmsford

(18)
  • 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.”
In Business Since 2021
Serving Braintree Area
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Granite Morgan Smith

Granite Morgan Smith

(3)
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.”
Transparent Fees & Pricing
In Business Since 2019
122 Feering Hill, Feering, Colchester CO5 9PY
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Harperlees Financial Planning

Harperlees Financial Planning

(16)
  • 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 ...”
Serving Braintree Area
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Birkett Long IFA

Birkett Long IFA

Phone, Menu, People
“If you would prefer NOT to receive this information by email please cross the box below. Alternatively, if you would like to specify the information you would like to receive by email please indicate your preferences below.”
Transparent Fees & Pricing
Ground floor, Faviell House, 1 Coval Wells, Chelmsford CM1 1WZ
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Blake and Day Financial Planning - Mark Reynolds

Blake and Day Financial Planning - Mark Reynolds

(4)
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. ...”
In Business Since 2021
Serving Braintree Area
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Broughton Wilkins Partnership

Broughton Wilkins Partnership

(3)
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”
158 Moulsham St, Chelmsford CM2 0LD
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Optimum Independent Financial Advisers Limited

Optimum Independent Financial Advisers Limited

(2)
Pension Planning & Retirement Options, Corporate Financial Planning, Estate Planning & Specialist Tax Advice
“Great Company! Highly recommend them. Honest advise and good service.”
8-9 St Peters Court, Colchester CO1 1WD
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Bower Home Finance - Financial Advisors Ongar

Bower Home Finance - Financial Advisors Ongar

(16)
  • 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.”
In Business Since 2019
Serving Braintree Area
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Retirement Planning and Investment Management Services in Braintree Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Average price range is based on 358 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Average range $2007 to $5519 is based on 358 cost profiles.

Why these companies made our list

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