View Profile

Oakfield Financial Services Limited

(48)

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...”

i

View Profile

Mortgage Moves

(26)

First Time Buyers
Professional
Team

“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!”

i

View Profile

Paul Davis Financial Planning Limited

(18)

Needs
Advice
Son

“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”

i

View Profile

Perspective

(1)

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

i

View Profile

Chapel Wealth Management

(1)

“Chapel are outstanding and I wish I found them earlier. They have streamlined all my finances (pensions and ISA) and illustrated a financial forecast for my wife and I. They are truly life planners. The growth has been pleasing to see as well !”

i

View Profile

Fenshaw Independent Financial Advisers

i

View Profile

Baker Chapman & Bussey

Personal Financial Services, Personal Tax, Personal Legal Services

i

View Profile

Innovate Financial Solutions

i

View Profile

TFP Financial Planning

(37)

Investments
Confidence
Options

“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...”

i

View Profile

Flagstone Financial Services - Chelmsford

(24)

Call
Insurances
Sale

“Dear Scott Piper, thanks for starting this process and making this happen. Replying my queries in no time, I have no problem what so ever from starting till end and your service has been extraordinary. Once again, thanks for the hard work you did wit...”

i

View Profile

Piccadilly Wealth Management

(15)

“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...”

i

View Profile

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. Positive Responsiveness, Professionalism, Value”

i

View Profile

LB Financial Solutions

(6)

“Great service and professional team. Would highly recommend for mortgage support. Positive Professionalism”

i

View Profile

Harperlees Financial Planning

(16)

Management
Businesses
Saving

“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 ...”

i

View Profile

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. ...”

i

View Profile

Birkett Long IFA

Phone, Menu, People

i

View Profile

Walden Capital

(3)

Wealth Management, Equity Release, Pension Transfer

“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 ...”

i

View Profile

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”

i

View Profile

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.”

i

View Profile

Rightside Financial Services Limited

(15)

Company
Information
Result

“Really pleased with the help and service from Andy Pitty at Rightside, and totally delighted with the outcome. Would not have been possible without Andy and his company. He is very helpful, knowledgeable and kept us updated throughout the process. Wo...”

FAQs

How long will my complaint take?

Once we have submitted the complaint it will take the provider up to 8 weeks to investigate your claim and reach a decision. This may be longer if we believe that the wrong decision has been issued and we refer your case to the Financial Ombudsman Service (FOS).

What should I do if my provider contacts me directly?

If you receive any letters we ask that you inform us as soon as possible so we can review it and progress your case. If you receive a phone call from your bank or provider, we would encourage you to refer them to us to handle their query.

What if I am still paying but I am retired?

Continuing payments into retirement could affect your ability to maintain both the premiums and mortgage payments. This means the mortgage may have been mis sold as it has the potential to cause you financial hardship.

What happens to any money if my claim resulted in redress being paid?

The redress payment will either be made in the form of a top up to your pension or a cash settlement may be payable to you. This depends on the provider and your circumstances at the time.

I was told they needed consolidating into one single pension to make life easier for me?

This is a popular reason used for transferring pension pots, but it is not always best to hold all your eggs in a single basket.SIPP (Self Invested Personal Pension)My adviser said my SIPP was the best way forward for me

Other questions that you might have are answered on the FAQ page of our website.

i

View Profile

Booth Financial Planning

(1)

“Philip and Booth financial planning come highly recommended. Very professional and friendly company. Transparent and do they at most to help and provide best possible outcome for their client.”

i

View Profile

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 ...”

i

View Profile

Callaway Sykes Associates

(1)

Protection Planning, Financial Updates, Financial Updates

“Clear simple honest advise, I highly recommend them.”

i

View Profile

Cbhc Limited

(1)

Wealth Management, Audit, Tax

“Excellent service”

i

Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Braintree

The highest-rated Financial Planning & Wealth Management companies out of 38 vetted & reviewed in the Braintree area.

Oakfield Financial Services Limited

Mortgage Moves

Paul Davis Financial Planning Limited

Perspective

Chapel Wealth Management

Fenshaw Independent Financial Advisers

Baker Chapman & Bussey

Innovate Financial Solutions

TFP Financial Planning

Flagstone Financial Services - Chelmsford

Piccadilly Wealth Management

Granite Morgan Smith

LB Financial Solutions

Harperlees Financial Planning

Blake and Day Financial Planning - Mark Reynolds

Birkett Long IFA

Walden Capital

Broughton Wilkins Partnership

Optimum Independent Financial Advisers Limited

Rightside Financial Services Limited

Booth Financial Planning

Sweeny Wealth Management

Callaway Sykes Associates

Cbhc Limited

Retirement Planning and Investment Management Services in Braintree Cost Estimates

Why these companies made our list

Wealth Management Advisors near Braintree

Popular in Braintree