View Profile

Proactive Financial Management Limited

(38)

Protection, Investments, Pensions

“I was advised to contact Rob as I was turning 55 and I had knowledge of pensions I had invested in but was unsure how to make best use of them. Following a consultation and under Rob's advice reinvesting what I had into a more beneficial portfolio. ...”

i

View Profile

Burlington Financial

(3)

Mortgage

“We have used Marie for the last few years. She has helped secure great mortgage deals. She has been very patient and easy to work with. Positive Responsiveness, Professionalism, Value”

i

View Profile

Rebecca Forman - Forman Wealth Management

(16)

Pensions
Mortgage

“Rebecca was highly recommended by a friend of mine. She was incredibly professional and helpful when I got in touch. I couldn't be happier with the results from our meeting. Huge thanks again for all your help.”

i

View Profile

Zoe Taylor Chartered Financial Planning

(15)

For Children
Investing
Pension

“We always look forward to a visit from Zoe. Our financial problems decisions and sometimes daily worries are discussed and met with sound solutions. After Zoe has left we feel in a better place.”

i

View Profile

Moneyweb

(4)

“We have been clients of Moneyweb since moving to Scarborough in 2017. The service, from the whole team, has been first class and the advice and guidance which we have received from Paul Robinson has been consistently thoughtful and appropriate for ou...”

i

View Profile

Stones Wealth

(9)

Mortgage
Financial Advisor

“I was put in touch with Marta by a friend who reccomend her. From the off, Marta came across as very friendly and professional. Once I had committed to moving my pension she proved to be very determined in securing my funds from a company notoriously...”

i

View Profile

Richard Booth Wealth Management

(1)

“I was referred to Richard and his team by a work colleague as we had some funds to invest. When my husband and I met Richard we found him to be really helpful and explained things in easy to understand terms for us. We like that he has the backing ...”

i

View Profile

Financial Wealth Solutions Limited

“We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.”

i

View Profile

Yorkshire Premier Financial Services

“Bespoke financial planning from Leodis Wealth, now Amber River. Financial planning with Life Landscaping®”

i

View Profile

Steele Aspire Financial Management

“A big thank you to Tina for helping me plan my future as I head towards the big 60. Tina is not only warm and friendly but also highly professional in her approach. She has been great at listening to the ideas I had in my head, talking through what I...”

i

View Profile

Lifestyle Wealth Management

i

View Profile

Premium Financial Planning Services

(1)

Pensions, Savings & Investments, Equity Release

“Bill and now Lewis have found deals consistently cheaper and better than others over the last 5-10 years and several home and BTL mortgages and equity release - they have always delivered the best results for both myself and my wife. Happy to recomme...”

i

View Profile

Hedges & Co Accountants Beverley

(37)

Team
Financial
Understand

“As clients new to the self assessment process we found Amy's help invaluable in steering us through the system. Her advice was excellent and ensured that submitting our paperwork to HMRC was stress free. I would highly recommend Hedges and Co to anyo...”

i

View Profile

Del and Co Accountants

(15)

Payroll Services, Bookkeeping and Accountancy, Business Advice

“I went to see Del for a friendly and informative chat about starting a business and what I should be thinking about.. I was so grateful he took time out of his day to explain in plain English what my solutions could be.. Lovely experience!”

i

View Profile

Westlands Accountants

(8)

Corporation Tax Returns, Financial Accounts, Self Assessment Tax Returns

“Absolutely fantastic. The team are highly efficient and offer great bespoke packages. Accounts explain in plain and simple terms. Really down to Earth. Sorted out our small business accounts queries professionally and quickly.”

i

View Profile

Wolds Financial Planning

(2)

Mortgage Planning, Retirement Planning, Investment Planning

“As some of my pensions were under performing Graham advised on the benefit of consolidating all three pensions into one. He carried out a personal survey on my attitude to risk, advised on my options, and sorted out all the relevant paperwork in a ti...”

i

View Profile

Bounty Financial Planning

(2)

“Robert Bligh has been my financial advisor for 6 years. He has been extremally efficient, provided excellent investments for my needs and nothing is too much trouble. My options for investments have always been low risk and I know this can be more ...”

i

View Profile

Rixon Matthews Appleyard

(6)

Remortgage

“Really pleased with the entire process of renewing my mortgage and the overall work done by Stephen. Incredibly quick and efficient from our first call to the mortgage offer being approved. Always available to talk and any issues effectively and effi...”

i

View Profile

Newsham & Co

(1)

Cash Flow & Financial Planning, Accounting Services, Tax Returns Advice & Planning

“I've used Newsham & Co for roughly around four years after having terrible service from a well known local company. Absolutely fantastic service from both Heather and Lee. Communication is second to none, queries are answered promptly, and they eve...”

i

View Profile

Ashley Phillips

(1)

Financial Planning, Pensions, Savings & Investments

“Excellent service very professional”

i

View Profile

Dutton Moore

(1)

Financial Management, Personal Tax, Personal Accountancy

“Really nice people.... Helped me with Power of Attorney forms - Couldn't recommended them highly enough ! Thank you to Anne & team !!! X”

i

View Profile

Linkage Financial Solutions

(7)

Pension
The Future

“Ricardo was very helpful and reassuring when giving advice regarding a company pension scheme and very helpful completing the necessary forms during what has been a very stressful period for myself and family due to illness. Thanks for all your help ...”

i

View Profile

Prosperitas Wealth Planning Limited

(1)

“I'd highly recommend Prosperitas and in particular Anna Kilby who helped me start my retirement planning. I'm really pleased with the service and advice she provided, and will now be looking to move all my financial services management needs to Anna...”

i

View Profile

Yorkshire Building Society

(1)

“Nick & Janet worked overtime to help me get access to my savings account. Very friendly staff and very knowledgable.”

i

Average Cost	£3592
Minimum cost	£1198
Maximum cost	£10177
Avg Per Hour Rates	£361

Best Financial Advisors in Bridlington

The highest-rated Financial Planning & Wealth Management companies out of 41 vetted & reviewed in the Bridlington area.

Proactive Financial Management Limited

Burlington Financial

Rebecca Forman - Forman Wealth Management

Zoe Taylor Chartered Financial Planning

Moneyweb

Stones Wealth

Richard Booth Wealth Management

Financial Wealth Solutions Limited

Yorkshire Premier Financial Services

Steele Aspire Financial Management

Lifestyle Wealth Management

Premium Financial Planning Services

Hedges & Co Accountants Beverley

Del and Co Accountants

Westlands Accountants

Wolds Financial Planning

Bounty Financial Planning

Rixon Matthews Appleyard

Newsham & Co

Ashley Phillips

Dutton Moore

Linkage Financial Solutions

Prosperitas Wealth Planning Limited

Yorkshire Building Society

Retirement Planning and Investment Management Services in Bridlington Cost Estimates

Why these companies made our list

Wealth Management Advisors near Bridlington

Popular in Bridlington