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Need Financial Planning

(25)

Meeting
Pensions
Team

“Have been dealing with James and Need FP for last 3 years and found them to be accessible, helpful in explaining matters and actioning any requests as well as making suggestions regarding my pension”

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𝗨𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱𝗶𝗻𝗴 𝘁𝗵𝗲 𝗠𝗼𝗿𝘁𝗴𝗮𝗴𝗲 𝗪𝗼𝗿𝗹𝗱: 𝗪𝗵𝗮𝘁 𝗶𝘀 𝗮 𝗠𝗼𝗿𝘁𝗴𝗮𝗴𝗲 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻? 🤔👇 Before a mortgage provider can lend to you, they will need to carry out their own assessment of how much the property is worth by completing a 'mortgage valuation'. A mortgage valuation is not the same as a 𝘀𝘂𝗿𝘃𝗲𝘆, it will not provide you (the buyer) with any indication or details of potential issues or repairs - you will need to instruct your own survey to obtain a detailed inspection of the property.

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The Harvest Partnership

“The objective: Put clients in the fully informed position of knowing their income is sufficient and sustainable throughout their retirement. With care, and subject to certain criteria and future legislation, it is possible to manage arrangements for ...”

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Financial Escape

(3)

“Absolutely no hesitation whatsoever in recommending Zac and Phil as trustworthy, ethical and well-informed advisors. Not certain what kind of axe the one star reviewer had to grind(?) but we do know them and this person obviously has not worked with...”

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Green Lane Financial Planning

“From my initial telephone conversation and subsequent zoom meeting with Sarah, she knew instantly what I had hoped to achieve. I was more than happy to proceed after receiving a detailed review along with reasoned recommendations tailored to my risk ...”

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MMP Financial Planning

Business Protection, Investments, Pensions

“We are proud to offer a service which puts your needs at the centre of what we do. Our business is not allied with any financial services product provider so we are under no pressure to recommend products or providers and in many cases our advice is ...”

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Oyster Financial Solutions

(9)

Financial Calculators, Market Data, My Portfolio

“Had my insurance renewed by oyster finance. A lovely lady called Georgina helped me, she got me exactly the cover I needed at a price that I could afford. Georgina was polite, very helpful and had a good sense of humour. She kept me informed all the...”

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Acorn Bowman Finance & Investment Management

(7)

“Acorn Bowman Finance & Investments are a totally client focused organisation. I have found all their staff to be very friendly, supportive, honest and efficient. Nothing is too much trouble and they see things through to the end. I would have no t...”

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Chris French Independent Financial Adviser

(4)

“My partner and I initially had an appointment with Chris as we were first time buyers. The advice and information Chris gave us was invaluable, we left armed with knowledge we didn't have prior as well as print outs with all the information needed. ...”

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County Associates

(2)

“Quick, very friendly and super professional. Definitely recommend”

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M&C Financial Services Limited

(1)

“A very helpful and honest service. I have used Neil time and time again. I would recommend him without reservation.”

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Lancaster-Hill Investment Management

(2)

Life Assurance, Savings & Investments, Financial Planning

“Professional, great quality advice on a range of financial products. Mike and Jo are extremely responsive and incredibly helpful. I would not hesitate to use their services again.”

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Wealth Planning Associates

(2)

“Amy at Wealth Planning Associates has provided me with ongoing excellent mortgage advice and more recently Doug Young has provided my mother with advice on Equity Release. He was really helpful and explained everything clearly so we both understood ...”

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Meridian Financial Planning

(1)

“I am a local property lawyer and highly recommend Andrew to clients. He goes the extra mile to assist clients in obtaining finance. He also assists during the process to ensure that the transaction is as smooth as possible.”

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Throgmorton Private Capital

Mortgages and Equity Release, Protection For You and Your Family, Services

“IFAs give unbiased and unrestricted professional advice about the whole range of financial products from all the different companies. Throgmorton, established in 2002, is rated by Plimsoll to be among the UK's leading and strongest IFAs. We are autho...”

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Premier Financial Services

(2)

“Anthony Ellis at PFS did a fantastic job and totally hassle free. I am happy to recommend Premier Financial Services SE Ltd.”

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Absolute Financial Management

(1)

“Victoria Smith was very professional with helping to arrange my new mortgage, she was also very good at explaining to me how it all worked in a way that really made sense, I felt very confident that she had found the best deal for me and did such a g...”

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Mortgage Sense

“We offer both mortgage and insurance advice. We will research, advise and implement the right solution for your specific needs and requirements. Reviewing the whole of the market for mortgages and using a panel of leading insurers for your protection...”

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One 2 One Financial Advice

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The Pension Review Service

Pension Drawdown, Pension Review, Retirement Planning

“From the moment we contacted Fathom Financial the service has been excellent. Courtesy of Chloe we were kept fully informed of progress without the need to request an update. Victoria is just fab; approachable, friendly, professional and most importa...”

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Lakin Clark Financial Planning

, Financial Planning, Life Assurance

“Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dre...”

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Verum Financial

“We would like to help you achieve your goals, whatever they are. Our friendly, professional team will help you understand your current financial situation and provide a holistic strategy to get your financial plans structured in the right way for you...”

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Friendly Cat Family

(1)

“Awesome as usual”

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Westbrook Financial Services

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

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ML Wilkinson Wealth Management

“We have been working with Neil for 6 months and are really impressed with his service, great attention and thoroughly trustworthy advice. Nothing is too much trouble and he applies no pressure. In the short time we have had our investments with St. J...”

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

Best Financial Advisors in Broadstairs

The highest-rated Financial Planning & Wealth Management companies out of 66 vetted & reviewed in the Broadstairs area.

Need Financial Planning

The Harvest Partnership

Financial Escape

Green Lane Financial Planning

MMP Financial Planning

Oyster Financial Solutions

Acorn Bowman Finance & Investment Management

Chris French Independent Financial Adviser

County Associates

M&C Financial Services Limited

Lancaster-Hill Investment Management

Wealth Planning Associates

Meridian Financial Planning

Throgmorton Private Capital

Premier Financial Services

Absolute Financial Management

Mortgage Sense

One 2 One Financial Advice

The Pension Review Service

Lakin Clark Financial Planning

Verum Financial

Friendly Cat Family

Westbrook Financial Services

ML Wilkinson Wealth Management

Retirement Planning and Investment Management Services in Broadstairs Cost Estimates

Why these companies made our list

Wealth Management Advisors near Broadstairs

Popular in Broadstairs