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Best Financial Advisors in Burgess Hill

Handpicked from 45 vetted & reviewed Financial Planning & Wealth Management firms in the Burgess Hill area, explore the top 5 leaders in their field among the selected group of 24 finalists.

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Sterling Financial Services

Sterling Financial Services

(3)
“I first used Sterling Financial Services two years ago, and have used them again recently. They are so friendly and helpful and I received excellent financial advice. Darren's a genius! He sorted my finances out in no time and made it all so easy. Ma...”
In Business Since 2010
5 Church Rd, Burgess Hill RH15 9BB
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Knight Frank Finance

Knight Frank Finance

(50)
  • Consultant
  • Property
  • Efficient
“Andrew is fantastic - he is thorough but fast and really helped me out this year when an original offer fell through and I was really worried about whether we would find an affordable alternative.”
Transparent Fees & Pricing
Suite 1, 2nd floor, 2000 Cathedral Hill, Guildford GU2 7YL
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Accumulus Consulting Limited

Accumulus Consulting Limited

(34)
  • Property
  • Expert
  • Team
“Obtained very good and shrewd advice on my investment options. Their approach was very professional and insightful. Geoff , in particular, demonstrated great acumen when it comes to financial planning and I was impressed by his hands-on approach to ...”
In Business Since 2001
Serving Burgess Hill Area
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Wellesley

Wellesley

(29)
Faqs, Corporate Finance Advice, Her Wealth
“We used Adam Robinson to help us secure our first mortgage for our property. The whole process was made seamless and stress free with Adam being nothing but helpful throughout. Whenever we had a query Adam was able to answer with ease and a great lev...”
50 Victoria Rd, Burgess Hill RH15 9LH
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Family Law Partners

Family Law Partners

(29)
  • Team
  • Divorce
  • Financial
“Highly recommended. Over the course of 24 months Hazel advised and supported me through the complexities and sometimes emotional difficulties of the divorce process. Taking a highly ethical stance she always took into account my financial position an...”
In Business Since 2010
5, Clifton Mews, Clifton Hill, Brighton and Hove, Brighton BN1 3HR
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
99.2 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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Mid Sussex Mortgages

Mid Sussex Mortgages

(12)
  • Professional
“I highly recommend Chris for your mortgage needs. He helped me secure a shared ownership property. He kept the process running as smoothly and quickly as possible and was always knowledgable, helpful and friendly. His positivity was contagious. Thank...”
In Business Since 2016
14 Firtoft Cl, Burgess Hill RH15 8EE
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Experium Financial Services

Experium Financial Services

(16)
  • Team
  • Knowledge
  • Financial Advice
“Nigel is one of the best financial advisors around and ensures he's gives financial advice tailored to the individual needs of his clients. He is experienced and knows his stuff. Highly recommend Nigel.”
Malthouse Cottages, 122-124 Wish Hill, Willingdon, Eastbourne BN20 9HL
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Libra Wealth Management

Libra Wealth Management

(4)
Business Services, Specialist Sectors, Personal Accountants
“Nice company, friendly and helpful and professional. Have a good sense of humour Need to do more with Christmas decs though.😀 …”
In Business Since 2004
Serving Burgess Hill Area
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Calder Davis Wealth Management

Calder Davis Wealth Management

(8)
  • Pensions
“It's about peace of mind... From pensions & savings to IHT & LPA's having experts to hand that you know, like & trust is worth way more than searching on google... Thoroughly recommend Jamie, George & the team.”
Serving Burgess Hill Area
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Wealth Generation

Wealth Generation

(1)
“David and his wife are helpful, personable and knowledgeable. Highly recommended, will definitely be calling upon in the future”
In Business Since 2017
Serving Burgess Hill Area
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T K Gurr Financial Planning

T K Gurr Financial Planning

(1)
“I cannot recommend Tim highly enough. He's very personable, knowledgeable and broke it all down for me to understand the world of finance better”
Transparent Fees & Pricing
Serving Burgess Hill Area
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CPM Accountants

CPM Accountants

(10)
  • Management
“Having completed a relatively simple self-assessment last year, when I had only been self-employed for a few months, I attempted to do my own again this year. Hmmm....I quickly decided the online forms might as well be in another language for all th...”
Serving Burgess Hill Area
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Adams & Bowles Wealth Management

Adams & Bowles Wealth Management

(5)
“I had a visit from Daniel Bowles yesterday concerning my pension with another company that I wish to move. He is a very pleasant young man who explains everything well using plain English and seemed to know his job very well and hopefully will be ab...”
Serving Burgess Hill Area
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Reef Financial Consulting

Reef Financial Consulting

(2)
“Would like to thank Dave and his team for all the help and advice. If you have anything related to financial services go and visit these people , they friendly and approachable, never to early to plan your retirement, will recommend to friends and...”
In Business Since 2015
Serving Burgess Hill Area
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DB Wealth Planning & Preservation

DB Wealth Planning & Preservation

Wealth Preservation, Wealth Planning
“Wealth Preservation incorporates wills & trusts. Work Optional Lifestyle Financial Planning TM incorporates cashflow modelling. Neither service is regulated by the Financial Conduct Authority. If our experience indicates that efficiencies could be ma...”
Worth Corner, Turners Hill Rd, Crawley RH10 7SL
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Charlton Wealth Management

Charlton Wealth Management

Retirement Planning, Corporate Financial Planning, Cash Flow Planning
“Charlton Wealth Management is a privately owned Independent Wealth Management Practice, offering unbiased Financial Planning Services to Private Clients, Businesses and Trusts.”
In Business Since 2017
Serving Burgess Hill Area
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Ray Elliott Financial Management

Ray Elliott Financial Management

(1)
“Awesome!”
Serving Burgess Hill Area
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Hamblin-Martin Financial

Hamblin-Martin Financial

The Bullpen, Bulrushes Farm, Coombe Hill Road, East Grinstead RH19 4LZ
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Chartham Financial Planning Limited

Chartham Financial Planning Limited

“" As a client of Chartham FP, I feel in safe hands. It's extremely reassuring to know that my best interests are being taken care of. The service is personal and efficient and I know there is always someone on the end of the phone if I have a query.”
25+ Years Experience
Coombe Hill Road, East Grinstead RH19 4LZ
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Specialist Company Restructure

Specialist Company Restructure

“Hairdresser August 2022 "Specialist Company Restructure showed us a lot of empathy, which we appreciated. They went over and above making sure we were kept informed and understood the whole process””
In Business Since 2013
KBF House, 55 Victoria Rd, Burgess Hill RH15 9LH
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Integrated Investments

Integrated Investments

“We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achie...”
West Hill Cottage, Bagshot Road, Brookwood, Woking GU24 0EY
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Rosan Helmsley

Rosan Helmsley

Mortgages, School Fees Planning, Insurance
“The event was a resounding success on a beautiful day, featured 16 European tour winners including the hosts – Andy Sullivan and Paul Waring – as well as a number of rising stars in the mens and ladies game such as Georgia Hall, Charley Hull and Inci...”
Transparent Fees & Pricing
In Business Since 2000
1000 Cathedral Square, Cathedral Hill, Guildford GU2 7YL
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The Metcalf IFA Consultancy

The Metcalf IFA Consultancy

- Pensions, - Business Insurance, - General Insurance
“I have had a relationship with the Metcalf Wealth Managers team since 2017, and they have been very helpful in amalgamating various personal pension schemes into a SIPP and another longer-term pension structure. The team have also been integral regar...”
Serving Burgess Hill Area
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Greysmere Associates

Greysmere Associates

“We welcome new clients and do not charge for our first discussion with you. This initial meeting gives you the opportunity to get to know us, and feel comfortable dealing with us, and for us to establish whether or not we can, in fact, help you with ...”
Transparent Fees & Pricing
In Business Since 2009
Serving Burgess Hill Area
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Retirement Planning and Investment Management Services in Burgess Hill Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Average price range is based on 468 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 468 cost profiles.

Why these companies made our list

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