Best Financial Advisors in Bury Saint Edmunds

Handpicked from 49 vetted & reviewed Financial Planning & Wealth Management firms in the Bury Saint Edmunds area, discover the top 5 elite providers among the selected group of 24 finalists.

Abbeygate Wealth Management

Abbeygate Wealth Management

(1)
Personal Cash and Borrowing, Investments, Retirement Income Forecast
“Fantastic, friendly service offering professional advice to help me make the most out of my investments. Really reassuring during these uncertain times - highly recommend!”
20+ Years Experience
Abbeygate House, 88/89 Whiting St, Bury Saint Edmunds IP33 1NX
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Churchgates

Churchgates

(50)
  • Number
  • Work
  • Management
“Churchgates provide a highly professional service with exceptional attention to detail. Throughout my dealings with them all staff have given me the utmost confidence that my best interests were always being taken care of.”
16-18 Langton Pl, Bury Saint Edmunds IP33 1NE
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Amas Investments

Amas Investments

(49)
  • Number
  • Call
  • Pension
“Sound honest advice that was provided in an easy to understand and friendly way. Will certainly be contacting Neil and the team again as and when our needs change in the future.”
10 Brunel Business Ct, Bury Saint Edmunds IP32 7AJ
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Metritá Wealth Management

Metritá Wealth Management

(32)
Equity Release, Business and Corporate Financial Planning, Long Term Care Planning
“My partner and I have used Merita Wealth Management since 2018 and would highly recommend. Emma is brilliant, professional and swift to respond. She will go the extra mile to help with queries, advise and explanation of products.”
Forbes Business Centre, 10 Kempson Way, Bury Saint Edmunds IP32 7AR
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St Edmundsbury Wealth Management

St Edmundsbury Wealth Management

(11)
Business Protection, Wealth Management, Financial Planning
“I have always received an excellent service from this company. Trustworthy, efficient, and a delight to deal with! Positive Quality, Professionalism, Value”
Flempton House, The Stables, Bury St Edmunds IP28 6EG
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
97.6 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
Jacobs Allen

Jacobs Allen

(13)
Accounting Services, Corporate Finance, Business Management
“I rang last week and was given absolutely fantastic advice from Keith about which way I needed to go with regards to registering my new business. Business partnership here we come. 5star service.”
XERO Certified
59 Abbeygate St, Bury Saint Edmunds IP33 1LB
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Beckett Investment Management Group

Beckett Investment Management Group

(2)
“High quality genuine financial advisors driven by a culture of long term client relationships.”
30+ Years Experience
Dettingen House, Dettingen Way, Bury Saint Edmunds IP33 3TU
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Thomas & Young Wealth Management

Thomas & Young Wealth Management

(8)
  • Advisor
  • Needs
  • Sound
“Jono was extremely helpful and conscientious. He was able to provide good sound advice and offer products to suit my specific needs. Very professional and respectful.”
In Business Since 2014
Risby Business Park, Newmarket Rd, Risby, Bury Saint Edmunds IP28 6RD
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Pigeon

Pigeon

(1)
“Good professional company and my experience with them has been fine”
146 King's Rd, Bury Saint Edmunds IP33 3DJ
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Pagerussell

Pagerussell

“Everyone has a number. It's different from person to person, depending on desired lifestyle, needs and ambitions, money in and money out. Our financial planning process helps you discover your number. You may have achieved it already but if you haven...”
Eagle House, Great Whelnetham, Bury Saint Edmunds IP30 0UN
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Sandford Financial Planning Limited

Sandford Financial Planning Limited

(3)
“Andrew has provided me with help and information that will help my mum make decisions about her finances and later her estate. Andrew has done this in a professional friendly manner and I hope that this leads to us doing further business. Much than...”
Offers Financing Options
23 Millfield Rd, Barningham, Bury Saint Edmunds IP31 1DX
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Peartree Wealth Management

Peartree Wealth Management

“Being truly independent means we research the whole financial market place to find the best solution to meet your needs, we are not constantly looking for opportunities to make sales but instead focus on how we can help you achieve your goals. Our ai...”
Serving Bury Saint Edmunds Area
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Brancaster House

Brancaster House

The Barn, 98 Risbygate St, Bury Saint Edmunds IP33 3AA
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Green Rose Financial Services

Green Rose Financial Services

“Independent Financial Advice Welcome to Green Rose Financial Services, located centrally between Bury St Edmunds and Newmarket, Suffolk. We offer bespoke personal financial advice specialising in investment and retirement planning.”
Bury Rd, Wickham Street, Newmarket CB8 8PD
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Oculus Wealth Management

Oculus Wealth Management

“We were originally introduced to the Oculus Chelmsford office by our accountant to talk about pensions and investments and we were very pleased with the quality of advice and the way in which it addressed both our personal and corporate needs. More r...”
Suite 5, Manchester House, 113 Northgate St, Bury Saint Edmunds IP33 1HP
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Ebcam

Ebcam

““We have been working with EBCam since August 2020, having engaged them to help us build on our existing employee benefit offering as well as to bring some additional rigour and support to the administration of the benefits. We have found them to be ...”
Unit 6 The Drift, Bury Saint Edmunds IP31 1SL
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Coldrey Wealth Management

Coldrey Wealth Management

“Whether you need a guiding hand with investments and pensions, advice planning your retirement or looking to preserve your wealth for younger generations, we will ensure your finances and goals are perfectly aligned.”
In Business Since 2017
88, 89 Whiting St, Bury Saint Edmunds IP33 1NX
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JM Finn

JM Finn

“We know that flexibility is key to helping financial advisers service their clients, so we have a range of investment solutions available to advisers, which leverage our award winning discretionary portfolio management services. The services listed h...”
In Business Since 1997
Family Business
60 Abbeygate St, Bury Saint Edmunds IP33 1LB
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Claas Financial Services Limited

Claas Financial Services Limited

Little Saxham, Bury Saint Edmunds IP28 6QZ
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Eastgate Financial

Eastgate Financial

“As a business we wanted to offer our staff the opportunity to have a pension that was more tailored to their needs rather than the off the shelf employer pension we were offering. We asked Eastgate if they could help and we were very pleased with the...”
Eastfield Cottage, Heath Farm Business Centre, Fornham All Saints, Bury St Edmunds, Bury Saint Edmunds IP28 6LG
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NKT Financial Solutions

NKT Financial Solutions

(12)
Savings & Investments, Protect What Matters, Retirement Planning
“Always get honest open feedback from these guys. Regular updates and always happy to answer a question. Would happily recommend. Positive Responsiveness, Professionalism”
Transparent Fees & Pricing
Free Initial Consultation
The Guineas, Suite 4-5, Rookery, Newmarket CB8 8EQ
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Matthew Douglas

Matthew Douglas

(10)
Divorce, Springboard Service, Financial Protection
“I have always found the staff very friendly, easy to talk to and very knowledgeable. All aspects of the investment is explained in language even I can understand.”
Serving Bury Saint Edmunds Area
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Seago & Stopps

Seago & Stopps

(4)
Taxation, Payroll and CIS Administration, Self Assessment
“We have changed our Accountants to Andy Stopps at Seago & Stopps, due to our last accountant not being accurate with our accounts and payroll. What a difference speaking to an expert in his field is, with precise answers and knowledge to help ensure ...”
Serving Bury Saint Edmunds Area
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Streets Chartered Accountants

Streets Chartered Accountants

“Streets are definitely our “Go to” about some of the complexities involved with Academy finances. This has been particularly useful for us during our growth phase. We always receive any information that we request in a timely fashion. I would recomme...”
Remote Consultations Available
Serving Bury Saint Edmunds Area
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Retirement Planning and Investment Management Services in Bury Saint Edmunds Cost Estimates

Minimum cost
£1202
Maximum cost
£10211
National Average
£3604
Avg Per Hour Rates
£362
£2403
£6608
Fair price range is based on 512 cost profiles
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Average Cost £3604
Minimum cost £1202
Maximum cost £10211
Avg Per Hour Rates £362

Fair range $2403 to $6608 is based on 512 cost profiles.

Why these companies made our list

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