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.

Churchgates

Churchgates

(29)
Mortgage Advice Service in Bury St Edmunds, Financial Planning Services in Bury St Edmunds, Accounts
“Efficient and competent service provided. Will worked diligently to sort out my income tax which had defeated me. He also recognised I was due a couple of rebates which had I not used this service, I would never have known I was due. Would wholly rec...”
Transparent Fees & Pricing
16-18 Langton Pl, Bury Saint Edmunds IP33 1NE
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Metritá Wealth Management

Metritá Wealth Management

(26)
Equity Release, Business and Corporate Financial Planning, Long Term Care Planning
“We've had such a positive experience applying for our first mortgage with Metrita Wealth Management. I couldn't recommend them enough. Lucinda was friendly, quick to respond to us at all times, answer any questions that we had & always explained the ...”
Forbes Business Centre, 10 Kempson Way, Bury Saint Edmunds IP32 7AR
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Amas Investments

Amas Investments

(29)
  • First Time Buyers
  • Property
  • Communication
“Adam Kemp @ AMAS has worked with us from the very start of our house buying journey and arranged each of our subsequent remortgages. Having consistent help over the last 8 years has made navigating some of these processes and procedures so much easi...”
10 Brunel Business Ct, Bury Saint Edmunds IP32 7AJ
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Jacobs Allen

Jacobs Allen

(14)
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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St Edmundsbury Wealth Management

St Edmundsbury Wealth Management

(9)
Business Protection, Wealth Management, Financial Planning
“I have received an excellent service from Russell at St Edmundsbury Wealth Management over the past few years. He is highly professional, incredibly knowledgeable and always happy to answer questions.”
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
96 (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
Abbeygate Wealth Management

Abbeygate Wealth Management

Personal Cash and Borrowing, Investments, Retirement Income Forecast
“Some uncertainty and volatility returned to markets last week, but investors' worries were put into stark perspective by the tragic earthquake disaster in Turkey and Syria. Markets retreated early in the week as investors reflected on the surprisingl...”
20+ Years Experience
Abbeygate House, 88/89 Whiting St, Bury Saint Edmunds IP33 1NX
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Beckett Investment Management Group

Beckett Investment Management Group

(1)
“High quality genuine financial advisors driven by a culture of long term client relationships.”
20+ Years Experience
Dettingen House, Dettingen Way, Bury Saint Edmunds IP33 3TU
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Pigeon Investment Management

Pigeon Investment Management

(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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AFL Financial Strategies Limited

AFL Financial Strategies Limited

(4)
“The whole team have been fantastic to deal with.No obstacle is too difficult and been supportive through out and product and market knowledge has been top notch. Special mention to Jemma Benton who without I personally would of given up by now.”
Risby Business Park, B1, Newmarket Rd, Risby, Bury Saint Edmunds IP28 6RD
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Thomas & Young Wealth Management

Thomas & Young Wealth Management

(3)
“My wife and I have recently used Thomas & Young Wealth Management for advice and guidance around our personal protection plan. Our advisor and all of the staff there have been incredibly helpful and attentive during the process and beyond. Along with...”
Risby Business Park, Newmarket Rd, Risby, Bury Saint Edmunds IP28 6RD
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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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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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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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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.”
88, 89 Whiting St, Bury Saint Edmunds IP33 1NX
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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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Claas Financial Services Limited

Claas Financial Services Limited

Little Saxham, Bury Saint Edmunds IP28 6QZ
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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 1 The Drift, Fornham St Martin, Bury Saint Edmunds IP31 1SL
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Chevening Financial

Chevening Financial

In Business Since 2008
95 Northgate St, Bury Saint Edmunds IP33 1HY
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De Yoma Accounts

De Yoma Accounts

82a James Carter Rd, Mildenhall, Bury Saint Edmunds IP28 7DE
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Plummer and Associates

Plummer and Associates

“At Plummer & Associates, we provide private individuals and businesses throughout the United Kingdom with a point of contact when looking for information regarding financial products and services, and assist with their wide range of financial plannin...”
1 Peasecroft Rd, Ixworth, Bury Saint Edmunds IP31 2EZ
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TFA Partners

TFA Partners

(4)
“Worked with Ollie for a few years now! Outstanding and professional goes above and beyond I do and will always recommend TFA”
In Business Since 2020
Transparent Fees & Pricing
Serving Bury Saint Edmunds Area
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NKT Financial Solutions

NKT Financial Solutions

(11)
Savings & Investments, Protect What Matters, Retirement Planning
“I wanted to take a moment to say how impressed I was with the level of service received from these guys! Very informative - no pushiness - extremely helpful. Highly recommended.”
Transparent Fees & Pricing
Free Initial Consultation
Suite 4-5, Rookery House, Newmarket CB8 8EQ
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Fletcher Thompson Chartered Accountants

Fletcher Thompson Chartered Accountants

(4)
Cloud Solutions, I'm an Individual, I’m an Established Business
“I'm delighted that I swapped to Fletcher Thompson. Kathryn and her team have been supporting me, and my businesses for quite a few years now. There are many things that I value about Kathryn, her business and her team. Kathryn is accessible; she'l...”
Serving Bury Saint Edmunds Area
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Streets - Bloodstock Accountants

Streets - Bloodstock Accountants

“Streets Bloodstock brings together the specialist knowledge, expertise and experience of the Partners and team at Streets Chartered Accountants, the well-established practice of Mill House Bloodstock led by Robert Levitt and widely acclaimed work of ...”
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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