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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.”

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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.”

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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.”

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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”

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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.”

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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!”

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Beckett Investment Management Group

(2)

“High quality genuine financial advisors driven by a culture of long term client relationships.”

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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.”

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Pigeon

(1)

“Good professional company and my experience with them has been fine”

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Pagerussell

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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...”

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Peartree Wealth Management

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Brancaster House

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Green Rose Financial Services

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Oculus Wealth Management

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Ebcam

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Coldrey Wealth Management

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JM Finn

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Eastgate Financial

Featured

⭐ What do you enjoy doing outside of work?n_n_nI am married to Kori, a primary school teacher and chaplain in Ipswich. We love going on walks with Jackson our Border Collie and spending time with our friends and family. I am a co-leader of the Music Team and Treasurer at Bridge Communities Ipswich. I enjoy playing for and managing the A-Team for Sporting 87 Football Club, as well as playing golf and I am a massive Ipswich Town fan.

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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”

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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.”

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Streets Chartered Accountants

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Paul Ward Dippfs - Financial Planning Consultant

(1)

“I enjoyed my financial review and felt comfortable talking about my finances. I had a clear explanation of my pension and investments. I'm looking forward to regular meetings and advice. Highly recommended. Thank you Paul.”

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Brightside Wealth Management

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Average Cost	£3604
Minimum cost	£1202
Maximum cost	£10211
Avg Per Hour Rates	£362

Best Financial Advisors in Bury Saint Edmunds

The highest-rated Financial Planning & Wealth Management companies out of 49 vetted & reviewed in the Bury Saint Edmunds area.

Churchgates

Amas Investments

Metritá Wealth Management

St Edmundsbury Wealth Management

Jacobs Allen

Abbeygate Wealth Management

Beckett Investment Management Group

Thomas & Young Wealth Management

Pigeon

Pagerussell

Sandford Financial Planning Limited

Peartree Wealth Management

Brancaster House

Green Rose Financial Services

Oculus Wealth Management

Ebcam

Coldrey Wealth Management

JM Finn

Eastgate Financial

NKT Financial Solutions

Matthew Douglas

Streets Chartered Accountants

Paul Ward Dippfs - Financial Planning Consultant

Brightside Wealth Management

Retirement Planning and Investment Management Services in Bury Saint Edmunds Cost Estimates

Why these companies made our list

Wealth Management Advisors near Bury Saint Edmunds

Popular in Bury Saint Edmunds