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Best Financial Advisors in Caernarfon

The highest-rated Financial Planning & Wealth Management companies out of 44 vetted & reviewed in the Caernarfon area.

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75point3

75point3

“Over the past two decades, we have established strong collaborations with accountants, solicitors, stockbrokers, estate agents and various other professionals. Our aim has been to enhance the services provided by our partners by offering our expertis...”
Family Business
Offers Financing Options
17 Castle Square, Caernarfon LL55 2NE
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Morgan's Financial & Mortgage Services

Morgan's Financial & Mortgage Services

(22)
Commercial Insurance, Life Insurance, Buy to Let
“I had my appointment with Dave Morgan yesterday, he immediately put me at ease, spending a long time and a lot of patience working with me to understand and get the best outcomes for my pensions and life insurance. Nothing was too much trouble. I h...”
Serving Caernarfon Area
Featured

🌟 Explore Equity Release with Morgan's Financial and Mortgage Services Thinking about unlocking the value in your home? At Morgan's Financial and Mortgage Services, we specialise in equity release solutions for those over 55. Transform your property's equity into tax-free cash while continuing to enjoy your home. Our expert team is here to guide you through every step, ensuring a secure and comfortable future.

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Parry & Co

Parry & Co

Personal Services, Specialist Sectors, Business Services
“Welcome to Parry & Co, Chartered Accountants in Anglesey, North Wales, providing a personalised service to local business owners and individuals.”
Free Initial Consultation
Serving Caernarfon Area
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Sterling Independant Financial Advisers

Sterling Independant Financial Advisers

(1)
“Very helpful and a very good service thank you”
Serving Caernarfon Area
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Jones Financial Services

Jones Financial Services

(1)
“Great advice and extremely helpful. Diolch 👍 …”
Serving Caernarfon Area
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D J Lawrence & Associates

D J Lawrence & Associates

“Established in 1976, we are proud to have many clients who have retained our services over a number of decades.”
Serving Caernarfon Area
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Andrew Hughes Wealth Management Cyf

Andrew Hughes Wealth Management Cyf

“I first heard of Andrew Hughes Wealth Management when they came to give good advice at a local dementia group. This led to my contact with them just before my husband died a year ago. I found them friendly, sensitive to my personal needs, and thoroug...”
13 Llys Castan, Parc Menai, Bangor LL57 4FH
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Tina Owen Financial Planning

Tina Owen Financial Planning

(19)
  • Confidence
  • Language
  • Understand
“Tina is an absolutely fabulous person, so caring and professional, gives good sound advice but doesn't lose the professional touch, she truly is interested in looking after you, making sure everything is covered. I would have no hesitation in recomm...”
Serving Caernarfon Area
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Portal Financial Management

Portal Financial Management

Tax Planning Advice, Ongoing Portfolio Reviews, Annual Valuations of Invested Assets
“Portal Financial Management Ltd is an appointed representative of pi financial ltd, Company Number 3556277. pi financial ltd is authorised and regulated by the Financial Conduct Authority (”
Transparent Fees & Pricing
25+ Years Experience
Serving Caernarfon Area
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Bowden Financial Planning

Bowden Financial Planning

(19)
  • Questions
  • Mortgage
“Having been messed around by another company for 12 weeks with no progress I tried John. Within 2 weeks my re mortgage was almost complete. Super fast service, replies to queries same day, I totally trust his honesty and professionalism. 5 stars aren...”
Serving Caernarfon Area
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Peter Johnson Financial Planning

Peter Johnson Financial Planning

(5)
  • Financial Advisor
“I've had Peter looking after my financial affairs for 20yrs and I couldn't be more happier the long term benefits Peter helped me with for my retirement first-class”
Offers Financing Options
Serving Caernarfon Area
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Beardmore & Co Independent Financial Advisers

Beardmore & Co Independent Financial Advisers

(3)
Estate Planning, Pensions, Capital Investments
“Very good service , open and honest with all pros and cons of moving my pension many many thanks”
Serving Caernarfon Area
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Spillane & Co. Wealth Management

Spillane & Co. Wealth Management

(2)
“Great Financial advice enabling my wife and I to plan ahead and retire early. Positive Responsiveness, Professionalism”
Serving Caernarfon Area
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JNS Financial

JNS Financial

(7)
“James Sudworth ran our equity release case with enthusiasm. He is really "with it" and our case ran smoothly. He is clearly very active in this fast moving area. We are very grateful to him, Iskra Holstein Aberystwyth.”
Serving Caernarfon Area
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Earley Wealth Management

Earley Wealth Management

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

Alban Financial Management

“As an Independent Financial adviser in Colwyn Bay, we will help you to plan your finances and arrange them so they fit into your aims and aspirations. We can ensure that you money is always working for you – this could be by reviewing your investment...”
Serving Caernarfon Area
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Sanlam Wealth

Sanlam Wealth

(10)
  • Family
  • Financial
  • Adviser
“I have been dealing with Daniel Jones for a number of years and have always found the advice and attention to detail exceptional. Daniel has always made himself available and always produced advice that is suitable to our personal circumstances. If y...”
Serving Caernarfon Area
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75point3 Saint Asaph

75point3 Saint Asaph

(1)
“Always very helpful .. we always deal with Antonia Martins .and she hasn't let us down yet ..always makes us feel at easy and always receive good advice Thank you Antonia x”
Family Business
Offers Financing Options
Serving Caernarfon Area
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LL Financial Solutions

LL Financial Solutions

(5)
  • Mortgage
  • Team
“Great advice and feed back from Fiona. Lovely team!”
High St, Rhuddlan, Rhyl LL18 2UA
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RPG Chartered Financial Planners

RPG Chartered Financial Planners

“I started using RPG on the advice of my bank when I started my own limited company. They have guided me through potential pitfalls in such a friendly manner that, even though our relationship has always been professional, I still consider them as fri...”
Serving Caernarfon Area
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Martin McCudden, Dip Pfs, CII Cert, Financial Adviser

Martin McCudden, Dip Pfs, CII Cert, Financial Adviser

(3)
“Martin offers a truly lovely, personal and professional service. I found his way of talking over all our financial provisions easy and practical. He made getting a mortgage hassle free, and somehow made getting a pension interesting. Meetings with Ma...”
Free Initial Consultation
Serving Caernarfon Area
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J S Jones IFA

J S Jones IFA

“WELCOME TO J S JONES IFA LTD J S Jones IFA Ltd is a well established firm of Independent Financial Advisers who specialise in personal financial planning. As independent financial advisers, we are not tied to any particular investment company or prod...”
Serving Caernarfon Area
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Morris Financial Management

Morris Financial Management

(2)
“I'm so grateful to Morris Finance for having such amazing people like Tabitha on their team. They provided exceptional service and made my experience truly outstanding. Thank you !! ☺️”
Serving Caernarfon Area
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Robinson Rice Associates Limited

Robinson Rice Associates Limited

(1)
Business Compliance, Audit, Taxation
“Very friendly staff”
In Business Since 1996
Serving Caernarfon Area
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Retirement Planning and Investment Management Services in Caernarfon Cost Estimates

Minimum cost
£1120
Maximum cost
£9511
National Average
£3357
Avg Per Hour Rates
£337
£2239
£6155
Typical price range is based on 497 cost profiles
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Average Cost £3357
Minimum cost £1120
Maximum cost £9511
Avg Per Hour Rates £337

Typical range $2239 to $6155 is based on 497 cost profiles.

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