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Best Financial Advisors in Canterbury

Handpicked from 54 vetted & reviewed Financial Planning & Wealth Management firms in the Canterbury area, discover the top 5 elite providers among the selected group of 24 finalists.

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Women's Wealth

Women's Wealth

(17)
  • Information
  • Sound
  • Future
“A huge thank you to Siafra and Sam for getting my finances in order, I would have never have gotten around to doing it myself! From merging multiple pensions, to investing savings, and understanding how my retirement might look financially they have...”
Canterbury Innovation Centre, University Rd, Canterbury CT2 7FG
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Girlings Solicitors

Girlings Solicitors

(25)
  • Transaction
  • House
  • Sale
“We were looking for a local solicitors where we could get a Will done for my Mum. When we approached Girlings, we were instantly made to feel welcome. We dealt with Paul Hill who was extremely professional and knowledgable. We would definitely recomm...”
In Business Since 1999
16 Rose Ln, Canterbury CT1 2UR
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Pentins Financial Planners

Pentins Financial Planners

(9)
  • Decisions
  • Financial Advice
  • Information
“Extremely happy with the advice and help I get from Mick and Dan. Everything is explained and I trust them both to work with my best interest in all decisions that are taken.”
Free Initial Consultation
Canterbury Innovation Centre, University Rd, Canterbury CT2 7FG
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Huggins Wealth Management

Huggins Wealth Management

(1)
Investments, Life Assurance, Inheritance Tax
“I highly recommend using Huggins Wealth Management. Paul is an incredibly knowledgeable Financial Planner who is friendly and provides straight forward advice that is easy to understand. Excellent service”
Transparent Fees & Pricing
Canterbury Innovation Centre, University Rd, Canterbury CT2 7FG
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Whitehead Monckton

Whitehead Monckton

(11)
  • House
“Contacted Lydia Ashman with an urgent matter that was time sensitive, deadline was met with time to spare, was kept informed all of the way through to completion, I would highly recommend Lydia & Whitehead Monckton.”
Transparent Fees & Pricing
32-33 Watling St, Canterbury CT1 2AN
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
98.7 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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Craven Street Wealth

Craven Street Wealth

(4)
“Tarvos Wealth have been fantastic in giving advice about our pensions. They did all the investigations and paperwork involved in consolidating our previous pensions and gave sound advice on how best to go about future investments. We were kept updat...”
In Business Since 2021
20, 22 Watling St, Canterbury CT1 2UA
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Pharon Independent Financial Advisers

Pharon Independent Financial Advisers

(1)
Types of Advice Given, Advice Process
“Well established and proudly independent financial advisors. Staff are polite and professional”
Lawrence House, Summer Hill, Harbledown, Canterbury CT2 8GT
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Canterbury Accounting

Canterbury Accounting

Cloud Accounting, Audit and Assurance, Payroll Services
“Accounting and taxation firms offer a wide range of services tailored to individuals and businesses. These services include tax planning, compliance, and preparation of tax returns. Additionally, we can offer assistance with bookkeeping, management a...”
Free Initial Consultation
77, Canterbury Innovation Centre, University Rd, Canterbury CT2 7FG
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The Langridge Partnership

The Langridge Partnership

In Business Since 2000
25 Watling St, Canterbury CT1 2UD
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Absolute Financial Management

Absolute Financial Management

(7)
  • Mortgage
  • Future
  • Savings
“An excellent service. Helped us sort out a new Mortgage and also helped with future planning with regards to pensions and savings. We will continue to use Absolute Financial Management”
75 High St, Ashford TN24 8SN
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County Associates

County Associates

(2)
“Quick, very friendly and super professional. Definitely recommend”
43 Maple Leaf Business Park, Columbus Ave, Manston, Ramsgate CT12 5GD
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Marble Financial Planning

Marble Financial Planning

(50)
  • Options
  • Future
  • Family
“Absolutely faultless from start to finish. Very helpful, knowledgeable, honest, professional and knew exactly where to go to get the best deal. Kerry was fantastic and kept us up to speed the whole way through the process. I would recommend marble to...”
In Business Since 2013
Unit 4, Markerstudy Business Park, Whitstable CT5 3FD
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Squiggle Consult

Squiggle Consult

(48)
  • Know
  • Meeting
  • Amendments
“David was very friendly and helpful and made us feel very comfortable talking about situations we didn't really want to think about. Would highly recommend.”
In Business Since 2020
Serving Canterbury Area
Featured

This bank holiday, you maybe out for a long walk with your faithful canine companion or sat at home watching a film with your feline friend curled up on the sofa next to you. However you are spending your bank holiday, don't forget to include your furry friends in your Will. By doing so, you secure their future with a trusted caregiver, provide financial support, avoid uncertainty, and preserve their bond with you.  Give Squiggle Consult a call regarding pet estate planning to ensure your pets are well taken care of.  #SquiggleConsult #PetEstatePlanning #SecureTheirFuture #LoveForOurPets...

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Frederic Hall Solicitors

Frederic Hall Solicitors

(48)
Residential Conveyancing, Family, Wills, Trusts and Estate Administration
“They dealt with two matters recently. A house sale for us as executors and putting in place a charge relating to a loan to our daughter for a house purchase. Both transactions managed very professionally.”
Transparent Fees & Pricing
York House, 32 Cheriton Gardens, Folkestone CT20 2UR
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Mercury Financial Solutions

Mercury Financial Solutions

(50)
Corporate Planning, Equity Release, Automatic Enrolment
“Chris is professional, provides excellent advice and is always responsive. He has enabled us to start our portfolio and supported us with pension choices. Highly recommended. Tanya Spain Positive Responsiveness, Quality, Professionalism, Value”
Clover House, 1 Thanet Way, Whitstable CT5 3QZ
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Acumen Financial Consulting

Acumen Financial Consulting

(22)
  • House
  • Knowledge
  • Insurance
“Recently received advice with a mortgage via Acumen and the service has been first class from start to finish. I couldn't recommend Ben and the team enough!”
36 Bouverie Square, Folkestone CT20 1BA
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Howard Financial Planning

Howard Financial Planning

(30)
  • Pension
  • Up to Date
  • Future
“Mark has provided us with the highest level of financial advice over the past 8 years. We totally trust him and he has invested a huge amount of time in understanding our requirements and plans. We are in safe hands.”
Clover House, Thanet Way, Whitstable CT5 3QZ
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Oyster Financial Solutions

Oyster Financial Solutions

(16)
Financial Calculators, My Portfolio, Research Links
“Couldn't have asked for a more helpful Mortgage Advisor! Joe helped my partner and myself with everything to get us ready for our first home, and we really couldn't have done it without Joe! Any query or worry I had Joe was so quick to put my mind at...”
109 Mortimer St, Herne Bay CT6 5ER
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Scarlett Financial Services

Scarlett Financial Services

(11)
“I recommend this firm, they provide very helpful advice and always find the best deals at a very reasonable cost. I had the pleasure of dealing with Matt, providing me with amazing results and always with helpful advice.”
15+ Years Experience
Free Initial Consultation
35 Sandyhurst Ln, Ashford TN25 4NS
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Aims Financial

Aims Financial

(11)
  • Knowledge
  • Phone
  • Mortgage Broker
“I came to see Dylan as I had many pension pots and was unsure what to do with them or what they were worth. Dylan put my mind at rest and sorted it out for me in a very timely and professional manner. I now have a clear understanding of the direction...”
In Business Since 2015
Suite 1, Caxton House, Wellesley Rd, Ashford TN24 8ET
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Acorn Bowman Finance & Investment Management

Acorn Bowman Finance & Investment Management

(8)
“I have been with Acorn Bowman Finance for the past ten years. When i retired. All my financial options were explained to me at that time. I have remained with them because at anytime i have any concerns about my financial situations, i can contact th...”
In Business Since 2004
The Chapel, 51 High St, Minster, Ramsgate CT12 4BT
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Magee Gammon Chartered Accountants

Magee Gammon Chartered Accountants

(4)
Payroll & Company Secretarial Services, Consultancy, Audit
“Outstanding service and support from Andrew and the team over the last four years. The knowledge and personal service at Magee Gammon far surpasses anything we've experienced before.”
In Business Since 1999
Henwood House, Henwood, Ashford TN24 8DH
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Financial Advice & Services

Financial Advice & Services

(3)
Long Term Care, Mortgages & Protection, Investments & Savings
“Have just read the comments made below and am quite frankly astounded by the content. I became a client of FAS in 1991 and they have looked after both my company and personal investments since that date. I have found their customer care to exceed ...”
30+ Years Experience
Sterling House Concept Court Shearway Business Park, Folkestone CT19 4RG
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Black & White Financial Planning

Black & White Financial Planning

(7)
“My girlfriend and I spoke with James Burke one evening, having a shed load of questions to throw at him. Firstly we were both very impressed that he was able to work around our schedule. Secondly how friendly and easy he was to talk to, having all...”
Victoria House, 1 Maison Dieu Rd, Dover CT16 1RW
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Retirement Planning and Investment Management Services in Canterbury Cost Estimates

Minimum cost
£1213
Maximum cost
£10301
National Average
£3636
Avg Per Hour Rates
£365
£2424
£6666
Fair price range is based on 326 cost profiles
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Average Cost £3636
Minimum cost £1213
Maximum cost £10301
Avg Per Hour Rates £365

Fair range $2424 to $6666 is based on 326 cost profiles.

Why these companies made our list

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Wealth Management Advisors near Canterbury

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