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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...”

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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.”

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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”

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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...”

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Pharon Independent Financial Advisers

(1)

Types of Advice Given, Advice Process

“Well established and proudly independent financial advisors. Staff are polite and professional”

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The Langridge Partnership

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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...”

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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.”

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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.”

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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”

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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!”

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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...”

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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.”

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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.”

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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...”

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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...”

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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 ...”

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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”

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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...”

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Talis Independent Financial Advisers

(16)

Pension
Confidence
Family

“I use Talis IFA as my financial advisors. My appointed account manager David clearly explained how my finances would be handled and dealt with all of the complicated parts for me. I have, and I wouldn't hesitate in recommending Talis IFA to friends,...”

Featured

Do you have any financial protection? Is it something that is important to you? Many people don't consider that their financial protection needs to be reviewed as their circumstances change. At Talis IFA, we recommend that your protection is reviewed regularly, as part of a holistic financial review and planning process, to ensure that you have the cover you need, and that any cover you do have remains relevant. That way, you can be confident both that the premiums you are paying are worth the outlay, and that you and your family are insulated against financial risk in the event of a sudden reduction in your income.

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Chris French Independent Financial Adviser

(4)

“My partner and I initially had an appointment with Chris as we were first time buyers. The advice and information Chris gave us was invaluable, we left armed with knowledge we didn't have prior as well as print outs with all the information needed. ...”

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Kingswood - KW Wealth Planning Limited

(2)

“Not only have I had the best financial advice for myself but everyone I have recommended has come away with nothing but praise for Nick Martin's approach and guidance.”

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M&C Financial Services Limited

(1)

“A very helpful and honest service. I have used Neil time and time again. I would recommend him without reservation.”

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Lancaster-Hill Investment Management

(2)

Health Insurance, Savings & Investments, Financial Planning

“Professional, great quality advice on a range of financial products. Mike and Jo are extremely responsive and incredibly helpful. I would not hesitate to use their services again. Positive Professionalism”

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Average Cost	£3636
Minimum cost	£1213
Maximum cost	£10301
Avg Per Hour Rates	£365

Best Financial Advisors in Canterbury

The highest-rated Financial Planning & Wealth Management companies out of 54 vetted & reviewed in the Canterbury area.

Women's Wealth

Pentins Financial Planners

Huggins Wealth Management

Craven Street Wealth

Pharon Independent Financial Advisers

The Langridge Partnership

Marble Financial Planning

Squiggle Consult

Frederic Hall Solicitors

Mercury Financial Solutions

Acumen Financial Consulting

Oyster Financial Solutions

Howard Financial Planning

Scarlett Financial Services

Aims Financial

Acorn Bowman Finance & Investment Management

Financial Advice & Services

Absolute Financial Management

Black & White Financial Planning

Talis Independent Financial Advisers

Chris French Independent Financial Adviser

Kingswood - KW Wealth Planning Limited

M&C Financial Services Limited

Lancaster-Hill Investment Management

Retirement Planning and Investment Management Services in Canterbury Cost Estimates

Why these companies made our list

Wealth Management Advisors near Canterbury

Popular in Canterbury