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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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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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Women's Wealth

Women's Wealth

(5)
“As I have only a small state pension I needed Sam's advice on investing the capital I had at my disposal when I returned to UK after 12 years abroad. Sam helped me get the best from my capital. I can thoroughly recommend her.”
Canterbury Innovation Centre, University Rd, Canterbury CT2 7FG
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Whitehead Monckton

Whitehead Monckton

(8)
Business Clients, Sectors, Individual Clients
“Currently using Jennifer for the purchase of my first house, she is great and extremely efficient, price is competitive and have no problems recommending her and Whitehead Monckton.”
Transparent Fees & Pricing
32-33 Watling St, Canterbury CT1 2AN
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Pentins Financial Planners

Pentins Financial Planners

(5)
“We have been using Pentins Financial Planning for many years. Since Samantha has joined the company we have been able to completely review our various investments and are we pleased with the results to date. Samantha and Oliver are knowledgeable and ...”
Transparent Fees & Pricing
Free Initial Consultation
Canterbury Innovation Centre, University Rd, Canterbury CT2 7FG
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Girlings Solicitors

Girlings Solicitors

(17)
“David Redgate worked fast and was responsive. There was no need to chase, I was extremely happy with his service and wouldn't hesitate to use Girlings again or to recommend.”
In Business Since 1999
16 Rose Ln, Canterbury CT1 2UR
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
99.5 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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Closer Financial Partners

Closer Financial Partners

(1)
“Stewart was amazing with our first time mortgage! Couldn't recommend him enough!”
In Business Since 2022
32-33 Watling St, Canterbury CT1 2AN
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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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Craven Street Wealth

Craven Street Wealth

“We have unique experience in working in alongside lawyers, solicitors and accountants to achieve our clients' objectives. We are passionate about working together to complement your services through:”
In Business Since 2021
20-22 Watling St, Canterbury CT1 2UA
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Mortgage Sense

Mortgage Sense

“We offer both mortgage and insurance advice. We will research, advise and implement the right solution for your specific needs and requirements. Reviewing the whole of the market for mortgages and using a panel of leading insurers for your protection...”
In Business Since 2018
N Stream, Marshside, Canterbury CT3 4EE
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Talis Financial Advisers

Talis Financial Advisers

“I can bring together a wealth of experience and technical expertise covering all areas of advice from basic insurance to complex tax saving and mitigation schemes. Whatever the advice is needed for, I'll make sure you understand the solutions and als...”
2 Chestnut Cl, Chartham, Canterbury CT4 7TD
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The Langridge Partnership

The Langridge Partnership

In Business Since 2000
25 Watling St, Canterbury CT1 2UD
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Origen Financial Services

Origen Financial Services

“"Over the years I have found Origen to be very professional, providing me with comprehensive and clear documentation. I appreciate their honesty and openness, especially regarding charges."”
Canterbury Innovation Centre, University Rd, Canterbury CT2 7FG
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Ivan Edgar Wealth Management

Ivan Edgar Wealth Management

“Ivan's trustworthy and sound financial advice and consequential support has had positive, life changing effects. Our interests and personal goals have always been of paramount importance. Deep knowledge and commitment to service has been at the foref...”
The Oast House, Hawcroft Farm, Hawe Ln, Sturry, Canterbury CT2 0LP
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Frederic Hall Solicitors

Frederic Hall Solicitors

(30)
Residential Conveyancing, Family, Wills, Trusts and Estate Administration
“Excellent wide knowledge of her area of expertise in estate administration shown by Lisa Fitzgerald including the use of two deeds of variation. Highly recommended.”
In Business Since 1997
Transparent Fees & Pricing
York House, 32 Cheriton Gardens, Folkestone CT20 2UR
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Financial Advice & Services

Financial Advice & Services

(4)
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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Wealth Planning Associates

Wealth Planning Associates

(2)
“Amy at Wealth Planning Associates has provided me with ongoing excellent mortgage advice and more recently Doug Young has provided my mother with advice on Equity Release. He was really helpful and explained everything clearly so we both understood ...”
In Business Since 2013
Transparent Fees & Pricing
Serving Canterbury Area
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Squiggle Consult

Squiggle Consult

(30)
  • Wills
  • Feel
  • Writing
“Fantastic company very knowledgable staff. Bend over backwards to help and really know their stuff. Kieran dealt with me and I could not have asked for more. Do not hesitate to contact squiggle for legal support.”
Serving Canterbury Area
Featured

A lot of households have had Elves turn up and create lots of mischief. We've had them too! But our Elves wrote a helpful reminder to our clients on our board this morning. Maybe they are not so naughty after all...

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Marble Financial Planning

Marble Financial Planning

(30)
  • Knowledge
  • Property
  • House
“I could not recommend MFP enough. Kerry was extremely helpful in helping set up our first mortgage and again when we returned to re-mortgage at short notice. Super knowledgable and worked hard to get us the best offers available.”
In Business Since 2013
Unit 4, Markerstudy Business Park, Whitstable CT5 3FD
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Mercury Financial Solutions

Mercury Financial Solutions

(30)
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”
Clover House, 1 Thanet Way, Whitstable CT5 3QZ
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Acumen Financial Consulting

Acumen Financial Consulting

(14)
  • Mortgage
“Can't thank Acumen enough, I have been able to buy my dream home all thanks to them. They even came to my house and talked me through the whole process. Really professional excellent service.”
36 Bouverie Square, Folkestone CT20 1BA
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Scarlett Financial Services

Scarlett Financial Services

(9)
“Nice team of advisors. This is our second time dealing with Scarlett Financial Services. They've always given an Excellent Service. I wouldn't hesitate to recommend them to friends and family.”
15+ Years Experience
Free Initial Consultation
12, Park Barn, Evegate Business Park, Station Rd, Ashford TN25 6SX
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Aims Financial

Aims Financial

(11)
  • Mortgage Broker
  • House
“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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Magee Gammon Chartered Accountants

Magee Gammon Chartered Accountants

(3)
Payroll & Company Secretarial Services, Consultancy, Audit
“They are a fantastic company - skilled, approachable, professional and above all give amazing support when needed. A great Business Partner.”
In Business Since 1999
Henwood House, Henwood, Ashford TN24 8DH
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Black & White Financial Planning

Black & White Financial Planning

(4)
“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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