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Best Financial Advisors in Chatham

Handpicked from 33 vetted & reviewed Financial Planning & Wealth Management firms in the Chatham area, explore the top 5 leaders in their field among the selected group of 24 finalists.

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Matthew Wilkes Wealth Management

Matthew Wilkes Wealth Management

(26)
  • Advice
  • Meetings
  • Questions
“Matthew has a wealth of knowledge in all areas and has a pleasant and approachable demeanor. He has the patience to explain things to us and is more than help to respond quickly to any questions we may have. We have been with Matthew for many years ...”
7 Fernbank Cl, Chatham ME5 9NH
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Fingerprint Financial Planning

Fingerprint Financial Planning

(50)
Inheritance Tax Planning, Pensions & Retirement, Protection
“Fantastic team at fingerprint. A huge knowledge and they genuinely care about their clients and always go above and beyond to help. Wouldn't ever use anyone else for mortgage advice. They are an incredible team.”
Transparent Fees & Pricing
Admiral's Offices, Chatham ME4 4TZ
FAQs
Where are meetings held?
Meetings are mostly held at our newly refurbished offices in the Admirals Offices Building situated in the Historic Chatham Dockyard. Also, where necessary we will go and see clients at their places of work or their homes.
Are you regulated?
We are Directly Authorised to give financial advice by the Financial Conduct Authority. The FCA is the regulator of firms like ourselves and their job is to make sure that individuals, as well as business like ours, are fit and proper to give advice.
What happens if my Financial Planner is away on holiday?
We work on a team-based approach, so if your adviser happens to be away at the time when you need to speak with them, one of the team will manage your enquiry.
Do you take a percentage or are your fees fixed?
This depends on the type of advice you are looking for. We offer both and this is something that your adviser will explain at the beginning of the very first meeting with us.
Do you get commission?
Commission is received on very few products. Our advice is generally fee-based. This is always fully disclosed to you during our first meeting and once we know the type of product that you need advice on.
You can find more answers to some of our most commonly asked questions on the FAQ page of our website.
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Forces Family Finance

Forces Family Finance

(46)
Protecting What Matters Most, Protecting Your Possessions, Home Ownership
“Thank you thank you thank you FFF you have made our dreams come true!!!! Nadine and the team have provided the best service after being let down previous financial services, we now start the project that was made possible by FFF thank you nadine and ...”
Dragon Coworking hub, 7-8 New Rd Ave, Chatham ME4 6BB
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Kreston Reeves

Kreston Reeves

(2)
“Fantastic accountancy firm, with some brilliant specialists across a range of services and sectors. They have a very knowledgeable team, great communication and their support staff are incredibly friendly too (the receptionist team are honestly the ...”
Remote Consultations Available
Offers Financing Options
In Business Since 2010
Coupons & Offers
Montague Place, Quayside, Chatham ME4 4QU
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Edenwood Wealth Management

Edenwood Wealth Management

(22)
  • Advice
  • Life Insurance
  • Number
“Many thanks to Edenwood for everything. Matthew and the team have gone above and beyond with helping us achieve our mortgage, get our finances in gear, sort out life insurance, a will and other life things that until now we'd never been able to ge...”
In Business Since 2018
15 Old Chatham Rd, Aylesford ME20 7EZ
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (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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Oakhurst Financial Services

Oakhurst Financial Services

(3)
“Great independent financial adviser, we have known and used Pat Hutchings for over 10 years. Always gives great advice & looks after her clients. Highly recommended.”
Transparent Fees & Pricing
Walderslade Centre, Address:16 Sherwood House, Chatham ME5 9UD
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Manor House Financial Solutions

Manor House Financial Solutions

(1)
“Daniel sorted out my mortgage for me and was brilliant. See you at renewal time!”
8 Manor Gardens, Chatham ME5 9AB
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Multiple Choice Accountancy

Multiple Choice Accountancy

Free Tax Advice Throughout and When Needed., Rival's Prices Undercut at Any Time 
“We provide professional accountancy services to businesses including Sole Traders, Limited Companies, Charities andnot-for-profit o rganisationswithin the UK. We have dynamic and visionary team of staff who work with businessesand charities in provid...”
In Business Since 2010
Innovation Centre Medway, Maidstone Rd, Chatham ME5 9FD
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Atkins Hope Solicitors

Atkins Hope Solicitors

(1)
Employment, Family Law, Wills, Trusts & Estates
“Very good solicitors very helpful and kind and best one I have found”
Transparent Fees & Pricing
52 High St, Chatham ME4 4DS
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Evolution Financial Planning

Evolution Financial Planning

Mortgage Advice, Investments, Lifestyle Financial Planning
“I've been working with Rebecca and her team for a few years now and they are nothing short of phenomenal. Rebecca was recommended to me by a friend who also engages with Rebecca's services and I can absolutely see why. Rebecca and her team have seaml...”
Innovation Centre Medway, Maidstone Rd, Chatham ME5 9FD
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Graham & Partners Wealth Management Limited

Graham & Partners Wealth Management Limited

“Graham & Partners Wealth Management Ltd is registered in England and Wales, Number 08980715. Registered Office: 714 London Road, Larkfield, Kent, ME20 6BL.”
25+ Years Experience
142, 70 Churchill Square, Kings Hill, Chatham, West Malling ME19 4YU
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JDC Financial Planning Limited

JDC Financial Planning Limited

“Welcome to JDC Financial Planning Limited Financial Planning can be complicated, and it needn't be. I help families and individuals make sense of the varied world of finance to assist them in helping to achieve their financial goals now, and in the f...”
Suite G, Quayside House, Maritime Way, Gillingham, Chatham ME4 4QZ
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Rbss Consulting

Rbss Consulting

(50)
Business Improvement Strategies, Business Planning and Modelling, Accountant Partners
“Our experience with RBBS in arranging finance for our new product launch was exceptionally smooth and efficient. Remi Okeshola, in particular, proved to be an invaluable asset to the team. From crafting our business plan to handling all necessary pap...”
Serving Chatham Area
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Able Wealth Management Limited

Able Wealth Management Limited

(8)
  • Broker
  • Property
  • Mortgage
“Hollie was brilliant at finding and finalising a brilliant mortgage deal with the lenders. She went above and beyond, back and forth to the solicitors and lenders to speed the process up and going way above her job role. She even managed to ensure th...”
Serving Chatham Area
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Salient Accounting & Finance

Salient Accounting & Finance

(3)
Tax Services Essex, –, Accounting
“Their expertise in tax services and commercial finance has streamlined my financial management. Highly recommend for any entrepreneur needing solid accounting support.”
In Business Since 2019
The Capricorn Centre, 4, Cranes Farm Rd, Basildon SS14 3JJ
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Accsys Accountants

Accsys Accountants

(49)
Bookkeeping, Payroll, Business Support Network
“We have been working with Will and his team for the past 5 years and I cannot recommend Accsys Accountants enough. Nothing has ever been too much trouble, they are a joy to work with. If I could give them 10 stars I would do so! Positive Responsivene...”
Remote Consultations Available
Transparent Fees & Pricing
Trade Fair House, 2 West Ct, Enterprise Rd, Maidstone ME15 6JD
Featured

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Courtney Havers

Courtney Havers

(50)
  • Advice
  • Information
  • Speaking
“We have dealt with Courtney Havers for many years.Our contracts being Ray and Matt Tuffield. We could not have asked for better advice and information, both Ray and Matt are very pleasant individuals with a reassuring nature. Vic and Eve.”
Transparent Fees & Pricing
5a Valley Industries, Cuckoo Ln, Tonbridge TN11 0AG
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Heritage Will Writers

Heritage Will Writers

(50)
Lasting Powers of Attorney, Property Protection Trust, Wills
“I contacted Rob from Heritage Will Writers in Kent on behalf of my Father who needed some amendments to his Will. He could not have been more helpful. He explained everything we needed to do and the changes were quickly made. From our previous experi...”
5 Elder Ct, Wigmore, Gillingham ME8 0EA
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First4mortgages

First4mortgages

(49)
Provide Clear and Straightforward Recommendations, Help Protect What is Important to You
“As very nervous first time buyers we couldn't have asked for better, Simon was amazing. He always took time to explain things to us properly and reassured us at every step. Couldn't recommend enough!! Thank you so much Simon! Positive Responsiveness,...”
In Business Since 2015
28 Clarence St, Southend-on-Sea SS1 1BD
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Estuary Wills

Estuary Wills

(50)
Lasting Powers of Attorney, Trusts, Wills
“Delighted that we were recommended to Sarah for our LPA and wills.She came to our home and talked us through the process making it so easy to understand. She explained in great detail all the implications and options. So impressed with her service, w...”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2016
Serving Chatham Area
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Pinney Talfourd Solicitors

Pinney Talfourd Solicitors

(45)
  • Property
  • Emails
  • Information
“Pinney Talfourd have acted for us previously, regarding Wills, etc. Anica Holderness came to us via a recommendation. She was an absolute star. If I could give this woman 10 stars, I would. Very pleasant and friendly to talk to, efficient, answe...”
Transparent Fees & Pricing
Serving Chatham Area
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A4G

A4G

(43)
Audit, Compliance, Wealth & Retirement Planning
“After using two previous accountancy firms who certainly wasted our time and money, we moved to A4G in 2010 and have never been more confident in a firm to do the job you want done competently. Our key contacts, Emma and Leanne, have played a major ...”
Free Initial Consultation
Transparent Fees & Pricing
Serving Chatham Area
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Mortgage Superheroes

Mortgage Superheroes

(49)
  • First Time Buyer
  • Happy
  • Dream
“Very positive experience with Andy. He managed to find us a great mortgage deal and well worth his fee. Helpful and informative throughout, no problem answering questions with a quick response ☺️ Highly recommend!”
16 Broadway, Sheerness ME12 1AF
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Edward Bond Associates

Edward Bond Associates

(43)
  • Questions
  • Family
  • Phone
“EB Associates have been looking after my pensions for a couple of years now, and they've been great at keeping me informed by means of annual reviews about how the pensions are performing. David Chambers gave me my most recent review, and as well as...”
Howbury House, Texcel Business Park, Thames Rd, Dartford DA1 4RQ
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Retirement Planning and Investment Management Services in Chatham Cost Estimates

Minimum cost
£1227
Maximum cost
£10421
National Average
£3678
Avg Per Hour Rates
£369
£2452
£6743
Average price range is based on 330 cost profiles
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Average Cost £3678
Minimum cost £1227
Maximum cost £10421
Avg Per Hour Rates £369

Average range $2452 to $6743 is based on 330 cost profiles.

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Wealth Management Advisors near Chatham

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