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Platinum House

(12)

Market
Team

“Stuart helped me organise a Mortgage for a Flat for my Mother. The whole process was conducted in a professional & hassle free way. I would thoroughly recommend Stuart when choosing your Mortgage”

FAQs

Which lenders do you use?

We research details on all the available products from every mortgage company. This means we can always choose from the best products available to fulfil your needs at any time.

How long will it take to arrange my mortgage?

The time scales can vary considerably when applying for a mortgage and are dependent upon many factors, such as whether you are purchasing a new property or remortgaging. We can usually arrange an agreement in principle within 24 hours & once we have all of the required paperwork from you we will submit the application right away. If you are remortgaging this can take around four weeks but this does depend on how quickly your solicitor acts, which can delay the process.

How much can I borrow?

How much you can borrow will depend on your income and whether or not you have any other financial commitments, i.e. loans, credit cards, maintenance payments. It will also depend on how much deposit you have to put down as an initial down-payment on your property. To find out exactly how much you can borrow, contact us today and we will advise you on your mortgage options.

Is re-mortgaging costly?

Certainly there may be fees involved. Sometimes you may need to pay conveyancing fees to a solicitor, there may be an early repayment penalty, you may have to pay for a property valuation and there may be a mortgage arrangement fee. However, the new lender may agree to pay some or all of the costs involved.

Do you have a Customer Promise?

Yes.. we will always treat you fairly. You can expect in all our dealings with you that we will: treat you as we ourselves would expect to be treated never take advantage of you be open and honest quickly put right any mistake that we make

You'll find more information on the FAQ page of our website.

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Chilvester Financial

(14)

Retirement
Sound

“We have used chilvester financial for my brother in law and our own finances and have found them to be very approachable, easy to contact and have always given us sound advice.”

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Golden Gate Financial Planning & Wealth Management

Cash Flow Modelling, Long-Term Care, Retirement and Later-Life Planning

“Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We'll discuss the plan with you a...”

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Vantreo Wealth Management

“Vantreo Wealth Management was founded on a genuine desire to offer a truly independent advice service focused on best possible client outcomes. This freedom empowers us to deliver the best product without bias and without the restrictions a client wo...”

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Bankhouse Financial Management

“Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 588378.”

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Avonwood Financial Planning

“Avonwood Financial Planning Limited is registered in England and Wales, Number 08583436. Registered Office: Old Station House Station Approach, Newport Street, Swindon, Wiltshire, SN1 3DU.”

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Berkley Square Private Clients

““We are driven by a desire to offer a complete financial planning service and we seek to build positive, lasting and long term personal relationships. We are always true to ourselves and we give straight talking, high quality advice that gets to the ...”

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Wiltshire Wealth

(24)

Options
Understand
Future

“Approachable, professional and insightful financial help and advice. Dan's able to communicate complex financial matters in a way that makes sense, and I really appreciated his honesty and integrity.”

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OCL Accountancy

(11)

The Financial, Tax and Accounting Considerations of Starting a New Business, Outsourcing Your Workload to us: Payroll and Auto-Enrolment, Corporate Finance

“I can state that the service I received is of a very high quality indeed. OCL has saved me money, and countless hours of stress in managing my accounts for many years now. The service is exceptional and offers value for money.”

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Mogers Drewett Solicitors

(9)

“Just completed a very speedy conveyancing thanks to Alison and the team at Mogers Drewett. Throughout the process Alison very patiently and efficiently dealt with my multiple anxious emails and even responded during the evening and at weekends. We we...”

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Synthesis Wealth

(1)

“Jon is an experienced independent advisor. Over the years he has taken a straightforward, practical approach to my retirement planning, ensuring it is tailored to my circumstances (and stays on track!). Happy to recommend.”

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Mather & Murray Financial

(50)

Patient
Understand
Company

“I required some advice regarding pensions, Jacob was very helpful and clear regarding what options was available to me and cost. Kept all appointments made and on time, was very happy to fit around my schedule too. Highly recommend.”

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Unividual | Bath Financial Advice

(50)

Saving
Life
Future

“Simon Hicks at Unividual has made what should be a stressful process extremely easy and straightforward. He is very knowledgeable, yet able to explain complex matters in a jargon-free, easy-to-understand way. We could not have asked for a better mort...”

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Adam Cockerham Fpfs - Chartered Financial Planner

(50)

Planning
Expertise
Mortgage

“I feel it was my lucky day when I found Adam. He instantly understood what we wanted, and had suggestions to improve our situation. He is always pleasant to talk to, responsive and helpful, and never makes you feel you are wasting his time! I th...”

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Lexington Wealth Management

(28)

Employee Financial Education, Tax Planning, Investment Management

“Teaming up with Lexington was one of the most fortuitous events in my life. Not only has Warren helped me achieve financial security, he has also been something of a mentor in helping me realise that I can do the things in life that matter to me.”

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Bellamy Wealth Management

(50)

Meeting
Confidence
Questions

“Dear Sid, Thank you for all the help and guidance to find the best mortgage deals. One of the best mortgage advisor I spoke to and was able to answer all the questions & doubt I had. I would happily recommend everyone I know to contact you for all t...”

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Dave Southby Financial Planning

(42)

Family
Knowledge
Financial Advice

“We would most definitely recommend Dave's knowledge and service to anyone needing financial advice, He made the whole experience straightforward and easy to follow . He gave us all the options available, and helped us make the right decisions”

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William Dixon & Associates

(32)

Efficiently
Life
Confidence

“I highly recommend Will Dixon who has been my Financial Advisor for a number of years. His professionalism is 5 star's at all times. Excellent service is provided by Clare who deals with everything extremely efficiently.”

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Future Wealth Management - Bath

(33)

Needs
Family
Understand

“We have been advised by Keith for many years now and he has always provided an excellent service and is always on hand to answer any ad hoc questions as well as ensuring we have a regular review - I often recommend him to friends.”

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Impartial Financial Management

(16)

“Impartial financial management have been amazing throughout. Nathan has always been happy to help and ready to answer a call anytime I've never. 5* service and I would highly recommend”

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Fidenti Financial Planning

(8)

Mortgages, Taxation, Wealth Management

“I couldn't recommend Kevin enough, professional, knowledgable, patient and just a very nice guy. Will be back to see him for any financial needs I may have. Thanks again Kevin 😃 …”

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Hallmark Later Life Lending Limited

(17)

Communication
Mortgage

“Mike has been very professional and has been of great assistance to us throughout the work carried out on our behalf. We found his advice extremely useful. We would have no hesitation in recommending him.”

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Will Writer

(16)

Probate & Estate Administration, Inheritance TAX Planning, Trusts

“Excellent service and Jake has made the whole process easier to understand and what the options are available in respect of Wills and Trusts. Highly recommended.”

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Ferris & Culverwell

(6)

Equity Release, Life Insurance, Investments

“Rob's advice and guidance across my pension and financial affairs has always been excellent, never rushed and goes out of his way to make things easier to understand.”

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Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Chippenham

The highest-rated Financial Planning & Wealth Management companies out of 56 vetted & reviewed in the Chippenham area.

Platinum House

Chilvester Financial

Golden Gate Financial Planning & Wealth Management

Vantreo Wealth Management

Bankhouse Financial Management

Avonwood Financial Planning

Berkley Square Private Clients

Wiltshire Wealth

OCL Accountancy

Mogers Drewett Solicitors

Synthesis Wealth

Mather & Murray Financial

Unividual | Bath Financial Advice

Adam Cockerham Fpfs - Chartered Financial Planner

Lexington Wealth Management

Bellamy Wealth Management

Dave Southby Financial Planning

William Dixon & Associates

Future Wealth Management - Bath

Impartial Financial Management

Fidenti Financial Planning

Hallmark Later Life Lending Limited

Will Writer

Ferris & Culverwell

Retirement Planning and Investment Management Services in Chippenham Cost Estimates

Why these companies made our list

Wealth Management Advisors near Chippenham

Popular in Chippenham