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Mike Smith IFA

(8)

Equity Release, Retirement, Investments

“Outstanding customer service for over 10 years for us. All aspects of what can be complex matters are explained incredibly clearly. Highly recommendable IFA.”

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Six Q Financial Planning

(10)

Financial Markets
Company
Financial Advisor

“Andrew Cole has been our financial advisor for a number of years. He has always been very professional. His advice has stabilised our financial situation and maintained that position despite any travails of the financial markets. I would highly recom...”

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Britton Associates Wealth Management

(17)

Mortgage
Communication
Questions

“Would highly recommend britton associates to anyone. I dealt with Gary who was extremely helpful with getting me a mortgage for my first home. He was really knowledgeable and friendly and made everything go as smooth as possible.”

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Alma Vale Wealth Management Limited

(5)

Will
Confidence

“Will is a great communicator and demystifier. He sets sensible goals and leaves you with the sense that your money is in safe hands. Highly recommended.”

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Coleridge Wealth Management

(3)

“We've been with James for about four years now and he has always been very supportive and given us good clear, advice. He takes a personal interest in us and keeps up to date with what we do. He knows what we need from our investments and makes sen...”

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J Edward Sellars

Isas & Junior Isas, Discretionary Managed Service, Investment Services

“We understand that entrusting the management of your wealth to someone else is an important decision. Our specialist knowledge, personal service and market-leading solutions can help you generate the legacy you want to leave your loved ones. Find out...”

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Ramsay & White

(50)

Investment
Questions
Company

“Smooth process great communication and service! Highly recommended company Paul and Hannah handled my remortgage with no issues I did contact many brokers before Paul and none could find me a deal because of my circumstances Paul got me a deal w...”

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Perennial Wealth

(31)

Communications
Advice
Knowledge

“Dale has been very attentive to our requests. He is always prepared to listen and has given us transparent information, putting our needs first. I look forward to establishing a long-term professional relationship with him.”

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Rockwealth Cardiff Financial Adviser

(6)

Retirement
Team
Understanding

“Mat Millard (Cardiff Branch) has been very helpful and professional in the dealings i have had with him. He breaks every thing down to an understandable level and is clear and concise in his delivery.”

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Hutton's Law

(10)

Wills, Probate & Wealth Management, Crime & Regulatory, Family Law

“Hutton's Law managed the conveyancing of my home superbly. Professional, friendly and responsive, their service warrants a five star review. In-spite of the premier service offered, their costs are competitive. Highly recommended.”

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Leaf Financial Advisers

(50)

Insurance & Protection, Equity Release, Investment Advice

“Andy offered a great service. He provided me with a solid understanding of what I was looking for and explained it in a way that was simple and easy to comprehend. He was also professional and was a delight to talk to.”

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Kingsley Wealth Management

(50)

Ethical Investments, Advice For Businesses, Personal Insurance

“I have been using Angela as my broker in regards to a residential mortgage which has proven difficult on my part, Angela has been resilient and after a few stumbles across the way I've managed to get a mortgage offer which at times I was very worried...”

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M Raza & Co Accountant Cardiff

(50)

Business Startups, Payroll, VAT

“The best thing i did was move from my previous accountant to M Raza & Co. The team is absolutely fantastic. Their attention to detail and level of communication is exceptional. Wasif, my accountant, has absolutely transformed my tax affairs and my co...”

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Frazer James Financial Advisers

(50)

Future
Information
Questions

“We spoke to a number of local potential advisers before deciding to go with Frazer James. We are nowhere near Bristol so never thought we'd end up with an adviser we'd never met in person. However, after meeting James and having several professional ...”

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Elite Financial Consulting

(50)

Communication
Sorting
Property

“Recently used Elite financial consulting services and Natalie Gollop was amazing, I cannot recommend her highly enough. Excellent, fast service and found me the right mortgage. Communication was first class. If I need another mortgage then Natalie wi...”

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Moneo Wealth Management

(46)

Returns
Advice
Family

“We started working with Moneo in 2005 when retirement seemed a long way off. They encouraged us to think about what kind of retirement we would like and what it would cost. These questions helped us understand what fundings we needed to achieve these...”

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Premier Financial Solutions - Cardiff Financial Advice

(50)

Pension
Family
Business

“Andy and his team were amazing in helping us secure our first mortgage in Dec 2021. No obstacle was too much and Andy seemed to have an immediate solution and plan for the many things that cropped up! Would 100% recommend to anyone looking to buy/rem...”

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The Aspire Partnership

(49)

Sound
Management
Financial Planning

“Ken Hall has been our financial advisor for over ten years. He has always provided appropriate and valuable advise whilst respecting our views and lifestyle. In addition to investments, his expertise has guided us through Wills, Powers of Attorney, P...”

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RWB Wealth

(32)

Corporate Advice, Investing, Mortgages

“The team were very professional when I met up with them and helped me with a mortgage that suited me. They also gave me some sound advice on sorting out my pension to benefit me more for the future. Great cod guys.”

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Michelle Strelley Mortgage & Protection Adviser

(40)

Felt
Patient
Remortgage

“Great service from Michelle. My mortgage was running out in 3 months so it was panic galore with the interest rates as high as they were. Michelle kept in contact throughout and continued to get me the lowest rate right up until I had to tie in. Grea...”

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Ifamax Wealth Management Bristol

(35)

Understand
Phone
Feel

“I would have no hesitation in recommending Ifamax. From the start I have been impressed with their approach and found them to be personable, helpful and extremely professional. Ashton listened carefully to my requirements and offered good advice, ta...”

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Streets Steele - Bristol Accountants

(34)

Team
Company
Financial

“Always step up when needed most, when things come in last minute they will help even if it is a very busy period. Very valuable advice on the ever changing policies that have come in over the last year for the Cov-19 pandemic. Great to see them...”

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Ellis Davies Financial Planning

(37)

Informative
Financial Well-Being
Jargon

“We've known Richard for a number of years now and all through that time have been very happy with the financial planning and advice provided by him. The team at Ellis Davies have always been professional & responsive. We would have no hesitation in r...”

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Heron House Financial Management

(28)

Investment Process, Ethical Investment, Inheritance Tax & Estate Planning

“My wife & I have been clients for over 5 years. We have had excellent guidance and service throughout and our investments have performed incredibly well. I would strongly recommend Chris Jordan and the team to anyone.”

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

Best Financial Advisors in Clevedon

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

Mike Smith IFA

Six Q Financial Planning

Britton Associates Wealth Management

Alma Vale Wealth Management Limited

Coleridge Wealth Management

J Edward Sellars

Ramsay & White

Perennial Wealth

Rockwealth Cardiff Financial Adviser

Hutton's Law

Leaf Financial Advisers

Kingsley Wealth Management

M Raza & Co Accountant Cardiff

Frazer James Financial Advisers

Elite Financial Consulting

Moneo Wealth Management

Premier Financial Solutions - Cardiff Financial Advice

The Aspire Partnership

RWB Wealth

Michelle Strelley Mortgage & Protection Adviser

Ifamax Wealth Management Bristol

Streets Steele - Bristol Accountants

Ellis Davies Financial Planning

Heron House Financial Management

Retirement Planning and Investment Management Services in Clevedon Cost Estimates

Why these companies made our list

Wealth Management Advisors near Clevedon

Popular in Clevedon