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Six Q Financial Planning

(9)

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)

“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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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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Mike Smith IFA

Equity Release, Retirement, Investments

“We are committed to providing genuinely objective and honest advice that is in our clients' best interest. Our business is an independent practice offering tailored solutions to individuals and small to medium sized businesses. As we are no tied to a...”

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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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Alma Vale Wealth Management Limited

“Will's support and guidance was invaluable in reorganising my finances when I retired. He rationalised my investments and provided me with options which ultimately provided me with tax efficient sources of regular income. He is knowledgeable and a go...”

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Richard J K Brown Wealth Management

“Welcome to Richard J K Brown Wealth Management LLP At Richard J K Brown Wealth Management LLP, we provide bespoke financial advice to professional clients, building and maintaining long-term trusted relationships.”

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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

“Angela has been nothing short of great! Communicative, clear & concise, prompt to respond & supportive! Thank you Angela for being super helpful in alleviating worries/stress! Have recommended #KingsleyWealthManagement to family/friends/colleagues & ...”

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M Raza & Co Accountant Cardiff

(50)

Business Startups, Payroll, VAT

“Being young I didn't really know what I was doing when submitting my tax figures, after trying I turned to M Raza & Co for help. They made it so easy for me and got it done as soon as I got the right details over to them, 10/10 would use again and wo...”

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Premier Financial Solutions - Cardiff Financial Advice

(50)

Estate Agents
Business
Family

“Andy was amazing. He found me a great deal with my mortgage. He translated all the jargon for me helping me to understand terms and conditions of my mortgage and he gave me sound financial advice. He is reliable, enthusiastic and very efficient at ge...”

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Perennial Wealth

(23)

Knowledge
Advice
Pension

“Excellent advice and very professional. Set out the figures and relevant information clearly. Their intelligence gave me the confidence to move forward.”

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Miles Finch - Independent Financial Adviser

(5)

Life Stages, Protection, Investments

“Miles was extremely knowledgeable and helpful. With me knowing nothing about future saving and pensions, he helped me understand and explained my options in great detail. I have full confidence and faith in him. Very friendly, 100% recommend.”

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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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Frazer James Financial Advisers

(50)

Tax
Questions
Pension

“Great team, listen to what your aspirations are & advise on what to do to get there. They are extremely knowledgable, helpful & professional. We have been using them for 2 years now with no issues & would highly recommend them. They can talk to someo...”

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Rockwealth Cardiff IFA

(6)

“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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Elite Financial Consulting

(50)

Communication
Team
Property

“Couldn't recommend enough. Managed to source me a mortgage when 3 other companies pulled out during the interest rate hikes. Then has just found me an extremely competitive rate for my residential property. Absolute pleasure to deal with and follows ...”

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The Aspire Partnership

(49)

Goals
Management
Pensions

“Ken Hall has been our financial adviser for over 15 years. We have always felt confident to entrust our financial affairs to him. We were especially grateful when he went the extra mile to help and advise us and our son when our son's marriage broke ...”

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Moneo Wealth Management

(42)

Peace
Advice
Family

“I realised over 10 years ago that I needed guidance on my finances and investment strategy if I was to achieve my long term goals for financial security. I couldn't be happier with the service I've received from Ken and the team at Moneo. Firstly dur...”

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RWB Wealth

(32)

Corporate Advice, Investing, Mortgages

“RWB have handled my finances and helped me grow my investment quickly. They have been very approachable, with easy contact with my advisor who has helped create a tailored service around me.”

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Ifamax Wealth Management Bristol

(34)

Informative
Phone
Email

“We are very happy to have IFA Max manage our financial affairs. Highly knowledgeable, highly professional & highly efficient! Always friendly and available to support our ongoing needs. Every interaction is thorough and delivered with care & attentio...”

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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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Michelle Strelley Financial Adviser

(34)

Patient
Felt
Communication

“Michelle has been fantastic in helping me find a new deal in this difficult time. She not only assisted me in this, but cancelled and reapplied twice in order to take advantage of falling rates after signing up with the provider- something I would ha...”

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Independent Financial Planning Limited

(30)

Protection, Investment Advice, Independent Mortgage Advice

“I was recommended this company through a friend and can say they have been more than helpful along the way , got my a excellent deal on my mortgage and explained clearly any parts I didn't understand . Couldn't recommend nick and this company enough”

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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.

Six Q Financial Planning

Britton Associates Wealth Management

Coleridge Wealth Management

Mike Smith IFA

J Edward Sellars

Alma Vale Wealth Management Limited

Richard J K Brown Wealth Management

Leaf Financial Advisers

Kingsley Wealth Management

M Raza & Co Accountant Cardiff

Premier Financial Solutions - Cardiff Financial Advice

Perennial Wealth

Miles Finch - Independent Financial Adviser

Hutton's Law

Frazer James Financial Advisers

Rockwealth Cardiff IFA

Elite Financial Consulting

The Aspire Partnership

Moneo Wealth Management

RWB Wealth

Ifamax Wealth Management Bristol

Heron House Financial Management

Michelle Strelley Financial Adviser

Independent Financial Planning Limited

Retirement Planning and Investment Management Services in Clevedon Cost Estimates

Why these companies made our list

Wealth Management Advisors near Clevedon