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Best Financial Advisors in Colchester

Handpicked from 44 vetted & reviewed Financial Planning & Wealth Management firms in the Colchester area, explore the top 5 standout choices among the selected group of 24 finalists.

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Streets Whittles Chartered Accountants

Streets Whittles Chartered Accountants

(6)
  • Team
  • Company
“I have been using Streets Whittle's services for my personal and company accounts for a little over a year now. In that time I have found Dan Insley and his team extremely efficient and prompt to respond, with nothing ever being too much trouble.”
Remote Consultations Available
The Old Exchange, 64 W Stockwell St, Colchester CO1 1HE
Featured

Book Your Place Now! Join us this Thursday at 11am BST. Changes to the way the self-employed and those in business partnerships are taxed. HMRC, His Majesty's Revenue and Customs, has introduced changes to the basis period, the defined timeframe used to calculate the taxable profits for taxing the self-employed and those in business partnerships. The changes relate to this tax year, 2023/24 and beyond. This special webinar, led by Streets Tax Partner Michael Ball, aims to provide a clear understanding of what the basis period is, the recent changes, who it affects, when it takes effect and considerations for those affected. This presentation will be recorded and available on demand for those not able to join us live. Simply register to receive a link to watch on demand.

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Asquith Financial Services

Asquith Financial Services

(28)
Protection, Business Protection, Mortgage Product Types
“Having not done anything with our mortgage for 14 years, it was reassuring to have Neil's help as we changed to a buy-to-let mortgage. Neil's advice was great, and he was very quick to respond to all of our questions - making the whole thing far more...”
3 Elina Rd, Colchester CO4 6EY
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Midwinter Financial Planning

Midwinter Financial Planning

(24)
  • Decisions
  • Retirement Planning
  • Meeting
“After researching we engaged Midwinter Financial Planning for a thorough pension review. We were furnished with a comprehensive and detailed report to assist us with the future and retirement planning. We are very pleased with the sound, balanced ...”
In Business Since 2019
The North Colchester Business Centre, 340 The Crescent, Highwoods, Colchester CO4 9AD
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Woodruff Financial Planning

Woodruff Financial Planning

(18)
  • Pensions
  • Business
  • Decisions
“Very friendly, practical, honest and realistic. Dan has helped us control our finances and also many aspects of our future and is patient when things need explaining again. He and his company have been of enormous help.”
Transparent Fees & Pricing
Unit 5 Park Lane Business Centre, Colchester CO4 5WR
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Granite Morgan Smith

Granite Morgan Smith

(3)
Personal Tax, Statutory Audits, Business Development
“If ever I have a question regarding tax then the company reply's quickly and accurately. I would recommend there services to anyone. Positive Responsiveness, Professionalism, Value”
Transparent Fees & Pricing
122 Feering Hill, Feering, Colchester CO5 9PY
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
98.6 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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Arcaria Financial Solutions

Arcaria Financial Solutions

(2)
Transactional Services, Wealth Management Services, Financial Planning
“Martyn was a pleasure to meet and offered accurate and very useful advice!”
Transparent Fees & Pricing
In Business Since 2011
14 Westlake Cres, Wivenhoe, Colchester CO7 9RZ
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Fiducia Wealth Management

Fiducia Wealth Management

(4)
“Fiducia managed our parent's investments for many years and since we inherited them twenty years ago my brother and I have had nothing but polite, sensible and profitable advice.”
Transparent Fees & Pricing
Dedham Hall Business Centre, Brook St, Dedham, Colchester CO7 6AD
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Artless Wealth

Artless Wealth

(6)
  • Email
  • Service
“I can say I have been very impressed with the professional manner which I'm being dealt with. From day one I have been kept informed either by phone call or email with the progress of how my investment is being handled. I would highly recommend using...”
In Business Since 2020
Artless Wealth Ltd, The Weston Business Centre, Hawkins Rd, Colchester CO2 8JX
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Optimum Independent Financial Advisers Limited

Optimum Independent Financial Advisers Limited

(2)
Estate Planning & Specialist Tax Advice, Corporate Financial Planning, Pension Planning & Retirement Options
“Great Company! Highly recommend them. Honest advise and good service.”
8-9 St Peters Court, Colchester CO1 1WD
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LB Group

LB Group

(6)
  • Decisions
  • Money
  • Strategic
“Over the past 18 years of business I have used numerous accountants for my businesses, but since being introduced to LB Group I would look no further. Our business relationship is excellent and they understand what we really need as a business and h...”
In Business Since 2006
The Octagon, Suite E2, 2nd Floor, Middleborough, Colchester CO1 1TG
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Sweeny Wealth Management

Sweeny Wealth Management

(1)
“I used Paul Sweeney Wealth Management to look at my finances and savings, to assess how they were performing and if any improvements could be made. They had a good look over them in very fine detail and have saved me an absolute fortune. The future ...”
Transparent Fees & Pricing
Poplars, High Rd, Leavenheath, Colchester CO6 4PE
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Gracechurch Financial Crime Prevention

Gracechurch Financial Crime Prevention

“Gracechurch will never inhibit or penalise the movement of our Financial Crime Prevention specialists to our client organisations at the completion of assignments. Rather, we view this as a legitimate method for clients to ensure the sustainability o...”
In Business Since 2019
Ground Floor, Southway House, 29 Southway, Colchester CO2 7BA
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Fairey Associates

Fairey Associates

(1)
Tax Planning, Estate Planning, Investment Management
“Michael and the team were amazing and sorted out my financial enquiries with professionalism. Many thanks 😊 …”
Mayfields Farm, Hungerdown Lane, Ardleigh Colchester CO7 7LZ
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Plan Money

Plan Money

“Your adviser will act as a project manager, overseeing all aspects of your financial planning. They will either address each planning component themselves, involve a colleague with specialist knowledge or engage the services of a trusted external par...”
Forge Ln, Great Bentley, Colchester CO7 8GD
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Your Advisors

Your Advisors

Tenant Services, Guaranteed Rent, Houseshares
“Your Letting Advisor concentrates on marketing, finding tenants and managing rental properties throughout Ipswich, Colchester and surrounding areas.”
Wormingford Rd, Arbour Farm, Fordham, Colchester CO6 3NS
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Stephen Pitcher Msc BA Dippfs

Stephen Pitcher Msc BA Dippfs

(3)
  • Knowledge
  • Pension
“Brilliant service and brilliant advice. Stephen has a wealth of knowledge with all things financial and pensions. I have personally used and referred Stephen to friends and family since I started working with him.”
Unit 1A, Grange Farm House, Grange Rd, Tiptree, Colchester CO5 0QQ
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Ellisons Solicitors

Ellisons Solicitors

(18)
Ellisons Financial Planning, Ellisons International Service, Business
“Extremely thankful and glad we chose Ellison's to deal with our purchase, sale and another purchase of a family home. They were so professional and attentive throughout, with quick returns. Would highly recommend Amanda Kelly and Rebecca Hempstead. A...”
In Business Since 2010
Stedman Chambers, 43 Head St, Colchester CO1 1NH
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Robinson Financial Planning

Robinson Financial Planning

(2)
“Great advice and customer service”
47 London Rd, Colchester CO3 0NG
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Alan Hill Financial Planning

Alan Hill Financial Planning

(1)
“I couldn't recommend Alan Hill enough. Friendly and professional with a talent for simplifying financial advice in order to get the most out of your money.”
25+ Years Experience
Office 18, The North Colchester Business Centre, 340 The Crescent, Highwoods, Colchester CO4 9AD
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Knightsbridge Financial Solutions

Knightsbridge Financial Solutions

(1)
“Top mark's for this advisory service. Friendly, normal people. Sean doesn't baffle you with gobbeldygook and really gets you a great product. Well done excellent job.”
91 Church Rd, Tiptree, Colchester CO5 0HB
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Foremost Financial Management

Foremost Financial Management

(1)
“I highly recommend Foremost, I have dealt with all the team over 12yrs now. Recently done self build mortgage and the support and advice as always so professional and friendly not at least fantastic service. THANKS”
In Business Since 2002
47 London Rd, Colchester CO3 0NG
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Manikam Wealth Management

Manikam Wealth Management

“I have known Richard Manikam for more than 15 years. I have found him extremely professional, reliable and trustworthy in his advice. He has always given the best advice suited to his clients and was prepared to listen to what we say. He is very know...”
82 Barbrook Ln, Tiptree, Colchester CO5 0JH
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East Anglian Financial Planning

East Anglian Financial Planning

Inheritance Tax Planning, Working With Professionals, Pension Plans
“So, whether you are ready to take the first steps toward investing in a portfolio aligned with your financial goals, have an existing portfolio you feel requires reviewing or you wish to receive an ongoing review service, our Independent Financial Ad...”
Transparent Fees & Pricing
Lodge Park Business Centre, Lodge Ln, Langham, Colchester CO4 5NE
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Moyes Financial Planning

Moyes Financial Planning

Alternative Investments, Personal Wealth Management, Corporate Financial Planning
“At Moyes Investments, we respect that money is not everything, but know it represents everything to you. We also know how hard it is to earn and how life can be so much easier with it. Well managed money can bring choices, enhance lives and enrich yo...”
In Business Since 2016
The Colchester Centre, Hawkins Rd, Colchester CO2 8JX
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Retirement Planning and Investment Management Services in Colchester Cost Estimates

Minimum cost
£1241
Maximum cost
£10536
National Average
£3719
Avg Per Hour Rates
£374
£2480
£6818
Average price range is based on 509 cost profiles
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Average Cost £3719
Minimum cost £1241
Maximum cost £10536
Avg Per Hour Rates £374

Average range $2480 to $6818 is based on 509 cost profiles.

Why these companies made our list

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