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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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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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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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Asquith Financial Services

Asquith Financial Services

(21)
Protection, Business Protection, Mortgage Product Types
“Neil explained everything clearly without any hard sell tactics. I really appreciated this and the fact that he was confident in the products he was offering. I will be recommending Asquith to friends. Thank you Neil”
18 Olympic Blvd, Colchester CO4 5ZP
Featured

I am really proud to have been recognised as a finalist in two categories in the first Air Later Life Lending awards one for me personally and the other for my company Asquith Financial Services. Thanks to everyone who voted for me. Just a few weeks to wait for the awards ceremony!

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Woodruff Financial Planning

Woodruff Financial Planning

(17)
  • Management
  • Decisions
  • Respect
“Dan and his team have been looking after our pensions and investments since 2015 and we have been extremely pleased with the results. Dan's expertise in this area is exemplary. Customer service second to none.”
Transparent Fees & Pricing
Unit 5 Park Lane Business Centre, Colchester CO4 5WR
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Wood and Disney Real Time Accountants With a Human Touch

Wood and Disney Real Time Accountants With a Human Touch

(24)
  • Management
  • Financial
  • Company
“We have been working with Wood & Disney for over a decade and they have played an invaluable role in our journey. They feel a big (and friendly!) part of our small team and we trust and rely on them fully. Their accounting services are wide ranging...”
ISO Certified
40+ Years Experience
Lodge Ln, Langham, Colchester CO4 5NE
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
99 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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Midwinter Financial Planning

Midwinter Financial Planning

(14)
  • Decision
  • Pension
“MFP have been great, they've walked me through all my options and gave clear guidance as to my best route. They've taken the stress out of my financial planning. Highly recommended”
The North Colchester Business Centre, 340 The Crescent, Highwoods, Colchester CO4 9AD
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Baker Chapman & Bussey

Baker Chapman & Bussey

(1)
Consultancy & Systems Advice, Business Start-up, Making Tax Digital
“Very helpful with advice and thorough in their activity. On starting my own business I had an initial 'no-fee' meeting to discuss how best to structure and create my accounts. Off the back of that I have used the team here for my annual financials ...”
Transparent Fees & Pricing
3 North Hill, Colchester CO1 1DZ
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Fiducia Wealth Management

Fiducia Wealth Management

(1)
“Very impressed by Fiducia Wealth Management and in particular Daniel who visited me to discuss my options regarding my Pension. Daniel is a highly knowledgeable and professional Senior Financial Planner and I came away from our meeting with a much c...”
Transparent Fees & Pricing
Dedham Hall Business Centre, Brook St, Dedham, Colchester CO7 6AD
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Ellisons Solicitors

Ellisons Solicitors

(17)
Ellisons Financial Planning, Ellisons International Service, Business
“Amazing firm who genuinely have your best interest at heart. Would definitely recommend Ellisons to anyone, particularly their Zoe Parker. She is caring and passionate about what she does. Zoe goes above and beyond to ensure the right outcome. Very f...”
In Business Since 2010
Headgate Court, Head St, Colchester CO1 1NP
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Michaels Commercial Finance

Michaels Commercial Finance

“Registered Office: Michaels Commercial Finance 2nd Floor, 29 Crouch St, Colchester CO3 3EN.”
2nd Floor, 29 Crouch St, Colchester CO3 3EN
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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

Tax Planning, Estate Planning, Investment Management
“Our job isn't complete when a client's strategy is implemented. We work with our clients over the years, as their life plans are refined and change through circumstance. We conduct regular reviews to make sure our clients are on track and continue to...”
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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Granite Morgan Smith

Granite Morgan Smith

(3)
“If ever I have a question regarding tax then the company reply's quickly and accurately. I would recommend there services to anyone.”
122 Feering Hill, Feering, Colchester CO5 9PY
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Granite Financial Management

Granite Financial Management

(3)
“Whenever I've had any issues it's dealt with efficiently. And times when have difficulties they were helpful and understanding. They acted like humans and treat you as human whereas other companies they were more like robots and you're just a cash ma...”
122 Feering Hill, Feering, Colchester CO5 9PY
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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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Manikam Wealth Management

Manikam Wealth Management

“The essence of our business is the provision of personal, face to face wealth management advise. At Manikam Wealth Management we keep our clients aware of the current market news and fund managers views.”
82 Barbrook Ln, Tiptree, Colchester CO5 0JH
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The Will Writers

The Will Writers

“The Will and LPA strategy is such an important part of someone's personal estate planning arrangements, yet mostly when we ask 'why have you not got a Will or an LPA in place?' the usual answer is simply 'because I haven't yet got around to it' and n...”
Transparent Fees & Pricing
In Business Since 2003
Remote Consultations Available
109 Maldon Rd, Colchester CO3 3AX
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Adauxi: Accountants & Business Advisers

Adauxi: Accountants & Business Advisers

Adauxi Fund, Adauxi Outsourcing, The Adauxi FD
“If owners could focus the time that they currently spend on these issues on the areas they know best (like products/services and customers), surely that help their business grow faster? This can be achieved at a fraction of the cost of a dedicated se...”
In Business Since 2013
Wellington House, 90-92 Butt Rd, Colchester CO3 3DA
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Primus Financial Solutions East Anglia

Primus Financial Solutions East Anglia

(1)
“Fantastic place, great service! Always at the end of a phone to help you, won't ever be using anyone else!”
Unit 5, Business Centre, Holton park, Hadleigh Road, Colchester CO7 6NN
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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”
47 London Rd, Colchester CO3 0NG
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Wooderson Financial

Wooderson Financial

“Wooderson Financial is an appointed representative of JBW Consulting (UK) Ltd t/as Wooderson Financial. JBW Consulting (UK) Ltd is directly authorised and regulated by the Financial Conduct Authority. Registered Address: Thrums, Fowes Lane, Belchamp ...”
Keeper's Ln, Colchester CO6 4PZ
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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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