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Best Financial Advisors in Colwyn Bay

The highest-rated Financial Planning & Wealth Management companies out of 52 vetted & reviewed in the Colwyn Bay area.

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Tina Owen Financial Planning

Tina Owen Financial Planning

(19)
  • Pensions
  • Understand
“We recently had Andrew McDonald as our contact for our first mortgage application. It was undoubtedly a stressful time for us, but Andrew was fantastic every step of the way. He was friendly, professional, accommodating and always approachable. I wou...”
10, Carlton House, 68 Conway Rd, Colwyn Bay LL29 7LD
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Bowden Financial Planning

Bowden Financial Planning

(15)
  • Mortgage
  • Team
“My experience at Bowden financial planning has been excellent .. John is fantastic and has guided me all the way with setting up my pension , mortgage and personnel insurance. I would highly recommend John and his team for any financial planning and ...”
20 Wynnstay Rd, Colwyn Bay LL29 8NF
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Peter Johnson Financial Planning

Peter Johnson Financial Planning

(5)
“My experience with St James Place and especially my financial advisor Mr Peter Johnson has been very rewarding I would highly recommend their services. Thank you”
Offers Financing Options
House, Office 14, Carlton, 68 Conway Rd, Colwyn Bay LL29 7LD
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Spillane & Co. Wealth Management

Spillane & Co. Wealth Management

(2)
“Just to balance out the other review Chris is the most genuine and trustworthy adviser I have met. Would recommend 100%. + never trust a review from someone that cannot spell evasion!”
The Old Bank, 44 Conway Rd, Colwyn Bay LL29 7HT
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Earley Wealth Management

Earley Wealth Management

“We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.”
Quinton Hazell Enterprise Parc, Glan-Y-Wern Rd, Colwyn Bay LL28 5BS
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Alban Financial Management

Alban Financial Management

“As an Independent Financial adviser in Colwyn Bay, we will help you to plan your finances and arrange them so they fit into your aims and aspirations. We can ensure that you money is always working for you – this could be by reviewing your investment...”
In Business Since 2017
27 Elwy Rd, Rhos on Sea, Colwyn Bay LL28 4SB
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Sanlam Wealth

Sanlam Wealth

(10)
  • Adviser
  • Financial
  • Family
“Over the last 8 years I have received a fantastic service from Daniel Jones at Sanlam, St. Asaph. Nothing is every too much trouble and Daniel has always found the result I was looking for with any issues I have had around business, home and famil...”
Serving Colwyn Bay Area
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75 Point 3 Llandudno

75 Point 3 Llandudno

(4)
“We have used 75point3 for the last 10years and have had nothing but fantastic advice and service. We previously had a house sale fall through (no fault of 75point3) but we were very nervous about purchasing another property. Carol Oliver was absolut...”
Offers Financing Options
Family Business
Serving Colwyn Bay Area
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Beaufort Financial

Beaufort Financial

(16)
  • Pensions
  • Team
“We have been clients of Alchemy for many years and find them very pleasant, professional and efficient to deal with and very helpful when advice is needed. Without reservation I have recommended other people to talk with Alchemy about their finan...”
Serving Colwyn Bay Area
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Portal Financial Management

Portal Financial Management

Annual Valuations of Invested Assets, Ongoing Portfolio Reviews, Tax Planning Advice
“Portal Financial Management Ltd is an appointed representative of pi financial ltd, Company Number 3556277. pi financial ltd is authorised and regulated by the Financial Conduct Authority (”
25+ Years Experience
Transparent Fees & Pricing
Serving Colwyn Bay Area
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Swayne Johnson Solicitors Denbigh

Swayne Johnson Solicitors Denbigh

(9)
“Friendly, efficient and prompt service.”
In Business Since 2001
Serving Colwyn Bay Area
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Beardmore & Co Independent Financial Advisers

Beardmore & Co Independent Financial Advisers

(2)
Protection, Financial Planning, Capital Investments
“I phoned up Beardmore & Co. with a question regarding a Tax issue and spoke to Chris. He offered me free advice and said that although he would deal with it if I wanted the best option would be to contact the tax office myself so I didn't have to pay...”
Serving Colwyn Bay Area
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Morris Financial Management

Morris Financial Management

(1)
“I'm so grateful to Morris Finance for having such amazing people like Tabitha on their team. They provided exceptional service and made my experience truly outstanding. Thank you !! ☺️”
In Business Since 2013
Serving Colwyn Bay Area
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LL Financial Solutions

LL Financial Solutions

(5)
“Having Fiona and Katie as my mortgage advisor was great from the very start! Both of them are down to earth and speaking to them was always a pleasure. The kindness, compassion and support I have been given all the way through what can be a stressful...”
High St, Rhuddlan, Rhyl LL18 2UA
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RPG Chartered Financial Planners

RPG Chartered Financial Planners

“I started using RPG on the advice of my bank when I started my own limited company. They have guided me through potential pitfalls in such a friendly manner that, even though our relationship has always been professional, I still consider them as fri...”
Serving Colwyn Bay Area
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Martin McCudden, Dip Pfs, CII Cert, Financial Adviser

Martin McCudden, Dip Pfs, CII Cert, Financial Adviser

(3)
“We used Martin to help us purchase our home. He found us the best deal as we had no idea of what we could possibly afford. From the moment we met we felt at ease. Martin is very professional, left no stone unturned and had our best interests at hear...”
Free Initial Consultation
Serving Colwyn Bay Area
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James Sudworth | Equity Release Conwy

James Sudworth | Equity Release Conwy

(12)
  • Questions
“James is very easy to communicate with and always available when needed. He provides sound advice in an understandable and thorough way. I was confident he gave me the best advice and he really understood my personal needs. He even contacted me fr...”
Serving Colwyn Bay Area
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PKM Financial Services

PKM Financial Services

(1)
“I honestly don't know how we would've navigated our way through the last few months without Martin. Naturally supportive and non-judgemental in nature, he made transferring our pensions, buying a house and sorting life cover simple. We moved our stag...”
Serving Colwyn Bay Area
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Dragon Investment Managers

Dragon Investment Managers

“Dragon Investment Managers Limited is authorised and regulated by the Financial Conduct Authority. Registered Office: 92 Bowen Court, The Business Quarter, St Asaph LL17 0JE. Company Number: 04294559. VAT Registration Number:”
In Business Since 2016
Serving Colwyn Bay Area
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Celtic Financial Planning

Celtic Financial Planning

(50)
Equity Release, Ethical Investments, Seminars & Workshops
“As the owner of a business that is growing and I have high aspirations for it is critical that I work with a financial partner who understands me and my goals. Rob and the team at Celtic Financial Planning have very quickly become a source of trusted...”
50+ Years Experience
Serving Colwyn Bay Area
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Heritage Financial Planning

Heritage Financial Planning

(25)
  • Confidence
  • Mortgage
  • Team
“I just want to say the help I received from Alex at Heritage was just totally amazing, I am planning to retire in the next few months and I was unsure how to deal with it and how to go about this so Alex really helped me understand how I can adapt to...”
In Business Since 2022
Family Business
1 Heritage Square, Treuddyn, Mold CH7 4PD
Featured

Read our latest blog article : What income can a £100k pension provide? According to the Office for National Statistics, the average pension pot value in the UK for those aged 55-64 is £107,300. But how much annual retirement income can you expect for that amount, and how long will it last? This article will attempt to answer the question of how much retirement income you could take from a £100k pension using either a Flexi Access Drawdown or an annuity. We'll use several retirement ages to show you how it can affect your pension income...

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Robson Financial

Robson Financial

(29)
  • Company
  • Professional
  • Team
“Adam and his team have been absolutely amazing each and every time. They are super professional and deliver a personal service which is always tuned to your exact need. Service with a smile every time. Highly recommend Robson Financial and can guaran...”
Emergency Services
Remote Consultations Available
Serving Colwyn Bay Area
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Talu.cymru Cyf. Talu.cymru

Talu.cymru Cyf. Talu.cymru

(7)
Terfynellau Cardiau Chip & Pin, Systemau Epos - Epos Til Systems, Taliadau Ar-Lein a Rhith Terfynell - Online Payments and Virtual Terminal
“From start to finish with sating up my card payment machine for my joinery buisness been reliable and truthful a very professional company....And more enythink been with me in following to sort out eny problem..a cymraeg 👍🏻”
In Business Since 2019
Emergency Services
Remote Consultations Available
23 High St, Bangor LL57 1NP
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Clickery Financial

Clickery Financial

(19)
  • Future
  • Pension
  • Team
“Two of my colleagues recommended Clickery Financial having received very good pension advice and retirement planning . I am very pleased with the quality of advice , excellent professionalism and the steady progress made with clear and balanced adv...”
Serving Colwyn Bay Area
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Retirement Planning and Investment Management Services in Colwyn Bay Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Fair price range is based on 425 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Fair range $2007 to $5519 is based on 425 cost profiles.

Why these companies made our list

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Wealth Management Advisors near Colwyn Bay

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