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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)
  • Future
  • 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

(19)
  • Mortgage
  • Questions
“John was excellent throughout. He was the middleman who made sure the deal was done on time. Without his badgering the solicitors, surveyors and SIPP were sitting on paperwork which could have delayed it for months. I never knew John before he was re...”
20 Wynnstay Rd, Colwyn Bay LL29 8NF
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Peter Johnson Financial Planning

Peter Johnson Financial Planning

(5)
  • Financial Advisor
“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...”
27 Elwy Rd, Rhos on Sea, Colwyn Bay LL28 4SB
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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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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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75point3 Saint Asaph

75point3 Saint Asaph

(1)
“Always very helpful .. we always deal with Antonia Martins .and she hasn't let us down yet ..always makes us feel at easy and always receive good advice Thank you Antonia x”
Offers Financing Options
Family Business
Serving Colwyn Bay Area
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Beardmore & Co Independent Financial Advisers

Beardmore & Co Independent Financial Advisers

(3)
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

(2)
“Ben Morris of Morris Financial was beyond helpful in finding me a great deal with an old pension I had that wasn't going to pay out very well. He worked hard, there was a lot of paperwork involved. Efficient, friendly and very professional service!”
Serving Colwyn Bay Area
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LL Financial Solutions

LL Financial Solutions

(5)
  • Team
  • Mortgage
“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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Swayne Johnson Solicitors Denbigh

Swayne Johnson Solicitors Denbigh

(9)
“Use this firm for excellent service and professional advice. They are attentive to your needs and keep in regular touch with you regarding progress. Positive Responsiveness, Quality, Professionalism, Value”
In Business Since 2001
Serving Colwyn Bay Area
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JNS Financial

JNS Financial

(7)
“James provided an excellent service. He kept us fully updated and he dealt with any queries promptly and to our full satisfaction. We would not hesitate to recommend him to anyone requiring financial advice.”
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

(32)
  • Future
  • Mortgage
  • Individual Savings Account
“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...”
Transparent Fees & Pricing
Family Business
1 Heritage Square, Treuddyn, Mold CH7 4PD
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Clickery Financial

Clickery Financial

(20)
  • Financial Advice
  • Pension
  • Family
“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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Morgan's Financial & Mortgage Services

Morgan's Financial & Mortgage Services

(22)
Income Protection, First Time Buyers, Equity Release
“When it comes to personal independent advice Morgan's Financial Services I can highly recommend. Having been a customer for many years, the team are always friendly and welcoming. These days having someone who actually calls you back when they say wi...”
Serving Colwyn Bay Area
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Acorn 4 Mortgages

Acorn 4 Mortgages

(3)
“Excellent service for the 2nd time remortgaging with Ian and Elaine. As as a business owner, mortgages can be quite tricky to arrange how these guys were excellent with it all. Really happy with their service and would highly recommend them to anyon...”
Serving Colwyn Bay Area
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Bathgate Leasing

Bathgate Leasing

(2)
Invoice Finance, Services Overview, Banking Advice
“I have worked with the Bathgate Business Finance team for over 5 years. They are professional and extremely helpful when seeking business finance solutions for SMEs. They have a wide range of business finance sources to tap into, including their o...”
In Business Since 2014
Coupons & Offers
Serving Colwyn Bay Area
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Wirral Financial Services

Wirral Financial Services

(9)
“Will was extremely professional, courteous and helpful. Gave extremely good advice which enabled us to proceed with our financial affairs. First rate service. Positive Professionalism”
Serving Colwyn Bay Area
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Family Tree Wealth Management

Family Tree Wealth Management

(8)
  • Pensions
“I am not wealthy but needed good independent advice on my pensions, mortgage etc and these were so fair. They were non judgemental and patient with me Positive Professionalism”
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.

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