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Invictus Wealth Consultants Limited

(40)

Pension
Informative
Life

“Lloyd Magee at Invictus has handled my investments and pension for past 6 years during which time I have seen impressive increases in value. I have received a very satisfactory service from Lloyd. Positive Quality, Professionalism”

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Lime Finance Solutions

(29)

Business
Project
Know

“On Friday I attended an event facilitated by Dave on cloud accounting. The event opened my eyes to the cloud itself and cloud computing specifically. I have learned that any event promoted by Dave is worth attending.”

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Magus Wealth

(26)

Business Owners, Inheritance Tax & Estate Planning, Cash Flow Planning

“I have had the pleasure of dealing with Magus Wealth for many years now. Their service and attention to detail is exemplary. Everyone is courteous and professional in every way, My financial affairs are in the very best hands and I have every confide...”

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The Finance Zone

(24)

Probate
Legal
Subject

“Richard helped us with our Inheritance Tax and Probate applications. His knowledge and experience helped us through the process. Unfortunately both applications proved to be very slow but only because of frustrating errors made by HMRC and Probate. T...”

Featured

Another lovely comment from a satisfied client. I became aware of Richard through a response he left to a question on Facebook recently. Immediately, I thought “This is the kind of guy that will answer a question that has remained unanswered for 30 years. Brutally and honestly”. I messaged Richard and after a Skype call, I received precisely the advice I was seeking. No beating around the bush, his opinion was black and white. “You are right in this regard……. But you are completely wrong in this”. In 30 minutes, the whole situation was clarified and I accepted his advice. I was partly right, yet massively wrong. I cannot recommend Richard highly enough. Extremely thorough. Totally professional, with a human touch that is lacking these days. Russell Ewins...

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T K Gurr Financial Planning

(1)

“I cannot recommend Tim highly enough. He's very personable, knowledgeable and broke it all down for me to understand the world of finance better”

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DB Wealth Planning & Preservation

Wealth Planning, Wealth Preservation

“Wealth Preservation incorporates wills & trusts. Work Optional Lifestyle Financial Planning TM incorporates cashflow modelling. Neither service is regulated by the Financial Conduct Authority. If our experience indicates that efficiencies could be ma...”

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Facet

Discretionary Investment Management

“FACET is regulated by the Financial Conduct Authority (FCA), and we are experienced in working within a regulated environment which prioritises the interests of customers. We take all necessary actions to deliver good outcomes for all our customers i...”

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True Advice Financial Services

(50)

Mortgages, Pensions, Insurance

“Once again it has been a very good experience to work with TAFS. It is a stressful time with interest rates going through the roof and so to have a mortgage broker who is easy to communicate with and responds very quickly is a must and is exactly the...”

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Metis Wealth

(48)

Pension
Inheritance Tax
Management

“I have been a client of George Delaneys for over 13 years. His advice, help, and management of my finances in that time has been invaluable. Very knowledgable, professional and trustworthy. Would highly recommend. Positive Professionalism”

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Trevor Downing IFA

(50)

Private Medical Insurance, Critical Illness Insurance, Supplementary Services

“I worked with Paul who is extremely knowledgeable, helpful and a great communicator. He answered all of my questions extremely thoroughly and talked me through various things both on the phone and via email. The whole process was very smooth and I...”

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Oakwood Mortgage Services

(50)

Protection, TAX, Pension Planning

“Kate has been amazing from start to finish, we sorted out all of the details within a week! I fully trust Kate and her expertise, she has supported us and communicated with us consistently. I highly recommend Oakwood Mortgage Services Ltd, they have ...”

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Finance Planning Group - Tim & Kim Dock

(50)

Professional
Knowledge
Insurance

“Tim was a brilliant support during a pretty turbulent time for mortgage applications. He was incredibly patient and calm, answering all our questions and looking at the many various options thoroughly and adapting to our needs as they changed. Deligh...”

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PRB Accountants Llp

(37)

Business Services, Personal Services

“Kelly at PRB, was incredibly helpful in sorting out a problem with my elderly father's historic tax return and demands for fines, when it stemmed from a mistake made by HMRC.”

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Wellesley

(29)

Personal Finance Advice, Faqs, Specialist Advice

“Giles Turner has been advising us financially for 3 years and we have been delighted with his professionalism and advice. We appreciate the care he gives to us and we believe to all his clients. We are delighted with the service we receive from Giles...”

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Coole Bevis Law

(29)

Sale
Property
House

“Thanks to Eleanor Pollard and the Team for providing a great professional service in ensuring our moving house was speedy and all aspects checked to ensure a smooth transaction.”

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Simon Ellis Associates

(50)

Team
Organised
Efficient

“It was our second time buying but first time selling. Went to Simon again and as before he exceeded expectations, helping us navigate this unfamiliar process and being there while we made some tough decisions. Excellent knowledge of the market and hi...”

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Coreadviz Accountants

(19)

What We Do, What We Provide, Accounting Software

“I would like to extend my heartfelt thanks to CoreAdviz Accountants for their unwavering support during the tenure of Dhruvi IT Solutions Ltd. Choosing CoreAdviz Accountants for all our accountancy needs was undoubtedly the best decision I made for t...”

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Citrus Financial Management

(33)

Mortgage
Pension
Company

“So pleased we chose Citrus Financial after a recommedation. Holly Bettles was amazing. Her advice was amazing during what can be a stressful time. Her response times were great and she really took her time to understand us as clients. Can highly ...”

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Clear Financial Advice

(30)

Pension
Communication
Mortgage

“I have used Clear Financial Advice for many years, the service has always been superb and very personable, from managing my SIPP to organising mortgages for me and my family they have always been a pleasure to deal with.”

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Wealthbuilders Together

(33)

Knowledge
Integrity
Family

“Trustworthy community! I am a new member of Wealth Builders Academy and the reason I joined the group is because it is really hard to find people in this world who I can trust with building wealth. Since I have been with Wealth Builders I find that ...”

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Devonshire Green Accountants Kent

(29)

Company
Questions
Team

“Ladywell Gymnastics Club has used and continues to use this accountancy firm. No job or query is ever too much trouble. We would certainly be lost without them. Thank you”

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Informed Pensions

(22)

Understand
Impartial
Information

“Everything was explained thoroughly to me with much patience and kindness.The advisor did not rush through it, but took the time I needed to have a clear understanding of my pension status and options. He was very understanding and sympathetic to my ...”

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Elmwood Wealth Management

(26)

Financial Planning, Protection, Wealth Management

“Very professional in their approach and some sound advice from Matthew. My thanks to Lydia also who is responsive and efficient. Positive Responsiveness, Professionalism”

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MLP Wealth Management

(16)

Pensions
Investment
Mortgage

“Having been a client of MLP Wealth for several years, I can confidently say that their services have consistently met and often exceeded my expectations. The team at MLP has been reliable and effective in managing my wealth, providing a level of expe...”

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Average Cost	£3709
Minimum cost	£1237
Maximum cost	£10508
Avg Per Hour Rates	£373

Best Financial Advisors in Crawley

The highest-rated Financial Planning & Wealth Management companies out of 44 vetted & reviewed in the Crawley area.

Invictus Wealth Consultants Limited

Lime Finance Solutions

Magus Wealth

The Finance Zone

T K Gurr Financial Planning

DB Wealth Planning & Preservation

Facet

True Advice Financial Services

Metis Wealth

Trevor Downing IFA

Oakwood Mortgage Services

Finance Planning Group - Tim & Kim Dock

PRB Accountants Llp

Wellesley

Coole Bevis Law

Simon Ellis Associates

Coreadviz Accountants

Citrus Financial Management

Clear Financial Advice

Wealthbuilders Together

Devonshire Green Accountants Kent

Informed Pensions

Elmwood Wealth Management

MLP Wealth Management

Retirement Planning and Investment Management Services in Crawley Cost Estimates

Why these companies made our list

Wealth Management Advisors near Crawley

Popular in Crawley