Crawley

Popular Cities

Crawley
Join as a Pro

Best Financial Advisors in Crawley

Handpicked from 44 vetted & reviewed Financial Planning & Wealth Management firms in the Crawley area, discover the top 5 elite providers among the selected group of 24 finalists.

View Profile
Magus Wealth

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...”
Endeavour House, Business Quarter, Manor Royal, Crawley RH10 9LW
i
View Profile
Invictus Wealth Consultants Limited

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”
Unit 7, Newhouse Business Centre, Old Crawley Rd, Horsham RH12 4RU
i
View Profile
Lime Finance Solutions

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.”
In Business Since 2012
City Place, Beehive Ring Rd, Crawley, Gatwick RH6 0PA
Featured

A ticking timebomb? When interest rates rise it is not the increased cost of the loan but that it lowers what you can borrow. Think of borrowing maturing in the next few years. Will the income still make it affordable? You may want to do something now.

i
View Profile
The Finance Zone

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...”
20 Gainsborough Rd, Crawley RH10 5LD
i
View Profile
T K Gurr Financial Planning

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”
Transparent Fees & Pricing
Worth Corner Business Centre, Turners Hill Rd, Pound Hill, Crawley RH10 7SL
i
Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
99.6 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
View Profile
DB Wealth Planning & Preservation

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...”
Worth Corner, Turners Hill Rd, Crawley RH10 7SL
i
View Profile
Facet

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...”
Unit 2 Charlwood court, County Oak Way, Crawley RH11 7XA
i
View Profile
Coole Bevis Law

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.”
In Business Since 2018
Transparent Fees & Pricing
Serving Crawley Area
i
View Profile
3D Financial Planning

3D Financial Planning

(3)
Financial Planning & Cashflow Forecasting, Insurance and Protection, Retirement Planning
“I have used Scott and the team and 3D Financial Planning for many years. They originally helped assess our life insurance needs and put me in contact with a mortgage advisor when we decided to rent out our old house when we bought our new home. Sco...”
Transparent Fees & Pricing
Serving Crawley Area
i
View Profile
Horsham Financial Services

Horsham Financial Services

(9)
“I approached Daniel for advice regarding financing my mother's care fees. I found Daniel exceptionally knowledgeable, but also compassionate - and he explained our options clearly and without any hard sell. I would have no qualms using Horsham Financ...”
Littlehaven House, 24-26 Littlehaven Ln, Horsham RH12 4HT
i
View Profile
Surrey Hills Private Clients

Surrey Hills Private Clients

(6)
  • Pension
  • Future
  • Knowledge
“Over the past two years, Jamie has been an invaluable advisor to both me and my family. His support and expertise have brought us peace of mind as we navigated the complexities of managing our various pensions and planing how to make our money work f...”
Offers Financing Options
Serving Crawley Area
i
View Profile
True Advice Financial Services

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...”
30+ Years Experience
Free Initial Consultation
Family Business
24 Morton Rd, East Grinstead RH19 4AG
i
View Profile
Trevor Downing IFA

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...”
Serving Crawley Area
i
View Profile
Oakwood Mortgage Services

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 ...”
In Business Since 2014
Serving Crawley Area
i
View Profile
Metis Wealth

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”
Serving Crawley Area
i
View Profile
Finance Planning Group - Tim & Kim Dock

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...”
Remote Consultations Available
Free Initial Consultation
Serving Crawley Area
i
View Profile
PRB Accountants Llp

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.”
In Business Since 1997
Serving Crawley Area
i
View Profile
Wellesley

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...”
Serving Crawley Area
i
View Profile
Simon Ellis Associates

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...”
67 High St, Reigate RH2 9AE
i
View Profile
Coreadviz Accountants

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...”
Transparent Fees & Pricing
Remote Consultations Available
Free Initial Consultation
10 Daventer Dr, Stanmore HA7 3TJ
i
View Profile
Citrus Financial Management

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 ...”
In Business Since 2001
Serving Crawley Area
i
View Profile
Clear Financial Advice

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.”
Serving Crawley Area
i
View Profile
Wealthbuilders Together

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 ...”
Felcourt Farm, Felcourt Rd, East Grinstead RH19 2RR
i
View Profile
Devonshire Green Accountants Kent

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”
Serving Crawley Area
i

Retirement Planning and Investment Management Services in Crawley Cost Estimates

Minimum cost
£1237
Maximum cost
£10508
National Average
£3709
Avg Per Hour Rates
£373
£2473
£6800
Fair price range is based on 336 cost profiles
Embed on your site

Your Embed Code

Click to copy
Successfully copied!
Average Cost £3709
Minimum cost £1237
Maximum cost £10508
Avg Per Hour Rates £373

Fair range $2473 to $6800 is based on 336 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?

Wealth Management Advisors near Crawley

Popular in Crawley

, ENG
Back To Top