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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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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...”

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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

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Facet

Discretionary Investment Management

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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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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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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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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 ...”

Featured

After seeing their six-year-old son’s birthday list, Liz and Dan have realised it’s high time they started teaching Archie about the value of money. 🥳 It’s true they both have reasonably well-paid jobs and only the one child but even so, a Saint Bernard puppy, a quad bike, a horse and a life-size dalek don’t come cheap. 😏 So, what can Liz and Dan do to ensure Archie doesn’t end up bankrupting them before he goes to high school? Find out in our incredibly helpful blog.

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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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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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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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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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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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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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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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Foundation Financial Planning

(11)

Tax Planning, Pension and Longer Term Savings, Saving and Investments

“Contacted FFP through their website for financial & pension advice and Gianni contacted me only an hour later to see how he could help. After providing him with relevant documents he called me the next day, explained everything in an easily understan...”

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Objective Wealth

(12)

Mortgage Adviser
Pension Fund
Communication

“We've just bought our first family home and from start to finish objective wealth have been superb! Jack Corbett out mortgage adviser was brilliant. My first phone call with jack he helped me understand everything I needed to know and broke it all do...”

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A.B. Wills

(5)

“I didn't know where to start with a Lasting Power of attorney, Alice explained everything to me really clearly, and showed real tact and diplomacy. She really knows her stuff and I'd highly recommend. Positive Responsiveness, Quality, Professionalism...”

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Mid Sussex Mortgages

(13)

Professional
Questions
First Time Buyers

“After initially thinking that it must be easy to organise a mortgage for the first time, I quickly realised it wasn't! I stumbled across Mid Sussex Mortgages, checked out the good reviews and took the plunge. I have to say that it was the best deci...”

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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

Magus Wealth

The Finance Zone

T K Gurr Financial Planning

DB Wealth Planning & Preservation

Facet

True Advice Financial Services

Trevor Downing IFA

Metis Wealth

Oakwood Mortgage Services

Finance Planning Group - Tim & Kim Dock

Wellesley

Simon Ellis Associates

Citrus Financial Management

Clear Financial Advice

Devonshire Green Accountants Kent

Wealthbuilders Together

Informed Pensions

Elmwood Wealth Management

MLP Wealth Management

Foundation Financial Planning

Objective Wealth

A.B. Wills

Mid Sussex Mortgages

Retirement Planning and Investment Management Services in Crawley Cost Estimates

Why these companies made our list

Wealth Management Advisors near Crawley

Popular in Crawley