Crawley

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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.

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Magus Wealth

Magus Wealth

(22)
Financial Planning, Cash Flow Planning, Investment Management
“I was particularly impressed with the way Dante Peters took the time to explain the different options available to me in language that I could understand. I am also very happy with the performance of my portfolio and its projected growth.”
Free Initial Consultation
Endeavour House, Business Quarter, Manor Royal, Crawley RH10 9LW
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Lime Consultancy

Lime Consultancy

(29)
  • Business
  • Experience
  • Networking
“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
Transparent Fees & Pricing
Offers Financing Options
City Place, Beehive Ring Rd, Crawley, Gatwick RH6 0PA
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Invictus Wealth Consultants Limited

Invictus Wealth Consultants Limited

(22)
  • Pension
  • Communication
  • Team
“I transferred all my affairs over to Kirsti after our initial meeting, which should say it all really! Kirsti is really client oriented, she took the time to discuss and truly understand what I was looking for, and has worked with me to build a clear...”
Unit 7, Newhouse Business Centre, Old Crawley Rd, Horsham RH12 4RU
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Coreadviz Accountants

Coreadviz Accountants

(14)
“Mr Rajiv Singh( charted Accountant) has provided a very professional and expert service to us in making attestation for my registration with health care , we were very impressed by his quick response and delivering good work in less span of time. I h...”
7 Lucas Cl, Crawley RH10 7EY
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The Finance Zone

The Finance Zone

(12)
  • Knowledge
“I am very happy with the service I received from Richard Smith of The Finance Zone, who recently produced new Wills for myself and my wife. He spent a lot of time with us at our home going through our requirements and explaining how best to protect ...”
20 Gainsborough Rd, Crawley RH10 5LD
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (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
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Maidencroft Financial Services

Maidencroft Financial Services

(1)
“I have used Maidencroft Financial Services Ltd twice now, on both occasions for pension advice and paperwork. I have found them to be very polite, helpful and informative and would not hesitate to use them again.”
The Courtyard, 15 East Park, Crawley RH10 6AG
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DB Wealth Planning & Preservation

DB Wealth Planning & Preservation

“I am able to offer a range of estate planning products and services ranging from a Basic Will, Trusts and Power of Attorney through to Professional Executor, Probate and Trustee services.”
Worth Corner, Turners Hill Rd, Crawley RH10 7SL
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Metis Wealth

Metis Wealth

(30)
  • Management
  • Sound
  • Team
“We have had a relationship with Metis Wealth Ltd over many years. Throughout this time they have provided first class financial advice and portfolio management.”
Serving Crawley Area
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Trevor Downing IFA

Trevor Downing IFA

(17)
Retirement Planning, Employee Benefits, – Will Writing
“We were one of the many home owners facing the dilemma of a soon to be ending 5 year fixed rate mortgage and interest rates going crazy only a few weeks ago. We knew immediately what we had to do to secure some financial stability for the future, and...”
Serving Crawley Area
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3D Financial Planning

3D Financial Planning

(2)
Retirement & Pension, Life Assurance & Protection Advice, Investment & Bespoke Portfolio 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
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Wingate Financial Planning

Wingate Financial Planning

(2)
Care Fees Planning, Financial Planning, Trustee Investment
“Wingate have managed my financial affairs for many years. They are very user friendly and it is so reassuring to know they are extremely knowledgeable and totally £trustworthy!!”
In Business Since 2010
Transparent Fees & Pricing
Serving Crawley Area
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Hearnden Associates

Hearnden Associates

(1)
Investments, Business Financial Planning, Mortgages
“Extremely helpful team.”
In Business Since 2003
Serving Crawley Area
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Coole Bevis Law

Coole Bevis Law

(19)
  • House
  • Sale
  • Efficient
“Amanda Owen provided probate services for my mother's estate. From the initial meeting throughout the process and until completion, Amanda demonstrated exceptional sensitivity, professionalism and insight. At our first meeting, she explained how th...”
In Business Since 2018
Transparent Fees & Pricing
Serving Crawley Area
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MLP Wealth Management

MLP Wealth Management

(2)
“They helped me understand my pension pot & savings in great detail, and developed a really detailed retirement plan for me. They were very professional and friendly and didn't use jargon, just explained in real terms what I could expect my income to ...”
Free Initial Consultation
Family Business
Serving Crawley Area
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PRB Accountants Llp

PRB Accountants Llp

(30)
Business Services, Personal Services
“Outstanding service. Quick to answer questions. Reassuring. Even pinpointed fraudulent activity and solved it with out my needing to be involved. I highly recommend.”
In Business Since 1997
Serving Crawley Area
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Redwood-Financial

Redwood-Financial

(29)
Pensions, Investments, Insurance Protection
“A big thank you to Patrick Woolgar for providing an excellent service throughout our recent house move. Patrick provided excellent guidance and was highly responsive throughout. Highly recommended!”
Serving Crawley Area
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Wellesley Wealth Advisory

Wellesley Wealth Advisory

(28)
Personal Financial Advice, Income Protection, Corporate Financial Advice
“I have recently engaged with Samantha Kaye who carried out a thorough financial health check and retirement planning exercise. I'm very happy with her advice and attention to detail. The transfer process was very easy and I know I can call on her sho...”
Serving Crawley Area
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Finance Planning Group - Tim & Kim Dock

Finance Planning Group - Tim & Kim Dock

(30)
  • Professional
  • Worries
  • The Future
“Tim Dock was fantastic support for my partner and I when renewing our mortgage. He gave us amazing advice and we managed to get a great deal, regardless of the fact that we were in a very difficult position. His service was friendly and personal, I w...”
In Business Since 2000
Remote Consultations Available
Free Initial Consultation
Serving Crawley Area
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Devonshire Green Accountants Kent

Devonshire Green Accountants Kent

(27)
  • Company
  • Questions
  • Team
“I would like to thank Aaron for helping us with my husbands first tax return since registering as self-employed. He was recommended to us, and he just made everything so easy. We had lots of questions and he always came back to us quickly with the a...”
Serving Crawley Area
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Elmwood Wealth Management

Elmwood Wealth Management

(24)
Financial Planning, Protection, Wealth Management
“During the financial crisis of 2007-8 and because of serious accessibility problems with our previous portfolio management company, my wife and I agreed that it was necessary to identify a suitable independent, professional, responsible and accountab...”
Serving Crawley Area
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Informed Pensions

Informed Pensions

(15)
  • Understand
  • 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 ...”
In Business Since 2018
Postford Mill, Mill Ln, Chilworth, Guildford GU4 8RT
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Clear Financial Advice

Clear Financial Advice

(21)
  • Mortgage
  • Pension
  • Company
“absaloutley fantastic service. Richard was very quick and efficient sorting my mortgage out. was at the end of the phone night and day. definitely recommended”
Serving Crawley Area
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Oakwood Mortgage Services

Oakwood Mortgage Services

(30)
  • First Time Buyers
  • Re-Mortgage
  • Efficient
“Oakwoord Mortgage Services have done an outstanding job helping me and my husband secure a mortgage. Stuart and Emma helped us find a mortgage product that suits our needs. They've been very professional and proactive. I highly recommend them and O...”
Serving Crawley Area
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Objective Wealth

Objective Wealth

(8)
  • Mortgage Adviser
“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...”
In Business Since 2019
Transparent Fees & Pricing
Free Initial Consultation
Serving Crawley Area
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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
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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

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