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Ferris & Culverwell

(9)

Pensions, Life Insurance, Mortgages

“We've used Ferris & Culverwell a couple of times now and were highly impressed! Rob Loveridge exceeded all our expectations today by managing to secure a mortgage in principle for us in one meeting! 😁 We couldn't be happier with the outstanding servi...”

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Morris Owen

(5)

“I would highly recommend this company ..you always feel they have your back and look after you .”

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Mander Duffill

Retirement Planning, Tax Efficient Schemes, Mortgages

“We are a highly qualified accountancy firm providing a comprehensive range of accounting and business services to both individuals and organisations. Mander Duffill was established in Chippenham over 75 years ago. Over the years, we have evolved and ...”

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Aisa Professional

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Kennet Financial Services

“Kennet Financial Services provides services like financial planning and financial advice, tax, personal pension advice as well as business advice. We also provide many other types of advice and private investing in Devizes, Wiltshire.”

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Mark Woodruff - Chartered Financial Planner

(50)

Understand
Family
Advice

“I was introduced to Mark by a mutual acquantance. He is clearly a very capable adviser and presented a variety of solutions to protect my income in the event of illness or death. He also made helpful suggestions along the way. Would highly recommend.”

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Mather & Murray Financial

(50)

Questions
Company
Patient

“I have been using Mather and Murray for a number of years and have found them to be always available to provide professional advice and support in a friendly manner.”

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Verve Financial

(50)

Lifetime Mortgage, Interest Only Mortgage Expires, First Time Buyer Joint Mortgage

“Karen gave us great personal service during this complicated application. Very helpful and nothing too much trouble. Would highly recommend this Company. Positive Responsiveness, Quality, Professionalism, Value”

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Adam Cockerham Fpfs - Chartered Financial Planner

(50)

Investment
Future
Knowledge

“Adam was very helpful, explained everything very clearly this was an enjoyable and easy experience, we are very grateful to you Adam thankyou. Positive Responsiveness, Quality, Professionalism, Value”

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Dave Southby Financial Planning

(50)

The Future
Financial Advice
Patient

“I found that Dave provides an excellent service. Professional, patient and knowledgeable. I wouldn't hesitate to recommend him to anyone looking for financial advice when planning for the future.”

Featured

National Book Lovers Day! 📘 The perfect time to share with you one of Dave's top money must-reads - 'The Psychology of Money'. This book explores the emotional connection between people and money, highlighting how this relationship is key to financial success - just as much as your investment choices!. If you haven't read it already, it's definitely worth a try! #NationalBookLoversDay #thepsychologyofmoney #swindonbusiness #wiltshirebusiness...

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Bellamy Wealth Management

(50)

Mortgage
Questions
Understand

“Just had our annual review. Been with Bellamy for 6 years and very happy with their performance. Luke always explains everything in straightforward language that we can easily understand and has nice personal touch.”

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Wise FS

(22)

Mortgages For Parents & Children, Residential Remortgage, Buy to Let Remortgage

“I had a very informative chat with Kit on the phone and he gave me some very useful information, especially considering my circumstances. I feel much more positive now about getting my next buy-to-let mortgage. I found him to be very friendly on th...”

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Impartial Financial Management

(18)

Knowledge
Remortgaging
Team

“Top class service from Brad & Rob fantastic contact quick to send off documents needed to lender, and in the end a agreed mortgage, Highly recommended. Thanks guys Ryan”

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Platinum House

(18)

Professional
Team
Market

“Our experience was faultless, we can highly recommend Platinum Mortgage Solutions. Stuart did his upmost to find the best mortgage for us which took away so much stress. His invaluable advice and expertise really put us at ease. He was always availab...”

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Montgomery Charles Wealth Management

(21)

Retired
Communication
Company

“My wife and I have been clients of Montgomery Charles for 14 years. The team, and especially Mike marigold, have handled our financial affairs in a very professional way. Our portfolio under their management has grown year on year. Thank for your fri...”

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Wiltshire Wealth

(26)

Informative
Understand
Future

“Dan responded quickly to my original call & we organised a meeting. He instantly put me at my ease as i'm not familiar with these situations. I acted on the advice he gave me & things have moved on in a positive way. Definitely call on his services i...”

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Chilvester Financial

(14)

Sound
Retirement

“Chilvester Financial will work to understand your individual circumstances, listen to your aspirations and give you sound advice. They are wholly professional and a pleasure to work with. Whether you have a long term investment strategy in mind, a ...”

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Fidenti Financial Planning

(8)

Pensions, Wealth Management, Protection

“Kevin has been astutely helping me manage my financial affairs over the last few years. The decisions that we have made have been very important as I am approaching retirement. It has been imperative for me to maximise my potential retirement income....”

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Hallmark Later Life Lending Limited

(17)

Advice
Financial
Professional

“We were delighted with the level of service provided by Mike. Our initial face to face meeting was warm, professional, empathetic and, most importantly, without any pressure - quite the contrary, in fact. Thereafter, all communication was crystal cle...”

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Will Writer

(17)

Lpas, Inheritance TAX Planning, Wills

“Jake made what might seem a difficult duty very easy and painless. There is more to this than I realised and many hidden pitfalls but Jake explained everything clearly and helped us through the process from start to finish with excellent attention to...”

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Oakfield Lee Financial Planning

(8)

Number
Pension
Future

“When I needed a financial advisor recently, the usual big names come recommended by search engines etc. However, I'm so glad I found Oakfield Lee through local contacts. I couldn't recommend Becky at Oakfield Lee enough. Friendly and professional s...”

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Hartsfield

(9)

Understand
Questions
Pensions

“Absolutely brilliant in every way from Hartsfield Financial Services, can not fault them! John White our advisor is excellent at what he does and gives us fantastic financial advice! Give them a call for your financial needs, you will not be disappoi...”

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Church Financial Services

(4)

“Sound and reliable advice explained with care. Highly recommended.”

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Hawkeye Financial

(1)

“An excellent, professional and complete service. Delivery was on time, on budget and on scope. Many thanks!”

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Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Devizes

The highest-rated Financial Planning & Wealth Management companies out of 47 vetted & reviewed in the Devizes area.

Ferris & Culverwell

Morris Owen

Mander Duffill

Aisa Professional

Kennet Financial Services

Mark Woodruff - Chartered Financial Planner

Mather & Murray Financial

Verve Financial

Adam Cockerham Fpfs - Chartered Financial Planner

Dave Southby Financial Planning

Bellamy Wealth Management

Wise FS

Impartial Financial Management

Platinum House

Montgomery Charles Wealth Management

Wiltshire Wealth

Chilvester Financial

Fidenti Financial Planning

Hallmark Later Life Lending Limited

Will Writer

Oakfield Lee Financial Planning

Hartsfield

Church Financial Services

Hawkeye Financial

Retirement Planning and Investment Management Services in Devizes Cost Estimates

Why these companies made our list

Wealth Management Advisors near Devizes

Popular in Devizes