Eastbourne

Popular Cities

Eastbourne
Join as a Pro

Best Financial Advisors in Eastbourne

The highest-rated Financial Planning & Wealth Management companies out of 64 vetted & reviewed in the Eastbourne area.

View Profile
Clifford Osborne Limited Independent Financial Advisers

Clifford Osborne Limited Independent Financial Advisers

(47)
Meet the Team, Work With us, Accreditations
“Paul is a very knowledgeable financial adviser who explains all pitfalls of moving a defined benefits pension and where best to move it if no better option exists for the policy holder, he has been more than helpful and with his in house team heade...”
Transparent Fees & Pricing
10A West Terrace, Eastbourne BN21 4QX
Featured

With the next 30 years set to witness the largest ever intergenerational passing of wealth, the need for inheritance advice has never been greater. Intergenerational planning, however, can also help with more immediate financial needs, particularly when generations work collaboratively to find solutions that support the whole family both now and in the future.

i
View Profile
Diamond Accounts Eastbourne

Diamond Accounts Eastbourne

(50)
Business Startup, Accounting, Budget Advisory
“Absolutely delighted to have chosen Diamond Accounts to look after my business. The team at Eastbourne are so welcoming and friendly. Looking forward to working with you as I grow my business. Thanks Bal “the boss” and all the team at EB. KR's….Nick ...”
120 Cavendish Pl, Eastbourne BN21 3TZ
i
View Profile
Wrlo Accountants

Wrlo Accountants

(38)
  • Price
  • Tax Return
  • Communication
“Will has been my accountant for almost a decade now, and consistently offers a professional and efficient service, offering real peace of mind. Invaluable! Positive Responsiveness, Quality, Professionalism”
Emergency Services
Transparent Fees & Pricing
31 Willingdon Rd, Eastbourne BN21 1TN
i
View Profile
Complete Financial Planning

Complete Financial Planning

(33)
  • Insurance
  • Mortgage
  • House
“Maria is an outstanding mortgage advisor and must surely be the best in eastbourne and beyond. Her knowledge and advice is spot on and her efficiency and customer service is impeccable. Would recommend to anyone and everyone without hesitation. She i...”
In Business Since 2011
Family Business
CFP House, 22a Cornfield Rd, Eastbourne BN21 4QE
i
View Profile
Pellow Mortgage Solutions

Pellow Mortgage Solutions

(6)
“What a guy! Marcus is honestly lovely to communicate with. He is also on the ball, explains everything beautifully and clearly has an excellent knowledge base. I would highly recommend him as a mortgage adviser.”
Family Business
31 Coppice Ave, Willingdon, Eastbourne BN20 9PP
i
View Profile
Experium Financial Services

Experium Financial Services

(17)
  • Financial Advice
  • House
  • Knowledge
“Nigel and the team are fantastic. Highly knowledgeable and professional. Provide both me and my partner with great financial planning advice. Highly recommend”
Archer House, Britland Estate, Eastbourne BN22 8PW
i
View Profile
Lawlerdavis Independent Financial Planners

Lawlerdavis Independent Financial Planners

(5)
“Sarah and her team have provided me with a really great service over many years, in both planning for and then managing my retirement finances. The service has been very effective, friendly, supportive and totally trustworthy. I recommend this compan...”
Upperton House, The Avenue, Eastbourne BN21 3YB
i
View Profile
Simpsons Wealth Management

Simpsons Wealth Management

(4)
  • Information
“I have been using Simpsons for just over 12 months now. I have found that they are extremely knowledgeable, trustworthy and approachable. The whole team at Simpsons have shown myself, my wife and my family that they really do take great care in ensur...”
51 Gildredge Rd, Eastbourne BN21 4RY
i
View Profile
Independent Mortgages2

Independent Mortgages2

(4)
“Buying house in this unprecedented time is very frustrating especially for a first-time buyer like me. Most Lending companies had changed their policy and most won't take to much risk.. with a high LTV needed for my first mortgage, I was been let d...”
31 South St, Eastbourne BN21 4UP
i
View Profile
Arnott Guy & Co Ltd

Arnott Guy & Co Ltd

(3)
“An incredibly helpful and professional outfit, whilst relatable and easy to talk with, totally not what I expected. I initially enquired for my first mortgage, but quickly realised I needed further advice for how best to invest for my families futur...”
House 4, Cornerstone, 6 Brassey Ave, Eastbourne BN22 9QD
i
View Profile
Premier Independent Services

Premier Independent Services

(2)
“Great Work by Arron Thanks for all your hard efforts to get on my House purchased. Highly recommend. Thank again”
In Business Since 2014
4A Gildredge Rd, Eastbourne BN21 4RL
i
View Profile
Plummer Parsons Chartered Accountants

Plummer Parsons Chartered Accountants

(1)
“Excellent Service, would recommend”
In Business Since 1997
18 Hyde Gardens, Eastbourne BN21 4PT
i
View Profile
Barwells Wealth

Barwells Wealth

“It's natural to feel uncertain about some aspects of taking financial advice, but with our transparent approach, fees won't be one of them. Learn about our structured approach to pricing, what's included in the fees you pay, and why proper financial ...”
6 Hyde Gardens, Eastbourne BN21 4PN
i
View Profile
McMillan Wealth Consultants

McMillan Wealth Consultants

(20)
  • Mortgage
  • Pension
  • Advice
“I had a brilliant experience working with Tom. He was helpful, knowledgeable, answered all my questions and consolidated almost all my pensions into one place. I would highly recommend Tom and McMillan Wealth.”
86 High St, Rottingdean, Brighton and Hove, Brighton BN2 7HF
i
View Profile
MRA Financial

MRA Financial

(9)
Estate Planning, Retirement Planning, Cashflow Modelling
“I am absolutely overblown how Mike explains everything about your finances in plain talk that anyone could understand i would thoroughly recommend him to anyone.”
In Business Since 2022
Serving Eastbourne Area
i
View Profile
Umbrella Bookkeeping

Umbrella Bookkeeping

(3)
“I have worked with Umbrella Bookkeeping for over 5 years and the introduction to our business was complicated by the fact that the previous bookkeeper had lost track of our business finances. Gersha, had to work very hard to bring us up to date and h...”
In Business Since 2013
Transparent Fees & Pricing
1 Grand Cres, Rottingdean, Brighton and Hove, Brighton BN2 7GL
i
View Profile
Willow Tree Financial Services

Willow Tree Financial Services

(43)
  • Life Insurance
  • Mortgage
  • Up to Date
“Had real difficulty getting a mortgage due to several factors and after some planning and organising Rachael and Haylee managed to get me a great rate where others just refused and now after the birth of my little one they've sorted all our insurance...”
In Business Since 2014
Serving Eastbourne Area
i
View Profile
Coastline Financial

Coastline Financial

(29)
Protection Planning, Pensions & Investments, Buy to Let
“Adam recently helped us secure our mortgage at exeptionally competitive rates. From start to finish communication was fantastic. Adam is extremely professional and went out of his way to make sure all went to plan. Thank you!! Highly recommend!”
5 North St, Hailsham BN27 1DQ
i
View Profile
Lewes Smith Solicitors and Property Lawyers

Lewes Smith Solicitors and Property Lawyers

(27)
Conveyancing, Remortgaging, Auctions
“Clive and his colleagues guided me expertly through the sale process from initial engagement to completion. Commmunication was always clear and timely - a first class service. Positive Responsiveness, Quality, Professionalism, Value”
Transparent Fees & Pricing
Serving Eastbourne Area
i
View Profile
Shaun Hart Chartered Financial Planner

Shaun Hart Chartered Financial Planner

(16)
  • Expertise
  • Knowledge
  • Employment
“Shaun offers excellent advice & has great insight. The investment strategies he proposes are tailored to our needs & have consistently delivered strong results.”
Transparent Fees & Pricing
Serving Eastbourne Area
i
View Profile
Herbert Scott Chartered Financial Planners

Herbert Scott Chartered Financial Planners

(13)
  • Investments
  • Family
“A brilliant IFA that offers excellent advice and financial planning with superb staff who are very knowledgable and manage your requirements to perfection.”
Serving Eastbourne Area
i
View Profile
Cooden Tax Consulting - R&D Tax Consultants

Cooden Tax Consulting - R&D Tax Consultants

(11)
  • Efficient
  • Team
  • Expertise
“Simon and the team have completed 2 R&D claims on our behalf and we can highly recommend them. Simon was able to offer sound advice and guide us through what can be a tricky process. MarK Thompson - PlasTech”
Serving Eastbourne Area
i
View Profile
Hunter Financial Management

Hunter Financial Management

(3)
Equity Release, Pensions, Financial Planning
“Ben has been absolutely amazing throughout the process! From being a reassuring ear to getting us results. Ben is such a friendly and calming person which you really need during the process! We cannot thank you enough! Would 100% recommend.”
9 Sutton Rd, Seaford BN25 1RU
i
View Profile
Financial Freedom Sooner

Financial Freedom Sooner

(2)
“Matt's Base Camp Financial Planning service is perfect for someone new to financial planning and investment. He explains everything from the basics, clearly and openly, and takes a well-rounded approach that isn't just based on having as much money a...”
Transparent Fees & Pricing
Serving Eastbourne Area
i

Retirement Planning and Investment Management Services in Eastbourne Cost Estimates

Minimum cost
£1236
Maximum cost
£10495
National Average
£3704
Avg Per Hour Rates
£372
£2470
£6792
Fair price range is based on 322 cost profiles
Embed on your site

Your Embed Code

Click to copy
Successfully copied!
Average Cost £3704
Minimum cost £1236
Maximum cost £10495
Avg Per Hour Rates £372

Fair range $2470 to $6792 is based on 322 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 Eastbourne

Popular in Eastbourne

, ENG
Back To Top