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Best Financial Advisors in Ely

The highest-rated Financial Planning & Wealth Management companies out of 48 vetted & reviewed in the Ely area.

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A E Thomson

A E Thomson

(50)
Employer / Business, Mortgages, Retirement
“Two good friends of mine highly recommended AE Thomson for finding me the best mortgage lender. I've been dealing with a chap called Jon Porter, with me nothing is never simple….. but I explained everything to him and he has gone above and beyond to ...”
In Business Since 2003
62B High St, Sutton, Ely CB6 2RA
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Camouse Financial Management Limited

Camouse Financial Management Limited

(15)
Protection, Mortgages, Client Portal
“I was so pleased and relieved to find this company. Particularly pleasing is their communication - it's jargon-free, concise and clear. We've been very happy with advice given thus far, and also their responsiveness whenever we've had any queries. ...”
Business Park, Unit 111 Lancaster Way, Ely CB6 3NX
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Master the Art of Budgeting. Times have been unusually tough for a lot of people in recent years. Even people with a decent income have been squeezed by inflation. For them, the process of budgeting extends beyond mere expense tracking. It’s about strategically managing resources to sustain and grow wealth, aligning spending with values, and preparing for future financial goals.

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Absolute Sense Independent Financial Advisers

Absolute Sense Independent Financial Advisers

(8)
Employee Benefit Design, Retirement Planning, Investment Planning
“A great team, who take the time to find out what your needs are, and deliver accordingly. I have used AS for years and find them a very professional outfit to deal with. Well done guys!”
Transparent Fees & Pricing
24 Market St, Ely CB7 4LS
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Commercial Sense

Commercial Sense

“Alan has been in the Banking sector for 43 years. Initially joining Barclays in 1980 for a 31 year career covering many aspects of Banking and latterly as a Relationship Director based in Cambridgeshire. Here he looked after clients in the Mid Corpor...”
24 Market St, Ely CB7 4LS
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EBJ Accountancy

EBJ Accountancy

Corporation Tax, Bookkeeping, Wealth Management
“Great help in keeping my books up to-date and accurate. Really helps to know my position and make decisions quickly moving forward.”
Free Initial Consultation
9 Brook St, Soham, Ely CB7 5AD
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Fordham Investment Services

Fordham Investment Services

(1)
“Good financial adviser and highly knowledgeable, thoroughly recommended.”
100 Clay St, Soham, Ely CB7 5HL
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Dartington Wealth Management

Dartington Wealth Management

(49)
  • Conversation
  • Remortgage
  • Understand
“Terrific service from Rachel, taking time to fully understand my requirements and then presenting detailed analysis of the options open to me. Just the right level of detail and she brought a reassuring level of market knowledge to ensure I got th...”
Transparent Fees & Pricing
4 Clifton Ct, Cambridge CB1 7BN
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Tylers

Tylers

(45)
  • Tenancy
  • Questions
  • Managing
“Alex is very helpful and patience. He is very accommodating and kind. The rest of the staff are friendly and approachable too. I am happy to recommend Tylers Estate Agents.”
In Business Since 1998
Transparent Fees & Pricing
104 Cherry Hinton Rd, Cambridge CB1 7AJ
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NKT Financial Solutions

NKT Financial Solutions

(12)
Protect What Matters, Savings & Investments, Retirement Planning
“Absolutely brilliant! Stuart and the team are excellent, we have got two mortgages now on their advice. They even helped us secure our dream home in a very difficult market. They are thorough, extremely personable and always on hand to answer questio...”
Transparent Fees & Pricing
Free Initial Consultation
The Guineas, Suite 4-5, Rookery, Newmarket CB8 8EQ
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Cklg Accountants & Chartered Tax Advisers

Cklg Accountants & Chartered Tax Advisers

(8)
Capital Gains Tax, Tax Enquiries & Disclosures, Trusts & Estates
“Highly recommend this firm to provide tax advice and to deal with tax returns. They are friendly and helpful and will answer questions efficiently. They offer a professional service and work well with other professionals to help reach the best soluti...”
Transparent Fees & Pricing
Remote Consultations Available
Colliers Ln, Stow cum Quy, Cambridge CB25 9AU
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Idealistic Financial Services

Idealistic Financial Services

(23)
  • Professional
  • Market
  • Future
“I would like to thank Idealistic Financial Services, particularly Manju, who has been a great help throughout our process. We received comprehensive support and answers to all our questions. In all honesty, I do not believe we will be able to find an...”
In Business Since 2020
Free Initial Consultation
Serving Ely Area
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PEM Corporate Finance

PEM Corporate Finance

Mbos & Mbis, Succession Planning, Exit Strategy Planning
“"PEM Corporate Finance have a very pragmatic approach; and being able to take their knowledge of valuation into the negotiation was invaluable. There was a real intensity of support from them, and the desire to see the deal done in our best interests...”
Coupons & Offers
In Business Since 2002
Transparent Fees & Pricing
House 3, Salisbury Villas, Station Rd, Cambridge CB1 2LA
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Staffords Accountants Limited

Staffords Accountants Limited

(3)
“Brilliant - just brilliant - they have done our accounts for umpteen years now”
Free Initial Consultation
In Business Since 1996
Transparent Fees & Pricing
Camboro Business Park, Unit 1 Cambridge House, Oakington Rd, Girton, Cambridge CB3 0QH
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Spiritus Wealth

Spiritus Wealth

(3)
  • Decisions
“A knowledgeable and professional outfit with a great service offering. Joe and Richard are friendly and approachable and able to give advice in an assured and easy to understand manner. Highly recommend them.”
Transparent Fees & Pricing
Nine, Hills Rd, Cambridge CB2 1GE
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Fletcher Thompson Chartered Accountants

Fletcher Thompson Chartered Accountants

(6)
I’m Established, Fee Protection Service, I’m an Individual
“Kathryn and her team are fantastic. Always there with thorough and up to date advice. Our businesses would be lost with out Fletcher Thompson. Not your average accountants.”
Transparent Fees & Pricing
Serving Ely Area
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Streets Chartered Accountants

Streets Chartered Accountants

“Streets are definitely our “Go to” about some of the complexities involved with Academy finances. This has been particularly useful for us during our growth phase. We always receive any information that we request in a timely fashion. I would recomme...”
Remote Consultations Available
Serving Ely Area
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Matrix Financial Limited

Matrix Financial Limited

(2)
“I have been using Matrix Financial for many years now and have always received sound, friendly and professional advice. Unlike some financial advisers I have used in the past, Kelvin Summers and his team do not wait for an annual review before reacti...”
2 Cobble Yard, Napier St, Cambridge CB1 1HP
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Gibbs Denley Financial Planning

Gibbs Denley Financial Planning

(1)
“The service Gibbs Denley offer is fantastic. They have a great team of people. Positive Responsiveness, Quality, Professionalism”
Crystal House, Anderson Rd, Swavesey, Cambridge CB24 4UL
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Gdim: Discretionary Fund Managers

Gdim: Discretionary Fund Managers

“Our range of investment model portfolios are designed to enable you to work efficiently at an acceptable cost. With more than £650 million of assets under management, they're a proven investment solution that will help you better meet the needs of yo...”
Crystal House, Buckingway business park, Swavesey, Cambridge CB24 4UL
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Cambridge Investments

Cambridge Investments

“To add depth in the management of the portfolios and delivery of our service, we look to draw on the expertise and valued insights from carefully selected partners. Cambridge provides a range of tailored investment management services that combine yo...”
9 Hills Rd, Cambridge CB2 1GE
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MM Wealth

MM Wealth

“Established in Cambridge in 1984, this year we are proud to be celebrating 40 years of supporting our clients . From o ur h ead office i n Girton , Cambridge , we look after the financial affairs of our high net-worth clients and their families natio...”
Wellbrook Court, Wellbrook Ct, Girton, Cambridge CB3 0NA
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S K Wealth Solutions

S K Wealth Solutions

(5)
  • Enthusiastic
“Sonny is extremely knowledgable and helpful. He has helped me with my finances over the last two years. I would definitely recommend Sonny.”
8200, Cambridge Research Park, Beach Dr, Cambridge CB25 9TL
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Tait Financial Services

Tait Financial Services

(4)
  • Questions
  • Understanding
“Very professional and friendly service, Georgia was warm and welcoming, taking the time to get to know me and helping me every step of the way with organising my investments. The team here are experienced and provide excellent and honest advice. I wo...”
2-4 Station Rd, Swavesey, Cambridge CB24 4QJ
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The Monetary Partnership

The Monetary Partnership

“The Monetary Partnership is a niche financial advisory organisation located in St Ives, Cambridgeshire. We are independent consultants specialising in tax and IHT planning, investments and pensions.”
In Business Since 2004
Serving Ely Area
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Retirement Planning and Investment Management Services in Ely Cost Estimates

Minimum cost
£1177
Maximum cost
£9992
National Average
£3526
Avg Per Hour Rates
£354
£2352
£6466
Typical price range is based on 348 cost profiles
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Average Cost £3526
Minimum cost £1177
Maximum cost £9992
Avg Per Hour Rates £354

Typical range $2352 to $6466 is based on 348 cost profiles.

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