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TFA Partners
“Great efficient service, easy to contact and tax advice invaluable”
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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Camouse Financial Management Limited
Client Portal, Protection, Mortgages
“We used Lee at Camouse to arrange our mortgage and can highly recommend him to provide an honest and professional service in this area. We will certainly return to Lee for remortgage advice in the future.”
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Absolute Sense Independent Financial Advisers
Business Support, Investment Planning, Estate Planning
“I made an initial enquiry with regards to my pension. Paul was incredibly helpful, spending time with me to go through my situation in detail. He was knowledgable, personable and patient, and was focused on giving me the most accurate and up to date...”
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AE Thomson
Employer / Business, Mortgages, Retirement
“Knowledgeable financial advice”
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Scrutton Bland
Services For Businesses, Services For Individuals
““What a pleasure it has been working with each and every one of you over the last 6 months. Approachable, extremely knowledgeable in your fields and supportive – I truly felt you were working with me each step of the way. Scrutton Bland are incredibl...”
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Commercial Sense
“Richard has been in the banking industry for over 39 years, mostly in and around Cambridge. In 2005, after a 26 year career with Barclays, he founded Handelsbanken's Cambridge business, building this from a greenfield start up to a highly profitable ...”
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Fordham Investment Services
“Good financial adviser and highly knowledgeable, thoroughly recommended.”
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Spiritus Wealth
“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.”
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Tylers
- Home
- Experience
- Managing
“The quality of their service and their professionalism in every aspect of their business was outstanding. Always provides a professional service and they have a great communication. It was a pleasure to work with Alex while acquiring our renting home...”
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NKT Financial Solutions
Protect What Matters, Savings & Investments, Retirement Planning
“Amy was extremely helpful in our mortgage application. Very professional and quick with responding to our emails and phone calls. The whole process was super fast and Amy was very professional in dealing with our case. We would like to definitely rec...”
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Dartington Wealth Management
- Family
- Knowledge
- Team
“We have recently used Dartington for financial advice and to transfer our pensions. We are very happy with the friendly, prompt and professional service we have received so far.”
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SPD Financial
Child & Adultâs Critical Illness, Business Protection, Life & Mortgage Protection
“Sam provided us with great service when it came to our Wills and life insurance. He took the time to explain all of our options and offered brilliant advice.”
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PEM Corporate Finance
Mbos & Mbis, Succession Planning, Selling a Business
“"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...”
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Staffords Accountants Limited
“Brilliant - just brilliant - they have done our accounts for umpteen years now”
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Source One Consulting
“As a family run business, we have been working with business across the UK on Cat A and Cat B office fit out and refurbishment projects of all sizes. Our expert team of designers, builders, plumbers, electricians and fitters will deliver interior sol...”
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Cambridge Pensions
Transfer Your Pension, Salary Sacrifice, What Type of Pension do You Have?
“I am happy to personally recommend Elliott. Elliott is very knowledgeable and professional. Elliott provides detailed options and responds quickly to emails and calls.”
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Fletcher Thompson Chartered Accountants
Iâm an Established Business, I'd Like a Job, 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.”
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Absolute Sense Independent Financial Advisers Limited
Business Support, Investment Planning, Estate Planning
“Absolute Sense Independent Financial Advisers Limited is authorised and regulated by the Financial Conduct Authority. Firm Reference Number 828966. Registered in England and Wales Number: 6647014. Registered Office: Woolsack Barn Financial Planning C...”
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Matrix Financial Limited
“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...”
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BV Services
“I have used this company when I needed a financial adviser in Cambridgeshire I was advised to use B V based in Cottenham and I have found them to be very helpful and friendly. They have given me sound advice with regards to Investments , Redundancy a...”
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Independent Financial Solutions
“excellent help and advice”
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MM Wealth
“Your financial challenges and opportunities are unique to you, so your financial plan should be too. What matters to us is getting to know you.”
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Streets - Bloodstock Accountants
“Streets Bloodstock brings together the specialist knowledge, expertise and experience of the Partners and team at Streets Chartered Accountants, the well-established practice of Mill House Bloodstock led by Robert Levitt and widely acclaimed work of ...”
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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...”
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
Why these companies made our list
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