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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 ...”

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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. ...”

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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!”

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Commercial Sense

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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.”

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Fordham Investment Services

(1)

“Good financial adviser and highly knowledgeable, thoroughly recommended.”

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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...”

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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...”

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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...”

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PEM Corporate Finance

Mbos & Mbis, Succession Planning, Exit Strategy Planning

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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.”

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Streets Chartered Accountants

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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...”

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Gibbs Denley Financial Planning

(1)

“The service Gibbs Denley offer is fantastic. They have a great team of people. Positive Responsiveness, Quality, Professionalism”

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MM Wealth

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Gdim: Discretionary Fund Managers

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Cambridge Investments

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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.”

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Provisio Wealth Management

What You Can Expect From Us, Wealth Management, Provisio Financial Planning

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Absolute Sense Independent Financial Advisers Limited

Employee Benefit Design, Retirement Planning, Investment Planning

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Rainsford Financial Planning

Estate and Inheritance Tax Planning, Pensions Including Pension Transfers and Consolidation, General Financial planning

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Salisbury House Wealth - Saint Ives

Commercial Finance, Retirement Planning, Inheritance Tax Planning

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RTW Wealth Management

(1)

“I have used SJP now for my Wealth management for over four years and have been very happy with the advice, service levels and of course a superb return through my managed fund. Just ignore all the negative press on social media as they are a game cha...”

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Clarke and Co

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Average Cost	£3526
Minimum cost	£1177
Maximum cost	£9992
Avg Per Hour Rates	£354

Best Financial Advisors in Ely

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

A E Thomson

Camouse Financial Management Limited

Absolute Sense Independent Financial Advisers

Commercial Sense

EBJ Accountancy

Fordham Investment Services

Dartington Wealth Management

NKT Financial Solutions

Idealistic Financial Services

PEM Corporate Finance

Spiritus Wealth

Streets Chartered Accountants

Matrix Financial Limited

Gibbs Denley Financial Planning

MM Wealth

Gdim: Discretionary Fund Managers

Cambridge Investments

S K Wealth Solutions

Provisio Wealth Management

Absolute Sense Independent Financial Advisers Limited

Rainsford Financial Planning

Salisbury House Wealth - Saint Ives

RTW Wealth Management

Clarke and Co

Retirement Planning and Investment Management Services in Ely Cost Estimates

Why these companies made our list

Wealth Management Advisors near Ely

Popular in Ely