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Best Financial Advisors in Epping

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

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Humboldt Financial

Humboldt Financial

(50)
Final Salary & Benefits, Property & Mortgages, Portfolio Management
“We contacted Humboldt earlier this year and have been impressed with the service provided. Ryan is our dedicated contact and keeps us informed of changes and progress.”
Transparent Fees & Pricing
33 Queen St Pl, London EC4R 1AP
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First Wealth

First Wealth

(50)
Cash Flow Modelling
“My experience with First wealth team is extremely positive. They are a highly skilled professional team who are always available to help their clients. I have personally be with them for over 20 years and will highly recommend them”
Transparent Fees & Pricing
6 Broadstone Pl, London W1U 7EN
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Lifetime Capital

Lifetime Capital

(50)
Forex & Currency Transfers, Surveys & Valuations, Solicitors & Conveyancing
“Lee and his colleagues have given a first class service, helping to complete quite complicated property transactions. Thank you so much guys for a job very well done. Positive Responsiveness, Quality, Professionalism, Value”
The Walbrook, 25 Walbrook, London EC4N 8AF
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Glazers Chartered Accountants

Glazers Chartered Accountants

(50)
A-Z Services, Cryptoasset Tax, Financial Services
“Could not recommend highly enough Paras and his team of accountants at Glazers. Very professional, friendly and always willing to assist with any queries we may have. Glazers have assisted us with very useful information and advice especially during ...”
843 Finchley Rd, London NW11 8NA
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Investment Quorum

Investment Quorum

(48)
  • The Future
  • Communication
  • Wealth Management
“We have been a client of IQ for a number of years. They are professional, approachable and knowledgeable. We are very confident that our needs and expectations are in safe hands. Thank you IQ”
Transparent Fees & Pricing
In Business Since 2000
68 King William St, London EC4N 7HR
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Just Us Financial Solutions

Just Us Financial Solutions

(48)
Insurance Services, Wealth Management, Mortgage Services
“Brilliant service from the start to the end - special thanks to Danny for his amazing service throughout the whole mortgage application. Highly recommend you get in touch and will be more than happy to assist you. AM”
Senator House, 85 Queen Victoria St, London EC4V 4AB
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IFS Wealth & Pensions

IFS Wealth & Pensions

(50)
  • Expertise
  • Patient
  • Investment
“I had the most efficient service ever. The broker, (Alan Chan) is very professional and very polite. He updates you promptly with what is happening. I can only leave him a 5 star feedback for his efficient, and effective service and professionalism, ...”
45 Rusper Rd, London N22 6RA
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Moneysprite

Moneysprite

(50)
  • Property
  • Mind
  • Advice
“Thank you so much for your help to arrange our remortgage. Jack was able to find us a better deal, than our existing provider could offer. Will definitely use again when our rate expires. Thank you Jack and Louise.”
Remote Consultations Available
In Business Since 2005
18th & 19th floors, 100 Bishopsgate, London EC2N 4AG
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Charles Cameron & Associates

Charles Cameron & Associates

(50)
  • Level of Service
  • Online Portal
  • Life Insurance
“I highly recommend Charles Cameron & Associates. Alex and Zac were very supportive and approachable, making our mortgage application process smooth, stress-free, at no cost.”
15+ Years Experience
154, Blackfriars Foundry, 156 Blackfriars Rd, London SE1 8EN
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Capricorn Wealth Management

Capricorn Wealth Management

(50)
  • Fee
  • Work
  • Solicitors
“We had a great experience with Ross Culley to get a mortgage for our first purchase, he was great at explaining the process and guiding us through all the steps. Would definitely recommend.”
1 Queen Caroline St, London W6 9YN
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Ablestoke Financial Planning

Ablestoke Financial Planning

(46)
Business Wealth, Wealth Management, Property Wealth
“I spoke to priyesh today concerning my personal finances and troubles. He was very understanding about my situation and gave me a lot of helpful tips and a plan in order to resolve my debts. Thank you!”
In Business Since 2008
20 Farringdon St, London EC4A 4AB
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Rose Capital Partners - Mortgage Advisors London

Rose Capital Partners - Mortgage Advisors London

(49)
  • Solicitors
  • Buy to Let
  • Insurance
“Richard and Bronwyn have been excellent. Very responsive, quickly understood our needs and helped push our mortgage port through. I will not hesitate to use them again.”
Berkeley Square House, Berkeley Square, London W1J 6BD
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Bambridge Accountants

Bambridge Accountants

(47)
  • Call
  • Deadline
  • Taxation in the United States
“As an US Expat living in London, I've been using Alistar and team to do my US filings since 2020. Excellent service with a knowledgable and friendly team who go the extra mile.”
In Business Since 2011
3rd Floor, BAMBRIDGE ACCOUNTANTS LTD, 86-90 Paul St, London EC2A 4NE
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My Crypto Tax - Cryptocurrency Tax Advisor

My Crypto Tax - Cryptocurrency Tax Advisor

(49)
Consulting and Advisory Services, Wealth Management, Tax Planning
“very knowledgeable team and responsive... good communication... have been using services for many years now.. excellent support...I think they are the best for crypto taxation in the UK”
Free Initial Consultation
Serving Epping Area
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Churchill Knight & Associates

Churchill Knight & Associates

(43)
Wealth Management, Salary Sacrifice (Umbrella), Outsourced Payroll (Paye)
“If you're looking for a well reputed Umbrella Company that will go out of their way to help settle you in, and explain everything to you personally, then I would definitely recommend speaking with Churchill Knight & Associates Ltd. Thanks!”
Suite G, First Floor Offices, 230 High St, Potters Bar EN6 5BL
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Tees Law

Tees Law

(41)
  • Advice
  • Understanding
  • Employment
“I needed legal assistance unexpectedly and TEES Law was there for me immediately. Within hours my solicitor was up to speed, talked to the other party and negotiated a fantastic result for me. Positive Responsiveness, Quality, Professionalism”
Transparent Fees & Pricing
In Business Since 2010
Tees House, 95 London Rd, Bishop's Stortford CM23 3GW
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Broom Consultants

Broom Consultants

(41)
Wills & Trusts, Savings & Investments, Mortgages
“I have recently been working with Sally at Broom Consultants who has advised me on pensions and an ISA for retirement savings. Sally has the heart of a teacher and takes her time explaining all the option and what they mean. I would highly recommend ...”
In Business Since 2000
4 Gresham Rd, Brentwood CM14 4HN
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Foster Denovo London

Foster Denovo London

(44)
  • House
  • Information
  • Company
“Peter Burton is always excellent to deal with. Regardless of the particular requirements of the situation, I always feel confident that I have got the most suitable deal at the best possible rate.”
In Business Since 2005
20 St Dunstan's Hill, London EC3R 8HL
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Holder and Combes

Holder and Combes

(42)
Estate Planning and Wills, Insurance: Personal, Family & Business, Pension Consolidation Advice
“Superb service and support from Holder & Combes. Ed was brilliant at diagnosing what we both needed from a language/ understanding point of view, as well as from a service perspective, and with the level of confidence him & the team give, there is n...”
Family Business
Transparent Fees & Pricing
20 Little Britain, London EC1A 7DH
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Clayhall Financial Services

Clayhall Financial Services

(50)
Wills and Trusts, Surveys, Find a Solicitor
“Thank you to David and your team for all your work with securing our mortgage. Clayhall Financial Services were professional and responsive throughout. We will definitely recommend to our friends and family.”
In Business Since 2006
15 The Broadway, Woodford, Woodford Green IG8 0HL
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Castell Wealth Management

Castell Wealth Management

(43)
  • Goals
  • Savings
  • Meeting
“Tom Wood was very thorough and gave me all the advise needed. I didn't feel pressured or rushed at any point. Positive Responsiveness, Quality, Professionalism, Value”
30 Lombard St, London EC3V 9BQ
Featured

Put up to £9,000 per child or grandchild into Junior ISAs. It’s a great way to pass money to the next generation, tax efficiently. A parent or guardian will be required to set up the Junior ISA, but anyone can contribute to the savings. Note that this is an irrevocable gift, and you will need to keep a record of it. The value of your investment can go down as well as up. You could get back less than you invested. Taxation rules can change at any time and are dependent on individual circumstances. #TaxYearEnd #FinancialPlanning #JuniorISA #ChildrensSavings...

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Buckingham Gate Chartered Financial Planners

Buckingham Gate Chartered Financial Planners

(41)
  • Confident
  • Advisor
  • Pension
“Buckingham Gate has been my and much of my family's advisor for some years. I have a great relationship with the team led by Matthew, and feel well served. The returns have been very good as well! Positive Responsiveness, Quality, Professionalism, Va...”
25A Northumberland Ave, London WC2N 5AP
FAQs
Q: Are you an Independent Financial Adviser (IFA)?
Yes, we are completely independent. We act on behalf of our clients as their agent and have no affiliation whatsoever to any product or fund provider.
Q: How much will I have to pay for your services?
We believe in being open and transparent about our fees. Following our initial discovery meeting we will write to you setting out the scope of work we have agreed to complete on your behalf, as well as the fee required for our services.
Q: How long does your advice process take?
This will depend on the complexity of your circumstances, as well as the response times from third party providers. We will take as long as is required to ensure that you receive the highest quality financial planning advice. As a general guide, we would expect to be able to present your initial planning advice and strategy report around 6-8 weeks after starting work on your case.
We do have more answers on the FAQ page on our website.
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William Street Wealth Management

William Street Wealth Management

(50)
  • Options
  • Climate
  • First Time Buyer
“Working with both Alex and Jack was an absolute pleasure. They are both extremely knowledgeable and efficient. I cannot recommend them highly enough. Positive Responsiveness, Quality, Professionalism, Value”
30 Lombard St, London EC3V 9BQ
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The Italian Lawyer

The Italian Lawyer

(34)
Family Law, Real Estate, Italian Litigation and ADR
“Sale of flat in Naples completed today! Very happy with the extremely fast, courteous, and efficient services of Eleonora Tripi and her colleagues, who organised my PoA and had it sent post-haste to the Italian notary involved. They are now helping ...”
In Business Since 2018
16 Upper Woburn Pl, London WC1H 0AF
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UK Law Guides

Retirement Planning and Investment Management Services in Epping Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Typical price range is based on 540 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Typical range £2007 to £5519 is based on 540 cost profiles.

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