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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”

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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.”

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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”

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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 ...”

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Legend Financial and Tax Advisers

(50)

R&D Tax Services, Tax Investigation, Capital Gains Tax

“Received exceptional customer services. Query was dealt with care. Mr. Ali Aulia provided me a good service. Positive Responsiveness, Quality, Professionalism, Value”

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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”

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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”

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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.”

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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!”

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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.”

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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.”

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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, ...”

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F9 Consulting - Accountants Canary Wharf

(37)

Hmrc Enquiries Advice, Funding & Financial Advice, UK Tax Advice Specialists

“F9 Accountants have assisted me with my Ecommerce business, friendly, professional and fast communication. Jamie and Lewis are always on top of the accounts, whilst Anthony has great tax advice. Recommend”

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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.”

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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!”

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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”

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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.”

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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 ...”

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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”

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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...”

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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.”

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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.”

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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”

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

(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...”

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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Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Epping

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

First Wealth

Humboldt Financial

Lifetime Capital

Glazers Chartered Accountants

Legend Financial and Tax Advisers

Just Us Financial Solutions

Investment Quorum

Charles Cameron & Associates

Ablestoke Financial Planning

Moneysprite

Capricorn Wealth Management

IFS Wealth & Pensions

F9 Consulting - Accountants Canary Wharf

Rose Capital Partners - Mortgage Advisors London

Churchill Knight & Associates

My Crypto Tax - Cryptocurrency Tax Advisor

Bambridge Accountants

Broom Consultants

Tees Law

Holder and Combes

Clayhall Financial Services

Foster Denovo London

Castell Wealth Management

Buckingham Gate Chartered Financial Planners

Retirement Planning and Investment Management Services in Epping Cost Estimates

Why these companies made our list

Wealth Management Advisors near Epping

Popular in Epping