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Blake and Day Financial Planning - Debbie Day
Savings and Investments, Business and Corporate, Insurance and Protection
“Top service throughout all dealings with Deb Day”
Best Financial Advisors in Felixstowe
The highest-rated Financial Planning & Wealth Management companies out of 33 vetted & reviewed in the Felixstowe area.
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Ipswich Mortgage Centre
Deposit Unlock Scheme Work, Mortgage Guarantee Scheme, Bad Credit
“Thomas was recommended to us by a colleague at work and as first time buyers we couldn't have been happier with his service. Guiding us through the whole process and being available to call for queries and any worries. Thanks Tom from Jordan and Emil...”
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Try Financial
Commercial Bridging Finance, Adverse Credit Issues, Conveyancing
“Wouldn't use anybody else. We have had Danielle since 2014 and found out she left the company that we used. I searched for her and luckily found the new company Danielle works for. So happy we found her she is just amazing 🤩 …”
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Parallel Wealth Management
- Future
- Meetings
- Critical Illness
“We have been working collaboratively with Cavan and PWM for sometime now. They are a trusted partner to our business and have provided A* service to our clients.”
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Upside Finance
- Professional
- Stress
- Home
“I would highly recommend Upside Finance. Farida is super professional, helpful and knoweldgeble. She helped me when mortgaging and remortgaging. She responded all my questions and requests during the process quickly. Fantastic service.”
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Scrutton Bland
Services For Individuals, Services For Businesses
“Scrutton Bland's guidance and expertise has been invaluable in managing the financial needs of the business. They provide a helpful, professional and efficient service – would highly recommend.”
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Cardinal Financial Planning and Wealth Management
- Shares
- Understanding
- Family
“Simply the best service. James has dealt with two mortgages for me and his attention to detail is superb. For anyone looking for mortgage advice and help I couldn't recommend Cardinal highly enough.”
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Carterdawes IFA Solutions
- Questions
- Financial Advisor
- Savings
“My husband and I have been clients of Carter Dawes for many years, seeking their help with savings and pensions. We were introduced to Sam Edwards when our previous adviser retired. We have been very happy with Sam. He has given sound advice and alwa...”
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Simply Accounts & Tax
- Questions
- Happy
“Thank you so much, keeping is very simple, efficient and removing any concern about my tax return Positive Responsiveness, Quality, Professionalism, Value”
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LB Group
- Knowledge
“LB Group have been fantastic in submitting my self assessment return for the last few years and have been great in providing my documents for a mortgage application. I cannot recommend them highly enough.”
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Coffey Brooks Financial Services
Pensions, Investments, Mortgages
“If you need a mortgage and life cover then I can't recommend Louise Gregory at Coffey Brooks enough. She was brilliant throughout the whole process. Friendly, efficient and very knowledgeable. She really put me at ease and explained all the steps ver...”
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Lighthouse Platinum Wealth Management
“A real example of fantastic scruples and amazing customer service. I had an issue with a provider of investments which cost me a lot of money. Nick worked tirelessly for my corner and when they eventually refused to put the error right, Nick put it r...”
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Kingsfleet
“I can't praise the team enough, amazing service from start to finish. Communication was swift and advice was spot on. Special mention for Emily who was brilliant”
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Essential IFA
““Peter provides coherent, objective advice on all aspects of financial planning and his approach is refreshingly down-to-earth and jargon free. He thinks strategically and offers a service which takes into account risk profile and long-term goals, wh...”
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Williams Farrall Woodward
“Just as their tag line says, clear honest advice. Have always received good advice, clearly explained. Very friendly service. Positive Responsiveness, Professionalism”
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Suffolk Financial Advisor
“Arrived on time for the appointment, went into detail what was going to happen, extremely helpful on the explanation being given.”
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Woodward Markwell Financial Advisers
“Lovely guys x”
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Mark J Morsley & Associates
“Been with mark for many years and his always been very helpful.Could not praise him enough has he's gone way out of his way to sort out my finances.All I can say is thanks mark and I wish you all the best.”
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Clayden Financial
Equity Release, Protection, Long Term Care
“We used Clayden's when applying for a mortgage and Nick made the whole process very simple for us and explained everything in terms that we could understand.
They helped us to get a good deal and we would absolutely use them again in the future.”
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Fairey Associates
Tax Planning, Investment Management, Estate Planning
“Michael and the team were amazing and sorted out my financial enquiries with professionalism. Many thanks 😊 …”
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Simply Accounts & Tax Limited
“I am very pleased with the service I have received in preparing and filing my annual tax returns. The Inland revenue are not the easiest people to deal with and I am grateful Simply Accounts have taken that worry off my shoulders”
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Plan Money
“Your adviser will act as a project manager, overseeing all aspects of your financial planning. They will either address each planning component themselves, involve a colleague with specialist knowledge or engage the services of a trusted external par...”
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Future Financial Planning
- Pension
“John Markham was recommended to me by a friend when I was looking for someone to give me pension advise.John is friendly and explains his advise in a clear understandable manner.John is always available should any concerns arise and offers ongoing pr...”
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Case Wealth Management
“Went to see Rob Case for some advice on pensions with my partner and found him very helpful and to our surprise found out that my partner had a pension of £42k, which we had no idea about and was a pleasant surprise, would recommend Rob Case to my fr...”
Retirement Planning and Investment Management Services in Felixstowe Cost Estimates
Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Average price range is based on
456 cost profiles
Why these companies made our list
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