Best Financial Advisors in Folkestone

The highest-rated Financial Planning & Wealth Management companies out of 52 vetted & reviewed in the Folkestone area.

Frederic Hall Solicitors

Frederic Hall Solicitors

(48)
Litigation, Residential Conveyancing, Wills, Trusts and Estate Administration
“We have dealt with Frederic Hall for many years.we are very pleased with the service we have received from Lisa Fitzgerald.The job in hand was dealt with in a very professional and efficient way.”
Transparent Fees & Pricing
York House, 32 Cheriton Gardens, Folkestone CT20 2UR
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Acumen Financial Consulting

Acumen Financial Consulting

(22)
  • Knowledge
  • Insurance
  • House
“Ben Ashman has been outstanding and extremely helpful, with his excellent knowledge, regarding Equity Release and mortgage products. Also friendly and very patient, explaining the facts in much needed simple terms, for an elderly lady to understand. ...”
36 Bouverie Square, Folkestone CT20 1BA
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Financial Advice & Services

Financial Advice & Services

(3)
Tax Planning, Mortgages & Protection, Divorce
“Since 2004 FAS have been looking after both our personal and company investments. We could not be happier with their performance, attention to detail, proactivity and very sound advice. We feel in very safe and capable hands. I highly recommend FAS. ...”
30+ Years Experience
Sterling House Concept Court Shearway Business Park, Folkestone CT19 4RG
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O'Farrell Wealth Management

O'Farrell Wealth Management

“Alan O'Farrell, has over 27 years of experience providing financial advice to his clients and is the Principal of O'Farrell Wealth Management. Over his time in the industry, Alan has built up a wealth of expertise and prides himself on providing the ...”
Offers Financing Options
21 Petrel Way, Hawkinge, Folkestone CT18 7GY
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Women's Wealth

Women's Wealth

(17)
  • Investing
  • Sound
  • Pension
“Highly recommend Women's Wealth. Their advisors take the time to understand you and what your financial goals are and empower you to make your own choices by clearly explaining their analysis and information about different options. I love that it f...”
Canterbury Innovation Centre, University Rd, Canterbury CT2 7FG
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Absolute Financial Management

Absolute Financial Management

(7)
  • Future
  • Savings
  • Mortgage
“Just when I thought I was never going to get a mortgage due to the high restraints of the lenders, Lee and Spencer, pulled it out of the bag. We now complete on 23rd February. Lee has been a constant support throughout the process and I cannot speak ...”
75 High St, Ashford TN24 8SN
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Squiggle Consult

Squiggle Consult

(48)
  • Understand
  • Meeting
  • Informative
“The process of organising POAs, Wills, Estate Planning was made extremely easy with Jake at Squiggle Consult. Myself and my sister needed to help our mum put her estate in order - all of it can become complicated but Jake made sure we all were clear ...”
In Business Since 2020
Serving Folkestone Area
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Scarlett Financial Services

Scarlett Financial Services

(11)
“Joanne and her team helped me arrange a remortgage in a very efficient and friendly manner. They were professional throughout and demonstrated great expertise and knowledge. I have no hesitation in recommending their services. Fantastic!”
Free Initial Consultation
15+ Years Experience
35 Sandyhurst Ln, Ashford TN25 4NS
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Girlings Solicitors

Girlings Solicitors

(25)
  • Sale
  • House
  • Estate Agents
“A rather belated review following a hectic house move. If I could leave six or more stars I would ! Chris Dewhurst and Michelle Rowland have now transacted on two properties for me. I've found them not just incredibly professional but also kind an...”
In Business Since 1999
16 Rose Ln, Canterbury CT1 2UR
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Pentins Financial Planners

Pentins Financial Planners

(9)
  • Financial Advice
  • Information
  • Decisions
“Pentins have been my financial planners for several years as they were recommended to me through my workplace. I have consistently found them helpful and professional, and also approachable and friendly. Positive Responsiveness, Quality, Professiona...”
Free Initial Consultation
Canterbury Innovation Centre, University Rd, Canterbury CT2 7FG
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Aims Financial

Aims Financial

(11)
  • Questions
  • Phone
  • Life Insurance
“We used Ian (The bearded mortgage broker) through AIMS for both our life insurance policy and mortgage (1st time buyers), and he was exceptional! Nothing was too much trouble, and he was always at the end of the phone or email to answer our questions...”
In Business Since 2015
Suite 1, Caxton House, Wellesley Rd, Ashford TN24 8ET
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Huggins Wealth Management

Huggins Wealth Management

(1)
Inheritance Tax, Life Assurance, Pensions
“I highly recommend using Huggins Wealth Management. Paul is an incredibly knowledgeable Financial Planner who is friendly and provides straight forward advice that is easy to understand. Excellent service”
Transparent Fees & Pricing
Canterbury Innovation Centre, University Rd, Canterbury CT2 7FG
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Magee Gammon Chartered Accountants

Magee Gammon Chartered Accountants

(4)
Bookkeeping, Consultancy, Business Planning
“Always a pleasure to speak and deal with Sharon, very professional and reliable! x Positive Responsiveness, Professionalism”
In Business Since 1999
Henwood House, Henwood, Ashford TN24 8DH
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Black & White Financial Planning

Black & White Financial Planning

(7)
“I have used Black and White Financial Planning to deal with our personal finances and to advise regarding pensions and protection issues. I have been really pleased wit the service and advice and would recommend them for any financial planning as the...”
Victoria House, 1 Maison Dieu Rd, Dover CT16 1RW
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Talis Independent Financial Advisers

Talis Independent Financial Advisers

(16)
  • Family
  • Confidence
  • Financial Advisors
“I have peace of mind in knowing that James Cole at Talis IFA is administrating a solid portfolio of investments, chosen to suit my current needs and attitude to risk. The world of financial investments can be a minefield, so for me, it is essential t...”
In Business Since 2019
Stoke house, Church Rd, Ashford TN23 1RD
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Whitehead Monckton

Whitehead Monckton

(11)
  • House
“I have used Whitehead Moncton on numerous occasions for Business and personal issues and found them extremely effecient and good value. I could not recomend them highly enough especially Sadie Webb who handled the sale of our house. I certainly will ...”
Transparent Fees & Pricing
32-33 Watling St, Canterbury CT1 2AN
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Craven Street Wealth

Craven Street Wealth

(4)
“Louise is a highly professional and caring lady in whom I have every confidence. I can highly recommend.”
In Business Since 2021
20, 22 Watling St, Canterbury CT1 2UA
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Lancaster-Hill Investment Management

Lancaster-Hill Investment Management

(2)
Pensions, Savings & Investments, Taxation
“Jo did a great job finding us the best mortgage offer for first time buyers. Everything went smoothly. Will definitely deal with Lancaster-Hill again in the future. Positive Professionalism”
Serving Folkestone Area
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Wealth Planning Associates

Wealth Planning Associates

(2)
“Doug was really helpful organising our mortgage for us. He also sorted our insurance and introduced us to the concept of Vitality insurance which gives us some great benefits as well as protecting us.”
Transparent Fees & Pricing
Serving Folkestone Area
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Pharon Independent Financial Advisers

Pharon Independent Financial Advisers

(1)
Advice Process, Types of Advice Given
“Well established and proudly independent financial advisors. Staff are polite and professional”
Lawrence House, Summer Hill, Harbledown, Canterbury CT2 8GT
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Macarthur Gordon

Macarthur Gordon

Serving Folkestone Area
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Meridian Financial Planning

Meridian Financial Planning

(1)
“I am a local property lawyer and highly recommend Andrew to clients. He goes the extra mile to assist clients in obtaining finance. He also assists during the process to ensure that the transaction is as smooth as possible.”
Serving Folkestone Area
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Stroud Wealth Management

Stroud Wealth Management

(1)
“I have been with Stroud Wealth Management for about a year now and already had more interaction/communications/advice with my pension than the 9 years with previous providers. I have a very basic understanding about investments and pensions, however ...”
16-17 Oak Trees Business Park, The Courtyard, Ashford TN24 0SQ
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Verity Accountants Limited

Verity Accountants Limited

Small and Medium Business, Fees & Pricing, Sole Traders
“Services by Sector Services by sector – No Person, Business or Industry is left out Our chartered and certified accountants and business consultants come from a wide range of backgrounds and so we offer a wide-ranging services for all sectors includi...”
Transparent Fees & Pricing
20+ Years Experience
The Panorama, Park St, Ashford TN24 8EZ
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Retirement Planning and Investment Management Services in Folkestone Cost Estimates

Minimum cost
£1210
Maximum cost
£10271
National Average
£3625
Avg Per Hour Rates
£364
£2417
£6647
Typical price range is based on 533 cost profiles
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Average Cost £3625
Minimum cost £1210
Maximum cost £10271
Avg Per Hour Rates £364

Typical range $2417 to $6647 is based on 533 cost profiles.

Why these companies made our list

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