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Best Financial Advisors in Folkestone

Handpicked from 52 vetted & reviewed Financial Planning & Wealth Management firms in the Folkestone area, explore the top 5 leading options among the selected group of 24 finalists.

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Frederic Hall Solicitors

Frederic Hall Solicitors

(30)
Litigation, Residential Conveyancing, Wills, Trusts and Estate Administration
“This is the third time we have used Frederic Hall in five years for our conveyancing needs. On each occasion Lesley Hughes was exemplary, her professional manner, straight forward and honest advice and level of urgency always leave us with a feeling ...”
Transparent Fees & Pricing
In Business Since 1997
York House, 32 Cheriton Gardens, Folkestone CT20 2UR
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Financial Advice & Services

Financial Advice & Services

(4)
Tax Planning, Mortgages & Protection, Divorce
“I have had dealings with Financial Advice and Services over many years. Initially I knew the company as advisers to my own clients and was so impressed that I asked them to look after my own, and my family's investments and pensions. I have total co...”
30+ Years Experience
Sterling House Concept Court Shearway Business Park, Folkestone CT19 4RG
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Acumen Financial Consulting

Acumen Financial Consulting

(14)
  • Mortgage
“Superb from start to finish. Professional, supportive, friendly and took the time to get to know us and our situation - nothing was too much trouble. Regular and timely communication. We can't recommend Acumen Financial Consulting enough and look for...”
36 Bouverie Square, Folkestone CT20 1BA
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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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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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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
97.7 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Women's Wealth

Women's Wealth

(5)
“Would recommend . Professional, friendly ,knowledgeable, proactive. Sound advice , clearly explained in laymans terms. Hugely supportive during a difficult time in my life .”
Canterbury Innovation Centre, University Rd, Canterbury CT2 7FG
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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
In Business Since 2013
Serving Folkestone Area
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Squiggle Consult

Squiggle Consult

(30)
  • Writing
  • Feel
  • Company
“We recently had Tina from Squiggle to write our wills for us. I can't believe that I hadn't got squiggle to do this sooner! I was apprehensive to sort the wills because it felt daunting, sad and complicated, however, I couldn't have been more wrong. ...”
Serving Folkestone Area
Featured

We all know that a dog is for life and not just for Christmas, but what happens to our pets after we depart this life? You can take the necessary steps to ensure your pets are cared for in the event of your passing by including instructions and even dedicating some financial resources for their new owner in your Will. If you would like help with adding this to your Will, please give us a call.

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Whitehead Monckton

Whitehead Monckton

(8)
Sectors, Individual Clients, Business Clients
“I have always found Whitehead Monckton to be a most professional organisation. I have used their services for both the sales of my business, and for property purchase. They are most efficient, and have offered excellent advice.”
Transparent Fees & Pricing
32-33 Watling St, Canterbury CT1 2AN
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Pentins Financial Planners

Pentins Financial Planners

(5)
“Excellent and professional service received from Pentins. They have great expertise but I also really appreciate the friendly approach and practical solutions, combined with an ability to explain things very well. Totally recommend!”
Free Initial Consultation
Transparent Fees & Pricing
Canterbury Innovation Centre, University Rd, Canterbury CT2 7FG
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Scarlett Financial Services

Scarlett Financial Services

(9)
“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
12, Park Barn, Evegate Business Park, Station Rd, Ashford TN25 6SX
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Aims Financial

Aims Financial

(11)
  • House
  • Mortgage Broker
“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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Magee Gammon Chartered Accountants

Magee Gammon Chartered Accountants

(3)
Bookkeeping, Consultancy, Business Planning
“Highly recommend these accountants, very friendly, understanding and helpful.”
In Business Since 1999
Henwood House, Henwood, Ashford TN24 8DH
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Girlings Solicitors

Girlings Solicitors

(17)
“We were looking for a local solicitors where we could get a Will done for my Mum. When we approached Girlings, we were instantly made to feel welcome. We dealt with Paul Hill who was extremely professional and knowledgable. We would definitely recomm...”
In Business Since 1999
16 Rose Ln, Canterbury CT1 2UR
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Black & White Financial Planning

Black & White Financial Planning

(4)
“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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Closer Financial Partners

Closer Financial Partners

(1)
“Stewart was amazing with our first time mortgage! Couldn't recommend him enough!”
In Business Since 2022
32-33 Watling St, Canterbury CT1 2AN
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Talis Independent Financial Advisers

Talis Independent Financial Advisers

(7)
  • Pension
“Hi James hope you and your family have a great Christmas and once again you have helped me for another year you deserve more than stars a medal would be nice ps stay safe and keep making me laugh xx”
In Business Since 2019
Stoke house, Church Rd, Ashford TN23 1RD
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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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Edwards Williams Accountants - Accountants Ashford

Edwards Williams Accountants - Accountants Ashford

(2)
“Excellent service. I highly recommend Edwards Williams Accountants.”
Evegate Business Park, Station Rd, Ashford TN25 6SX
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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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Accounts Unlocked

Accounts Unlocked

Xero, Payroll, Tax Services
“We pay regular attention to the latest changes in tax law and work hard to reduce your tax bills, so you and your business don't end up paying more tax than you need to. This helps your business to retain more of its net profit, which can be paid dir...”
In Business Since 2005
Serving Folkestone Area
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Finance in Dover

Finance in Dover

(1)
“Excellent”
18 Park Ave, Dover CT16 1HE
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Rift R&D

Rift R&D

“The opportunities for innovative ideas and businesses to thrive are very real, but they depend on a deep understanding of what research and development actually means. Even now, with recognition growing of the huge rewards R&D work can offer, far too...”
In Business Since 2012
Eureka Leisure Park, The Cobalt Building 1600, Lower Pemberton, Kennington, Ashford TN25 4BF
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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.

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