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Meridian Financial Services

(4)

“Andy is a knowledgeable and upstanding member of my business network in Frome and his attention to detail is second to none. A calm, down to earth guy, I would not hesitate to use for my personal and business financial affairs.”

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Elite Financial Consulting

(50)

Company
Deadlines
Mortgage Broker

“Brilliant and efficient service. Jon was very friendly and happy to help at any time. Jon was very attentive and happy to answer any calls or emails, not difficult to get hold of at all. Elite Financial Consulting Ltd give a very personal and friendl...”

Featured

Say hi to Natalie, our wonderful Mortgage, Equity Release and Protection Advisor! 👋 Natalie's been in the Financial Services industry since 2004 but has been a qualified Mortgage Equity Release and Protection Advisor since 2018. She specialises in protection for families, their homes and businesses of all sizes ✅ Having a partner and a young son at home, she understands the importance of protecting her family. She takes great pride in being able to help families from the first step onto the property ladder to being there through all the home moves, changes to their families and everything else that comes along the way! #meettheteam #eliteteam #teamelite #financialservices #bristol #movinghome #insurance #wills #investments #bristolfinance #bristolfinancialadviser #financialservicesbristol #remortgage #mortgages #mortgagebroker #lifeinsurance #lifeinsurancebroker...

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Unividual | Bath Financial Advice

(50)

Understand
Critical Illness
Family

“We dealt with Simon Jones of Unividual to look at all of our finances, investments, pensions and insurances. He was extremely thorough and work patiently to fully understand everything as well as our future ambitions before reviewing our position and...”

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Adam Cockerham Fpfs - Chartered Financial Planner

(50)

Investment
Planning
Knowledge

“I wouldn't hesitate in recommending Adam as your financial advisor - everything is explained clearly and concisely and for me - in a way in which I understand. I finally feel like all of those financials matters that I have been putting off have bee...”

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William Dixon & Associates

(42)

Pension
Past
Family

“We have been associated with William Dixon & Associates for many years and during that time Rob has saved us a lot of money by arranging our mortgages and other financial advise, as a long term client I would definitely recommend William Dixon & Asso...”

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Silver Oak Financial Solutions

(45)

Pension
Email
Advice

“Silver Oak FS were recommended to me by my brother who'd worked with them previously and always had a good experience. Ben guided me through the mortgage process when I was buying my first flat and was knowledgable, friendly, efficient and reliable ...”

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Future Wealth Management - Bath

(38)

Family
Meeting
Options

“At the time I first met Ian Smith, I was very nervous about, and a novice at investments and alike. With his help, guidance, and patience we found the confidence to invest and have felt completely content with out investment ever since. We are excite...”

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Wise FS

(22)

Mortgages For Parents & Children, Buy to Let Remortgage, Home Mover

“I have had a fantastic experience working with Wise Mortgages on numerous occasions. They are quick, professional, go above and beyond, answering all and any questions which pop into my head. I felt secure and safe throughout the process and would 10...”

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Impartial Financial Management

(18)

Knowledge
Property
Rate

“Impartial financial management have been amazing throughout. Nathan has always been happy to help and ready to answer a call anytime I've never. 5* service and I would highly recommend”

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Montgomery Charles Wealth Management

(21)

Retired
Company
Sound

“Mike Marigold and the excellent team at Montgomery Charles have advised me and managed my financial affairs for nearly three decades. Their care and attention to detail is confidence inspiring and I have full trust in them. The work they do for me he...”

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Wiltshire Wealth

(26)

Informative
Meeting
Future

“Daniel was referred to us by a friend to give us some informal financial advice. Both my wife and I found our conversations with him really useful. Daniel is very open and informed with little use of jargon or 'industry speak'. We didn't feel like...”

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Miles Finch - Truly Independent

(6)

Retirement Planning, Calculators, Protection

“It's been a pleasure dealing with Miles Finch over the last couple of years. Very professional, listens to what you are saying and fully advises you of all your options. Very clear explanations of various scenarios. Brilliant at dealing with people o...”

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Alpha House Wealth Management

(10)

Who we Look After, Financial Planning & Wealth Management

“Michael at Alpha House Wealth Management has, and still is of great benefit to me, on reflection, previous to meeting him, my "financial advisor" was worse than useless, Michael has helped me with some issues and answered questions quickly, efficie...”

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Mogers Drewett Solicitors

(10)

Advice
Team
Father

“Couldn't have been happier, definitely the best solicitors that we have worked with to date. The team were really responsive, approachable and always answered their phones whenever we need to review where things were. We had a really difficult mort...”

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Ferris & Culverwell

(9)

Pensions, Equity Release, Investments

“We've used Ferris & Culverwell a couple of times now and were highly impressed! Rob Loveridge exceeded all our expectations today by managing to secure a mortgage in principle for us in one meeting! 😁 We couldn't be happier with the outstanding servi...”

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Cary Independent Mortgage Services

(18)

Remortgage
First Time Buyers

“Phil has been a brilliant and trustworthy advisor. It was our first property purchase and mortgage so we didn't have much idea of what to expect but he guided us through each stage and has gone above and beyond for us. We would thoroughly recommend P...”

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Rachel's Bookkeeping Services

(11)

VAT

“I contacted Rachal as a new Electrical contractor for help with my general book keeping and as I've grown as a company Rachal has helped me threw out with everything from staff CIS, wages, company VAT, all receipts and any general questions I have ha...”

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Hallmark Later Life Lending Limited

(17)

Advice
Communication
Professional

“I would definitely recommend employing Mike Hoare for Financial advice. He is a personable man and easy to talk to. I found him always available for any query I had and he kept me updated throughout the time he acted for me. Very pleased I found him.”

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Matheson Charles

(10)

Options
Integrity
Independent Financial Adviser

“Excellent service. For a long time I was looking to find a financial advisor to help me with my pension. Over the years we have experienced poor service from other IFAs which has made us very cautious about the financial profession and the IFAs ...”

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Sam Bowrey & Wd&a - Financial Planner

(5)

Protection, Commercial, Cashflow Planning

“Got in contact with Sam for financial advice. From the offset he was very knowledgeable and made me feel at ease. We created a personal plan and I couldn't be happier.”

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Combined Financial Strategies

(1)

Testimonials, Awards, Why Choose Cfs?

“I worked in Financial Services for 28 years and thought I knew how to spot a good Financial Adviser, but prior to meeting Jonothan made the mistake of accepting a personal recommendation to a well known national firm, and repented at my leisure (as t...”

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Wessex Financial Planning

(19)

Financial Advice
Questions
Efficient

“We would definately recommend Wessex Financial Planning Ltd. Ilan has been very helpful in helping my husband and I plan our finances and plans for retirement, taking into consideration our personal circumstances and needs and factors that we had not...”

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Oakfield Lee Financial Planning

(8)

Number
Future
Pension

“When I needed a financial advisor recently, the usual big names come recommended by search engines etc. However, I'm so glad I found Oakfield Lee through local contacts. I couldn't recommend Becky at Oakfield Lee enough. Friendly and professional s...”

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Hartsfield

(9)

Understand
Meeting
Pensions

“Absolutely brilliant in every way from Hartsfield Financial Services, can not fault them! John White our advisor is excellent at what he does and gives us fantastic financial advice! Give them a call for your financial needs, you will not be disappoi...”

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

Best Financial Advisors in Frome

The highest-rated Financial Planning & Wealth Management companies out of 53 vetted & reviewed in the Frome area.

Meridian Financial Services

Elite Financial Consulting

Unividual | Bath Financial Advice

Adam Cockerham Fpfs - Chartered Financial Planner

William Dixon & Associates

Silver Oak Financial Solutions

Future Wealth Management - Bath

Wise FS

Impartial Financial Management

Montgomery Charles Wealth Management

Wiltshire Wealth

Miles Finch - Truly Independent

Alpha House Wealth Management

Mogers Drewett Solicitors

Ferris & Culverwell

Cary Independent Mortgage Services

Rachel's Bookkeeping Services

Hallmark Later Life Lending Limited

Matheson Charles

Sam Bowrey & Wd&a - Financial Planner

Combined Financial Strategies

Wessex Financial Planning

Oakfield Lee Financial Planning

Hartsfield

Retirement Planning and Investment Management Services in Frome Cost Estimates

Why these companies made our list

Wealth Management Advisors near Frome

Popular in Frome