Best Financial Advisors in Frome
The highest-rated Financial Planning & Wealth Management companies out of 53 vetted & reviewed in the Frome area.
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“Andy has done some bits for us in the business and understands customers needs, delivering great advice and in a timely manner. Looking forward to continuing our business together”
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Buying Support Agency
“We were very impressed with BSA's helpful service. They swiftly reviewed our stationery usage, sourced a new supplier and reduced costs by over 20%. As a result we have asked them to review other high cost areas of our business. J.Awenat, MD, Sloane ...”
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Stag Protect
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Miles Finch - Independent Financial Adviser
Retirement Planning, Calculators, Protection
“Miles is very knowledgeable and helpful with a professional friendly manner. With me knowing very little regarding the pensions market, as I work in the Lifestyle Protection sector of financial services, he helped both my husband and myself understan...”
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Wiltshire Wealth
- Advice
- Future
- Options
“Daniel was extremely helpful. He navigated me and my wife through some tricky financial advice. It was clear he has a wealth of knowledge, yet was able to explain things in terms we understood. Extremely pleasant and professional would recommend on t...”
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OCL Accountancy
Personal Tax Planning and Compliance, Cloud Accounting, Wealth Management
“As a small business and a customer for many years, I have been very grateful and pleased with for the high level of support I have received from OCL Accountancy. The have looked after both my personal affairs and accounts needs in a highly professio...”
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Alpha House Wealth Management
Who we Look After, Financial Planning & Wealth Management
“Mike is very personable, trustworthy and efficient in what he does. He has been a financial advisor for me for many years now through varied circumstances and has always provided an excellent service.”
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Mogers Drewett Solicitors
“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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Synthesis Wealth
“Jon is an experienced independent advisor. Over the years he has taken a straightforward, practical approach to my retirement planning, ensuring it is tailored to my circumstances (and stays on track!). Happy to recommend.”
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Saltus
“Fantastic service. Help and advice at every need.
Friendly professional and extremely worth having proper and honest advice.”
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Elite Financial Consulting
- Company
- Mortgage Broker
- Sorting
“Recently used Elite financial consulting services and Natalie Gollop was amazing, I cannot recommend her highly enough. Excellent, fast service and found me the right mortgage. Communication was first class. If I need another mortgage then Natalie wi...”
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Unividual | Bath Financial Advice
- Understand
- Saving
- Knowledge
“I was recommended Simon Hicks by a friend, who couldn't speak highly enough of his professionalism, expertise and personable approach. They were 100% right. I am incredibly inept when it comes to financial planning, but Simon took the time to expla...”
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Adam Cockerham Fpfs - Chartered Financial Planner
- Understand
- Planning
- Options
“We have found working with Adam to be a very positive experience. Knowing very little (if anything) about investing he explained in a way that we could understand, and never spoke down to us. Adam is responsive to the interest we have in ethical inve...”
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Silver Oak Financial Solutions
- Pension
- Property
- Decision
“Silver Oak Financial Solutions are a great company. They've sorted our mortgage and other financial services without us having to do anything, which is brilliant considering it goes well over my head. Huge thanks to Ben for sorting everything at the ...”
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William Dixon & Associates
- Risk
- Efficiently
- Feel
“I was pointed in Adams direction by my accountant. He has helped me start to use my money more sensibly, and explained everything in an easy way to understand. Even sorted my life insurance out which turns out was pretty useless. Wouldn't hesitate to...”
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Future Wealth Management - Bath
- Pension
- Fund
- Family
“We met Keith in 1998 and he helped us overcome the obstacles with our first mortgage. Since then, we have used him for all our investments and take great comfort from the personal service and attention to detail received from him and the rest of thi...”
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Impartial Financial Management
“Rob and the team have been great with our mortgage, even checking in when the first mortgage we had was coming up to renewal date and advising afterwards!”
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Cary Independent Mortgage Services
- 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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Hallmark Later Life Lending Limited
- Communication
- Mortgage
“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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Ferris & Culverwell
Pensions, Equity Release, Investments
“My wife and I recently met Rob Loveridge of Ferris and Culverwell to discuss aspects of our finances and estate planning. Rob was friendly, clear and helpful, and gave us useful points to consider not only now, but for the future. Recommended.”
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Matheson Charles
- Future
- Pension
“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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Combined Financial Strategies
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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Sam Bowrey & Wd&a
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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Montgomery Charles Wealth Management
- Team
“My wife and I have been clients of Montgomery Charles for over ten years.During that time we have received advised tailored specifically to us and our needs which has been excellent.Great care has been taken to work out what we wanted to achieve from...”
Retirement Planning and Investment Management Services in Frome Cost Estimates
Why these companies made our list
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