View Profile

Meridian Financial Services

(3)

“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”

i

View Profile

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 ...”

i

View Profile

Stag Protect

i

View Profile

Miles Finch - Independent Financial Adviser

(5)

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...”

i

View Profile

Wiltshire Wealth

(24)

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...”

i

View Profile

OCL Accountancy

(11)

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...”

i

View Profile

Alpha House Wealth Management

(6)

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.”

i

View Profile

Mogers Drewett Solicitors

(9)

“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...”

i

View Profile

Synthesis Wealth

(1)

“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.”

i

View Profile

Saltus

(2)

“Fantastic service. Help and advice at every need. Friendly professional and extremely worth having proper and honest advice.”

i

View Profile

Elite Financial Consulting

(50)

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...”

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...

i

View Profile

Unividual | Bath Financial Advice

(50)

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...”

i

View Profile

Adam Cockerham Fpfs - Chartered Financial Planner

(50)

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...”

i

View Profile

Silver Oak Financial Solutions

(43)

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 ...”

i

View Profile

William Dixon & Associates

(32)

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...”

i

View Profile

Future Wealth Management - Bath

(33)

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...”

i

View Profile

Impartial Financial Management

(16)

“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!”

i

View Profile

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...”

i

View Profile

Hallmark Later Life Lending Limited

(17)

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.”

i

View Profile

Ferris & Culverwell

(6)

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.”

i

View Profile

Matheson Charles

(9)

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 ...”

i

View Profile

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...”

i

View Profile

Sam Bowrey & Wd&a

(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.”

i

View Profile

Montgomery Charles Wealth Management

(8)

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...”

i

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

Buying Support Agency

Stag Protect

Miles Finch - Independent Financial Adviser

Wiltshire Wealth

OCL Accountancy

Alpha House Wealth Management

Mogers Drewett Solicitors

Synthesis Wealth

Saltus

Elite Financial Consulting

Unividual | Bath Financial Advice

Adam Cockerham Fpfs - Chartered Financial Planner

Silver Oak Financial Solutions

William Dixon & Associates

Future Wealth Management - Bath

Impartial Financial Management

Cary Independent Mortgage Services

Hallmark Later Life Lending Limited

Ferris & Culverwell

Matheson Charles

Combined Financial Strategies

Sam Bowrey & Wd&a

Montgomery Charles Wealth Management

Retirement Planning and Investment Management Services in Frome Cost Estimates

Why these companies made our list

Wealth Management Advisors near Frome

Popular in Frome