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Heritage Will Writers

(50)

Wills, Probate and Estate Administration, Lasting Powers of Attorney

“I chose to use Heritage Will Writers based largely off the excellent reviews on Google and all I can say is that I thoroughly endorse those reviews. Excellent and speedy service, no complaints whatsoever and if your experience is like mine you wont b...”

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Orchard Financial Management

(22)

Investment Options, General Insurance, Pension Simplification

“This had been the second time we have dealt with Jade, her services are second to none, very efficient- quick communication and very professional. Positive Responsiveness, Quality, Professionalism, Value”

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Mark James Ashley Wealth Management

(1)

“Such a Professional well guided open honest service received from Mark. Goes above and Beyond, we could not be happier! 100% would recommend to anybody. Many thanks for your professionalism but also friendly service.”

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Jamie Weller Financial Services

(2)

“Jamie has been reviewing our pensions as myself and my husband are planning our retirement in a few years. He has been very thorough in explaining our options and has transferred our pensions to St James's Place to make our investments more accessibl...”

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Kent Insurance Services

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JDC Financial Planning Limited

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Accsys Accountants

(49)

Accounts & Tax, Virtual Office, Xero Services

“I started working at Accsys a year and a half ago and this is my first job in accountancy. In such a small amount of time I have grown and learnt so much thanks to the colleagues around me and the support from Will. I have also seen the company gr...”

Featured

How to Be Efficient in Business For a business to be successful, it needs to be efficient. In the long run, wasted time and money can be a significant problem, reducing your ability to grow and serve customers best. However, there are many ways to improve efficiency, and what works for some business models may not work for others. So, what does business efficiency mean, and how can you improve your company’s efficiency?

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Fingerprint Financial Planning

(50)

Services, Investments, Mortgages

“I have used mortgage brokers in the past, but for last several years I stick with Fingerprint Financial Planning, because their personal approach is fantastic. Ben, Vicky and Millie have been very professional and responding propmtly to my questions...”

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Courtney Havers

(50)

Pension
Speaking
Understand

“I was recommended Courtney Havers several years ago as I needed suggestions on my pension scheme. Matt Webb has been excellent in advising me on the best way forward. He has been very honest with his thoughts and attentive to every detail in giving m...”

FAQs

What happens if my Financial Planner is away on holiday?

There will always be a suitably qualified member of the team, who is familiar with your case, available to help you if your financial planner is on holiday when you need them.

Where are meetings held?

Meetings typically take place at our offices: 5A Valley Industries, Cuckoo Lane, Tonbridge, Kent, TN11 0AG. However we are also happy to meet you at your home, place of work or by video call.

Do I have to pay for an initial meeting?

No, initial meetings are always held at our expense. It is important that you have the chance to establish whether we are the right financial planners for you before you commit to anything.

What do I need to bring to an initial meeting?

Our initial meeting is a chance for us to have a conversation over a hot drink and find out more about your aspirations, goals, and worries. We will be able to let you know whether we can help you address the concerns you have. We will also explain the financial planning process so you know what to expect and clearly outline what our fees will be. You do not need to bring anything with you at this stage, but if you feel it would help our discussions if you showed us details of any existing pensions, investments, savings, or protection plans you have, please feel free to do so.

More detailed information is available on the FAQ page of our website.

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First4mortgages

(49)

Help Protect What is Important to You, Provide Clear and Straightforward Recommendations

“Very prompt & professional service - our advisor (Toni) followed the process all the way through to completion with us and was in contact straight away with solicitors & mortgage company when we had queries. Would definitely recommend them for advic...”

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SRC Financial Services Limited

(50)

First Time Buyer
Fixed
Efficient

“SRC have been fantastic and so helpful. I am a first time buyer and through a friends recommendation I reached out to SRC Financial. Jack really took the time to explain all the options to me and answered all of my questions. The team helped me throu...”

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Forces Family Finance

(46)

Home Ownership, Protecting What Matters Most, Protecting Your Possessions

“Nadine, Lisa and Amy have been extremely helpful getting our family on the property ladder. We had quite a few issues regarding our credit history. The Forces Family Finance team couldn't have been more helpful. Pointing us in the right direction, as...”

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Fairview Financial Management

(50)

Mortgage
Know
Information

“I have not dealt with a financial advisor before so did not know what to expect. I chose Ross because of the many positive reviews I read and they certainly live up to their expectation. I felt very comfortable talking to Ross about my finances as he...”

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Mortgage Superheroes

(49)

Questions
Dream
Company

“Tony has been absolutely fantastic from start to finish. He has been so professional and reliable which has really put me at ease. Tony was enthusiastic from the start which motivated me to start the whole process ! I will definitely be recommending ...”

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Essex Equity Release Advice Centre

(31)

Legal Services, Financial Services

“I was having difficulty getting Equity release on my property until I came across Ron Radway @ OneCall. Ron went the extra mile to find a lender, and PROBLEM SOLVED. I would recommend him to anyone, Ron is one of a kind, a TRUE gent.”

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Sterling & Law Independent Financial Advisers

(26)

Independent Financial Advice, Business Protection, Wealth Management & Financial Planning

“I cannot recommend Paddy enough. He offers professional and sound advice with a keen attention to detail. His service has been bespoke and tailored to me and my needs, and I can now look to the future with confidence. Thank you, Paddy!”

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Maidstone Mortgages & Pension Advice

(24)

Service
Plan
Future

“Paul is very professional & really understands your needs. Once this is known Paul will endeavour to get you the best deal possible to suit your needs. Always happy to look at alternatives if your plans change”

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Simfin Financial

(24)

Mortgage
Meeting
Number

“Really pleased with the service from Jane @ Simfin. She helped us get our first mortgage and was always on hand to answer any questions and explain the next steps. Would definitely recommend her!”

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Allied Luptons

(11)

Individual Clients, Life Cover and Family Protection, Inheritance Tax Planning

“I have nothing but praise for Allied Liptons Ltd from the moment I was introduced to Allied Liptons Ltd by my Sister, I was made to feel so comfortable having my wife pass away recently I was not in the right frame of mind to deal with what I had to...”

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Focused Financial

(22)

Pensions
Life
Feel

“We approached Focused Financial when we were planning our retirement. James guided us through the process of identifying our aims and organising our investments and pensions. I would recommend Focused Financial. James has a relaxed manner, explains e...”

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Pension Access

(16)

Company

“Outstanding service I actually did nothing except chat to Steve and sign a few forms. Seamless process and very very professional. I missed a few calls due to work but ringing PA back they arranged convenient times to take there call. I would recom...”

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TWC Financial

(27)

Mortgage
Family
Pensions

“Neil Thompstone doesn't walk on water or turn it into wine but he has offered me good pragmatic investment advice whenever I have asked him over the years. Thompstone Wealth manages investments for my wife, daughter and myself. Positive Responsivene...”

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Matthew Wilkes Wealth Management

(26)

Pensions
Sound
Knowledge

“Matthew has been a great help in giving me advice regarding my financial affairs. He has always had my best interests at heart no matter what the problem l can't recommend him highly enough.”

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Willow Financial Planning

(11)

Investment, Mortgages, Protection

“I was referred to Willow by my brother and I am very glad I was. I was looking to put all my pensions into one place and initially had a review with James Hodges. He was very open and honest about the process and reassured me that it would all be t...”

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Average Cost	£3708
Minimum cost	£1237
Maximum cost	£10506
Avg Per Hour Rates	£372

Best Financial Advisors in Gillingham

The highest-rated Financial Planning & Wealth Management companies out of 34 vetted & reviewed in the Gillingham area.

Heritage Will Writers

Orchard Financial Management

Mark James Ashley Wealth Management

Jamie Weller Financial Services

Kent Insurance Services

JDC Financial Planning Limited

Accsys Accountants

Fingerprint Financial Planning

Courtney Havers

First4mortgages

SRC Financial Services Limited

Forces Family Finance

Fairview Financial Management

Mortgage Superheroes

Essex Equity Release Advice Centre

Sterling & Law Independent Financial Advisers

Maidstone Mortgages & Pension Advice

Simfin Financial

Allied Luptons

Focused Financial

Pension Access

TWC Financial

Matthew Wilkes Wealth Management

Willow Financial Planning

Retirement Planning and Investment Management Services in Gillingham Cost Estimates

Why these companies made our list

Wealth Management Advisors near Gillingham

Popular in Gillingham