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Best Financial Advisors in Harpenden

Handpicked from 58 vetted & reviewed Financial Planning & Wealth Management firms in the Harpenden area, explore the top 5 leading options among the selected group of 24 finalists.

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Geneva Wealth

Geneva Wealth

(7)
  • Financial Advisor
  • Understanding
  • Passionate
“To make a long story short myself and Shan have been friends for 23 years, I had always been curious about investing but am dubious of people handling my money by nature. Around 9 years ago when Shan was taking the exams and studying to get into this...”
Rivers Lodge, West Common, Harpenden AL5 2JD
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Cubed Consultancy Limited

Cubed Consultancy Limited

(46)
TAX, Corporate Advisory, Support Services
“Cubed Consultancy was recommended to me to help set up some Business banking solutions. Excellent level of service and clear communications. Mark has been very efficient and friendly throughout the whole process. Cannot recommended them enou...”
Remote Consultations Available
Transparent Fees & Pricing
In Business Since 2016
6-7 Station Rd, Waterside, Harpenden AL5 4US
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Lyndhurst Financial Management Limited

Lyndhurst Financial Management Limited

(30)
Lyndhurst Wealth, Lyndhurst Advice, Lyndhurst Money
“I know my affairs are in safe hands and I trust the team at Lyndhurst to provide me with the best advice for my circumstances. Would highly recommend. :) Positive Responsiveness, Quality, Professionalism, Value”
Free Initial Consultation
Lyndhurst House, 9A High St, Harpenden AL5 2RT
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Grosvenor Wealth Management

Grosvenor Wealth Management

Inheritance Tax Planning, Financial Planning, Retirement Planning
“We'll help you plan for a financially secure and comfortable retirement. To achieve this we'll help you set your retirement goals, introduce an appropriate investment strategy, review any current arrangements and advise you how to make the most of an...”
9, Waterside, Station Rd, Harpenden AL5 4US
FAQs
Are my investments protected?
Yes. Most investments are protected by the Financial Service Protection Scheme (FSCS). The FSCS acts as a safety net for clients of financial services providers. For more information see the FSCS website.
Is my capital guaranteed?
No. All investments carry the risk that they will not only rise but fall in value. Our investment process and portfolios are designed for longer term investment (generally 5 years or more). Over this time frame, our aim is to deliver strong performance, but there may be times when investments fall.
Can an adviser meet me at my home or office?
Our Financial Advisers will always strive to meet with you face to face, often coming out to your home, workplace, restaurant or they will invite you to one of our offices for a meeting. Remote meetings are also available whether from choice or necessity over Teams and Zoom.
What is tax-efficient investing?
Tax-efficient investing refers to the practice of taking the impact of taxes into consideration when making investment decisions. For instance, ensuring a portfolio is held within a tax efficient wrapper or considering the tax status of an account before withdrawing money from it are examples of tax-efficient investing.
What is a Wrapper?
A Wrapper is a method of structuring investment portfolios in the most tax efficient way. Commonly used wrappers in an advice process are Individual Savings Accounts (ISA) and Pension Plans although there are others that can be used based on your own circumstances and your tax position.
We try to answer commonly asked questions like these on the FAQ page of our website.
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Cactus Accounting

Cactus Accounting

Organisationmaking Sure Everything is on Time and Planned For, Taxeshelping Save Taxes and Plan For the Future, Compliance and Record Keepingtaking the Pain Out of Compliance and Record Keeping
“Polite accurate and fast, thank you Cactusaccounting!”
Remote Consultations Available
Ellerd House, Harpenden AL5 2EJ
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
98.6 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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Homer & Co

Homer & Co

“We are a highly respected firm of Independent Financial Advisers known for our private client and financial planning work. We aim to excel technically, make complex issues easy to understand and give our clients options they hadn't even thought of. W...”
Kinsbourne Court, 3, 96-100 Luton Rd, Harpenden AL5 3BL
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Robert Moreland

Robert Moreland

9 Netherfield Rd, Harpenden AL5 2AF
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AMR Financial Management

AMR Financial Management

“AMR Financial Management is a provider of tailored financial planning and investment advice to private individuals, trustees, companies and charities. AMR's directors and staff strive to provide a level of client service that will exceed your expecta...”
Chiltern House, 433 Luton Rd, Harpenden AL5 3QE
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Bph Wealth Management

Bph Wealth Management

“Registered in England & Wales, Company Registration Number: OC332832 Registered Address: Oddstones House, Thompsons Close, Harpenden, Herts, AL5 4ES BpH Wealth Management is a trading name of BpH Wealth Management LLP which is authorised and regulate...”
Thompsons Cl, Harpenden AL5 4ES
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J P Wealth Management

J P Wealth Management

“We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.”
18 Aldwick Rd, Harpenden AL5 1NG
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Abrey Private Clients

Abrey Private Clients

“Abrey Private Clients LLP is a Limited Liability Partnership registered in England and Wales, Number OC396459 Registered Office: Orchard House, 30 High Firs Crescent, Harpenden, Hertfordshire, AL5 1NA.”
In Business Since 2021
Orchard House, 30 High Firs Cres, Harpenden AL5 1NA
Featured

We're delighted to announce that we have been awarded Wealth Management Company of the Year at the City of London Wealth Management Awards 2023.nnMaking it even more special for us is that winners are determined by votes alone, so a big thank you to all who voted for us!

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One Life Wealth Planning

One Life Wealth Planning

(23)
  • Engagement
  • Understand
  • Financial Adviser
“Nick and Julia are great to work with. I have benefited from loads of sensible advice over the years from Nick and Julia is very efficient. The support from them both, particularly in times of major change in my circumstances, has been invaluable to ...”
Transparent Fees & Pricing
Serving Harpenden Area
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Ten Forward Accounting

Ten Forward Accounting

(4)
  • Financial
  • Team
“Luke has been our account manager for many years and the service we receive is always second to none. High levels of professionalism and an approachable communicative manner mean we are really satisfied with Ten Forward (and Luke in particular). He...”
Remote Consultations Available
Transparent Fees & Pricing
1, Mountview Court, 310 Friern Barnet Ln, London N20 0LD
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Subtilis Accountancy

Subtilis Accountancy

(6)
Financial Planning, Vat Returns, Credit Control
“During the starting of this year, I have faced a great dilemma in order to perform the financial tasks alongside my core business works. But thanks to Subtilis Accountancy, it has lightened the burden. One of my closest friends has suggested me this ...”
Innovation House, 39 Mark Rd, Hemel Hempstead Industrial Estate, Hemel Hempstead HP2 7DN
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Sublime Accounting - Small Business Accounting

Sublime Accounting - Small Business Accounting

(4)
Customs & Excise, Audit & Assurance, Probate Services
“Thank you for making my life so much easier!”
1, Radius House, 51 Clarendon Rd, Watford WD17 1HP
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Heide Swift Financial Planning

Heide Swift Financial Planning

(1)
“We first encountered Heide when purchasing our first house in 2016 and used her to secure our mortgage then. When moving again this year we again contacted her to arrange another mortgage, both times Heide has been incredible - going above and beyond...”
3A Station Square, Flitwick, Bedford MK45 1DP
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Aqua Wealth Management

Aqua Wealth Management

(50)
Corporate, Mortgages, Pensions
“Theo at Aqua Wealth Management has been brilliant throughout the entire process of purchasing our first property and organising our pensions. He's very responsive, detailed and put us at ease. Theo's extremely knowledgeable and we would highly recomm...”
Heath House, 156a Sandridge Rd, St Albans AL1 4AP
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KDW Financial Planning

KDW Financial Planning

(48)
Mortgages, Investments, Commercial
“I have just remortgage my home and the service from KDW based in Hemel Hempstead Old Town was the best professional assistance I have ever received from an independent financial service. Nothing was to much trouble and all went through extremely qu...”
Centurion House, 136-142 London Rd, St Albans AL1 1PQ
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147 Financial Services

147 Financial Services

(50)
  • Limited Company
  • Solicitor
  • Team
“147 Financial Services is very well organised and a team of professional mortgage brokers, very helpful, they guide you all the way, Chris Randall got us the best product & rates for our new mortgage, fees very reasonable. i recommend this company to...”
Connaught House, Upper George St, Luton LU1 2RD
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Scala Financial Services

Scala Financial Services

(48)
Protection, Insurance, Mortgages
“Jodi was absolutely fantastic to work with. She helped us understand the process, worked very closely with the lenders and made sure we get the best deal we can have and also kept us up to date with all developments. Her perseverance and dedication m...”
Family Business
In Business Since 2014
19a High St, Kings Langley WD4 8AB
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Goodwin Financial Services

Goodwin Financial Services

(49)
  • Happy
  • Mortgage
  • Understand
“I was introduced to Steve a few years ago and would not look back. Steve has looked after my affairs for a few years and more recently my pension and made the experience easy to follow. I currently had a financial review and again Steve opened my eye...”
Serving Harpenden Area
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JLM Mortgage Network

JLM Mortgage Network

(49)
  • First Time Buyers
  • Property
  • Company
“This is the second time I have used JLM Mortgage Solutions and like the first time, I was really pleased with the service they carried out. Finding me a great deal and from start to finish, they made sure the transaction was seamless. Well done!! Pos...”
21A Churchyard, Hitchin SG5 1HP
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Digitus Accountancy

Digitus Accountancy

(49)
  • Understanding
  • Management
  • Financial
“I have been working with them since I opened my business in 2019 very helpful any time I needed assistance they all way go out of they way to help me. Thank you very much all the team at Digitus Accountancy.”
In Business Since 2010
363A Dunstable Rd, Maidenhall, Luton LU4 8BY
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Joshua Leigh & Co Accountants Barnet

Joshua Leigh & Co Accountants Barnet

(49)
  • Communication
  • Company
  • Efficient
“A fantastic friendly, knowledgeable and hard working firm. Always on hand to help and a real pleasure to deal with at all times especially Josh & Andreea. I highly recommend to anyone looking for a professional & friendly accountant who are experts i...”
In Business Since 2013
Serving Harpenden Area
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Retirement Planning and Investment Management Services in Harpenden Cost Estimates

Minimum cost
£1192
Maximum cost
£10124
National Average
£3573
Avg Per Hour Rates
£359
£2383
£6551
Typical price range is based on 448 cost profiles
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Average Cost £3573
Minimum cost £1192
Maximum cost £10124
Avg Per Hour Rates £359

Typical range $2383 to $6551 is based on 448 cost profiles.

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