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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...”

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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”

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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...”

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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...”

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

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!”

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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...”

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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...”

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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...”

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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.”

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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...”

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ADA Accountants

(48)

Skilled
Financial
Company

“Been using ADA as my personal accountant for a few years now. Never fail to get the job done quickly and professionally. Always giving great financial advice.”

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Umbrella Company UK

(43)

Salary Sacrifice, Umbrella Company

“Umbrella company uk was very helpful walking through everything in the contract and explaining each section thoroughly so I had clear insight of what I was signing.”

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First Thought Financial, Hertfordshire

(47)

Stress
Company
Professional

“Great service offered by William and the team. Made the complicated stuff very simple and took as much strain off of us. Would highly recommend and would use again. Positive Responsiveness, Professionalism”

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Churchill Knight & Associates

(43)

Outsourced Payroll (Paye), Drivers (Umbrella), Accountancy

“Fantasic service! They always respond to emails and provide an accurate account. They do not cheat or lie like some of the other unbrella companies. If Churchill Knight was a woman, she'll be my wife!”

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Astus Financial Planning

(50)

Knowledge
Future
Pension

“My wife and I just moved into the area and had a change in circumstances. We did some research and identified Astus Financial Planning would be well placed to help us. In summary, Jon at Astus was professional, efficient and provided a personal solu...”

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Average Cost	£3573
Minimum cost	£1192
Maximum cost	£10124
Avg Per Hour Rates	£359

Best Financial Advisors in Harpenden

The highest-rated Financial Planning & Wealth Management companies out of 58 vetted & reviewed in the Harpenden area.

Cubed Consultancy Limited

Lyndhurst Financial Management Limited

Geneva Wealth

Grosvenor Wealth Management

Cactus Accounting

Homer & Co

Robert Moreland

AMR Financial Management

Bph Wealth Management

J P Wealth Management

Abrey Private Clients

JLM Mortgage Network

Aqua Wealth Management

KDW Financial Planning

147 Financial Services

Scala Financial Services

Goodwin Financial Services

Digitus Accountancy

Joshua Leigh & Co Accountants Barnet

ADA Accountants

Umbrella Company UK

First Thought Financial, Hertfordshire

Churchill Knight & Associates

Astus Financial Planning

Retirement Planning and Investment Management Services in Harpenden Cost Estimates

Why these companies made our list

Wealth Management Advisors near Harpenden

Popular in Harpenden