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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

(6)
  • Understanding
  • Passionate
  • Investing
“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

(17)
  • Team
“The best team around if you're looking for help with your small business taxes in Harpenden. The team are professional, dedicated, and knowledgeable about small business taxes. Thank you Cubed Consultancy Ltd.”
Remote Consultations Available
In Business Since 2016
6-7, Waterside, Station Rd, Harpenden AL5 4US
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Lyndhurst Financial Management Limited

Lyndhurst Financial Management Limited

(22)
  • Investments
  • Pension
“We approached Lyndhurst for help with estate planning, exploring ways to tidy our financial affairs. This has been done quickly and efficiently and any questions we have asked have been answered quickly and efficiently. We are very happy with t...”
Lyndhurst House, 9A High St, Harpenden AL5 2RT
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Grosvenor Wealth Management

Grosvenor Wealth Management

Investment Advice, Inheritance Tax Planning, Intergenerational 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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Maidment Judd Insolvency Limited

Maidment Judd Insolvency Limited

Informal Arrangements, Administration, Creditor Services
“Negotiating your way through legal processes can seem quite a daunting task, especially when it comes to financial matters. However, don't worry, help is at hand – Maidment Judd Insolvency can provide friendly specialist advice for both companies and...”
100+ Years Experience
Verulam House, 110 Luton Rd, Harpenden AL5 3BL
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
98.7 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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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...”
Transparent Fees & Pricing
Thompsons Cl, Harpenden AL5 4ES
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Robert Moreland

Robert Moreland

9 Netherfield Rd, Harpenden AL5 2AF
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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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HBB Financial Limited

HBB Financial Limited

Unit 44 Thrales End Farm & Business Centre, Harpenden AL5 3NS
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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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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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Homer & Co

Homer & Co

Kinsbourne Court, 3, 96-100 Luton Rd, Harpenden AL5 3BL
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Aqua Wealth Management

Aqua Wealth Management

(30)
Corporate, Mortgages, Pensions
“Theo has been absolutely brilliant throughout, our case was difficult at times but Theo managed and smashed it! Holly and I couldn't be thankful enough. Will be using Theo again for re-mortgaging in the future!”
Heath House, 156a Sandridge Rd, St Albans AL1 4AP
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Bluebird Accountancy

Bluebird Accountancy

(21)
Switch to Bluebird Accountancy, Landlord Accountancy, R&D Tax Credits
“Great in helping you get set up quickly and efficiently. Offer good advice and help. Once you're up and running the support isn't there as much but I guess they're busy with new customers helping them get set up.”
Transparent Fees & Pricing
Serving Harpenden Area
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Umbrella Company UK

Umbrella Company UK

(21)
Salary Sacrifice, Umbrella Company
“A brilliant company - sign up was quick and easy. The company have processed my weekly accounts in a timely and professional manner- I've not had to chase or query anything at all Notification of payment is sent by text/email (password protected) an...”
20+ Years Experience
Serving Harpenden Area
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Wealth Matters - Accredited Financial Planners

Wealth Matters - Accredited Financial Planners

(15)
  • Team
“The recent annual review of my retirement planning by Bruce Nash of Wealth Matters was conducted comprehensively with professionalism, in a friendly and courteous manner.”
Transparent Fees & Pricing
727 Capability Grn, Luton LU1 3LU
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Iron Wealth Management

Iron Wealth Management

(22)
TAX Planning, Wealth Management, Will Writing AND Lasting Power OF Attorney
“Didn't realise how much more our money could work for us. Pleasure working with Tony, who really knows his stuff and happy to explain the same thing again and again until we understand!”
In Business Since 2018
Serving Harpenden Area
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Highwood Financial Services

Highwood Financial Services

(2)
Protection Planning, Cashflow Planning, Financial Coaching
“An excellent team from top to bottom.”
Transparent Fees & Pricing
30+ Years Experience
Victoria House, 45-47 Vicarage Rd, Watford WD18 0DE
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Lowes Financial Management

Lowes Financial Management

(1)
“it is more than fifteen years since i went with my husband to a Lowes seminar in Chester. We were so impressed by their organisation and attitude that we handed them our savings to look after. We were amateurs in the world of finance; they are pro...”
Free Initial Consultation
Transparent Fees & Pricing
Below Average Price Tag
17 Millard Way, Hitchin SG4 0QE
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Subtilis Accountancy

Subtilis Accountancy

(5)
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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Archers Financial Services

Archers Financial Services

(9)
Pensions, Wealth Management, Mortgages
“I would like to thank Archers and Fanoulla re mortgage advice which was signed in BSL directly which is so much easier! I am happy with how the discussion went and Fanoulla is very professional and knowledgeable when answering questions I have asked....”
Serving Harpenden Area
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Frog Wealth Management

Frog Wealth Management

(1)
Pre-Paid Funeral Plan, Probate, Professional Trustees
“My thanks must go to Dani who helped me sort out a new Will, I was never rushed, there was always someone on the staff to advise me if I had a query, Dani even went out of her way to pick-up my paperwork and to advise me, but always made sure I had w...”
86A High St, Rickmansworth WD3 1AQ
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Foxley Kingham (Fkca

Foxley Kingham (Fkca

(5)
““Working with Foxley Kingham is a joy. It is like having your own accounts department. We have a fantastic relationship with everyone involved in looking after us. We have 3 businesses, each looked after by Stephen Mason and his wonderful back up tea...”
260-270 Great Marlings Butterfield Business Park, Luton LU2 8DL
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Chiltern Hills Financial Planning

Chiltern Hills Financial Planning

(7)
  • Family
“I've worked with Paul and his Team for over 5 years now, and my relationship with SJP goes back almost 25 years. Paul shows a genuine interest in me and my life, and he has provided an extremely efficient service. He was able to reduce my charges...”
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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