Best Financial Advisors in Hastings
The highest-rated Financial Planning & Wealth Management companies out of 49 vetted & reviewed in the Hastings area.
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“Professional service with constant informative updates. Would highly recommend.”
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Alexander James Financial Planning
Long Term Care & Estate Planning, Pensions, Mortgages
“David Dixson has guided me to incredible rates on interest on stcoks and shares ISAs. Scott Pritty provides very good advice to me and my clients for mortgages.”
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Hastings Financial Solutions
“Hastings Financial Solutions was founded with the aim of providing fair, ethical advice to consumers. With a wealth of experience in helping people with their insurance and financial needs, we feel we are perfectly set up to help give you balanced, u...”
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Wrlo Accountants
“WRLO have been by our side every step of the way on our journey, from company creation/registration to where we are today. You guys have responded to all my queries in a speedy manor and always steered us in the right direction. We would fully recomm...”
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Clifford Osborne Limited Independent Financial Advisers
Accreditations, Work With us, Testimonials
“I have been dealing with the firm for past a few years and must say that Mr Clifford has not only looked after our financial issues just well as well as looking after other areas of advice on finance ;; truly thank you for all your help ; Kia”
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Diamond Accounts Eastbourne
Business Lifecycle, Accounts Preparation, Tax Investigation Specialists
“Very rapid responses to any queries. Very professional. Sorted my tax returns out regularly over the past few years and obtained tax rebate in the process when I was self employed. Very pleased with the service. Thanks Nick.”
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Complete Financial Planning
- Insurance
- Efficient
- Future
“Maria Griggs and CFP were excellent when helping us to remortgage our property. Maria worked extremely hard right from the beginning of the process, sourced and ideal deal for us and kept working at it until the mortgage completed. I would certainly ...”
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Willow Tree Financial Services
- Mortgage
“Had real difficulty getting a mortgage due to several factors and after some planning and organising Rachael and Haylee managed to get me a great rate where others just refused and now after the birth of my little one they've sorted all our insurance...”
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Olympus Financial Planning
Bridging Loans, Investments, Mortgages
“We used Pete's services to secure a mortgage. Pete has been extremely helpful and professional at all rimes and managed to get us what we wanted at a very good rate. Highly recommend”
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Independent Mortgages2
“Nick was fantastic through a complex and lengthy buying process. He is knowledgable, patient, quick and easy to work with - massive thanks for helping me get my house purchase over the line!”
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Pellow Mortgage Solutions
“Marcus couldn't have been more helpful with our entire mortgage process for our first home. He has always been there to answer any questions my partner or I have had and has in turn made sure we never look anywhere else for a mortgage advisor.
Com...”
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Arnott Guy & Co Ltd
“Had my first meeting with Chris Winterten today to review my finances. He was excellent, very approachable and professional, the advice he offered suited my needs perfectly and I am very grateful for his time. I have therefore no hesitation in recomm...”
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Premier Independent Services
“Excellent, efficient company.”
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Cooden Tax Consulting - R&D Tax Consultants
The UK Patent Box Tax Relief Scheme, Tax Enquiry Support, Proofreading & Claim Review
“Simon and the team have completed 2 R&D claims on our behalf and we can highly recommend them. Simon was able to offer sound advice and guide us through what can be a tricky process.
MarK Thompson - PlasTech”
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Simpsons Wealth Management
“Lynn Skinner is an excellent ambassador for the business”
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Lawlerdavis Independent Financial Planners
“Oliver joined us in 2016 as an apprentice after studying A levels in Mathematics, Business and Economics at college. Having initially completed his Level 3 Certificate in Providing Financial Services, he has since obtained his Diploma in Financial Pl...”
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Watch Oak Private Wealth
- Team
“Great service.
Has really helped me focus on my financial goals. Leigh and his team are always professional and would highly recommend.”
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Sandycross Wealth Management
- Team
- Pension
- Investment
“I have been a Client of Sandycross for about 10 years now and have found them responsive to the financial market with up to the minute advice. I have been a pensioner for 4 years and heeding their advice my investments have allowed me to be financial...”
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Junction 8 Financial Planning
- Pensions
“Was a great help, had many different pensions that I wanted to put into one pot and was given great advice and guidance on how to do this. Was friendly with no pressure to make decisions. Will be using again”
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Liddle Perrett
“Excellent knowledgeable service, would recommend”
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Mike Robertson Associates Limited
- Future
- Retired
“Phil goes to great lengths to explain all his services and to make certain that we understand all aspects of them. This is done in an unhurried and pleasant environment allowing us to speak freely about our requirements
His financial knowledge is...”
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Sussex Pension Advice
“Helped with transferring my pension. Really professional and very friendly people.
I would and have recommended Sussex Pension Advice to my friends and colleagues. Keep up the good work.”
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Green Financial Planning
“There are many areas of financial planning, including pensions and retirement planning, investments, protection, equity release andinheritance tax planning.We are able to advise in these areas and will go through an initialreview process withour clie...”
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Taylor Winchester Independent Financial Management
“We all have differing circumstances, objectives and aspirations and our role is to devise appropriate strategies to help you achieve your goals. We feel it is important to work closely with our clients and other professional advisers in order to main...”
Retirement Planning and Investment Management Services in Hastings Cost Estimates
Why these companies made our list
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