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Sleekstone Private Clients

(1)

“Have been with SJP for many years, but first visit to this office. Mark was very friendly and knowledgeable. He answered questions we had and helped us to understand what we required and had up to date information and statistics about our funds. A ve...”

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Thomas and Thomas Finance , Independent Financial Advisors

“Thomas and Thomas Ethical Investments has a long pedigree in Ethical Investing. If you want to know that your investments are working hard to prevent damage to the Environment and to have a positive impact upon Society, then learn more here.”

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Prism Independent Financial Management

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Wood Financial Consultancy

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Willcox Financial

(3)

“It was good to meet you on Wednesday and I greatly appreciated you insight into the Financial services reforms. I will certainly be recommending you and keeping your card. Thanks, Trevor.”

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Angela Burns AM

“Angela loves the outdoors and enjoys riding, sailing and walking her dogs. Any spare time she has is spent with her family.”

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Dragon Bookkeeping

(3)

“Jen was very helpful and efficient with my enquiry. I would not hesitate to use Dragon Bookkeeping again”

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Pembrokeshire Wealth Management

“Please browse our website for more information on the services we provide, or contact us for an informal chat with Pembrokeshire financial advisers that are committed to helping you achieve your financial goals.”

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Freedom Equity Release

“We have helped guide numerous clients UK wide through the Equity Release process, so if you would like a no-obligation chat please get in touch. Equity Release Plans are not suitable for everyone, if for example an interest only or repayment mortgage...”

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Thomas Financial Services

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More Wealth Management

“Personal finance, and understanding the different investment mechanisms to achieve my financial goals often throws me. Graham More has made it all easier to understand, and I value his advice and recommendations highly. Importantly, he is one of a ne...”

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R J Financial Planning

(1)

“Professional and comfortably laid out offices. It is always nice to see your local Chartered Financial Planner operating from a nice office, rather than an old Mondeo 😀 A new operation on the Cardigan High Street: Good luck Richard and staff 😀 …...”

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Eatly Wealth Management

(3)

“Highly Recommended. Friendly and professional service.”

Featured

We have an opportunity for you to join a growing business as a Working From Home Administrative Assistant.nnThe role is ideal for someone looking to return to work or start their career, as no previous experience in the industry is necessary as full training and support provided.nnThe role will include:nn- Liaising with third-party providers to obtain financial information n- Maintaining client record n- Working within a larger team to progress items of worknnThe ideal client should demonstrate the following: nn- Be able to work from homen- Experience of working with computer packages such as office is essentialn- Great Telephone Manner is essential...

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Roberts Boyt

(14)

Income Protection, Wealth Management, Financial Advisory

“Our meeting with Huw Roberts was extremely professional and helpful as per usual. I would highly recommend Roberts Boyt to anyone that needs financial advice.”

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LHP Accountants

(14)

Payroll

“LHP supported us over the past 5 years, helping us set up our business and advising us regarding accounting software, tax matters and companies house & HMRC requirements. Excellent service at every stage.”

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Derwen Financial Planning

(1)

“Staff at Llety Cynin were very impressed with the visit from Glyn Thomas. He answered questions about their workplace pensions and provided advice for the long term.”

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Steven Rees Wealth Management

(2)

“Top quality investments Top service Great staff”

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John Phillips Financial Services

(1)

“John is knowledgeable, approachable and excellent at his work.”

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Thomas Independent Financial Advisers

“Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical pl...”

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Sasha Grant Financial Services

“We cover all your protection needs, from Income Protection, Critical Illness Cover, Accident & Sickness, Life Cover and Buildings & Contents and can refer for Private Medical.”

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Financial Solutions Wales

(2)

“Thank you for your help on getting life insurance, the company were very understanding and helped explain how it all works and the benefits of each option, making it an easy process for something we didn't previously know a lot about.”

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Morgan Wealth Management Limited

(1)

“Great service from Gareth as usual. I've used Gareth for over 10 years. Would highly recommend.”

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Harris H R & Partners

(3)

Financial Planning, Audits, Debt & Insolvency

“The food here is great!”

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Jonathan Owen Wills & Estate Planning

(50)

Patient
Company
Mind

“Excellent service from start to finish from James' first visit, he explained everything clearly as we were unsure on what was needed, second visit from Megan was also excellent and she went through any questions we had, everything was done in a profe...”

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Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Haverfordwest

The highest-rated Financial Planning & Wealth Management companies out of 60 vetted & reviewed in the Haverfordwest area.

Sleekstone Private Clients

Thomas and Thomas Finance , Independent Financial Advisors

Prism Independent Financial Management

Wood Financial Consultancy

Willcox Financial

Angela Burns AM

Dragon Bookkeeping

Pembrokeshire Wealth Management

Freedom Equity Release

Thomas Financial Services

More Wealth Management

R J Financial Planning

Eatly Wealth Management

Roberts Boyt

LHP Accountants

Derwen Financial Planning

Steven Rees Wealth Management

John Phillips Financial Services

Thomas Independent Financial Advisers

Sasha Grant Financial Services

Financial Solutions Wales

Morgan Wealth Management Limited

Harris H R & Partners

Jonathan Owen Wills & Estate Planning

Retirement Planning and Investment Management Services in Haverfordwest Cost Estimates

Why these companies made our list

Wealth Management Advisors near Haverfordwest

Popular in Haverfordwest