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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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Dragon Bookkeeping

(3)

“Jen is absolutely first class and has done so much for both of my businesses and would recommend to all!!”

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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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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.”

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Roberts Boyt

(16)

Income Protection, Wealth Management, Financial Advisory

“Great experience from this business. Thoroughly professional and with attention to detail throughout. Would highly recommend Huw, Mark and the team for your financial needs.”

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LHP Accountants

(15)

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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H D Pritchard & Co

(1)

Capital Gains Tax, Accountancy, Business Tax

“Experienced Accountants”

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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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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. Positive Profes...”

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Jonathan Owen Wills & Estate Planning

(50)

Allowance
Team
Trust

“Very professional and courteous staff no drama filling in forms very straightforward from start to finish! A bonus is the back up if ever needed ... what's not to like in this day and age... kindest personal regards mike ellis ...”

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Sturgess Mortgage Solutions

(48)

Property
Remortgage
Knowledge

“We've recently completed on our house with Shaun being our mortgage advisor. I can't recommend him enough. Throughout the process, he explained every part with great detail making the overall experience of buying our first house feel very easy. Shaun...”

Featured

Facing obstacles in your homebuying journey? 🏡 Let’s break down three common barriers you may be able to clear today! 1... Facing obstacles in your homebuying journey? 🏡 Let’s break down three common barriers you may be able to clear today! 1️⃣ Update Your ID: Make sure your Photo ID and proof of address are current and readily available. This tiny step can make the process much smoother. 2️⃣ Accessible Deposit: Keep your deposit in a place where it’s easily reachable. Avoid holding it in a crypto wallet or with family. 3️⃣ Check Your Credit: Review your credit score for any inaccuracies. Dispute errors to keep your report accurate. Ready to remove these hurdles and move forward? Get in touch to book an appointment. 📱 Your Home may be repossessed if you do not keep up repayments on your mortgage.

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Sterling Rees Wealth Management

(18)

, , Financial Planning

“Kelly has been amazing, she has worked very hard to found every possibility i could access and guide me very well of what to do and how to do it... I highly recommend her if you need any financial advices or mortgage advices. Thank you very much Ke...”

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Tim Taylor & Co

(26)

Company
Service

“Tim and his team offer an exemplary service, highly professional whilst remaining very personable. They have excellent communication and all instructions and requests are expressed with the utmost clarity. Thoroughly recommend.”

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Iplanning Wealth Management

(17)

Life Insurance
Financial Advice
Mortgage

“After starting a family I decided it was time to get life insurance. The process was made effortless when helping me find the best deal for my family. Kelly took her time in helping me choose a suitable cover. I would highly recommend. Positive Respo...”

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Gower House Financial

(1)

“Very professional service”

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Allchurch & Co.

(1)

Cloud Based Accounting

“Allchurch & Co helped me with my Self Assessment / tax return this year. It was my first time using an accountant and the process couldn't have been easier! Huge thanks to Ellie for sorting it all out for me - have already recommended them to so man...”

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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

Dragon Bookkeeping

Pembrokeshire Wealth Management

Freedom Equity Release

More Wealth Management

R J Financial Planning

Eatly Wealth Management

Roberts Boyt

LHP Accountants

H D Pritchard & Co

Derwen Financial Planning

Steven Rees Wealth Management

John Phillips Financial Services

Sasha Grant Financial Services

Financial Solutions Wales

Jonathan Owen Wills & Estate Planning

Sturgess Mortgage Solutions

Sterling Rees Wealth Management

Tim Taylor & Co

Iplanning Wealth Management

Gower House Financial

Allchurch & Co.

Retirement Planning and Investment Management Services in Haverfordwest Cost Estimates

Why these companies made our list

Wealth Management Advisors near Haverfordwest

Popular in Haverfordwest