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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

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Prism Independent Financial Management

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Freedom Equity Release

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Pembrokeshire Wealth Management

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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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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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Eatly Wealth Management

(3)

“Highly Recommended. Friendly and professional service.”

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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

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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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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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M P Financial Services

(4)

Mortgage

“As financial advisers we review client's fiancial situations, a major part is often the mortgage. In recent years this area has become very complex. We have been referring to Neil for the last 2-3 years, the client experience has been excellent. H...”

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Sterling Welsh Independent Financial Advisers

(23)

Team
Responsive
Professional

“Excellent service, a friendly and supportive company. Very informative, advice given without any obligation. Nothing was too much trouble, I would highly recommend and will be using them again in the near future Positive Responsiveness, Quality, Pr...”

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Business Finance Direct

(3)

“Excellent service from Iain, very prompt, polite, helpful and did a great job for our business! Will highly recommend to others!”

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Cilbenrick

(1)

“I have known julian the owner for some years now alway fab advice”

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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

Freedom Equity Release

Pembrokeshire Wealth Management

More Wealth Management

R J Financial Planning

Roberts Boyt

Eatly Wealth Management

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

Iplanning Wealth Management

Gower House Financial

Allchurch & Co.

M P Financial Services

Sterling Welsh Independent Financial Advisers

Business Finance Direct

Cilbenrick

Retirement Planning and Investment Management Services in Haverfordwest Cost Estimates

Why these companies made our list

Wealth Management Advisors near Haverfordwest

Popular in Haverfordwest