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Metis Wealth

(48)

Investments
Sound
Sipp

“I am a consultant surgeon. When I was referred to Simon my pension was a mess. I had been badly advised to transfer out of the NHS scheme. Simon put it right. He moved my pension to a much better yielding fund. I have known him for six years and the ...”

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PRB Accountants Llp

(37)

Personal Services, Business Services

“I could not rate and praise the staff at and the services of PRB Accountants more highly. They have consistently provided me and my businesses ( from ' raw start-ups ' to ' polished exits ' ) with excellent customer service going back many years. ...”

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Foundation Financial Planning

(11)

Saving and Investments, Estate Planning, Corporate Services

“Very impressed with Gianni and the team at Foundation Financial Planning. They work thoroughly and professionally through the process with you, taking time to explain and advise, and consider the most appropriate strategies for you. They are always q...”

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A.B. Wills

(5)

“Alice was excellent and talked me through the whole process, explaining my different options and making useful suggestions. The whole process was very painless and I would thoroughly recommend using A.B Wills.”

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Private Office Asset Management

Wealth Management, Stockbroking, Portfolio Management

““Phil Simmonds has managed my savings and investments for over 15 years now and I consider myself very fortunate to have met him all those years ago. He is extremely knowledgeable, has excellent judgement in handling investments, is reliable and very...”

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Wise Investments

Life Protection, Advice at Retirement, Corporate

“Achieving financial independence means having enough income at a point in time, to decide whether to work or not. When planning for your future, you need to consider the lifestyle you want when you retire and how you'll support it.”

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Excel Financial Solutions

(1)

Investment Management, Protection & Insurance, Estate Planning

“Highly recommend”

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Riverpeak Wealth Limited

(2)

“Only good things to say about Nick, Daniel and team. Very safe hands and very clear in both their advice and explanations. Highly recommend.”

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Mike Oliver Associates

(1)

“Recently did some photography for Mike Oliver Associates. Very friendly and genuine team. -LKH Photography”

Featured

í ¼í¼ Happy Easter Monday from all of us at MOA. We're delighted that Mike Oliver has completed his part of the Pole to Pole challenge alongside the Team at Rotary Club of Cuckfield Lindfield & Haywards Heath. By raising awareness and funds, they are only a few steps away from opening a much needed facility in Mid Sussex where those living with BiPolar can seek assistance. WELL DONE MIKE. See you in the Office tomorrow morning í ¼í¼...

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Charlton Wealth Management

Retirement Planning, Corporate Financial Planning, Investments and Savings

“Charlton Wealth Management is a privately owned Independent Wealth Management Practice, offering unbiased Financial Planning Services to Private Clients, Businesses and Trusts.”

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Wealthme

“WealthMe is a trading style of Wealth Management Experts Ltd which is authorised and regulated by the Financial Conduct Authority. Registered Office: Highland House, Albert Drive, Burgess Hill, West Sussex, RH15 9TN. Postal Address: PO Box 362, Burge...”

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Plain Speaking Financial Planning

“Too many people get close to retirement before realising that they don't have the necessary finances to enjoy the lifestyle they have worked towards. Or conversely have the money, but aren't sure the point at which they can start spending it. If they...”

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Servo Private Wealth

“Our bespoke services and advice are as individual as you are. We take into account your lifestyle, your family and your interests. We help you achieve peace of mind about your finances- allowing you to get on with living the life you wish to enjoy.”

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Bonaventure Finance

“At Bonaventure Finance, we believe in offering our clients clear, independent advice no matter how complex or seemingly straightforward your circumstances may appear. We will guide you through the process from start to finish ensuring you achieve you...”

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Bismil Accountants

Assistance in Formation of Limited Companies, Gift Aid Scheme, Capital Gains Tax

“If your business is used to doing everything online, then great because so are we. If you prefer to talk to someone on the phone, then your dedicated accountant is always on hand. Or if you prefer to go over the details in person, then you're able to...”

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Hallett Wealth Management

“I have been investing and advising on Global Markets for more than 25 years in organisations such as JP Morgan, Merrill Lynch and most recently as Head of Equity Trading at Barclays in London. I've always enjoyed helping my clients understand what is...”

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Coole Bevis Law

(29)

House
Conveyancing
Sale

“Coole Bevis recently wrote our wills for us. This was something that had been at the back of our minds for sometime but we had kept putting it off as no one wants to think about the what if question, however having now done it we feel relieved and co...”

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Magus Wealth

(26)

Cash Flow Planning, Financial Planning, Retirement Planning

“Based on previous experience I've always felt that the financial services sector was full of disingenuous, self-serving types – they 'advise' you on buying into products that primarily line their pockets at your expense. This changed when I met Ma...”

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McMillan Wealth Consultants

(20)

Insurance
Advice
Mortgage

“I do not often leave reviews, but I felt the need to let everyone know about my Pension Consultant. Tom Price is one of the nicest Consultants I have ever had the pleasure of meeting. His knowledge and ease of explanation of what I see as a complex t...”

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Horsham Financial Services

(9)

“Impressed not only with the combined experience of a family-run business but by the extent of knowledge regarding senior care and a sincere desire to be helpful. I was given options that no other advisor (or anyone at all) knew about. Very profession...”

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Umbrella Bookkeeping

(3)

“Umbrella Bookkeeping have been brilliant over many years. Gersha has always been extremely professional, reliable and a pleasure to work with. Thank you for everything. Ross”

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True Advice Financial Services

(50)

Pensions, Investments, Mortgages

“Excellent service provided. Very prompt in communications, thorough and patient in explanations, and care was taken to find the best mortgage deal possible.”

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Gator Accounting

(50)

Team
Tax Return
My Business

“I can't recommend Gator Accounting highly enough. If you are looking for a modern, forward thinking approach to accounting then Gator are the right choice for you. When looking to expand, I realised we needed new accountants as I felt our previous fi...”

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Ascot Lloyd

(50)

Financial Planning, Investment Planning, Mortgage Advice

“Our investments continue to benefit from the professional assistance of Investment Solutions, despite the current financial turbulence - I'm so glad we found them”

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

Best Financial Advisors in Haywards Heath

The highest-rated Financial Planning & Wealth Management companies out of 59 vetted & reviewed in the Haywards Heath area.

Metis Wealth

PRB Accountants Llp

Foundation Financial Planning

A.B. Wills

Private Office Asset Management

Wise Investments

Excel Financial Solutions

Riverpeak Wealth Limited

Mike Oliver Associates

Charlton Wealth Management

Wealthme

Plain Speaking Financial Planning

Servo Private Wealth

Bonaventure Finance

Bismil Accountants

Hallett Wealth Management

Coole Bevis Law

Magus Wealth

McMillan Wealth Consultants

Horsham Financial Services

Umbrella Bookkeeping

True Advice Financial Services

Gator Accounting

Ascot Lloyd

Retirement Planning and Investment Management Services in Haywards Heath Cost Estimates

Why these companies made our list

Wealth Management Advisors near Haywards Heath

Popular in Haywards Heath