Haywards Heath

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Best Financial Advisors in Haywards Heath

Handpicked from 59 vetted & reviewed Financial Planning & Wealth Management firms in the Haywards Heath area, explore the top 5 leaders in their field among the selected group of 24 finalists.

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Riverpeak Wealth Limited

Riverpeak Wealth Limited

(1)
“We were looked after by Daniel, RiverPeak Wealth provided us with a professional service and advice regarding our family's life insurance and pensions. Will happily use them again in the future.”
In Business Since 2013
The Dairy Office, Burrell Road, Haywards Heath RH16 1TW
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Metis Wealth

Metis Wealth

(46)
  • Investments
  • Sound
  • Company
“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 ...”
Brooklands Barn, Rocky Ln, Haywards Heath RH16 4RR
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PRB Accountants Llp

PRB Accountants Llp

(35)
Personal Services, Business Services
“I've been working with accountants for like 20 years now, in various countries. I've started a limited company in the UK in 2015 and the first uk accountancy firm I've worked with, it was a fiasco. PRB reinstated the confidence that real professional...”
In Business Since 1997
kingfisher house, Hurstwood Ln, Haywards Heath RH17 7QX
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Foundation Financial Planning

Foundation Financial Planning

(10)
Saving and Investments, Estate Planning, Corporate Services
“I contacted FFP after my husband died and I was unsure of how to proceed with my finances. Gianni and his team were very helpful, and explained everything in a clear uncomplicated way so that I could understand the options that were available to me....”
In Business Since 2008
1st & 2nd Floor 38, 42A South Rd, Haywards Heath RH16 4LA
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A.B. Wills

A.B. Wills

(5)
“I didn't know where to start with a Lasting Power of attorney, Alice explained everything to me really clearly, and showed real tact and diplomacy. She really knows her stuff and I'd highly recommend.”
Free Initial Consultation
Transparent Fees & Pricing
34 Finches Park Rd, Lindfield, Haywards Heath RH16 2DN
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
99.3 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Excel Financial Solutions

Excel Financial Solutions

(1)
Investment Management, Protection & Insurance, Estate Planning
“Highly recommend”
Transparent Fees & Pricing
68 Penland Rd, Haywards Heath RH16 1PH
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Wise Investments

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.”
Transparent Fees & Pricing
Haywards Heath Rd, Balcombe, Haywards Heath RH17 6QJ
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Barrington Hamilton Personal Asset Management

Barrington Hamilton Personal Asset Management

(1)
“I have dealt with John for a few years now and have found him to be very professional and offering good advice based on our own personal circumstances and objectives. At John's recommendation, I recently made some changes to my investment portfolio a...”
Transparent Fees & Pricing
Poyningshurst, Coos Ln, Handcross, Haywards Heath RH17 6AD
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Mike Oliver Associates

Mike Oliver Associates

(1)
“Recently did some photography for Mike Oliver Associates. Very friendly and genuine team. -LKH Photography”
1st Floor, Spencer House, Mill Green Rd, Haywards Heath RH16 1XQ
Featured

🌄 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 🌄...

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Canopus Financial Services

Canopus Financial Services

(1)
“Excellent”
In Business Since 2015
1, Lucastes Mews, Paddockhall Rd, Haywards Heath RH16 1HE
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Private Office Asset Management

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...”
Free Initial Consultation
30++ Years Experience
The Stalls, Balcombe Place Stables, Haywards Heath Rd, Haywards Heath RH17 6QJ
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Charlton Wealth Management

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.”
In Business Since 2017
The Stables, Fox Hill, Haywards Heath RH16 4QQ
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Ray Elliott Financial Management

Ray Elliott Financial Management

(1)
“Awesome!”
Unit 3 Updown Hill, Haywards Heath RH16 4GH
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Champain

Champain

“Champain Financial Services Ltd. is a member of Best Practice IFA group Limited, which is authorised and regulated by the Financial Conduct Authority.”
Selsfield Rd, Ardingly, Haywards Heath RH17 6TJ
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Bonaventure Finance

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...”
House 68, 70 Oathall Rd, Haywards Heath RH16 3EN
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Plain Speaking Financial Planning

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...”
21 Pineham Copse, Haywards Heath RH16 3HT
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Servo Private Wealth

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.”
In Business Since 2019
First Floor, Unit 8 Bridge Rd, Haywards Heath RH16 1TX
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Wealthme

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...”
In Business Since 2009
Heath Square, Boltro Rd, Haywards Heath RH16 1BL
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Bismil Accountants

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...”
Serving Haywards Heath Area
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Hallett Wealth Management

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...”
Offers Financing Options
The Old Stables, Cross Colwood Ln, Bolney, Haywards Heath RH17 5RY
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David Baker Independent Financial Services

David Baker Independent Financial Services

Sergison Cl, Haywards Heath RH16 1HU
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Carpenter Box Financial Advisers

Carpenter Box Financial Advisers

(50)
Business Finance Finder, Corporate Financial Planning, Auto Enrolment
“I was extremely pleased with the help that Gill gave me from Carpenter Box Wealth Management. I needed some pension advice as I have cut down my working hours due to my Mum being disabled and requiring care. She accessed my HMRC information and the...”
In Business Since 2020
First Floor, Amelia House, Crescent Rd, Worthing BN11 1RL
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Investment Solutions - West Sussex IFA

Investment Solutions - West Sussex IFA

(50)
Financial Planning, Investment Planning, Mortgage Advice
“Investment Solutions took over where our last financial Adviser fairly recently left off. All going well and thank you Jo for your help and advice along the way.”
Grafton House, 26 Grafton Rd, Worthing BN11 1QT
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JPS Wealth Management

JPS Wealth Management

(50)
  • Informative
  • Understand
  • Options
“Jayna's professionalism and knowledge and her friendly, down-to-earth approach mean I have no hesitation recommending her. I'm a first time investor and Jayna took the time to (patiently!) answer my questions and clearly explain the range of options ...”
14A Montpelier Pl, Brighton and Hove, Hove BN1 3BF
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Retirement Planning and Investment Management Services in Haywards Heath Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Average price range is based on 325 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Average range $2007 to $5519 is based on 325 cost profiles.

Why these companies made our list

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Wealth Management Advisors near Haywards Heath

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