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Oyster Financial Solutions

(16)

Market Data, Financial Calculators, Research Links

“Couldn't have asked for a more helpful Mortgage Advisor! Joe helped my partner and myself with everything to get us ready for our first home, and we really couldn't have done it without Joe! Any query or worry I had Joe was so quick to put my mind at...”

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Chris French Independent Financial Adviser

(4)

“Always a pleasure to see Chris! Extremely helpful, explains everything in a way I can understand.”

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Premier Financial Services

(2)

“A great, fast and friendly service from the PFS team...A good deed done for Charley Farley”

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ML Wilkinson Wealth Management

“We have been working with Neil for 6 months and are really impressed with his service, great attention and thoroughly trustworthy advice. Nothing is too much trouble and he applies no pressure. In the short time we have had our investments with St. J...”

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Women's Wealth

(17)

Information
Plan
Knowledge

“A huge thank you to Siafra and Sam for getting my finances in order, I would have never have gotten around to doing it myself! From merging multiple pensions, to investing savings, and understanding how my retirement might look financially they have...”

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County Associates

(2)

“Ever helpful, ever good advice. Nick Lamba rocks!”

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Marble Financial Planning

(50)

Options
Knowledge
Insurances

“I don't often review companies but after the brilliant service we have received from Robert Gardner at Marble Financial Planning it is the very least we can do and hopefully it will help someone else also looking for advise. Very professional and ef...”

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Mercury Financial Solutions

(50)

Corporate Planning, Mortgages, Investments

“Chris of Mercury Financial Solutions has been and still is a fantastic help to my chaotic finances. He is taken me from a position of no pension or cohesive thought to a position of comfort and security. He is always there and , although he really sh...”

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Need Financial Planning

(32)

Felt
Meeting
Stress

“I've used NeedFP for years now with advice on various products. James has recently helped me negotiate a particularly turbulent mortgage market to get the best deal while taking a lot of the stress out of the process. I'd highly recommend NFP anyone.”

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Howard Financial Planning

(30)

Pension
Options
Number

“Mark has provided us with the highest level of financial advice over the past 8 years. We totally trust him and he has invested a huge amount of time in understanding our requirements and plans. We are in safe hands.”

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Girlings Solicitors

(25)

Estate Agents
Transaction
Sale

“We were looking for a local solicitors where we could get a Will done for my Mum. When we approached Girlings, we were instantly made to feel welcome. We dealt with Paul Hill who was extremely professional and knowledgable. We would definitely recomm...”

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Evolution Will Writing

(20)

Wills
Jennie

“Jennie wrote wills for my husband and I, something we had been putting off for years. Jennie was able to help us with our concerns very quickly. She is so kind and patient. Nothing was too much trouble. I highly recommend Jennie.”

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Pentins Financial Planners

(9)

Information
Decisions
Financial Advice

“Extremely happy with the advice and help I get from Mick and Dan. Everything is explained and I trust them both to work with my best interest in all decisions that are taken.”

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Huggins Wealth Management

(1)

Pensions, Investments, Inheritance Tax

“I highly recommend using Huggins Wealth Management. Paul is an incredibly knowledgeable Financial Planner who is friendly and provides straight forward advice that is easy to understand. Excellent service”

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Acorn Bowman Finance & Investment Management

(8)

“Acorn Bowman Finance & Investments are a totally client focused organisation. I have found all their staff to be very friendly, supportive, honest and efficient. Nothing is too much trouble and they see things through to the end. I would have no t...”

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Whitehead Monckton

(11)

House

“Contacted Lydia Ashman with an urgent matter that was time sensitive, deadline was met with time to spare, was kept informed all of the way through to completion, I would highly recommend Lydia & Whitehead Monckton.”

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Craven Street Wealth

(4)

“If you need advise regarding managing your savings , investments and retirement funding then Tarvos Wealth as the people to contact”

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Financial Escape

(3)

“Had a meeting with Mr Castle and received great advice will be returning soon. Would recommend very friendly and help me understand what was on the table. Positive Responsiveness, Quality, Professionalism, Value”

Featured

Our 'Tasty Planters' pilot in Pierremont Park sowing, growing and enjoying vegetables went SO well. nWe were amazed at just how many people have joined the small but dedicated volunteer team. Thanks to the sponsorship of local businesses and community groups, seeds and plants have been shared with many, many people in our community already. If you live near St. Peter's and would like to be involved in the planning of more planters of edible loveliness we hope to install and maintain there, we'd love to hear from you. No experience necessary, but a great chance to be part of the next phase of 'growing our own' locally. nWho needs imported veg when you can do it yourself?

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Kingswood - KW Wealth Planning Limited

(2)

“complete professional service. would recommend to anyone.”

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M&C Financial Services Limited

(1)

“A very helpful and honest service. I have used Neil time and time again. I would recommend him without reservation.”

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Lancaster-Hill Investment Management

(2)

Health Insurance, Life Assurance, Mortgages

“Jo did a great job finding us the best mortgage offer for first time buyers. Everything went smoothly. Will definitely deal with Lancaster-Hill again in the future. Positive Professionalism”

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Green Lane Financial Planning

“From my initial telephone conversation and subsequent zoom meeting with Sarah, she knew instantly what I had hoped to achieve. I was more than happy to proceed after receiving a detailed review along with reasoned recommendations tailored to my risk ...”

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Wealth Planning Associates

(2)

“Doug was really helpful organising our mortgage for us. He also sorted our insurance and introduced us to the concept of Vitality insurance which gives us some great benefits as well as protecting us.”

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Pharon Independent Financial Advisers

(1)

Advice Process, Types of Advice Given

“Well established and proudly independent financial advisors. Staff are polite and professional”

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Average Cost	£3599
Minimum cost	£1201
Maximum cost	£10196
Avg Per Hour Rates	£362

Best Financial Advisors in Herne Bay

The highest-rated Financial Planning & Wealth Management companies out of 53 vetted & reviewed in the Herne Bay area.

Oyster Financial Solutions

Chris French Independent Financial Adviser

Premier Financial Services

ML Wilkinson Wealth Management

Women's Wealth

County Associates

Marble Financial Planning

Mercury Financial Solutions

Need Financial Planning

Howard Financial Planning

Girlings Solicitors

Evolution Will Writing

Pentins Financial Planners

Huggins Wealth Management

Acorn Bowman Finance & Investment Management

Whitehead Monckton

Craven Street Wealth

Financial Escape

Kingswood - KW Wealth Planning Limited

M&C Financial Services Limited

Lancaster-Hill Investment Management

Green Lane Financial Planning

Wealth Planning Associates

Pharon Independent Financial Advisers

Retirement Planning and Investment Management Services in Herne Bay Cost Estimates

Why these companies made our list

Wealth Management Advisors near Herne Bay

Popular in Herne Bay