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Best Financial Advisors in Herne Bay

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

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Oyster Financial Solutions

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...”
109 Mortimer St, Herne Bay CT6 5ER
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Chris French Independent Financial Adviser

Chris French Independent Financial Adviser

(4)
“Always a pleasure to see Chris! Extremely helpful, explains everything in a way I can understand.”
139 High St, Herne Bay CT6 5NG
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Premier Financial Services

Premier Financial Services

(2)
“A great, fast and friendly service from the PFS team...A good deed done for Charley Farley”
115 High St, Herne Bay CT6 5LA
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ML Wilkinson Wealth Management

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...”
Kent Enterprise House, The Links, Herne Bay CT6 7GQ
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Marble Financial Planning

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...”
In Business Since 2013
Unit 4, Markerstudy Business Park, Whitstable CT5 3FD
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Mercury Financial Solutions

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...”
Clover House, 1 Thanet Way, Whitstable CT5 3QZ
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Need Financial Planning

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.”
Transparent Fees & Pricing
123 High St, Broadstairs CT10 1NQ
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Howard Financial Planning

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.”
Clover House, Thanet Way, Whitstable CT5 3QZ
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Women's Wealth

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...”
Canterbury Innovation Centre, University Rd, Canterbury CT2 7FG
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Girlings Solicitors

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...”
In Business Since 1999
16 Rose Ln, Canterbury CT1 2UR
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Evolution Will Writing

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.”
Free Initial Consultation
In Business Since 2020
Serving Herne Bay Area
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Pentins Financial Planners

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.”
Free Initial Consultation
Canterbury Innovation Centre, University Rd, Canterbury CT2 7FG
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Huggins Wealth Management

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”
Transparent Fees & Pricing
Canterbury Innovation Centre, University Rd, Canterbury CT2 7FG
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Acorn Bowman Finance & Investment Management

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...”
In Business Since 2004
The Chapel, 51 High St, Minster, Ramsgate CT12 4BT
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Whitehead Monckton

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.”
Transparent Fees & Pricing
32-33 Watling St, Canterbury CT1 2AN
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Craven Street Wealth

Craven Street Wealth

(4)
“If you need advise regarding managing your savings , investments and retirement funding then Tarvos Wealth as the people to contact”
In Business Since 2021
20, 22 Watling St, Canterbury CT1 2UA
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Financial Escape

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”
Serving Herne Bay Area
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Kingswood - KW Wealth Planning Limited

Kingswood - KW Wealth Planning Limited

(2)
“complete professional service. would recommend to anyone.”
In Business Since 2019
Serving Herne Bay Area
Featured

The newly installed Labour Government have indicated that "taxes will need to rise" and the likely targets are around inheritance taxes, capital taxes (such as when you sell a business, shares or a 2nd property) and potential changes to pension tax reliefs. If you are concerned about the potential impact on your own financial position, please get in touch for an initial consultation.

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M&C Financial Services Limited

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.”
5 Wellis Gardens, Westbrook, Margate CT9 5RG
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Wealth Planning Associates

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.”
Transparent Fees & Pricing
Serving Herne Bay Area
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Green Lane Financial Planning

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 ...”
Serving Herne Bay Area
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Lancaster-Hill Investment Management

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”
Serving Herne Bay Area
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Pharon Independent Financial Advisers

Pharon Independent Financial Advisers

(1)
Advice Process, Types of Advice Given
“Well established and proudly independent financial advisors. Staff are polite and professional”
Lawrence House, Summer Hill, Harbledown, Canterbury CT2 8GT
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The Harvest Partnership

The Harvest Partnership

“The objective: Put clients in the fully informed position of knowing their income is sufficient and sustainable throughout their retirement. With care, and subject to certain criteria and future legislation, it is possible to manage arrangements for ...”
Family Business
In Business Since 2003
Serving Herne Bay Area
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Retirement Planning and Investment Management Services in Herne Bay Cost Estimates

Minimum cost
£1201
Maximum cost
£10196
National Average
£3599
Avg Per Hour Rates
£362
£2400
£6598
Average price range is based on 439 cost profiles
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Average Cost £3599
Minimum cost £1201
Maximum cost £10196
Avg Per Hour Rates £362

Average range $2400 to $6598 is based on 439 cost profiles.

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