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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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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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Women's Wealth

(5)

“I had a consultation with Sam today. How refreshing. Exactly what I needed. Very knowledgeable and experienced with the human factor in abundance. Got to be the first choice for women and I certainly will be back.”

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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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Marble Financial Planning

(30)

Knowledge
Stress
Mortgage Broker

“Absolutely faultless from start to finish. Very helpful, knowledgeable, honest, professional and knew exactly where to go to get the best deal. Kerry was fantastic and kept us up to speed the whole way through the process. I would recommend marble to...”

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Mercury Financial Solutions

(30)

Corporate Planning, Mortgages, Investments

“Chris is professional, provides excellent advice and is always responsive. He has enabled us to start our portfolio and supported us with pension choices. Highly recommended. Tanya Spain”

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Whitehead Monckton

(8)

Individual Clients, Business Clients, Sectors

“I have used Whitehead Moncton on numerous occasions for Business and personal issues and found them extremely effecient and good value. I could not recomend them highly enough especially Sadie Webb who handled the sale of our house. I certainly will ...”

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Pentins Financial Planners

(5)

“Very grateful to find knowledgeable people to help get my pensions sorted out. I had several pots from previous jobs and i didn't want lots of small bits of income. Pentins helped me get it tidied up and modernised to a cheaper online account.”

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Evolution Financial Planning

(18)

Ethical Investment: the Free Guide, Wills + Estate Planning, Pensions

“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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Girlings Solicitors

(17)

“David Redgate worked fast and was responsive. There was no need to chase, I was extremely happy with his service and wouldn't hesitate to use Girlings again or to recommend.”

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Howard Financial Planning

(11)

Investments

“We have used Mark for a number of years to help us with our investments and his advice, explanations and understanding of our requirements has always been first rate. I'd reccomend Mark to anyone looking for financial help with their investments”

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Closer Financial Partners

(1)

“Stewart was amazing with our first time mortgage! Couldn't recommend him enough!”

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Acorn Bowman Finance & Investment Management

(1)

“We had a fantastic service from Acorn Bowman and we were given very good, clear advice. They went above and beyond what was required of them”

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Financial Choices IFA

“Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical pl...”

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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.”

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

(2)

“complete professional service. would recommend to anyone.”

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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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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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County Associates

(2)

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

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Meridian Financial Planning

(1)

“I am a local property lawyer and highly recommend Andrew to clients. He goes the extra mile to assist clients in obtaining finance. He also assists during the process to ensure that the transaction is as smooth as possible.”

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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 ...”

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Accounts Unlocked

Wealth Management, Management Performance, Bookkeeping & VAT

“We pay regular attention to the latest changes in tax law and work hard to reduce your tax bills, so you and your business don't end up paying more tax than you need to. This helps your business to retain more of its net profit, which can be paid dir...”

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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.

Chris French Independent Financial Adviser

Premier Financial Services

ML Wilkinson Wealth Management

Huggins Wealth Management

Women's Wealth

Wealth Planning Associates

Marble Financial Planning

Mercury Financial Solutions

Whitehead Monckton

Pentins Financial Planners

Evolution Financial Planning

Girlings Solicitors

Howard Financial Planning

Closer Financial Partners

Acorn Bowman Finance & Investment Management

Financial Choices IFA

Financial Escape

Kingswood

Pharon Independent Financial Advisers

Green Lane Financial Planning

County Associates

Meridian Financial Planning

The Harvest Partnership

Accounts Unlocked

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