Best Financial Advisors in Hitchin

Handpicked from 62 vetted & reviewed Financial Planning & Wealth Management firms in the Hitchin area, discover the top 5 elite providers among the selected group of 24 finalists.

JLM Mortgage Network

JLM Mortgage Network

(49)
  • Expert
  • Questions
  • Team
“I would recommend JLM highly. Rory and the team looked after me all the way , giving me sound advice . They came up trumps helping me out of a difficult situation . If you need mortgage advice JLM are the people to talk to. Would ad more stars if i ...”
21A Churchyard, Hitchin SG5 1HP
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Smith and Wardle Financial Planning

Smith and Wardle Financial Planning

(39)
  • Service
  • Pensions
  • Market
“Great service, would highly recommend. Zahaan went above and beyond to explain all of the details and answer any questions I had, and I know for certain that it will be a smooth process from start to finish”
Transparent Fees & Pricing
Suite B Gloverside, Hitchin SG5 1RT
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Tandem Financial

Tandem Financial

(25)
  • Results
  • Team
  • The Future
“I have always found the team at Tandem Financial to be professional and very approachable. Always happy to help. I am happy to recommend them. Positive Responsiveness, Quality, Professionalism, Value”
In Business Since 2016
Transparent Fees & Pricing
The Barn, Green Farm, Bendish, Hitchin SG4 8JD
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JGB Accountants and Business Advisors

JGB Accountants and Business Advisors

(14)
  • Efficient
  • Company
  • Questions
“Working with JGB has been of utmost joy and relief in charting that growth course with an organization that understands what we want and require to scale and grow. I can't sing their praises any louder but will surely recommend their services to all ...”
In Business Since 2023
Eastway Enterprise Centre, 7 Paynes Park, Hitchin SG5 1EH
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Lavender Financial Planners Limited

Lavender Financial Planners Limited

(1)
“thank you for financially planning my lavendar”
In Business Since 2017
11 Lavender Way, Hitchin SG5 2LU
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
98.9 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
Beat My Debt

Beat My Debt

“*wife”
In Business Since 2006
89 Bancroft, Hitchin SG5 1NG
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C M P Financial

C M P Financial

“Epic”
Stable Barn Upton End Farm Business Park, Meppershall Road, Shillington, Hitchin SG5 3PF
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Herts & Essex Financial Services Limited

Herts & Essex Financial Services Limited

Lyndhurst Heritage, Lyndhurst Money, Lyndhurst Later Life
““My experience of Lyndhurst has been first class albeit over a very short period, i.e. less than 2 years. I assessed pension management and advisory providers to take over stewardship of the various corporate pensions I had accrued throughout my care...”
Free Initial Consultation
Suite 1, 34 Bancroft, Hitchin SG5 1LA
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The Inheritance Planning Co

The Inheritance Planning Co

“Your will could be your largest financial transaction. There are potential threats that you do not think about when making wills that could have a significant impact upon the estate that your heirs receive, even though something similar may have happ...”
In Business Since 1996
18 Walsworth Rd, Hitchin SG4 9SP
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James Wealth Management

James Wealth Management

“Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is useful to regularly review your financial situation to take advantage of any developments in legislation and ...”
Offers Financing Options
The Farmhouse, Langley Lane, Langley, Hitchin SG4 7PS
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ACM Wealth Planning

ACM Wealth Planning

“St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set...”
Offers Financing Options
Suite 6, 30 Bancroft, Hitchin SG5 1LA
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Chamberlyns

Chamberlyns

“Same team, same proposition; different name, different look.”
Unit E33/Butterfield Technical Pk/Hitchin Rd, Luton LU2 8DL
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One Life Wealth Planning

One Life Wealth Planning

(23)
  • Tax
  • Pensions
  • Idea
“With Nick's help, we were able to create a robust financial plan. It was extremely worthwhile to have all our finances documented so that they could be tweaked and extrapolated into the future. We are very grateful to Nick for the help he has given ...”
Transparent Fees & Pricing
Serving Hitchin Area
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Subtilis Accountancy

Subtilis Accountancy

(6)
Cashflow Forecast, Credit Control, Accounting
“I recently went through a consultation with the experts of Subtilis Accountancy. And I must say, they are well qualified in their work. The cloud computing services and the updated services that they have provided to me and the other important factor...”
Innovation House, 39 Mark Rd, Hemel Hempstead Industrial Estate, Hemel Hempstead HP2 7DN
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Geneva Wealth

Geneva Wealth

(7)
  • Passionate
  • Financial Advisor
  • Understanding
“Shan is very knowledgeable and passionate about investments. I have known him for many years, trust his advice and have invested myself in the journey to financial freedom in retirement. Without hesitation I refer him to my clients to assist them ...”
Rivers Lodge, West Common, Harpenden AL5 2JD
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H F L Advisory Services

H F L Advisory Services

(1)
Private Clients, Business Owners, Executive Care Clients
“Known CEO Brenda Santimano for nearly 30 years always gives good professional advice and is definitely a peoples person so can explain complex financial planning in a easy to understand way .”
In Business Since 2014
Serving Hitchin Area
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Clear Vision Financial Planning

Clear Vision Financial Planning

(4)
  • Lifestyle
  • Pension
  • Risk
“Clear Vision were recommended to my Husband by a work colleague, who had previously used their services and subsequently able to retire early. We approached Clear Vision to discuss our situation to see if they would be able to help us, as we had no ...”
Serving Hitchin Area
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Heide Swift Financial Planning

Heide Swift Financial Planning

(1)
“We first encountered Heide when purchasing our first house in 2016 and used her to secure our mortgage then. When moving again this year we again contacted her to arrange another mortgage, both times Heide has been incredible - going above and beyond...”
3A Station Square, Flitwick, Bedford MK45 1DP
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Cubed Consultancy Limited

Cubed Consultancy Limited

(46)
Wealth Management, Bookkeeping & Payroll, Audit & Forensic
“Really friendly, professional and knowledgeable firm of accountants. Happy to answer any of my questions as has really helped me grow my business. Would highly recommend them.”
In Business Since 2016
Remote Consultations Available
Transparent Fees & Pricing
6-7 Station Rd, Waterside, Harpenden AL5 4US
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Aqua Wealth Management

Aqua Wealth Management

(50)
Long-Term Care, Financial Planning, Divorce – How We Can Help
“Aqua provided a very reliable and professional service throught our mortgage process. Matthew 'our advisor' was always on hand to assist us with our queries end helped smooth any potential issues out. I would highly recommend Matthew and Aqua to anyo...”
Heath House, 156a Sandridge Rd, St Albans AL1 4AP
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KDW Financial Planning

KDW Financial Planning

(48)
Tax Planning, Pensions, Assurance
“My Wife and I used KDW for our first Mortgage 2 years ago and have just used them again for a remortgage. The service we have received has been first class, We found the advisor to be extremely knowledgeable about the products and lenders he recom...”
Centurion House, 136-142 London Rd, St Albans AL1 1PQ
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Scala Financial Services

Scala Financial Services

(48)
Mortgages, Protection, Insurance
“We have been using Scala Financial Services for the last 5 years for all our commercial insurance needs. In the last three years myself and several members of the team have used Scala for their personal mortgages. Found them extremely helpful and ...”
In Business Since 2014
Family Business
19a High St, Kings Langley WD4 8AB
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147 Financial Services

147 Financial Services

(50)
  • Questions
  • Remortgage
  • Application
“Chris helped us to secure mortgages for different properties at the same time. I was worried when we first started about the complexity of the process , but he did it without stress . I am impressed with their work and will recommend them to any ...”
Connaught House, Upper George St, Luton LU1 2RD
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Digitus Accountancy

Digitus Accountancy

(49)
  • Tax Returns
  • Team
  • Communication
“Excellent choice if you are in need for a trusted team of experts to help keep your business on track. Have used for many years and have not let me down.”
In Business Since 2010
363A Dunstable Rd, Maidenhall, Luton LU4 8BY
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Retirement Planning and Investment Management Services in Hitchin Cost Estimates

Minimum cost
£1197
Maximum cost
£10164
National Average
£3587
Avg Per Hour Rates
£360
£2392
£6577
Fair price range is based on 265 cost profiles
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Average Cost £3587
Minimum cost £1197
Maximum cost £10164
Avg Per Hour Rates £360

Fair range $2392 to $6577 is based on 265 cost profiles.

Why these companies made our list

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