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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.

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Lowes Financial Management

Lowes Financial Management

(1)
“it is more than fifteen years since i went with my husband to a Lowes seminar in Chester. We were so impressed by their organisation and attitude that we handed them our savings to look after. We were amateurs in the world of finance; they are pro...”
Below Average Price Tag
Free Initial Consultation
Transparent Fees & Pricing
17 Millard Way, Hitchin SG4 0QE
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JLM Mortgage Network

JLM Mortgage Network

(29)
  • Experience
  • Company
  • The Future
“This is the second time I have used JLM Mortgage Solutions and like the first time, I was really pleased with the service they carried out. Finding me a great deal and from start to finish, they made sure the transaction was seamless. Well done!!”
21A Churchyard, Hitchin SG5 1HP
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Tandem Financial

Tandem Financial

(25)
  • Team
  • Planning
  • Investments
“Paul and Tandem team are super professional, extremely knowledgeable, and ultra-modern with current financial advice. I know I can rely on them to help support me with my financial questions.”
The Barn, Green Farm, Bendish, Hitchin SG4 8JD
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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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Beat My Debt

Beat My Debt

“*wife”
In Business Since 2006
89 Bancroft, Hitchin SG5 1NG
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
97.8 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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Smith and Wardle Financial Planning

Smith and Wardle Financial Planning

“VouchedFor is the UK's leading independent review site for financial advisers, mortgage advisers, solicitors and accountants. Clicking on the VouchedFor badge will take you to our VouchedFor page where you can see my rating and read reviews left by m...”
Transparent Fees & Pricing
Suite B Gloverside, Hitchin SG5 1RT
Featured

Are you worried about Inheritance Tax? Or about how you’ll pass on your wealth to your loved ones? The answer might be found in an unlikely place… nnYour pension could be a tax-efficient way to help you pass on more wealth. nnThis is because, crucially, money that remains in your pension once you’re gone isn’t considered part of your estate when calculating IHT. nnHere’s what you need to know. nn#inheritance #pension #wealth...

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The Inheritance Planning Co

The Inheritance Planning Co

Wills
“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 2006
18 Walsworth Rd, Hitchin SG4 9SP
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Hedge Funds Europe

Hedge Funds Europe

“Where our website contains links to other websites provided by third parties, these links are provided solely for your convenience. We have not reviewed all of these third party websites and are not responsible for and do not control these websites o...”
In Business Since 2017
7 Paynes Park, Hitchin SG5 1EH
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Herts & Essex Financial Services Limited

Herts & Essex Financial Services Limited

Suite 1, 34 Bancroft, Hitchin SG5 1LA
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Chamberlyns

Chamberlyns

“Your wealth has become more significant, your affairs are increasingly complex and your thoughts are turning towards your future. WealthSense™ is our structured and surprisingly enjoyable process, through which we can help you to plan and manage your...”
Unit E33/Butterfield Technical Pk/Hitchin Rd, Luton LU2 8DL
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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 ...”
In Business Since 1999
The Farmhouse, Langley Lane, Langley, Hitchin SG4 7PS
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Aqua Wealth Management

Aqua Wealth Management

(30)
Long-Term Care, Financial Planning, Divorce – How We Can Help
“A very helpful and responsive service from Theo at Aqua, who found me a fantastic mortgage deal and helped me out tremendously with sound advice. Would recommend.”
Heath House, 156a Sandridge Rd, St Albans AL1 4AP
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Wealth Matters - Accredited Financial Planners

Wealth Matters - Accredited Financial Planners

(15)
  • Team
“I switched my financial adviser to Wealth Matters a few years ago and I am very pleased that I did. The advice, professionalism and openness of Bruce Nash and the team is excellent. The annual face to face reviews are much appreciated. I feel they...”
Transparent Fees & Pricing
727 Capability Grn, Luton LU1 3LU
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Subtilis Accountancy

Subtilis Accountancy

(5)
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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Harpur Wealth Management Limited

Harpur Wealth Management Limited

(5)
“I have found Adam to be most helpful over the past few years with clear information, regular reviews and sound balanced advice. I have no hesitation in recommending him and HWM ltd”
In Business Since 2010
Free Initial Consultation
19 Goldington Rd, Bedford MK40 3JY
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Geneva Wealth

Geneva Wealth

(6)
  • Investing
  • Understanding
  • Passionate
“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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Foxley Kingham (Fkca

Foxley Kingham (Fkca

(5)
““It is hard to believe that it was 1999 that Foxley Kingham first did Activity World's accounts, just at the same time that they moved out of the 'house' they occupied into their stylish offices. The move did enhance their professional appearance, bu...”
260-270 Great Marlings Butterfield Business Park, Luton LU2 8DL
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Lumin Wealth

Lumin Wealth

(10)
Equity Release, Pensions & Retirement, Comprehensive Financial Planning
“I feel a need to write this as I consider myself a most fortunate person. About to retire, I face a worry free and financially secure future because of Lumin Wealth. I have been a client of Martin Cotter for 20 years, and on meeting my financial af...”
5 Sandridge Park, St Albans AL3 6PH
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Scala Financial Services

Scala Financial Services

(30)
Mortgages, Insurance, Protection
“Michelle was an absolute star! My application was not the easiest, she kept me fully updated. She went above and beyond to help me and I can not thank her enough! Right up to completion she was there to guide me through it and help.”
In Business Since 2014
Family Business
Unit 37, The Maylands Building, Maylands Ave, Hemel Hempstead HP2 7TG
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Hepburn Delaney Solicitors

Hepburn Delaney Solicitors

(27)
Inheritance, Children, Family
“Thank you for the professional and excellent service I received today at such short notice. Special thanks to Sumama Smyth Thank you so much Clive Cox”
In Business Since 2012
Transparent Fees & Pricing
The Progression Centre, Mark Rd, Hemel Hempstead Industrial Estate, Hemel Hempstead HP2 7DW
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KDW Independent Financial Planning

KDW Independent Financial Planning

(30)
Tax Planning, Pensions, Assurance
“Very happy with Nic's caring and personal approach. He is always very responsive and offering the best advice for me, willing to walk the extra mile. I truly trust him.”
Centurion House, 136-142 London Rd, St Albans AL1 1PQ
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147 Financial Services

147 Financial Services

(30)
  • Team
  • Professional
  • Solicitor
“Chris helped me with a renewal of a BTL mortgage on very short notice. I found him super helpful, knowledgeable and transparent with his advice and direction. Will certainly continue using his services going forwards”
Connaught House, Upper George St, Luton LU1 2RD
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Headway Wealth

Headway Wealth

(30)
  • Communication
  • Team
  • Pleasure
“Hamzah assisted us recently with our pensions and investments, everything was explained very clearly and professionally. We are now so much more confident about our future.. would highly recommend their services ..”
In Business Since 2020
Offers Financing Options
Serving Hitchin Area
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Astons Accountants Luton

Astons Accountants Luton

(22)
,
“Very impressed with the level of expediency and professional efficiency demonstrated by Ash and his team at Astons. Well done and thank you for your help against a mad timeframe!”
19-21 Manor Rd, Caddington, Luton LU1 4EE
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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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