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Bluebell Financial Management

(15)

Financial Planning, Lasting Power of Attorney, Concierge Service

“I have recently used the services of Carolyn Matravers of Bluebell Financial Services and have been very impressed by her honest demeanour. Carolyn has put through on my behalf an application for Attendance Allowance and she was so clear in her expl...”

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My Money People

(1)

“Quality food. Tasty !”

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Robson Financial

(4)

“As a first-time buyer the process can be daunting, but Sarah's expertise and knowledge helped me every step of the way. I could not have got through this without her and am extremely grateful for all of her help and support. Would thoroughly recommen...”

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Shipman Wealth Management

(1)

Financial Planning, Your Investment Options, Managed Investment Service

“Sam Tisbury is looking after my Financial and Estate Planning to my entire satisfaction. It's such a joy to interact with such a bright, articulate and professional advisor. SWM and Sam come highly recommended.”

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Manders Financial Services

(5)

“I first met Jenny Manders in 2016 when she was helping my sister and I sort out the finances after our mother died. From the beginning I was impressed with the way she combined being professional with an easy and friendly approach. Jenny always expla...”

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Cooper Associates

(49)

Corporate Finance Services Overview, Corporate Planning, Pension Reform

“For what I felt was going to be a daunting experience, Cooper Associates made it feel the complete opposite. Terri was always quick to reply, incredibly kind and supportive and no question felt supportive. I could not recommend more!”

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Seddons Estate Agents, Cullompton

(49)

Valuation
Team
Property

“Great team to deal with. Bought a house through them, and even though it was a difficult purchase (no fault of Seddons or myself), they were informative and professional at all times. Will definitely use again if needed. Special thanks to Jackie, Pau...”

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Premier Financial Planning

(41)

Understanding
Re-Mortgage
Questions

“Richard was very communicative and explained things very clearly - a lot of the mortgage lingo goes over my head and Richard was sure to make sure I understood each step. When I had problems with the solicitors provided by the bank he was still on ha...”

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Neligan Financial

(39)

Expertise
Understand
Retirement

“We met Andrew for an initial conversation about our short and longer term financial goals. We were really impressed by his questioning which helped us to think about our priorities. He was able to give us some really interesting financial ideas which...”

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W & P Financial Planning

(23)

Pensions, Financial Planning, Protection

“Andrew has been so helpful from my first initial enquiry, all the way through to completion. Andrew and the team came highly recommended to us and as first time buyers we felt relieved at how simple Andrew made the whole process for us. He put our mi...”

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Kirks Insolvency - Exeter

(16)

Creditors Voluntary Liquidation, Administration, Business Rescue

“Kirks' service in connection with my MVL has been exemplary. This is probably the only time I will go through a MVL process, but Kirks have helped guide me through it at every step, and have been clear, courteous and proactive in all respects. Their ...”

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Bradleys Financial Management

(30)

New Homes, Corporate Disposal, Back

“My wife and i have had the privilege of knowing Dave Lewis for a number of years, and have always had excellent service, and knowledge from him. He always goes above and beyond his role, and would recommend to anyone.”

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Granted Consultancy

(22)

Quality
Team
Funding

“I have had numerous experiences with the team at Granted Consultancy Ltd and have continued to be impressed by professional approach, knowledge base and energy applied to getting every grant application as good as it can be. I would have no concern a...”

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Invest Southwest Independent Financial Advisers

(16)

Savings & Investments, Pensions & Retirement Planning, Bespoke Products & Services

“Friendly, courteous and knowledgeable service from a team of people I trust. Always responsive and helpful, offering accurate, real-world information and guidance. Have used their services for several years and would recommend to anyone.”

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Otter Financial Services

(24)

Goals
Advice
Company

“Damien and his team are always available for a friendly efficient and reliable response to any needs. I feel confident to approach them with any queries big or small and know that I will get the best advice for my needs in a way that is easy for me ...”

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WBW Solicitors and Chartered Financial Planners

(14)

Sale
Communicate
Understanding

“Fantastic service, very understanding during what was a very troubling time. I used the employment law services and the advise and support received by Lucy and Kerry was excellent and led to a very acceptable outcome Great counsel throughout”

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Bagborough Accountancy

(10)

Knowledge

“A positive experience with this company. Superb communication throughout of a swift process. I would recommended this company to all. Thanks again for your help Michael.”

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Profecto Financial Services

(7)

Wealth Management, Mortgages, Equity Release

“Easily the most stress-free mortgage application process I've been through. Martin was super-helpful, explained everything really clearly and ended up getting us a great deal. Highly recommended.”

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Scott Rowe Solicitors

(8)

Problems at Work, Making a Will, Probate and Estate Admin

“Very professional conveyancing solicitor JV. Efficient, knowledgeable, helpful, professional, backed up with excellent helpful front of house Reception. We are already familiar with the excellent ML in a different department which encouraged us to ...”

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Strategic Solutions Financial Services Exeter

(6)

Pension

“Happy to say Martin has helped me with my forward planning towards my retirement and pension, including some small investments. Can not recommend him highly enough. Thanks Martin.”

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Prydis Limited

(9)

Investment Management, Wealth Management, Equity Release

“Matt and Jacob have provided us with first class service from the outset. Our business was left in a dire state from previous accountant. Both Matt and Jacob have worked with extreme professionalism and exceptional communication. Our accounts have...”

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Kirk Hills Chartered Accountants

(3)

Corporate Finance, Services, Tax and VAT

“We have worked with Kirk Hills for several years and what I really like and value is the personal approach and attention to detail of a smaller firm, combined with the comfort of having exposure to expertise normally expected from a Big 4 firm.”

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MJC Financial Planning

(2)

Other Services, Mortgages, Investments

“I had an amazing experience with MJC Financial Planning Ltd. Ian Jolley made finance easy to understand, tailored his advice to my goals, and was always honest and transparent. Ian has helped me personally, as well as several family members over the ...”

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Albion Strategic Consulting

(4)

Team
Expectations
Investment

“Albion offer a truly exceptional service proposition to many of the top financial planning firms in the UK. We have been extremely fortunate to work with the team over many years, and they are integral to us being able to give clients a very successf...”

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Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Honiton

The highest-rated Financial Planning & Wealth Management companies out of 42 vetted & reviewed in the Honiton area.

Bluebell Financial Management

My Money People

Robson Financial

Shipman Wealth Management

Manders Financial Services

Cooper Associates

Seddons Estate Agents, Cullompton

Premier Financial Planning

Neligan Financial

W & P Financial Planning

Kirks Insolvency - Exeter

Bradleys Financial Management

Granted Consultancy

Invest Southwest Independent Financial Advisers

Otter Financial Services

WBW Solicitors and Chartered Financial Planners

Bagborough Accountancy

Profecto Financial Services

Scott Rowe Solicitors

Strategic Solutions Financial Services Exeter

Prydis Limited

Kirk Hills Chartered Accountants

MJC Financial Planning

Albion Strategic Consulting

Retirement Planning and Investment Management Services in Honiton Cost Estimates

Why these companies made our list

Wealth Management Advisors near Honiton

Popular in Honiton