Best Financial Advisors in Horsham

Handpicked from 50 vetted & reviewed Financial Planning & Wealth Management firms in the Horsham area, discover the top 5 elite providers among the selected group of 24 finalists.

Horsham Financial Services

Horsham Financial Services

(9)
“I approached Daniel for advice regarding financing my mother's care fees. I found Daniel exceptionally knowledgeable, but also compassionate - and he explained our options clearly and without any hard sell. I would have no qualms using Horsham Financ...”
Littlehaven House, 24-26 Littlehaven Ln, Horsham RH12 4HT
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Coole Bevis Law

Coole Bevis Law

(29)
  • Sale
  • Conveyancing
  • House
“James Vick is undoubtedly the best solicitor we have had to date having moved 5 times now. His communication is excellent, Kept us informed at all stages and made the whole process seamless.”
In Business Since 2018
Transparent Fees & Pricing
14 Carfax, Horsham RH12 1DZ
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Invictus Wealth Consultants Limited

Invictus Wealth Consultants Limited

(40)
  • Company
  • Informative
  • Pension
“Lloyd and the team helped myself and my family with extremely knowledgeable pension advice, making sure each of us were looked after and advised professionally from start to finish. Positive Responsiveness, Quality, Professionalism, Value”
Unit 7, Newhouse Business Centre, Old Crawley Rd, Horsham RH12 4RU
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Foxgrove Associates

Foxgrove Associates

(2)
“Hi James, I want to take this opportunity to thank you for your financial advice. When you recently did a complete financial review for me, you explained everything in a very simple and easy to understand way. Although I wanted to invest money immedi...”
Emergency Services
Free Initial Consultation
30 Mapledown Cl, Southwater, Horsham RH13 9UL
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Reeves Financial

Reeves Financial

(7)
Mortgages, Insurance, Pensions
“Adam was very generous with his time. He gave us free advise over a 30 minute telephone call as he didn't think we needed anything else. Thanks to Adam we now have a roadmap for our own research and have avoided paying a lot of money in fees. We real...”
Independent House, 42 North St, Horsham RH12 1RD
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
98.3 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
Bond & Associates Financial Services

Bond & Associates Financial Services

(5)
  • Mortgage
  • House
  • Company
“This company was recommended to us when my husband and I were looking to buy an investment property. The service we received here was second to none so I highly recommend them. I feel we've been so fortunate to have on our side such a hard working an...”
Meadow Court, Faygate Ln, Faygate, Horsham RH12 4SJ
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White Lined House Wealth Management

White Lined House Wealth Management

(3)
“My wife and I came to Natalie in need of a beginners guide to mortgages and insurance due a recommendation. Very quickly we both felt at ease thanks to Natalie's friendly, personable manner and most importantly we felt trusting of her advice. She tal...”
Offers Financing Options
White Lined House, The St, Cowfold, Horsham RH13 8BP
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Dental & Medical Financial Services

Dental & Medical Financial Services

Mortgages & Finance, NHS Pension Planning, Wealth Protection
“Based just outside of London but covering the whole of the UK, our financial advisors have a wealth of experience and knowledge based on an understanding of the complex financial issues that medical and dental professionals are faced with throughout ...”
In Business Since 2006
Transparent Fees & Pricing
Market Square, Horsham RH12 1EU
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Sharon Bristow Associates

Sharon Bristow Associates

Accountancy Services, Taxation, VAT Solutions
“Sharon Bristow Associates was founded over 20 years ago by Sharon Bristow. Prior to that Sharon was trained at the Inland Revenue and gained considerable commercial experience having worked for various accountancy practises before starting her own bu...”
7 Derwent Cl, Horsham RH12 4GW
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E F T Finance

E F T Finance

(2)
“Neville Contractor is a star! He's organised the finance on both my Ferrari and my Porsche. He has also become a trusted advisor on my purchases and his knowledge of the high end car market is invaluable. I'm currently looking into a McLaren to add t...”
13 N Parade, Horsham RH12 2BT
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Kingsgate Independent Financial Advisers

Kingsgate Independent Financial Advisers

22 London Rd, Horsham RH12 1AY
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RB Financial

RB Financial

“We are an Independent Financial Adviser, based in the South East providing no-nonsense, impartial, financial advice to Individuals, Companies and Trustees. Our aim is to give you sound advice, service and value for money in a relaxed and friendly man...”
12 Walton Dr, Horsham RH13 6RQ
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In Partnership

In Partnership

In Business Since 2000
House, Horsham RH12 1RD
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Matthew Wykes Financial Services

Matthew Wykes Financial Services

“Welcome to Matthew Wykes Financial Services Based in Horsham, I provide wealth management advice to individuals and businesses in and around the Home Counties. My advice is tailored to meet your personal and business objectives. Our long-term relatio...”
39 Oakwood, Partridge Green, Horsham RH13 8JG
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BP Wealth Management

BP Wealth Management

“Having lived in Rudgwick for 30 plus years, its always a real pleasure to meet someone new. From the outset Bryce made me feel right at home, just like a long lost cousin, listening to my unstructured fiscal plans and needs, then actioning them with ...”
Martletts Corner, Church St, Rudgwick, Horsham RH12 3EX
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Magus Wealth

Magus Wealth

(26)
Business Owners, Financial Planning, Cash Flow Planning
“Very professional, personalised service. Andrew has gone beyond the call of duty to make sure that my money is well invested and takes the time to explain how my investments are working for me. Absolutely transparent on everything. Very satisfied. I ...”
Endeavour House, Business Quarter, Manor Royal, Crawley RH10 9LW
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3D Financial Planning

3D Financial Planning

(3)
Financial Planning & Cashflow Forecasting, Tax Planning, Retirement Planning
“I have used Scott and the team and 3D Financial Planning for many years. They originally helped assess our life insurance needs and put me in contact with a mortgage advisor when we decided to rent out our old house when we bought our new home. Sco...”
Transparent Fees & Pricing
Serving Horsham Area
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True Advice Financial Services

True Advice Financial Services

(50)
Mortgages, Investments, Pensions
“Ashley was and has been absolutely fantastic with our process of getting a house. He has gone the extra mile, always replied within hours and answered our questions promptly. If we do this again, we will, without a doubt, request his services and wil...”
30+ Years Experience
Free Initial Consultation
Family Business
24 Morton Rd, East Grinstead RH19 4AG
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McCreath Financial Partners

McCreath Financial Partners

(50)
  • Stress
  • Number
  • Pension
“James has been extremely knowledgeable and approachable over the many years I have sought his financial advice. He is consistently professional, efficient, accessible and highly responsive. He provided me with guidance to my best interests and really...”
Stanmer House, Stanmer, Brighton BN1 9QA
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Oakwood Mortgage Services

Oakwood Mortgage Services

(50)
Protection, At Retirement, Pension Planning
“Richard and Emma were incredibly helpful in sorting out my mortgages at a time when mortgage rates were fluctuating wildly, even to the point of replying and working on my applications whilst he was on holiday to ensure that the quoted rates didn't e...”
In Business Since 2014
Serving Horsham Area
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Metis Wealth

Metis Wealth

(48)
  • Salary
  • Inheritance Tax
  • Pension
“Metis Wealth do outstanding work in managing our finances. They work as our partners. Understanding what we need now & how we can support our family in the future. Metis Wealth are a first class operation &, just as important, a first class team o...”
Serving Horsham Area
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Oculus Wealth Management Godalming - Financial Advisers

Oculus Wealth Management Godalming - Financial Advisers

(46)
  • Financial Management
  • The Future
  • Wills
“I have found Tristan and the team at Elm very helpful and informative. He has helped me not only to sort my pension provision which I am now really happy with but also made sure that I have totally understood with patience along the way. Thanks to t...”
11 Wharf St, Godalming GU7 1NN
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Finance Planning Group - Tim & Kim Dock

Finance Planning Group - Tim & Kim Dock

(50)
  • Financial
  • Knowledge
  • Professional
“Tim was fantastic in helping us purchase our first home. He was clear and made all the technical information easy for us to understand. Even through the difficulties with the pandemic we managed to do our catch ups over zoom and phone-call. I would h...”
Remote Consultations Available
Free Initial Consultation
Serving Horsham Area
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Knight Frank Finance

Knight Frank Finance

(50)
  • Number
  • Work
  • Product
“Dominic Sharp acted as our mortgage broker. He listened and advised us on best course to take and lender to go with. His advice saved us £1000's as the rate was reduced and Dominic got the reduced rate transferred to us. I thoroughly recommend him an...”
Transparent Fees & Pricing
Suite 1, 2nd floor, 2000 Cathedral Hill, Guildford GU2 7YL
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Retirement Planning and Investment Management Services in Horsham Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Fair price range is based on 350 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Fair range $2007 to $5519 is based on 350 cost profiles.

Why these companies made our list

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