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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”

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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...”

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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...”

Featured

We understand that everyone's financial goals are different, so we take the time to get to know you and your individual needs. We will then work with you to develop a personalised wealth management plan that meets your specific requirements. Our wealth management services include: -Investment advice -Pension planning -Retirement planning -Succession planning -Tax optimisation -Estate planning We are also experts in helping clients with complex financial situations, such as high-net-worth individuals, business owners, and those who are self-employed. Contact us today to schedule a consultation. We look forward to hearing from you!

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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...”

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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...”

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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...”

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Dental & Medical Financial Services

Mortgages & Finance, NHS Pension Planning, Wealth Protection

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RB Financial

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Kingsgate Independent Financial Advisers

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In Partnership

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BP Wealth Management

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Matthew Wykes Financial Services

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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...”

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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...”

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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...”

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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...”

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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...”

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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...”

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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...”

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Wellesley

(29)

Faqs, Personal Finance Advice, Her Wealth

“I've been dealing with Wellesley Wealth Advisory and Richard Rochford for a number of years now and I have found both Richard and his firm to be highly professional, they offer good sound advice in the best interests of their clients and explain comp...”

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Simon Ellis Associates

(50)

Job
Organised
Team

“I have used Simon's services for several years now, he has guided me through two property purchases, firstly in 2015 as a first time buyer, and most recently through the sale of my first property and purchase of my family home and a re-mortgage in be...”

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Brighton Financial

(36)

Questions
Communication
Understand

“We have found Marco from Brighton Financial to be very professional, approachable, and friendly. He has guided us through a complicated pension system, explaining everything to us in terms we can understand. We recommend him highly to anyone who req...”

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Lewes Smith Solicitors and Property Lawyers

(27)

Conveyancing, Remortgaging, Auctions

“Fantastic experience with recent house purchase; very professional, clear communication throughout. Clive and his team are very amiable and helpful. I would definitely recommend Lewes Smith.”

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Wealthbuilders Together

(33)

Academy
Integrity
Knowledge

“Kevin and the team are great at what they do, they also go out of their way to help people who desire to create sustainable wealth through education via amazing content and training. I would highly recommend Kevin, if you are fortunate to have a conv...”

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

Best Financial Advisors in Horsham

The highest-rated Financial Planning & Wealth Management companies out of 50 vetted & reviewed in the Horsham area.

Invictus Wealth Consultants Limited

Foxgrove Associates

Reeves Financial

Horsham Financial Services

Bond & Associates Financial Services

White Lined House Wealth Management

Dental & Medical Financial Services

RB Financial

Kingsgate Independent Financial Advisers

In Partnership

BP Wealth Management

Matthew Wykes Financial Services

True Advice Financial Services

McCreath Financial Partners

Oakwood Mortgage Services

Metis Wealth

Oculus Wealth Management Godalming - Financial Advisers

Knight Frank Finance

Finance Planning Group - Tim & Kim Dock

Wellesley

Simon Ellis Associates

Brighton Financial

Lewes Smith Solicitors and Property Lawyers

Wealthbuilders Together

Retirement Planning and Investment Management Services in Horsham Cost Estimates

Why these companies made our list

Wealth Management Advisors near Horsham

Popular in Horsham