Best Financial Advisors in Huntingdon

The highest-rated Financial Planning & Wealth Management companies out of 44 vetted & reviewed in the Huntingdon area.

Expert Financial - Mortgage Advisors & Equity Release Experts

Expert Financial - Mortgage Advisors & Equity Release Experts

(50)
  • Remortgage
  • First Time Buyer
  • Understand
“Matt and his team have facilitated all of my mortgage needs for over 10 years now. These guys are so helpful in providing guidance on the best products, help with understanding the jargon whilst communicating regularly to make sure the process gets ...”
Free Initial Consultation
Licensed
91 High St, Huntingdon PE29 3DP
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VS Associates

VS Associates

(6)
  • Pension
“My partner and I were seeking advice on our pension plan and Victor came highly recommended. On meeting him it was clear why. He is honest, personable and explained everything simply and clearly. If you need advice I would highly recommend giving V...”
26 Olivia Rd, Brampton, Huntingdon PE28 4RP
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Fletcher Thompson Chartered Accountants

Fletcher Thompson Chartered Accountants

(6)
Fee Protection Service, I’m Established, I’m a Start-up
“Great service and support would highly recommend Kathyrn and her team. Nothing is too much trouble even in their busiest times always prompt to answer emails.5 star all the way”
Transparent Fees & Pricing
Riverside Farm, Hollow Road, Ramsey Forty Foot, Huntingdon PE26 2YB
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Perspective

Perspective

(1)
“A great local team. Very helpful and honest. I would recommend to all my family and friends. Appointment booked straight away. Short waiting time. Easy access for parking. Thanks very much x”
61A Great Whyte, Ramsey, Huntingdon PE26 1HL
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Beacon Wealth Management

Beacon Wealth Management

(3)
“Happy long term customer.”
The Old Chapel, 39 Thrapston Rd, Kimbolton, Huntingdon PE28 0HW
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Kimbolton Financial Planning

Kimbolton Financial Planning

“Portfolios with frequent communication, to manage risk and deliver consistent returns.”
Watson's House, 34 High St, Kimbolton, Huntingdon PE28 0HA
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Nicholas Cliffe & Co

Nicholas Cliffe & Co

(4)
Personal Accounting, Business Accounting
“Make the whole "end of year nightmare" so easy compared to other Accountants used - would highly recommend”
Serving Huntingdon Area
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A E Thomson

A E Thomson

(50)
Mortgages, Employer / Business, Wealth Management
“We have used Jon Porter for our initial mortgage and subsequent renewal- we have had the best experience with this as Jon puts your mind at ease and takes you through everything in baby steps to make sure that you understand each element. He has foun...”
In Business Since 2003
62B High St, Sutton, Ely CB6 2RA
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Dartington Wealth Management

Dartington Wealth Management

(49)
  • Understand
  • Remortgage
  • Knowledge
“I spent a bit of time talking to several IFAs before settling on DWM- what sold me on them was the deep level of information gathering they did up-front to make sure they really understood what I was asking- and it helped me to understand too. It als...”
Transparent Fees & Pricing
4 Clifton Ct, Cambridge CB1 7BN
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Tylers

Tylers

(45)
  • Managing
  • Questions
  • Property
“By far the easiest letting experience I've had in some time. Alex made the whole process of viewing and agreeing the tenancy incredibly straightforward, and responded to emails really quickly. Would 100% recommend.”
Transparent Fees & Pricing
In Business Since 1998
104 Cherry Hinton Rd, Cambridge CB1 7AJ
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McGirls Money Management - Mortgage Broker

McGirls Money Management - Mortgage Broker

(19)
Remortgage, New Build Mortgages, Home Mover
“I don't have words to thank Ben Davis who was our mortgage advisor. He was very helpful in the whole process which was sometimes stressful for us. He is very professional in his work and is very knowledgeable. He knows how to deal with the clients ke...”
7 Goldington Rd, Bedford MK40 3JY
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Idealistic Financial Services

Idealistic Financial Services

(23)
  • Future
  • Market
  • Knowledge
“As a happy customer of idealistic financial service,I will highly recommend to all my friends. A big thanks to Manju Tom for helping to sort out all the queries and troubles while on the process of my property purchase.”
Free Initial Consultation
In Business Since 2020
Serving Huntingdon Area
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365ifa

365ifa

(12)
  • Professional
  • Mortgage
“Very helpful with my less than straightforward mortgage application. Jonathan has always been very easy to talk to, has kept in touch at all stages and proved to be very cost effective. I will not hesitate to use his services again.”
Heights, Brickhill Road, Bedford MK41 7PH
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PEM Corporate Finance

PEM Corporate Finance

Succession Planning, Mbos & Mbis, Buying a Business
“"PEM Corporate Finance have a very pragmatic approach; and being able to take their knowledge of valuation into the negotiation was invaluable. There was a real intensity of support from them, and the desire to see the deal done in our best interests...”
Coupons & Offers
Transparent Fees & Pricing
In Business Since 2002
House 3, Salisbury Villas, Station Rd, Cambridge CB1 2LA
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Staffords Accountants Limited

Staffords Accountants Limited

(3)
“Brilliant - just brilliant - they have done our accounts for umpteen years now”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 1996
Camboro Business Park, Unit 1 Cambridge House, Oakington Rd, Girton, Cambridge CB3 0QH
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JK Mortgages

JK Mortgages

(10)
  • House
  • Information
“Excellent service from Joanna and her team. Great communication, very efficient and knowledgeable. Great customer care that allows you to go through the process stress free. They help you buy your forever home and explain the process step by step,...”
In Business Since 2015
54 Ellwood Ave, Peterborough PE2 8LY
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Harpur Wealth Management Limited

Harpur Wealth Management Limited

(6)
“Always available to answer any queries I may have and are very receptive to all my financial needs and requirements. I have no hesitation in recommending them. Positive Responsiveness, Quality, Professionalism, Value”
Free Initial Consultation
Mazars Llp, 19 Goldington Rd, Goldington, Bedford MK40 3JY
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Accession

Accession

(4)
Retirement Planning, Investment Planning, Who We Work With
“Excellent service with first class advice. Highly recommended.”
First Floor, 4 West St, Oundle, Peterborough PE8 4EF
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Spiritus Wealth

Spiritus Wealth

(3)
  • Decisions
“A knowledgeable and professional outfit with a great service offering. Joe and Richard are friendly and approachable and able to give advice in an assured and easy to understand manner. Highly recommend them.”
Transparent Fees & Pricing
Nine, Hills Rd, Cambridge CB2 1GE
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Moore Thompson

Moore Thompson

(4)
“Superb Accountants, professional, timely service with great financial advice. Thank you to all the team. Tenant Find”
7, Swan Court Forder Way, Cygnet Park, Hampton, Peterborough PE7 8GX
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Mitchell Prockter Financial Services

Mitchell Prockter Financial Services

Corporate Services, Life Cover, Investments
“Many of our long-term clients first approach us with a specific request or product in mind. This might be due to an inheritance, a pension problem, a change of house or job, a business opportunity, or imminent retirement. Financial Advice is the term...”
15 Grove Pl, Bedford MK40 3JJ
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Peter Chandler - SaintNeots Accountants

Peter Chandler - SaintNeots Accountants

(3)
“Great personal service from experienced professional”
The Stables, 6 Church St, St. Neots PE19 2BU
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Premier Plus Limited

Premier Plus Limited

(9)
Retirement Planning, Savings & Investments, Mortgages
“Wanted to pass our thanks to Carl and the team. They were fantastic from start to finish and secured us a really good mortgage rate ahead of the purchase of our first home together. Carl gave us really good advice and had excellent communication thr...”
Serving Huntingdon Area
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Matrix Financial Limited

Matrix Financial Limited

(2)
“Matrix Finance was recommended by a friend. At my consultation Mr Summers immediately put me at ease, he is very professional, knowledgeable on the particular part of Finance I urgently needed advice on, also extremely kind, courteous, patient - an...”
2 Cobble Yard, Napier St, Cambridge CB1 1HP
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Retirement Planning and Investment Management Services in Huntingdon Cost Estimates

Minimum cost
£1184
Maximum cost
£10056
National Average
£3549
Avg Per Hour Rates
£357
£2367
£6507
Typical price range is based on 489 cost profiles
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Average Cost £3549
Minimum cost £1184
Maximum cost £10056
Avg Per Hour Rates £357

Typical range $2367 to $6507 is based on 489 cost profiles.

Why these companies made our list

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