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Ruby Red Financial Planning
“Thanks to James for his great review. His knowledge and experience has given me confidence in my finances for the future. I would highly recommend his services.”
Best Financial Advisors in Ivybridge
Handpicked from 58 vetted & reviewed Financial Planning & Wealth Management firms in the Ivybridge area, discover the top 5 leading options among the selected group of 24 finalists.
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Manning & Company Ivybridge Independent Financial Advisers
“I recently dealt with Paul Northmore from Manning & Co regarding my pension planning. I found him to be extremely professional and helpful. He has enabled me to feel positive about my pension due to explaining how it will work for me! Nothing seemed ...”
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Ivor Jones & Co
“Extremely helpful and very knowledgeable.”
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Swlaw Limited
- Mortgage
- Communication
“My husband and I decided to use SWLaw Solicitors when we wanted to remortgage our property and were recommended Roy, one of their mortage brokers/financial planners. Roy has been incredible from the start of what has been a fairly lengthy process and...”
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Over50choices
“If a link has an * by it, it means it is an affiliated link to an insurance company or broker that may result in a payment to the site. Should you use the equity release calculator, speak to an Age Partnership adviser and take out a plan out using th...”
Qualification Criteria for best of Winners
Minimum Overall Score
98 (100)
Minimum Reputation Rank
99.6 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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Hansford Bell Financial Planners
Wealth Management, Mortgage & Finance, Life & Health Insurance
“Hansford Bell has been a fantastic company to work with with all my families finances. They have helped us with mortgages, pensions and personal financial planning. A lovely friendly team and would highly recommend.”
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Charles Royle and Company
- Sense of Humour
- Jargon
- Pension
“I recently had occasion to deal with Charles Royle, my contact there was Lee Stone.
On each of the numerous times I sought his advice he was helpful and informative, always clear, avoiding jargon, delivering on all promises.
Our business was conduc...”
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Mortgage Adviser Plymouth - Mortgages Explained
- Sue
- Felt
- House
“Fantastic support and guidance as always. Nothing is ever too much and Warren was first class all the way through the process.
Thanks
Steve and Lauren”
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South Devon Financial Planning ~ Chartered Financial Planners
- Meeting
- Honest
- Investments
“Charlie has been my financial advisor for many years now (more than I care to think about!). He has always been extremely professional and gives me the information I need to help me to make my mind up. His advice has always been relevant to my situ...”
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Equitas Financial
- Explanations
- Stress
- Knowledge
“Can't recommend James enough! His wealth of knowledge and experience just me and my partner at great ease. Super contactable and willing to help whenever and however he can. He completely saved our mortgage for us at times when it was touch and go an...”
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Excaliber Associates
- Remortgaging
- Products
- Wills
“I can't recommend Excaliber enough. I went to them for life insurance and critical illness cover, Stella and Calum are super friendly and helpful. I was unfortunately diagnosed with MS and they were only a phone call/email away when I needed advice o...”
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Sirius Financial
- Product
- Remortgage
- Communication
“Clare helped us so much throughout the process of house buying, explaining everything clearly and taking time to help us when things didn't go so well. From the very first appointment to go through finances to start the mortgage process everything wa...”
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Thompson & Jackson Solicitors Llp
You and Your Family, Business
“Would highly recommend!
I cant thank Katie enough for all the hard work she has done, i am a first time buyer and i am very greatful to have had Katie as my conveyancer very efficient, great communication, professional, explained everything in a way...”
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Maskery Wealth Management
- Home
- Understand
- Financial Advisor
“I wanted advice on what to do with my savings and how to get the best possible return.
I decided to meet up with Lee and seek his professional advice.
Lee is very professional and explains everything is so much detail.
I actually learned a lot...”
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Beers
- Conveyancing
- Sale
“I have used this company twice now (to buy and sell) and both times have gone smoothly and in a timely manner. You can trust Beers to help you with your sale or purchase.”
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Maven Accountancy
Tax, Business Accounting, Starting Your Own Business
“Jake a team have made me feel like they are in control from the outset. Having them as part of the team has filled me with o much confidence that business growth can be achieved whilst being the most efficient.
he is super responsive with messages a...”
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Clearwater Financial Planning
Equity Release, Long Term Care Planning, Pensions
“Trevor Branton has been amazing. He has been a tremendous support through a very acrimonious divorce. He was there to find the way through the very difficult time sensitive financial situation I found myself in. I can't thank him enough.”
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West Financial Management Co
Protection, Pensions, Wills
“First class independent financial advice. Everyone's circumstances and requirements vary, this is where Helen and her team provide tailored advice and products to help achieve your goals and ensure the returns from savings and investments are optimis...”
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Personal Asset Management - Independent Financial Advisors
- First Time Buyers
- Mortgage
- Confidence
“We dealt with Oliver, he was great! Helped explain everything in understandable terms went through all our options. We couldn't recommend more and will definitely be using them again.”
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Chilcotts Law
Employment Law, Family Law, Litigation
“Amazingly professional and knowledgeable. Very individual needs focused. Massive difference to London where I had the stupid conveyance on the planet. I highly recommend Adam, and Piri . Amazed at great customer service.”
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Swifs Mortgages Plymouth
“Kevin has been amazing from start to finish during the process of buying our first home. Communication was great and he has always been available to answer any questions we had. Even after buying we are still able to keep that communication open. Kev...”
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Bishop Fleming
External Audit, Family Business, Transfer Pricing
“Welcome to the Food & Drink Knowledge Hub, providing ambitious food and drink businesses with collaborative insight that adds genuine and relevant value to growing businesses in our regions.”
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DFP Health & Wealth Management
“A first class team who will put you at ease very quickly. They are extremely professional and will give straightforward advice and guidance when you require it.”
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Clarity Wealth Management
- Mortgage
“Exceptional advice! I recently used them for a mortgage and they made the process a breeze. I would strongly recommend Clarity”
Retirement Planning and Investment Management Services in Ivybridge Cost Estimates
Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Typical price range is based on
384 cost profiles
Why these companies made our list
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