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Jamieson Christie Wealth Management

(42)

Fund
Pension
Understanding

“We as professional advisors rely on reliable and professional connections with our peers in other professional sectors, Jamieson Christie and their representatives definitely fall into this category. We have worked with Jameson Christie over the las...”

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Financial Design

(10)

“Great service! very professional and always explained everything clearly when I was sorting my mortgage. Would recommend them to anyone and I Will use Financial Design again.”

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Rothesay Bennett Financial Planning

(1)

“Excellent”

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Beauchamp Wealth

(1)

“Myself and my partner recently reached out to Ellie to seek financial planning. Straight out the gate, she was incredibly personable, clear and concise and answered our questions effortlessly! She went through the process step by step and was a...”

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Nautilus Asset Management

“Nautilus Asset Management is a trading name of Financial Solutions Group Limited, an appointed representative of Prydis Wealth Limited which is authorised and regulated by the Financial Conduct Authority, Registration Number 432014 Financial Solution...”

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Payment365 Limited

“Our best-in-class transaction rates, zero MMSC (minimum monthly service charge) and low terminal rental means you control your card acceptance costs. Faster payments ensures the money is in your account sooner. Batch before 3pm and receive your money...”

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Bridgegate Wealth Management Limited

“I would not hesitate at all in recommending Charles Westrope & the team at Bridgegate Wealth Management; the advice is always personal & tailored to your specific requirements & not just a vanilla offering for the masses. He is trustworthy, well info...”

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Warwickshire Wealth Management

“Recently Tracey saw that she could provide clients with a better service and the best possible advice by setting up her own Practice, becoming an Associate Partner Practice of St. James's Place as part of the process. Now, as the Principal of Warwick...”

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Simpson Financial Services

(22)

Tailored
Pension
Team

“I have been a customer of Simpson Financial Services for 5 years. If you measured the standard of service from Rob and the team in terms of sporting success then you are talking Olympic gold medals. Good, solid financial support, be it pensions, mort...”

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Lakeside Financial Services

(13)

Equity Release, Financial Planning, Protection

“Andrew was super helpful. Our mortgage was complex and required lots of additional work. He was patient, efficient, always available and very nice to work with. I would highly recommend him.”

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Galileo Wealth

(4)

Pensions & Retirement, Saving & Investing: A Guide For Expats, Protection & Will Planning

“Chris has been managing my pension and finances for well over a decade and I am completely satisfied. He has an impressive knowledge of all things related to investment and applies it to make sure I make the investments that are the best for me. In a...”

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Corrigans Financial Services

(3)

“Excellent professional friendly service”

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Godiva Wealth Management

(30)

Pensions Advice and Retirement, Investments and Savings, Tax and Trust Planning

“very happy with everything and all the help with my pension . the explanations are clear and concise any questions are answered to my satisfaction.my options are explained and any decisions I make are are run through with me and overall I am very hap...”

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The renewed case for ISAs – The combination of the erosion of the value of tax allowances and improved terms mean that ISAs are coming back into fashion for the new tax year. Succession – have you got a plan? – It’s not just fictional warring families and multinational empires that need to face up to managing future ownership and control. Private company shareholder/directors or partners need to ensure they have planned for transition and the unforeseen. Tax charge trap for pension withdrawals – With the pension freedom rules giving people more flexible and earlier access to their retirement savings, many are finding themselves penalised with higher tax payments on initial withdrawals.

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Acclaimed Mortgage Consultancy

(50)

Buildings and Contents Insurance, Life Insurance, Income Protection

“Acclaimed Mortgage consultancy and especially Sandy stepped in to help us after a terrible experience with another company. From day one they have been incredibly supportive, informative and enormously thorough and professional and we now happily hav...”

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Future Perfect Financial Solutions

(49)

Investment Planning, Retirement Planning, Mortgages

“Graeme is a knowledgable and professional advisor - he always made time to discuss any queries or concerns we have had along the process of buying our first home. Furthermore, he went out of his way to find the best mortgage offers on the market for ...”

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Integrity Accountancy Services Limited

(48)

Tax Investigation Service, Management Accounts, Limited Company Accounts

“Shohaib and Integrity Accountancy really do deliver a 5 star service. During consultation with Shohaib he was able to demystify my tax affairs having recently gone self employed. They deliver a very knowledgable & friendly service. I'd have no dou...”

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Lucent Financial Planning

(50)

Mind
Advice
Understand

“Four years ago Steve showed me clearly my financial situation and created a financial plan that he shared in simple terms which enabled me to retire. Four years on that plan has held firm and when I get my state pension in twelve months the plan wil...”

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P K S Associates

(50)

The Future
Professional
Options

“PKS have been advising my wife and I for over 21 years. We initially contacted them for advice on a mortgage loan to buy our house. They have continued to advise us periodically (on at least five different occasions) about re-mortgaging our property,...”

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Central Financial Services

(50)

First Time Buyer
CFS
Professional

“We have used Lucie to help us with our mortgage on 3 properties now...and she is wonderful! We wouldn't ever want to use anyone else and we would recommend to anyone. She is incredible knowledgeable and goes above and beyond to make sure were gettin...”

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Henwood Court Financial Planning

(50)

Future
Retirement
Confidence

“Henwood has been great for us. Firstly, we've had high quality professional and sound advice on personal financial planning and investments. Secondly, the staff in the back office administration are very efficient and responsive. They do what they sa...”

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Spellman Financial Services - Mortgage Broker

(42)

Remortgage
First Time Buyer
Questions

“Great knowledge and advice throughout the whole process. What sets Luke apart from other brokers I've experienced in the past is that Luke will give you his full attention and efforts, things are chased up on the day by him and progress is far quicke...”

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MWS Financial Advisers Limited

(50)

Advice
Pension
Remortgage

“We used Oliver for our remortgage in April and couldn't recommend him enough! Through a number of zoom calls and comprehensive emails, Oliver highlighted the best options for us. Throughout the remortgage process we were kept up to date with the most...”

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Wesleyan

(39)

“Sophia R helped my husband and I secure a mortgage for our first home and insurance as well. She was so knowledgable, kind and endlessly helpful throughout the whole process, and also always adapted to our schedules no matter how inconvenient it was ...”

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Gardner Financial Management

(38)

Inheritance Tax Planning, Financial Planning, Retirement Planning

“Lee explains things in a clear and concise way and has a great forecasting model which can flex according to your differing financial needs as you progress through retirement. He has a calm and reassuring manner and you feel he is genuinely trying to...”

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

Best Financial Advisors in Kenilworth

The highest-rated Financial Planning & Wealth Management companies out of 63 vetted & reviewed in the Kenilworth area.

Jamieson Christie Wealth Management

Financial Design

Rothesay Bennett Financial Planning

Beauchamp Wealth

Nautilus Asset Management

Payment365 Limited

Bridgegate Wealth Management Limited

Warwickshire Wealth Management

Simpson Financial Services

Lakeside Financial Services

Galileo Wealth

Corrigans Financial Services

Godiva Wealth Management

Acclaimed Mortgage Consultancy

Future Perfect Financial Solutions

Integrity Accountancy Services Limited

Lucent Financial Planning

P K S Associates

Central Financial Services

Henwood Court Financial Planning

Spellman Financial Services - Mortgage Broker

MWS Financial Advisers Limited

Wesleyan

Gardner Financial Management

Retirement Planning and Investment Management Services in Kenilworth Cost Estimates

Why these companies made our list

Wealth Management Advisors near Kenilworth

Popular in Kenilworth