View Profile

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...”

i

View Profile

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.”

i

View Profile

Rothesay Bennett Financial Planning

(1)

“Excellent”

i

View Profile

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...”

i

View Profile

Nautilus Asset Management

i

View Profile

Bridgegate Wealth Management Limited

i

View Profile

Warwickshire Wealth Management

i

View Profile

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...”

i

View Profile

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...”

i

View Profile

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 ...”

i

View Profile

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...”

i

View Profile

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...”

i

View Profile

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,...”

Featured

If you've kicked the habit and haven't reviewed your insurance, you could be paying more than necessary 🚬 ❌ Quitting smoking can have significant benefits for your health and your wallet, but it's also a great time to reassess your insurance policies Many insurance providers can offer lower premiums for non-smokers, so by updating your policies, you could save money while enjoying a healthier lifestyle We’re here to help you make the most of your smoke-free status 🤩 Our team can review your insurance policies and explore ways to reduce your premiums, putting more money back in your pocket Don't let your hard-earned savings go up in smoke—get in touch today! 📲...

i

View Profile

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...”

i

View Profile

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...”

i

View Profile

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...”

i

View Profile

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 ...”

i

View Profile

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...”

i

View Profile

Plan With Neil

(21)

“Neil is fantastic, made the process really simple and easy to understand, really enjoyed working with Neil and hope to carry on in the future, would highly recommend to anyone requiring a financial advisor”

i

View Profile

Capc - Mortgage Brokers

(50)

Communication
Team
Professional

“Michael, Fabio and Gemma were all professional and got us the result we wanted. They communicated clearly and pushed when necessary. They were not the cheapest, but they knew their stuff (especially when dealing with special and complex set of circum...”

i

View Profile

Rockwealth Leamington IFA

(27)

Tailored
Pension
Investment

“Highly recommend Chris Wallsgrove and the team. I have used other IFA's in the past, and generally they have been OK, but Chris is another league. Chris offers great advice, good communication & he truly cares about his clients.”

i

View Profile

Chase de Vere

(26)

Advice For Dental Professionals, Advice For You, Advice For Your Business

“We used Chase de Vere to secure a mortgage. We had Aaron Jassi as our Mortage Broker. He was friendly, efficient, professional and very quick. As first time buyers, he was excellent in explaining our different options and we successfully secured our ...”

i

View Profile

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...”

i

View Profile

True Potential Wealth Management - Mark and Clare Farrell

(20)

Mortgage
Team
Understand

“As a customer of Northfield Wealth I have just completed my annual financial review with Clare. Amazing service, information and advice. Very detailed, attention to detail and excellent customer focus. I would highly recommend this company and Clare ...”

i

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

Bridgegate Wealth Management Limited

Warwickshire Wealth Management

Godiva Wealth Management

Acclaimed Mortgage Consultancy

Future Perfect Financial Solutions

Lucent Financial Planning

Central Financial Services

P K S Associates

Henwood Court Financial Planning

Spellman Financial Services - Mortgage Broker

MWS Financial Advisers Limited

Wesleyan

Gardner Financial Management

Plan With Neil

Capc - Mortgage Brokers

Rockwealth Leamington IFA

Chase de Vere

Simpson Financial Services

True Potential Wealth Management - Mark and Clare Farrell

Retirement Planning and Investment Management Services in Kenilworth Cost Estimates

Why these companies made our list

Wealth Management Advisors near Kenilworth

Popular in Kenilworth