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Best Financial Advisors in Kilmarnock

Handpicked from 183 vetted & reviewed Financial Planning & Wealth Management firms in the Kilmarnock area, explore the top 5 leaders in their field among the selected group of 24 finalists.

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Newark Wealth Financial Planners

Newark Wealth Financial Planners

(8)
  • Life Insurance
  • Mortgage
  • House
“We worked with Cassie this year to purchase our new home and she was fantastic at finding us a great deal for our mortgage in a very unpredictable market. Cassie is a knowledgeable and passionate mortgage advisor and it was a pleasure working with he...”
15 Portland Rd, Kilmarnock KA1 2BT
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Aberdein Considine

Aberdein Considine

(46)
  • Questions
  • Mortgage
  • Office
“I am very pleased with my recent property sale managed by Aberdein Considine. The firm has a number of desirable features, including a central help desk outside of office hours, well structured process, estate agent function and legal function under ...”
In Business Since 1999
251 Kilmarnock Rd, Shawlands, Glasgow G41 3JF
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R A Clement & Co

R A Clement & Co

(1)
Taxation Advice, Business Planning, Accounting
“Excellent company to deal with. Professional helpful and friendly. Couldn't recommend highly enough.”
Free Initial Consultation
1 Seaford St, Kilmarnock KA1 2BZ
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Resolute Financial

Resolute Financial

(5)
Mortgages, Investments, Protection
“Stuart makes discussing and planning your finances super easy. Would highly recommend sitting down with Stuart and exploring your options. Friendly and professional.”
HALO Enterprise and Innovation Hub, Hill St, Kilmarnock KA1 3HY
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Steven Smith Financial Planning

Steven Smith Financial Planning

(3)
“Thank you Steven from SJP for the patience and great pension advice. Made the process easy and transparent giving me full confidence in giving the green light on my pension transfer.”
Offers Financing Options
23 Dundonald Rd, Kilmarnock KA1 1RU
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
98.4 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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Alistair Ross Financial Adviser

Alistair Ross Financial Adviser

14-18 E Shaw St, Kilmarnock KA1 4AN
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Marwick & Co

Marwick & Co

“As a Partner Practice of the prestigious St. James's Place, our focus is on you and on achieving or maintaining financial security for you and your loved ones.”
11 Portland Rd, Kilmarnock KA1 2BT
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Ken Binnie Financial

Ken Binnie Financial

“At Ken Binnie Financial Ltd, we provide bespoke wealth management advice to private and corporate clients. Our approachable, friendly team of professional advisers and experienced support team, offer a personal approach to help meet all your financia...”
32 Portland Rd, Ayrshire, Kilmarnock KA1 2DL
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McSherry Halliday

McSherry Halliday

(35)
Protection, Savings, Investments
“Thank you once again for the exceptional service on the sale of my property. As always communication was excellent and everything was plain sailing. I will always recommend McSherry Halliday to friends and family for any of your services. I have use...”
Transparent Fees & Pricing
Suite 1, Elliott House, Kilwinning Rd, Irvine KA12 8TG
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DW Shaw

DW Shaw

(8)
Family Law, Court, Business
“Excellent service and guidance through two bereavements. David helped complete all the necessary steps and organised all the admin. Thanks”
34A Sandgate, Ayr KA7 1BX
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Campbell Mackie

Campbell Mackie

(3)
Mortgages, Life Assurance, Corporate
“Scott Graham (10 out of 10). Perfect guy to deal with and get your mortgage sorted”
Transparent Fees & Pricing
In Business Since 2009
107 Dundrennan Rd, Glasgow G42 9SL
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Black Hay & Co

Black Hay & Co

(7)
Employment Law and Tribunal Work, Commercial Conveyancing & Leasing/Business Sale & Purchase, Personal Injury Claims
“Good family lawyers. Have been fantastic and really on the ball in my separation case.”
Remote Consultations Available
Transparent Fees & Pricing
5 Wellington Square, Ayr KA7 1EN
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Dains Ayr - William Duncan Accountants

Dains Ayr - William Duncan Accountants

(2)
Research & Development
“Always a great service, Alex Nairn goes above and beyond to help customers, strongly recommend their services. Thanks again”
Ellersley House, 30 Miller Rd, Ayr KA7 2AY
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Anderson Macphie Financial Services

Anderson Macphie Financial Services

(1)
Mortgages, Savings & Investments, Inheritance Tax Planning
“Kenneth Macphie couldn't have been more helpful, both in connection with our mortgage and also with pension arrangements. He sorted us out with a fixed rate 5 years ago which meant that our payments didn't rise at all during the mad truss era and adv...”
2 Knoll Park Dr, Clarkston, Glasgow G76 7SY
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Malory Investment Services

Malory Investment Services

369 Clarkston Rd, Muirend, Glasgow G44 3JG
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Strathayr Financial Services

Strathayr Financial Services

“The pension Andy advised us to take was one that if anything happened to my husband, Ian, I would still get the full amount. Sadly, my husband died quite soon afterwards and if it hadn't been for Andy's advice, I am quite sure we might have taken a p...”
18 Miller Rd, Ayr KA7 2AY
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Black Hay

Black Hay

(1)
Employment Law and Tribunal Work, Commercial Conveyancing & Leasing/Business Sale & Purchase, Personal Injury Claims
“Really pleased with the service when selling. Good initial discussion and great attention to detail on the marketing with updates as we went along (though we were under offer before a fortnight was up). Graeme's professionalism and wee touch of humo...”
Remote Consultations Available
Transparent Fees & Pricing
Serving Kilmarnock Area
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McAllisters Later Life Planning

McAllisters Later Life Planning

(2)
“Excellent service. Drew is a excellent communicator and very professional, we felt very relaxed in his company. We feel the advice and products are of good value”
Family Business
Serving Kilmarnock Area
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Stoke Park Finance

Stoke Park Finance

(1)
“Great guys to deal with , go out there way to help. Highly recommended.”
Family Business
40+ Years Experience
Serving Kilmarnock Area
Featured

Just received these beautiful chocolate brownies! Unfortunately there is no gift card and M&S will not tell us who kindly sent them. If it was you, please could you get in touch so we can say thank you. They have brought a real smile to our office this afternoon! nThank you so much - off to put the kettle on now!

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Walker Robin Accountants

Walker Robin Accountants

(1)
Start Up Accounts, Financial Planning, Business Accounts
“Great service. Friendly and put my mind at ease”
In Business Since 2018
Serving Kilmarnock Area
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Goldstone Wealth Management

Goldstone Wealth Management

Insurance Services, Business Services, Pension Services
“We are Goldstone Wealth Management Based in Ayrshire, Goldstone Wealth Management is an independently owned, family run financial planning firm. With around 30 years' experience within the financial sector we specialise in the provision of comprehens...”
Family Business
30+ Years Experience
17 Morton Dr, Dalrymple, Ayr KA6 6QA
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AB Vision Financial

AB Vision Financial

Protection, Savings & Investments, Pensions
“AB Vision Financial Ltd is Registered in Scotland, Company Number SC481466. Registered Office address: 15 Miller Road, Ayr, KA7 2AX.”
15 Miller Rd, Ayr KA7 2AX
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Craig Johnston Asset Management

Craig Johnston Asset Management

“Craig Johnston Asset Management Ltd (CJAM Ltd) has a niche position in providing financial advice on pensions and investments, specifically the outsourcing of investments to portfolio investment management specialists with whom we work very closely.”
28 Ashgrove St, Ayr KA7 3AQ
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Caledonian Financial Management

Caledonian Financial Management

“Caledonian Financial Management Limited are a firm of highly qualified Financial Advisers based in East Kilbride, Scotland. We have real passion for helping our clients reach their financial and lifestyle goals.”
Scottish Enterprise Technology Park, Caledonian House, 35 Nasmyth Ave, East Kilbride, Glasgow G75 0QR
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Retirement Planning and Investment Management Services in Kilmarnock Cost Estimates

Minimum cost
£1205
Maximum cost
£10235
National Average
£3612
Avg Per Hour Rates
£363
£2409
£6623
Average price range is based on 356 cost profiles
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Average Cost £3612
Minimum cost £1205
Maximum cost £10235
Avg Per Hour Rates £363

Average range $2409 to $6623 is based on 356 cost profiles.

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Wealth Management Advisors near Kilmarnock

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