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Mortgage Synergy

(50)

Rates
Remortgage
Team

“Cannot recommend this company enough! Ryan & his team have been amazing the whole way through. Answering any queries we had and keeping us updated on what was happening. Ryan made the process so easy & simple. Truly the best company!”

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PAB Wealth Management

(38)

House
Property
Mortgage

“We used Luke as our mortgage advisor. He made everything run so smoothly. Being first time buyers this was all new to us… Luke explained every bit of detail to make sure we understood everything and was always available to answer any questions we had...”

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IBA Wealth Management

(14)

Knowledge
Mortgage
Home

“I would like to thank Richard for making our first home purchase a stress free experience. Richard took the time to understand our situation and is clearly very knowledgeable, he has always been prompt to answer my queries throughout the process. We ...”

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Mapus Financial Planning

(2)

“Had some great advice from these people, which has saved me a lot of money. Thank you.”

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Allen Tomas & Co Financial Management

(11)

Company
Team

“We've had such a positive experience with Ben Allen and the team. They have been friendly and approachable, and yet super professional, and were incredibly generous with the time taken to explain our options to us in our free introductory meeting. Hi...”

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Steve Pye & Co Accountants & Business Advisors

(6)

For Individuals, For SME Owners, For Corporations

“Brilliant accountants - definitely worth their weight in gold! After working with another firm who were an absolute nightmare we were recommended Steve Pye & Co. they picked up our accounts and understood more of our business in one meeting than our ...”

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Evergreen Equity Release Solutions

“With an ageing population expecting to spend a longer time in retirement, many are finding themselves still very active but wondering how to finance the changes in their lifestyle now they no longer have a wage coming in.”

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Quay Financial Planning

(1)

Inheritance Tax, Retirement Planning, Long-Term Savings

“I felt that it would be a good time to review my investments and a friend told me to contact Katie at Quay Financial Planning. She was quick to respond to my initial enquiry and I saw her soon afterwards. She explained things clearly and I am happy...”

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Tom&co

(1)

“Friendly expert advice”

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Tim Gilbert Wealth Management

“Based in King's Lynn, Norfolk, Tim Gilbert of Tim Gilbert Wealth Management boasts many years' experience helping people make sound financial choices. Our clients trust us to provide peace of mind knowing that we provide a proactive service to help m...”

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Fraser Dawbarns

(11)

House
Sale

“Annie Riches is the exact opposite of what you hear about solicitors, always quick to respond and no question too small”

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Charlotte Watson Financial Planning

(6)

Jargon
Self Employed
Financial Advisor

“Charlotte Watson Financial Planning is a breath of fresh air to financial advice. She is approachable, professional but also breaks down the technical jargon so you truly understand what she is advising on. I cannot recommend her enough.”

Featured

Jargon Buster í ¾í´ : Why I think your current workplace pension is great í ½í¸ nnâï¸Added employer contribution. The minimum is 3% if you are paying in 5%, but this could be on qualifying earnings or total pay. nâï¸ Tax relief nâï¸ Potential National Insurance saving if salary sacrifice nâï¸ Potential increased matched contributionsâ¦ eg if yours is set up on 5% you, 5% employerâ¦.nSome schemes increase their contributions if you do í ½í±í ¼í¿» nnAll schemes are different so it is important to check both your contract and your scheme rules to see how yours is set up.nnâ¡ï¸ Donât forget to check your beneficiaries on that scheme are up to date! nnThis is based on defined contribution pensions, final salary schemes could be different. nn#womeninfinancen#gallopinto2024n #moneymattersn #wealthmanagement n#fintokn #financialeducationn #lifeplanningn #retirementplanningn#pensionplanningn #investmentplanningn #womeninbusinessn #workingmumn#rurallifen #mumsinbusinessn #womenempowerment #womensupportingwomen #womenempoweringwomen n#sbswinner n#sbs n#proudlyeastanglian #wisbech n#kingslynn...

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Whitings Wealth Management

“Every day more people are starting to think about environmental and social issues, such as climate change, our impact on the world around us, and the sustainability of it all. We can provide guidance on these issues. Our Office Locations”

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Fides Financial

“We explain at the outset that we prefer to be 'in for the long haul' and our goal is to be one of your family's trusted advisers. Our clients, their children and wider family all have unique needs, plans and dreams, which will change and adapt overti...”

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Purplewindow

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Wilkinson Accounting Solutions

(12)

Business Exit Consulting, Acquisition CFO, Tax & Bookkeeping

“As a new business owner, when I first met Julie I thought I was looking for an accountant. I realised what I really needed right now was a financial and business planner - and Julie fits that bill perfectly! She's really knowledgeable and supportive...”

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Stephenson Smart Accountants

(20)

Private Clients, Business Clients

“Stephenson Smart at Fakenham have been my accountants for several years, for Honeyguide Wildlife Holidays. I think very highly of them. I'd especially like to pay tribute to them for their support during the difficult times of the pandemic and lockdo...”

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Absolute Sense Independent Financial Advisers

(8)

Care Fees Planning, Advice on Divorce, Money Tree Wealth Club

“Fantastic service, Catherine was able to guide me through everything I needed to get a mortgage during a very difficult time. Highly recommended. Positive Responsiveness, Quality, Professionalism, Value”

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Bingham Woods IFA

(6)

, Financial Planning, Protection

“I rang with a general query regarding pensions. Even after it became obvious that there was no immediate business to be done, Ben still spent plenty of time with me. He made absolute sense. When I am in the position to 'do some business' I will ha...”

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Bulley Davey Wealth Management

Wills and Probate, Tax Planning, Pension Planning

“We're not salespeople for financial products, chasing a quick commission – we want to build lifelong relationships. Whether it's the first time you've taken financial advice or you're a veteran, you'll find we listen more than talk. First, we underst...”

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Lynas Vokes Wealth Management

(1)

“Excellent service as usual.”

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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”

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Harrold Financial Planning

(4)

Investing For Income or Growth, Retirement Planning, Financial Protection

“During a very stressful time for me, Neil (Warne) and Anna (Needs) were extremely professional, helpful and approachable by providing me with accurate and up to date advice throughout the process, which made life much easier. Thank you so very much!...”

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Norfolk Wills and Estate Planning

(16)

Funeral
Company
Dad

“I used Norfolk Wills and Estate Planning recently to do Wills and Lasting Power of Attorneys for myself and my wife. A seamless service from Start to finish. Very helpful staff, all very knowledgeable, a professional service that I would highly reco...”

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Average Cost	£3607
Minimum cost	£1203
Maximum cost	£10220
Avg Per Hour Rates	£362

Best Financial Advisors in King's Lynn

The highest-rated Financial Planning & Wealth Management companies out of 50 vetted & reviewed in the King's Lynn area.

Mortgage Synergy

PAB Wealth Management

IBA Wealth Management

Mapus Financial Planning

Allen Tomas & Co Financial Management

Steve Pye & Co Accountants & Business Advisors

Evergreen Equity Release Solutions

Quay Financial Planning

Tom&co

Tim Gilbert Wealth Management

Fraser Dawbarns

Charlotte Watson Financial Planning

Whitings Wealth Management

Fides Financial

Purplewindow

Wilkinson Accounting Solutions

Stephenson Smart Accountants

Absolute Sense Independent Financial Advisers

Bingham Woods IFA

Bulley Davey Wealth Management

Lynas Vokes Wealth Management

Perspective

Harrold Financial Planning

Norfolk Wills and Estate Planning

Retirement Planning and Investment Management Services in King's Lynn Cost Estimates

Why these companies made our list

Wealth Management Advisors near King's Lynn

Popular in King's Lynn