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

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!”
Free Initial Consultation
2 Regis Pl, North Lynn Industrial Estate, King's Lynn PE30 2JN
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PAB Wealth Management

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...”
Transparent Fees & Pricing
18-20 King St, King's Lynn PE30 1ES
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IBA Wealth Management

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 ...”
First Floor, Unit 8 Campbell's Business Park, Campbell's Meadow, King's Lynn PE30 4YR
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Mapus Financial Planning

Mapus Financial Planning

(2)
“Had some great advice from these people, which has saved me a lot of money. Thank you.”
80 Chapel St, King's Lynn PE30 1EF
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Allen Tomas & Co Financial Management

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...”
6, St Nicholas Court, Church Ln, Dersingham, King's Lynn PE31 6GZ
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Evergreen Equity Release Solutions

Evergreen Equity Release Solutions

50+ Years Experience
203, 27-28 Tuesday Market Pl, King's Lynn PE30 1JJ
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Quay Financial Planning

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...”
Innovation Centre, 1 Innovation Dr, King's Lynn PE30 5BY
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Tom&co

Tom&co

(1)
“Friendly expert advice”
In Business Since 2013
Unit 2 Regis Pl, North Lynn Industrial Estate, King's Lynn PE30 2JN
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Tim Gilbert Wealth Management

Tim Gilbert Wealth Management

The Stables, Austin St, King's Lynn PE30 1QH
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Fraser Dawbarns

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”
Transparent Fees & Pricing
In Business Since 2007
1-3 York Row, Wisbech PE13 1EA
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Charlotte Watson Financial Planning

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.”
Offers Financing Options
Hannath Hall, Hannath Rd, Wisbech PE13 5ND
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Whitings Wealth Management

Whitings Wealth Management

Reception, 12 & 13 The Crescent, Wisbech PE13 1EH
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Fides Financial

Fides Financial

Family Business
Serving King's Lynn Area
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Purplewindow

Purplewindow

Serving King's Lynn Area
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Absolute Sense Independent Financial Advisers

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”
Transparent Fees & Pricing
24 Market St, Ely CB7 4LS
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Bingham Woods IFA

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...”
Serving King's Lynn Area
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Bulley Davey Wealth Management

Bulley Davey Wealth Management

Wills and Probate, Tax Planning, Pension Planning
Serving King's Lynn Area
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Perspective

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”
61A Great Whyte, Ramsey, Huntingdon PE26 1HL
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Lynas Vokes Wealth Management

Lynas Vokes Wealth Management

(1)
“Excellent service as usual.”
Trinity House, Welbourne Ln E, East, Holbeach, Spalding PE12 8AB
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Harrold Financial Planning

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!...”
Serving King's Lynn Area
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Murfitt Wealth Management

Murfitt Wealth Management

(5)
  • Investment
  • Team
“Cannot express my gratitude enough - a massive thank you to Loutfig and team. I have often found it difficult to talk about money, investments and what the future holds, but I know that I can trust Loutfig and that he has my best interest in mind at ...”
6 South St, Crowland, Peterborough PE6 0AJ
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The David Hewson Practice

The David Hewson Practice

(1)
Mortgages, Pensions & Investments, Protection
“Great place to work in. Please try us for life protection, mortgages and pensions.”
Serving King's Lynn Area
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JCJ Planning

JCJ Planning

(1)
“How often can you say you were happy and satisfied to receive unwanted news? When the issue is explained by Julie Jacques, that's when. Of course it was disappointing to receive the information but when given with such honest, clear and accurate deta...”
Serving King's Lynn Area
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Oakhouse

Oakhouse

Wills and Probate, Tax Planning, Pension Planning
Serving King's Lynn Area
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Retirement Planning and Investment Management Services in King's Lynn Cost Estimates

Minimum cost
£1203
Maximum cost
£10220
National Average
£3607
Avg Per Hour Rates
£362
£2405
£6613
Average price range is based on 278 cost profiles
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Average Cost £3607
Minimum cost £1203
Maximum cost £10220
Avg Per Hour Rates £362

Average range £2405 to £6613 is based on 278 cost profiles.

Why these companies made our list

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