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Paul Russell Financial Services

“I have worked within the Financial Services since October 1991. I am classified as a Chartered Financial Planner as well as being recognised by the industry and trade body as a Fellow, due to the high number of qualifications I have achieved.”

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Perennial Wealth

(31)

Information
Knowledge
Advice

“Have been very happy with our experience. Dale has been pragmatic, smart, helpful in all communications and the wider team moved quickly to get things sorted on some quite tight deadlines. As of today, I have nothing but good things to say about thei...”

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Wiltshire Wealth

(26)

Informative
Understand
Options

“Daniel was referred to us by a friend to give us some informal financial advice. Both my wife and I found our conversations with him really useful. Daniel is very open and informed with little use of jargon or 'industry speak'. We didn't feel like...”

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Leaf Financial Advisers

(50)

Financial Planning, Investment Advice, Equity Release

“Leaf has provided superb advice and support to our family. We're continually impressed by the insight, expertise, efficiency and sincerity - look no further for a Bristol financial adviser 🙏 …”

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Elite Financial Consulting

(50)

Company
Property
Sorting

“Kelly has been fantastic. She has kept me informed every step of the way, including when rates changed to let me know I was still getting the best deal. I could not have asked for better.”

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Frazer James Financial Advisers

(50)

Understand
Questions
Information

“Very helpful gentleman, pension and taxes are a foreign language to me and he was polite and concise so I could understand my tax implications if I cash in a small pension I have. I would thoroughly recommend this firm to others in my position.”

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Moneo Wealth Management

(46)

Confident
Family
Advice

“Ken and the team at Moneo are excellent. I needed a business to look after my financial matters and as I was getting close to retirement it was essential to get it right first time. I have been managed by Moneo since June 2021 and they have always be...”

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The Aspire Partnership

(49)

Pensions
Financial Planning
Management

“We have been working with Ian and the Team at Aspire for over 10 years.The approach and level of service that they provide is second to none and I would have no hesitation in recommending them for all of your financial planning needs.”

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Adam Cockerham Fpfs - Chartered Financial Planner

(50)

Investment
Future
Mortgage

“Spoke with Adam recently, for some advice. Extremely helpful and easy to speak with. Very open and concise when explaining various pension options and possible pitfalls. Thank you, Adam.”

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Unividual | Bath Financial Advice

(50)

Understand
Future
Knowledge

“Simon Hicks made sorting our finances out an absolute breeze. He explained all our options in a way that was easily understandable and made the whole process completely stress free! We immediately felt that Simon understood our circumstances and h...”

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Michelle Strelley Mortgage & Protection Adviser

(40)

Communication
Remortgage
Patient

“Michelle was so helpful with getting my flat on a good buy to let and getting me the best deal on my home mortgage. She gave really helpful advice and spent a lot of time looking into options so I could get the best outcome.”

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Ifamax Wealth Management Bristol

(35)

Email
Feel
Phone

“I highly recommend Ifamax, the team are always so helpful and makes sure that everything is clear and simple to understand. Only ever a quick email or phone call away, making you feel genuinely valued as a client. Thank you!”

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Streets Steele - Bristol Accountants

(34)

Financial
Company
Team

“Fantastic, modern accountants. Have really helped our company with all matters of accountancy. We would highly recommend Ben Steele and Steele Financial Ltd.”

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Ellis Davies Financial Planning

(37)

Number
Jargon
Financial Well-Being

“Ellis Davies have helped me personally as well as a number of my clients over the years. Nothing seems too difficult or too much hassle for them. They give clear, timely advice and I would recommend them highly to anyone. Thank you guys.”

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William Dixon & Associates

(42)

Pension
Mortgage
Risk

“Adam and his team assist us with our business interests and financial planning as founders of Magic Number and we wouldnt recommend them enough. You are in safe hands with William Dixon & Associates”

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BPA Immigration Lawyers

(37)

How do I Sponsor a Visitor to the UK?, UK Spouse Visa Application Process, British Citizenship

“Marcella has been very helpful in my application for indefinate leave to remain. My application was complex but with the help I received it was successful. I am very happy and grateful. Thanks to Laura who recommended me to Marcella.”

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11.2 Financial Planning

(23)

Pension
Confidence
Future

“I was hugely impressed by the friendly, knowledgeable advice I received from Gregg at Financial Planning who gave me exactly what I was looking for - expert, unbiased advice on annuities without any of the usual slick jargon-polluted sales pitch. Co...”

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Cleeve Financial Planning

(50)

Questions
Information
Investments

“Kieran is brilliant at giving the best advice and breaking it down so it's easy to understand. He is has my total trust and is a genuinely lovely man. I wouldn't hesitate in recommending both Cleeve Financial Planning and Kieran.”

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Domus Financial Services

(30)

First Time Buyer
House
Pension

“Extremely helpful annuity advice and assistance from Alex, making the whole process stress free. He kept me informed and gave thorough and careful advice throughout.”

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Future Wealth Management - Bath

(38)

Family
Understand
Fund

“I have annual reviews and contact as required throughout the year with Keith Tadhunter and his team at Future Wealth. He is always very helpful and takes the time to get to know me, my personal situation and my views about financial investments so a...”

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Kilsaran Financial Planning

(37)

Team
Understanding
Investment

“Stephanie is great. In the last year or so of working with her she has supported me to take control of my finances and feel like I'm in the driver's seat. It feels very empowering to know that I finally have a clear plan for saving and retirement.”

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Wise FS

(22)

Mortgages For Parents & Children, Residential Remortgage, Home Mover

“I have had a fantastic experience working with Wise Mortgages on numerous occasions. They are quick, professional, go above and beyond, answering all and any questions which pop into my head. I felt secure and safe throughout the process and would 10...”

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Clifton Asset Management Plc

(33)

Team
Options
Understand

“I have been working with Clifton on the pension side over the last few years. The service I have received has been excellent from start to finish. I highly recommend this company.”

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Churchill Wealth Management

(28)

Financial Planning, Investment Managers, Pension Advisers

“Excellent advice - extremely knowledgeable and helpful, explained options clearly and thoroughly. Very reasonable fees, I'm very happy with how my investments are performing. I would highly recommend their services”

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Average Cost	£3605
Minimum cost	£1203
Maximum cost	£10214
Avg Per Hour Rates	£362

Best Financial Advisors in Kingswood

The highest-rated Financial Planning & Wealth Management companies out of 52 vetted & reviewed in the Kingswood area.

Paul Russell Financial Services

Perennial Wealth

Wiltshire Wealth

Leaf Financial Advisers

Elite Financial Consulting

Frazer James Financial Advisers

Moneo Wealth Management

The Aspire Partnership

Adam Cockerham Fpfs - Chartered Financial Planner

Unividual | Bath Financial Advice

Michelle Strelley Mortgage & Protection Adviser

Ifamax Wealth Management Bristol

Streets Steele - Bristol Accountants

Ellis Davies Financial Planning

William Dixon & Associates

BPA Immigration Lawyers

11.2 Financial Planning

Cleeve Financial Planning

Domus Financial Services

Future Wealth Management - Bath

Kilsaran Financial Planning

Wise FS

Clifton Asset Management Plc

Churchill Wealth Management

Retirement Planning and Investment Management Services in Kingswood Cost Estimates

Why these companies made our list

Wealth Management Advisors near Kingswood

Popular in Kingswood