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Best Financial Advisors in Kingswood

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

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Unividual | Bath Financial Advice

Unividual | Bath Financial Advice

(30)
  • Pension
  • Future
  • Knowledge
“Professional in all areas, felt fully informed on all aspects of services being offered and Simon (Jones) had an excellent way of explaining products/risks/benefits/costs. Clearly has an affinity and passion for his job and that comes across in the ...”
Transparent Fees & Pricing
Sterling House, Upper Bristol Rd, Bath BA1 3AN
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Frazer James Financial Advisers

Frazer James Financial Advisers

(30)
  • Team
  • Questions
  • Information
“Excellent all round service, helping us to have the confidence to push ahead with an early retirement. Chris has kept us updated throughout each process and has come back to us promptly when we have asked any questions. Our dealing with James i...”
Transparent Fees & Pricing
Square Works, 17 - 18 Berkeley Square, Bristol BS8 1HB
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Perennial Wealth

Perennial Wealth

(15)
  • Information
  • Questions
  • Pension
“I had a very good experience working with Dale to choose income protection insurance. He took care to understand my situation and needs, was patient with my questions, and researched the market for something with the right fit. I ended up with a prod...”
Free Initial Consultation
In Business Since 2021
130 Aztec W, Bristol BS32 4UB
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Absolute Wealth Management

Absolute Wealth Management

(8)
“We have recently engaged the help of Pete McBride to help us with Retirement Planning – what to do with our Pensions and Investments. He provided clear advice and a straightforward plan, and we got to meet him in person which is a rare opportunity th...”
Remote Consultations Available
Offers Financing Options
Transparent Fees & Pricing
41 North View, Westbury Park, Bristol BS6 7PY
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Wiltshire Wealth

Wiltshire Wealth

(20)
  • Informative
  • Investments
  • Communication
“I was recommend to Dan by two friends who are very happy customers of Wiltshire Wealth. Dan was really generous with his time and gave some great advice and perspective - a really interesting and enjoyable conversation. highly recommend.”
In Business Since 2019
Serving Kingswood Area
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OCL Accountancy

OCL Accountancy

(9)
Personal Tax Planning and Compliance, Cloud Accounting, Business Tax Planning
“We as a collection of companies changed to using OCL Accountancy, roughly 3 years ago after a dreadful accounting experience with another provider. We have found the team professional, approachable at all levels and would highly recommend their skill...”
In Business Since 2010
141 Englishcombe Ln, Bath BA2 2EL
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Blue Wealth

Blue Wealth

(8)
To Respond to Any Enquiries You Submit to Us.
“Worked with Rob and the Team for many years now, always super helpful and happy to recommend them to clients of my business when they are looking for a Financial Advisor.”
3 Westbury Mews, Westbury on Trym, Bristol BS9 3QA
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Hartsfield

Hartsfield

(8)
“Hartsfield Financial Services have provided me with excellent financial advice, they are very efficient and a pleasure to deal with. My advisor Joy took great care to fully explain the complex world of pensions and investments, at a level that I cou...”
Transparent Fees & Pricing
Serving Kingswood Area
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Montgomery Charles Wealth Management

Montgomery Charles Wealth Management

(2)
“We recommend Montgomery Charles to our clients who need wealth management advice when it comes to investing the proceeds of the sale of their dental practice. The team at Montgomery Charles are experts in a very specialist field.”
8 Wicker Hill, Trowbridge BA14 8JU
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Independent Financial Planning Limited

Independent Financial Planning Limited

(30)
Pensions, Investment Advice, Protection
“Nick has been such a great mortgage advisor for us, so reliable, always quick responses. Was so reassuring and made everything run so smooth for us. Couldn't recommend him enough!”
Licensed
Suite 42A, Aztec Centre, Aztec W, Bristol BS32 4TD
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Moneo Wealth Management

Moneo Wealth Management

(30)
  • Confident
  • Family
  • Pension
“I have been a client since 2005, who was recommended to me by a friend. Ken has always been very clear in explaining in detail any queries I may have. I have been very pleased and confident with the help and advice I have received.”
Transparent Fees & Pricing
61 Apsley Rd, Clifton, Bristol BS8 2SW
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Ifamax Wealth Management

Ifamax Wealth Management

(29)
  • Tailored
  • Meetings
  • Understand
“Amazing friendly team who have been exceptionally helpful with our complicated finances! Special thanks to Kat and Jamie and their tremendous patience!”
Transparent Fees & Pricing
In Business Since 2003
1 Redcliff St, Redcliffe, Bristol BS1 6NP
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Elite Financial Consulting

Elite Financial Consulting

(30)
  • House
  • Property
  • Sorting
“Very happy with Jon and the service received. Jon knows what he is doing and has a good knowledge of the lenders and current rates and restrictions. He kept me up to date at every step of the process up until completion day. Would recommend Jon and t...”
Suite 9, Storage Giant, 821 Bath Rd, Brislington, Bristol BS4 5NL
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Churchill Wealth Management

Churchill Wealth Management

(26)
Financial Planning, Investment Managers, Pension Advisers
“I would highly recommend Churchill Wealth Management. Tim not only helped me with my pensions and made it stress free, he explained it all to me in a clear way and I now feel much more in control of my finances.”
In Business Since 2015
13 Alma Vale Rd, Clifton, Bristol BS8 2HL
Featured

🎉Congratulations to our Head of Central Investment And Paraplanning, Sue Wilson, on achieving Distinction in the level 6 CISI PCIAM Private Client Investment Advice & Management exam.nAnother certificate to go alongside her CII Diploma and Advanced Diploma in Financial Planning 👩‍🎓...

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The Aspire Partnership

The Aspire Partnership

(29)
  • Investments
  • Pension
  • Understand
“Tom and the team at Aspire have been great to work with. Their guidance and advice has been invaluable, and they have provided a clear vision on our future and any changes we may need to make now to facilitate that.”
61 Queen Charlotte St, Bristol BS1 4HQ
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Adam Cockerham Fpfs - Chartered Financial Planner

Adam Cockerham Fpfs - Chartered Financial Planner

(30)
Commercial, Protection, Tax Efficient Planning & Inheritance Tax Planning
“Highly professional, quick and prompt response to any queries. Individual approach with genuine care about the client. Making the impossible possible! Can't remember the last time I have been so pleased and happy with a service. Thank you Adam!”
In Business Since 2018
Serving Kingswood Area
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Domus Financial Services

Domus Financial Services

(26)
  • House
  • Pension
  • Mortgage
“My family have used Domus since 1996 and have covered everything from life insurance, critical illness to pensions and mortgages for us. Domus have a wealth of knowledge and experience that has helped us plan and organise our future with confidence. ...”
Trym Lodge, 1 Henbury Rd, Avon, Bristol BS9 3HQ
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Sovereign Independent Financial Advisers

Sovereign Independent Financial Advisers

(21)
  • Team
  • Understand
  • Confidence
“I found mark and his team so friendly and helpful he answered my questions in a way I could easily understand I feel much more confident now about my future investments and my pension I would certainly recommend this company to family and friends”
Transparent Fees & Pricing
Unit 4, Thornbury Office Park, Midland Way, Thornbury, Bristol BS35 2BS
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Future Wealth Management

Future Wealth Management

(30)
  • Pension
  • Understand
  • Family
“Absolutely fantastic service. I have been with them for many years now and they have always been professional, helpful and responsive to my queries and concerns.”
26 Queen Square, Bath BA1 2HX
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Michelle Strelley Financial Advisor

Michelle Strelley Financial Advisor

(17)
  • Remortgage
“I used Michelle to help me buy my first home this year and she was amazing throughout, kept me updated and promptly answered all my random questions about the process. Would definitely recommend.”
In Business Since 2020
8 Lawrence Weston Rd, Lawrence Weston, Bristol BS11 0JE
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Anderson Financial Management

Anderson Financial Management

(17)
  • Know
  • Number
  • Questions
“I have been with Anderson Financial for over 8 years and to date have been thoroughly pleased with the way in which they have handled my financial affairs. Would recommend.”
Saville Court, 11 Saville Pl, Clifton, Bristol BS8 4EJ
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Ovation Finance

Ovation Finance

(12)
  • Sound
  • Accountant
  • Pension
“Often financial advice is sterile and all about the numbers. Ovation, however, bring a warmth to the process. They provide professional, pragmatic advice that is appropriate to my situation. Offering friendly support when needed, (and bear in mind yo...”
Transparent Fees & Pricing
20+ Years Experience
Queen Square House, 18 - 21 Queen Square, Bristol BS1 4NH
FAQs
Where are meetings held?
Meetings can be held in our meeting room at Queen Square House, with comfy sofas and a lovely view across the square, complete with a cup of tea/coffee and a biscuit. We can also conduct meetings online via Zoom. We are always happy to accommodate client needs where possible.
Are you regulated?
Ovation Finance Ltd is authorised and regulated by the Financial Conduct Authority. You can find Ovation Finance Ltd on the FCA register by clicking clicking here. Reference number: 190914.
Why should I choose Ovation as my Financial Planner?
Not everyone needs a financial planner. For many, however, the peace of mind from having professional help with your finances can be invaluable. Choosing a financial planner is unlike many other relationships as the right fit will last a lifetime. Being employee-owned, we will be there for a lifetime. As a Chartered firm, we are committed to continued learning and development. And our financial planners are backed by a fantastic team who all do what is best for our clients.
You can find more info on the FAQ page of our website.
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TC Group - East Bristol

TC Group - East Bristol

(9)
Business Services, Private Client Services
“I have been using Copson Grandfield for a few years now and they have always been brilliant for me. It is always a professional & personal service where you feel that you are being listened to and are given great advice where appropriate. Knowledgea...”
In Business Since 2017
30-31 St James Pl, Bristol BS16 9JB
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Positive Independent Financial Planning

Positive Independent Financial Planning

(1)
“Matt is very knowledgeable and provided sounds advise. I would recommend.”
Emergency Services
12 Stoke Park Rd, Bristol BS9 1LF
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Retirement Planning and Investment Management Services in Kingswood Cost Estimates

Minimum cost
£1203
Maximum cost
£10214
National Average
£3605
Avg Per Hour Rates
£362
£2404
£6609
Typical price range is based on 531 cost profiles
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Average Cost £3605
Minimum cost £1203
Maximum cost £10214
Avg Per Hour Rates £362

Typical range $2404 to $6609 is based on 531 cost profiles.

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Wealth Management Advisors near Kingswood

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