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Fairview Financial Management

(50)

Know
Information
Pension

“I first contacted Ross a couple of years ago. He initially helped me to sort out some important insurances and improve existing ones, after he highlighted valuable information about my existing ones which I didn't know about. Since then he has helped...”

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Matthew Wilkes Wealth Management

(26)

Sound
Questions
Meetings

“Had my yearly pension review by Matthew Wilkes, have only been with SJP for 2 years, swapped my old pension across. Matthew has given me great advice, it's always easy to contact the team with any questions , pension is on the up, so all good news. ...”

Featured

Last week, our team all helped to raise a staggering £42,262 to support the St. James's Place Charitable Foundation, by completing our fair share of the 26,343.17 miles challenge, by either walking or running, virtually, across Italy. The SJP Charitable Foundation supports UK and overseas charities working with children who are disadvantaged physically, socially, or economically. The Foundation also funds hospices, mental health charities and cancer support charities.

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Salient Accounting & Finance

(3)

Personal Finances, –, Tax Services Essex

“Great service for my self assessment returns, saved my life! Friendly and knowledgeable team, would highly recommend.”

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Fingerprint Financial Planning

(50)

Investments, Protection, Pensions & Retirement

“The team at Fingerprint simply could not do enough to ensure that my mortgage application was under control and progressing as smoothly and in as timely a manner as it could. Dionne in particular was super at making sure I was kept aware of progress ...”

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Heritage Will Writers

(50)

Probate and Estate Administration, Property Protection Trust, Lasting Powers of Attorney

“We recently used Rob to update our wills. Rob was great to deal with and explained everything thoroughly. Wills were drafted within days and he was more than happy to make any amendments that we wanted. Once we were happy with the drafts originals...”

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First4mortgages

(49)

Provide Clear and Straightforward Recommendations, Help Protect What is Important to You

“Just a quick note to thank Tony Bracci for all the help he gave us securing our mortgage – not just once, but three times, as properties fell through and we had to reapply. Toni was always ready to listen to our concerns and answer all our questions ...”

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Estuary Wills

(50)

Probate Services, Trusts, Lasting Powers of Attorney

“I 100% recommend Estuary Wills. Sarah provided exactly the service we needed, efficiently, professionally and with warmth and understanding. Nothing was too much trouble and she was willing to answer all our questions (whatever their scope) and give ...”

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SRC Financial Services Limited

(50)

Fixed
Efficient
Mortgage Advisor

“I'm very happy with the service received from SRC. I was assisted by Toni (administrator) and Jack (advisor), both very responsive and spot-on! I was genuinely impressed by Jack's ability to understand my demands and needs, identify suitable options ...”

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Forces Family Finance

(46)

Protecting Your Possessions, Protecting What Matters Most, Home Ownership

“We used Forces Family Finance to help us buy our first home. The service they provided was brilliant from the start to finish. They really did take all the stress away which made our lives so much easier and actually made the experience enjoyable. Fo...”

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Essex Equity Release Advice Centre

(31)

Financial Services, Legal Services

“Ron Radway has the rare quality of being both extremely competent at what he does, and manages to do it in a friendly way. He will ALWAYS do his best to satisfy even the most demanding of financial requests. I have used his services and taken his adv...”

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Crocus Wealth - Chartered Financial Planners

(37)

Life Insurance
Number
Team

“The team at Crocus wealth are great to deal with. They have always given us outstanding service and take the time to fully understand the needs of the business and those of our individual team members. I would have no hesitation in recommending Garet...”

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TFP Financial Planning

(37)

Sound
Goals
Retirement

“Ive been working with Dan from TFP for a year now. The whole engagement from introduction call through to planning discussions has been fabulous all the way through. I had reached the stage of needing to understand what policies and monies we had and...”

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Hill & Abbott Solicitors Now t/A Pinney Talfourd Solicitors

(31)

Property
Will
Team

“I used the conveyancing service as a first time buyer. What I imagined would be a stressful process was easy, quick and I felt under no stress or pressure. I would definitely recommend.”

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Sterling & Law Independent Financial Advisers

(26)

Business Protection, Pensions & Investments, Wealth Management & Financial Planning

“Paddy provided an excellent service regarding my pension arrangements with his knowledge and expertise. He was quick to respond to any queries and explained things clearly in a calm and professional manner. Our meetings took as long as needed and wer...”

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Orchard Financial Management

(22)

Pension Simplification, Life Protection Options, Savings and Investments

“We have used Jade for a number of years now on various different mortgages and home moves. The most recent being 3 weeks ago. We exchanged contracts yesterday and complete this week. Even for Jade's standards that impressive. Thank you again! Positiv...”

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Simfin Financial

(24)

Number
Meeting
Mortgage

“We dealt with Sim Fin over the remortgage of our property and the whole experience was close to flawless. They were thorough, diligent, gave considered advice that put our needs first and were always available. Wouldn't think twice about recommending...”

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Vortex Accountants

(16)

Tax Free Childcare, Mileage Tax Rebate, Telecoms Tax Refund

“Fantastic service, support and advice from Vortex Accountants. Paul Mansfield has been amazing in helping with my start-up, providing super quick advice, easing my concerns and his response times are incredibly fast. He is a true asset to the company...”

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Flagstone Financial Services - Chelmsford

(24)

Understanding
First Time Buyer
Patient

“Absolutely stellar job done by Scott. He will be my first point of contact for any mortgage going forward, because he went over and above my expectations in getting me my current mortgage. This is who you need for your mortgage, responses are prompt ...”

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Pension Access

(16)

Company

“Started the process of releasing money from my pension pot on August '23,the process finished in January'24,with the money going into my bank,really easy process,great financial advisor,would recommend to everyone”

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Willow Financial Planning

(11)

Mortgages, Retirement, Protection

“Just wanted to take the time to write a quick something, I couldn't be happier with the support from Willow when discussing my lifetime mortgage, they were extremely friendly and approachable and really helped me understand the benefits and risks of ...”

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Evolution Will Writing

(20)

Wills
Jennie

“I can highly recommend this company Jennie really made the entire experience easy and the end result was cost effective and relevant to my needs. Will definitely be calling on Jennie in the future.”

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Dukes Financial Planning

(20)

Questions
Happy
Invested

“The service and care Dukes Financial Planning provide is always very professional, knowledgeable and friendly. I am fully confident in the companies ability to advise me and look after my finances and feel that my best interests are of great importan...”

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Kreston Reeves

(2)

“Fantastic accountancy firm, with some brilliant specialists across a range of services and sectors. They have a very knowledgeable team, great communication and their support staff are incredibly friendly too (the receptionist team are honestly the ...”

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Angletwich Financial

(9)

Legal Services, General Insurance, Check Your Credit File

“Had a great experience using Angletwich. Very professional yet friendly with great communication. Made getting our mortgage 10 times easier. Would definitely recommend.”

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Average Cost	£3530
Minimum cost	£1178
Maximum cost	£10002
Avg Per Hour Rates	£355

Best Financial Advisors in Leigh-on-Sea

The highest-rated Financial Planning & Wealth Management companies out of 50 vetted & reviewed in the Leigh-on-Sea area.

Fairview Financial Management

Matthew Wilkes Wealth Management

Salient Accounting & Finance

Fingerprint Financial Planning

Heritage Will Writers

First4mortgages

Estuary Wills

SRC Financial Services Limited

Forces Family Finance

Essex Equity Release Advice Centre

Crocus Wealth - Chartered Financial Planners

TFP Financial Planning

Hill & Abbott Solicitors Now t/A Pinney Talfourd Solicitors

Sterling & Law Independent Financial Advisers

Orchard Financial Management

Simfin Financial

Vortex Accountants

Flagstone Financial Services - Chelmsford

Pension Access

Willow Financial Planning

Evolution Will Writing

Dukes Financial Planning

Kreston Reeves

Angletwich Financial

Retirement Planning and Investment Management Services in Leigh-on-Sea Cost Estimates

Why these companies made our list

Wealth Management Advisors near Leigh-on-Sea

Popular in Leigh-on-Sea