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Best Financial Advisors in Lewes

The highest-rated Financial Planning & Wealth Management companies out of 56 vetted & reviewed in the Lewes area.

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David Maslen Financial Services

David Maslen Financial Services

(48)
  • Knowledge
  • Property
  • The Future
“Stuart and Louise were very efficient and professional in our dealings with them. Despite not being able to meet in person (due to Covid-19), everything was handled efficiently and in a timely manner. Stuart was very comprehensive in his research a...”
39 Lewes Rd, Brighton and Hove, Brighton BN2 3HQ
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Lewes Smith Solicitors and Property Lawyers

Lewes Smith Solicitors and Property Lawyers

(27)
Remortgaging, Conveyancing, Auctions
“I have used Lewes Smith for both residential and commercial property purchases. They are unfailingly excellent in every regard. Friendly, incredibly efficient and knowledgeable. I can't recommend them highly enough.”
Transparent Fees & Pricing
Station, Station House, Cooksbridge, Lewes BN8 4SW
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Shaun Hart Chartered Financial Planner

Shaun Hart Chartered Financial Planner

(16)
  • Portfolio
  • Service
  • Financial Adviser
“Shaun has given me financial advice for the last ten years. I have never once had cause to doubt this advice, which combines careful listening, immense knowledge and real integrity - to produce excellent results.”
Transparent Fees & Pricing
Woodstock House, The Ave., Kingston, Lewes BN7 3LL
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Herbert Scott Chartered Financial Planners

Herbert Scott Chartered Financial Planners

(13)
  • Family
  • Investments
“Been with them since they started. They've always provided us with good advice and our investments have grown. Happy to recommend them to family and friends. Positive Responsiveness, Quality, Professionalism”
The Left Bank, 173 High St, Lewes BN7 1YE
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Financial Freedom Sooner

Financial Freedom Sooner

(2)
“Really enjoyed these sessions and have come away with a much clearer financial plan, and peace of mind going forward. Highly recommended!”
Transparent Fees & Pricing
85 Highdown Rd, Lewes BN7 1QF
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FGJ Financial Services

FGJ Financial Services

(10)
  • Pension
  • Mortgage
  • Products
“Julian provides a very friendly and professional service. He takes all the stress out of applying for a mortgage. Very reliable and trust worthy we would definitely recommend FGJ Financial.”
Offers Financing Options
10+ Years Experience
59 Sadlers Way, Ringmer, Lewes BN8 5HG
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Skerritts Chartered Financial Planners

Skerritts Chartered Financial Planners

(3)
What Sets us Apart
“Great business that works hard for it's clients”
Transparent Fees & Pricing
Serving Lewes Area
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Clifford Osborne Limited Independent Financial Advisers

Clifford Osborne Limited Independent Financial Advisers

(47)
Accreditations, Meet the Team, Work With us
“Paul Clifford helped my Father and I navigate equity release patiently and professionally. Paul found a product which suited my Father's requirements perfectly and was immediately responsive to any queries that we had. I would not hesitate to recomm...”
Transparent Fees & Pricing
10A West Terrace, Eastbourne BN21 4QX
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Diamond Accounts Eastbourne

Diamond Accounts Eastbourne

(50)
Management Accounts, Corporate Finance, Company Secretarial
“Very rapid responses to any queries. Very professional. Sorted my tax returns out regularly over the past few years and obtained tax rebate in the process when I was self employed. Very pleased with the service. Thanks Nick. Positive Responsiveness, ...”
120 Cavendish Pl, Eastbourne BN21 3TZ
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Wrlo Accountants

Wrlo Accountants

(38)
  • Questions
  • Tax Return
  • Communication
“My experience with WRLO Accountants is that they are quick, efficient and friendly. Getting my end of year accounts prepared by them is always straightforward and I have never encountered any difficulties”
Transparent Fees & Pricing
Emergency Services
31 Willingdon Rd, Eastbourne BN21 1TN
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McCreath Financial Partners

McCreath Financial Partners

(50)
  • Number
  • Efficient
  • Expertise
“James at McCreath Financial Partners recently helped us with our remortgage, and I couldn't be more pleased. James was incredibly helpful throughout the entire process. He provided really good guidance, responded quickly to my questions, and made the...”
Stanmer House, Stanmer, Brighton BN1 9QA
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Pjco - Peter Jarman

Pjco - Peter Jarman

(50)
  • Organised
  • Work
  • Meeting
“Hi Peter, Many thanks for your time and professional advice. A 15 minute discovery phone call soon turned into nearly 30 mins of invaluable advice - all my many questions and confusions answered and cleared up. Would recommend booking a call in. Pos...”
In Business Since 2003
Serving Lewes Area
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Atkinsons Chartered Accountants

Atkinsons Chartered Accountants

(41)
  • Expertise
  • Success
  • Self Employed
“We have used Atkinsons for several years now and we couldn't rate them highly enough. They cater for every part of the accountancy side of our business. Atkinsons have gone above and beyond many times to deal with our day to day issues and unexpected...”
Family Business
Free Initial Consultation
Palmeira Avenue Mansions, 19 Church Rd, Hove BN3 2FA
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Metis Wealth

Metis Wealth

(48)
  • Inheritance Tax
  • Sipp
  • Planning
“Gordon Slocombe has advised me for many years, has been thoroughly professional in all his dealings with me, and provided clear and sound advice, which has proved to be well founded. He is also personable, approachable and efficient. Positive Respon...”
Serving Lewes Area
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Gwca Solicitors

Gwca Solicitors

(48)
Phone, Search, Menu
“This was our third house move that GWCA managed for us, as well as two moves each for our two daughters. Thank you to Colin and Sally for their professionalism, understanding, attention and thoroughness throughout the buying and selling process. Wi...”
Transparent Fees & Pricing
Serving Lewes Area
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PRB Accountants Llp

PRB Accountants Llp

(37)
Personal Services, Business Services
“Have worked with PRB collaboratively for several years. The thing that comes through is how highly their clients talk about them, it is this that makes us recommend them to our clients.”
In Business Since 1997
Serving Lewes Area
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Complete Financial Planning

Complete Financial Planning

(33)
  • Knowledge
  • Product
  • Property
“Maria Griggs and CFP were excellent when helping us to remortgage our property. Maria worked extremely hard right from the beginning of the process, sourced and ideal deal for us and kept working at it until the mortgage completed. I would certainly ...”
Family Business
In Business Since 2011
CFP House, 22a Cornfield Rd, Eastbourne BN21 4QE
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Willow Tree Financial Services

Willow Tree Financial Services

(43)
  • Research
  • Understand
  • Property
“Rachael and her team are very friendly, professional and efficient. This year, Rachael has helped us with our mortgage and insurances, and she has been fantastic. Very clear with her explanations and quick to resolve any concerns. Faultless service a...”
In Business Since 2014
Serving Lewes Area
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Burnand Brazier Malcolm Wilson

Burnand Brazier Malcolm Wilson

(37)
Phone, Search, Menu
“BBMW and Julie Latham were fantastic to deal with. They were so incredibly helpful and patient with me during the process of buying my flat and were always so quick to reply to my questions and very clear taking me through everything. I cannot recomm...”
Transparent Fees & Pricing
39 Church Rd, Brighton and Hove, Hove BN3 2BU
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Wellesley

Wellesley

(29)
Faqs, Knowledge & Resource, My Wellesley
“I have been dealing with Ian Howard for a number of years in connection with my personal finances. I can honestly say that Ian has been excellent in addressing my financial requirements and the first financial advisor I've dealt with that has actuall...”
Serving Lewes Area
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Coastline Financial

Coastline Financial

(29)
Commercial Mortgagesbridging Loansdevelopment Finance, Pensions & Investments, Buy to Let
“Super helpful and reassuring service, especially as a first time buyer. Always happy to help with questions and queries and has been there through the whole process. Always had our best interests. Would highly recommend!”
5 North St, Hailsham BN27 1DQ
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JPS Wealth Management

JPS Wealth Management

(50)
  • Portfolio
  • Questions
  • Options
“Jayna has recently helped me with a pension transfer and retirement planning. She is very knowledgeable and pays particular attention to explaining often complicated subjects in easy to understand layman's terms. She knows her stuff and helps you to ...”
14A Montpelier Pl, Brighton and Hove, Hove BN1 3BF
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Invictus Wealth Consultants Limited

Invictus Wealth Consultants Limited

(40)
  • Informative
  • Trust
  • Meeting
“Kirsti is amazing - she is on it like a car bonnet! i've had several IFA's in my time and i have to say Kirsti excels in what she does - explains everything in a way us None IFA's can understand and is always there when you need her - Kirsti Cox Thi...”
Serving Lewes Area
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Brighton Financial

Brighton Financial

(36)
  • Communication
  • Picture
  • Meeting
“I find Marco extremely professional , whilst being a very likeable personable guy.He genuinely cares about his clients and their financial affairs, guiding them along their journey. i never feel alone along that journey, and this was particularly app...”
Transparent Fees & Pricing
8 Court Farm Rd, Brighton and Hove, Hove BN3 7QR
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Retirement Planning and Investment Management Services in Lewes Cost Estimates

Minimum cost
£1165
Maximum cost
£9893
National Average
£3492
Avg Per Hour Rates
£351
£2328
£6402
Average price range is based on 266 cost profiles
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Average Cost £3492
Minimum cost £1165
Maximum cost £9893
Avg Per Hour Rates £351

Average range $2328 to $6402 is based on 266 cost profiles.

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Wealth Management Advisors near Lewes

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