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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...”

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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.”

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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.”

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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”

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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!”

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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.”

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McMillan Wealth Consultants

(20)

Insurance
Pension
Advice

“Highly recommend Tom Price at McMillan wealth. Great advice, really easy to deal with, and great communication. I felt really well supported and would highly recommend the company and especially Tom to anyone.”

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Horsham Financial Services

(9)

“Impressed not only with the combined experience of a family-run business but by the extent of knowledge regarding senior care and a sincere desire to be helpful. I was given options that no other advisor (or anyone at all) knew about. Very profession...”

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Umbrella Bookkeeping

(3)

“Umbrella Bookkeeping have been brilliant over many years. Gersha has always been extremely professional, reliable and a pleasure to work with. Thank you for everything. Ross”

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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...”

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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, ...”

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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”

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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...”

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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...”

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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...”

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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...”

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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...”

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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.”

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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...”

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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 ...”

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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...”

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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...”

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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!”

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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 ...”

Featured

LONG TERM THINKING 💭 Thanks to the power of compounding – where the returns on your investments are continually ploughed back into your investment portfolio – the earlier in life you start investing, the better your likely return over the long term. For example, if you were to save £200 a month into a pension from age 20, your fund could be worth £349,000 by the time you’re 67. If you delay until 40, your pension pot could be worth just over a third as much – around £123,000.* *This calculation is based on contributions invested each month, increasing by 2.5% a year, with growth after charges of 2.4% a year. These figures are examples only and are not guaranteed. All monetary values shown have not been adjusted for future inflation. They are not minimum or maximum amounts. What you get back depends on how your investment grows and the tax treatment of the investment. You could get back more or less than this. #ForwardThinking #FuturePlanning...

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Average Cost	£3492
Minimum cost	£1165
Maximum cost	£9893
Avg Per Hour Rates	£351

Best Financial Advisors in Lewes

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

David Maslen Financial Services

Lewes Smith Solicitors and Property Lawyers

Shaun Hart Chartered Financial Planner

Herbert Scott Chartered Financial Planners

Financial Freedom Sooner

FGJ Financial Services

McMillan Wealth Consultants

Horsham Financial Services

Umbrella Bookkeeping

Clifford Osborne Limited Independent Financial Advisers

Diamond Accounts Eastbourne

Wrlo Accountants

Pjco - Peter Jarman

McCreath Financial Partners

Atkinsons Chartered Accountants

Metis Wealth

Gwca Solicitors

PRB Accountants Llp

Willow Tree Financial Services

Complete Financial Planning

Burnand Brazier Malcolm Wilson

Wellesley

Coastline Financial

JPS Wealth Management

Retirement Planning and Investment Management Services in Lewes Cost Estimates

Why these companies made our list

Wealth Management Advisors near Lewes

Popular in Lewes