Best Financial Advisors in Loughton

The highest-rated Financial Planning & Wealth Management companies out of 41 vetted & reviewed in the Loughton area.

David Smith Financial Services

David Smith Financial Services

(2)
“My experience over two years is that David Smith Financial Services provide excellent professional advice. They are very prompt and keep you up to date regularly.”
78 The Broadway, Loughton IG10 3ST
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Hightower Wealth Management

Hightower Wealth Management

Offers Financing Options
Hawke House, Old Station Rd, Loughton IG10 4PL
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Oasis Accountants Limited

Oasis Accountants Limited

(50)
Business accounting, Oasis Umbrella  , Wealth Management
“Exceptional Accounting Services and Outstanding Customer Support Over the past year, I have had the pleasure of working closely with Oasis Accountants, particularly with Phaneendra Battu. My experience has been nothing short of exceptional. Phane...”
Offers Financing Options
Free Initial Consultation
Office Gold, Building 3, 566 Chiswick Park, Chiswick High Rd., Chiswick, London W4 5YA
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First Wealth

First Wealth

(50)
Cash Flow Modelling
“I have been a client of First Wealth for many years during which time I have found their advisors both professional and approachable. I have a review on a regular basis during which time I set out my goals and objectives. Five years ago I had a dream...”
Transparent Fees & Pricing
6 Broadstone Pl, London W1U 7EN
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Humboldt Financial

Humboldt Financial

(50)
Financial Planning, Employers, Final Salary & Benefits
“Like most people when approaching retirement I was familiar with some of the facts and ignorant to others. I was also mindful of the horror stories of scams. I went for a free interview with Pension Wise and they pointed me in the direction of Unbia...”
Transparent Fees & Pricing
33 Queen St Pl, London EC4R 1AP
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Glazers Chartered Accountants

Glazers Chartered Accountants

(50)
Personal Tax, Property Investment, Cryptoasset Tax
“I wanted to take a moment to provide feedback on the audit services and others that were recently conducted for our organization Krish Technolabs Limited. First and foremost, I want to express our appreciation for your team's dedicated and specially...”
843 Finchley Rd, London NW11 8NA
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Lifetime Capital

Lifetime Capital

(50)
Wills & Trusts, Forex & Currency Transfers, Surveys & Valuations
“I recently had the pleasure of working with Lifetime Capital and I must say, it was an exceptional experience. From start to finish, the team at Lifetime Capital was professional, knowledgeable, and attentive. I was particularly impressed with Lee, w...”
The Walbrook, 25 Walbrook, London EC4N 8AF
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Just Us Financial Solutions

Just Us Financial Solutions

(48)
Mortgage Services, Insurance Services, Wealth Management
“It is fair to say that my personal finances were in a bit of a mess until Paul got hold of them. His expert knowledge of the pensions arena has helped to transform my fund into one that is now outperforming the market. His humorous, engaging an...”
Senator House, 85 Queen Victoria St, London EC4V 4AB
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Investment Quorum

Investment Quorum

(48)
  • IQ
  • Ethics
  • Pension
“I first met the original founder of the company a few years before. As a former Royal Navy man & a Scot I instinctively felt he was trustworthy. That man,Lee Robertson, wanted to make a difference in the world of financial advice so set up Imve...”
In Business Since 2000
Transparent Fees & Pricing
68 King William St, London EC4N 7HR
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Legend Financial and Tax Advisers

Legend Financial and Tax Advisers

(50)
Inheritance Tax, EIS and Seis Services, Tax Investigation
“I used JC Legend to reclaim stamp duty which was over its 3 year lapse period having sold a property. I was doubtful that the full amount would be recoverable. I met with JC and was given full confidence that a proportion or the full amount could be ...”
In Business Since 2014
Transparent Fees & Pricing
ACCA Certified
Serving Loughton Area
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IFS Wealth & Pensions

IFS Wealth & Pensions

(50)
  • Mortgage
  • Informative
  • Confidence
“Back in 2016 after 30 years service I was about to retire, my company pension looked ok but I felt I could do better & wanted to secure the best possible ongoing regular income along with accessible cash availability. So on the recommendation of a c...”
45 Rusper Rd, London N22 6RA
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Moneysprite

Moneysprite

(50)
  • Remortgage
  • Company
  • First Time Buyers
“It's quite hard to put into words the incredible experience we had with Justine at Moneysprite. As first time buyers, with fairly complex circumstances, Justine helped us navigate our way through the process of buying our first home. As complete no...”
In Business Since 2005
Remote Consultations Available
18th & 19th floors, 100 Bishopsgate, London EC2N 4AG
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Capricorn Wealth Management

Capricorn Wealth Management

(50)
  • First Time Buyer
  • Policies
  • Job
“Romeo - simply the best! As first-time homebuyers with little understanding of how mortgages work, we were incredibly fortunate to have Romeo as our mortgage broker. From the very first consultation, he made us feel at ease, taking the time to exp...”
1 Queen Caroline St, London W6 9YN
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Ablestoke Financial Planning

Ablestoke Financial Planning

(46)
Wealth Creation, Wealth Preservation, Wealth Management
“I needed a review of current insurance policies. Advice on savings and investments. I have known Devin for a number of years and have a good relationship. I find him to be an honest person with high integrity which gave me confidence in allowing him ...”
In Business Since 2008
20 Farringdon St, London EC4A 4AB
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Conran Mortgages

Conran Mortgages

(50)
  • Professional
  • Selling
  • Expertise
“Come for the free professional advice, stay for the incredibly lovely service. Simple. I was in search of a mortgage for my off-plan property set to complete in a few months. After consulting various brokers and utilising online mortgage services,...”
221 Greenwich High Rd, London SE10 8NB
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Charles Cameron & Associates

Charles Cameron & Associates

(50)
  • Remortgage
  • The Offer
  • Period
“I would highly recommend Charles Cameron & associates to anyone. I worked with Kris and Olivia and could not be more grateful to them for the service and support they provided me with. As a first time buyer who had been back and forth on the prop...”
15+ Years Experience
154, Blackfriars Foundry, 156 Blackfriars Rd, London SE1 8EN
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Rose Capital Partners - Mortgage Advisors London

Rose Capital Partners - Mortgage Advisors London

(49)
  • Remortgage
  • Individual
  • Efficient
“"I recently worked with Rose Capital Partners - Mortgage Advisors London for the second time and my experience with them has been consistently excellent. Their team is always thinking ahead and stays in close touch with solicitors, ensuring that the ...”
Berkeley Square House, Berkeley Square, London W1J 6BD
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F9 Consulting - Accountants Canary Wharf

F9 Consulting - Accountants Canary Wharf

(37)
Limited Company Accountants, Specialist Insolvency Advisors, Business Consultants
“I've been with F9 for over 2 years now and i'm really glad that I chose them. They came highly recommended by a friend that said they had made contracting 'easy' for him. My experience has been great - Anthony, the accountant handling my company, is ...”
Transparent Fees & Pricing
Free Initial Consultation
29th & 37th Floors, One Canada Square, London E14 5AA
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Omer & Company

Omer & Company

(50)
The Complete Service, Company Secretarial Services, VAT Returns
“I recently inherited an apartment which I am renting out, causing me to submit a tax form which I've never done. Omer were recommended to me by a colleague. I have to admit I was slightly anxious about preparing paperwork, financial issues are defini...”
Remote Consultations Available
7, Chequers Parade, Passey Pl, London SE9 1DD
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Churchill Knight & Associates

Churchill Knight & Associates

(43)
Accountancy, Self-Assessment Tax Returns, Salary Sacrifice (Umbrella)
“I recently signed up with Churchill Knight Umbrella and I couldn't be happier with the service I've received. From the moment I reached out, the staff went above and beyond in assisting me with all my queries. They patiently explained how the payroll...”
Suite G, First Floor Offices, 230 High St, Potters Bar EN6 5BL
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Bambridge Accountants

Bambridge Accountants

(47)
  • Team
  • Stress
  • Expat
“As an American living in London I need to file taxes both in the US and UK. Bambridge Accountants have the knowledge to handle all of this and provide a high quality of service at a reasonable price. I personally met Alistair and Callie when I starte...”
In Business Since 2011
3rd Floor, BAMBRIDGE ACCOUNTANTS LTD, 86-90 Paul St, London EC2A 4NE
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My Crypto Tax - Cryptocurrency Tax Advisor

My Crypto Tax - Cryptocurrency Tax Advisor

(49)
Tax Compliance and Reporting, Tax Investigation Fee Protection, Consulting and Advisory Services
“If I'm honest I didn't really keep up to date with my Crypto taxes and I had many transactions that required organising for submission. Moving from a bull market to a bear market added to my anxiety about submitting taxes too as I wasn't clear about ...”
Free Initial Consultation
Serving Loughton Area
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Tees Law

Tees Law

(41)
  • Team
  • Money
  • Conveyancing
“I have always been very wary of the legal profession having had some very poor experiences in house purchase, marital and car accident actions. In March 2015 I was admitted to the Princess Alexander hospital for what I thought would be a routine gal...”
In Business Since 2010
Transparent Fees & Pricing
Tees House, 95 London Rd, Bishop's Stortford CM23 3GW
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Broom Consultants

Broom Consultants

(41)
Pensions & Retirement, Corporate, Savings & Investments
“I was recommended to reach out to Broom Consultants by a friend regarding refinancing my main residence. Within less than 24 hours I had a chat with the senior consultant there Stephen Smith who was able to explain the process, provide a range of fea...”
In Business Since 2000
4 Gresham Rd, Brentwood CM14 4HN
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Retirement Planning and Investment Management Services in Loughton Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Fair price range is based on 272 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Fair range £2007 to £5519 is based on 272 cost profiles.

Why these companies made our list

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