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Norfolk and Suffolk Financial Services

(2)

Long Term Care Planning, Equity Release, Financial Protection

“Spoke to Phil Bell on Monday re our pension and although our set up was as good as we could get he spent time and gave us superb advice with no pushing or heavy handedness ,a real pleasure to talk to someone who wanted to help”

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Parkview Financial Planning

(1)

Estate Planning, Tax Planning, Mortgages

“Brilliant advice and professional service”

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Vantage Financial Planning

(1)

“Over my working years I had built up a cumbersome, complex pension portfolio. Every year I'd think, 'I need help dealing with this'. Additional financial transactions arising from other unplanned issues were making the impossible, more impossible....”

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Adam Bagley Financial Planning

(1)

“Adam provided invaluable assistance with both my and my husband's pensions and investments. His explanations were exceptionally clear, and there were no hidden costs. We wholeheartedly recommend his services.”

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Steel & Co. Financial Services

“Purchasing a home, whether for personal use or as an investment, is undoubtedly an exciting and life-changing journey. It's a significant decision that requires careful planning, financial management, and expert guidance. Our primary goal is to secur...”

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Parklands Financial Advisers

(29)

Business Insurance, Wealth Management, Tax Planning

“The service we received from Donovan Goodman at Parklands was fantastic. As first time buyers on our quest to understand the world of mortgages, he took the time to explain our options to us, answer all of our questions and, most refreshingly of all,...”

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Charles Jones Wealth Management

(25)

Income
Company
Understanding

“Callum was exceptional in helping me with my pension and finances. He went above and beyond to help me in other areas also. Very professionally run business along with Charles whom I had my initial meeting with. Very thorough and have put my mind at ...”

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Nautical Wealth

(18)

Respect
Advice
Market

“We have received excellent service, tailored to our needs. We have been treated with care and respect, kept well informed, and we are delighted with the services we have received.”

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Lovewell Blake

(3)

“Very good. Lewis from tax team was very helpful, efficient and considerate in helping with my query. Thank you again Lewis.”

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Stephenson Smart Accountants

(1)

Private Clients, Business Clients

“My Wife and I run a small business and having recently moved our accountancy works to Sara at Hines Harvey Woods - we've been really impressed with their down to earth and professional approach. An essential part of our team now, thank you. Positive...”

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Lifetime Financial Solutions

(4)

“I've used Lifetime Financial Solutions on a number of occasions and cannot speak highly enough about their professional advice. They are courteous, efficient and focused on what is best for the client, not for themselves. Thoroughly recommended.”

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Sole Bay Financial Planning

(5)

Information
Meetings

“Have been with Sole Bay Financial Planning now since 2022 and can highly recommend. Sam May is efficient, knowledgeable and always available when needed.”

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Compass Independent Financial Services

(3)

“I recently used Compass to help with Mortgage advise, they kept me informed at every stage of the process and were happy to answer any questions I had about the process.”

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Goodley Financial Solutions

(5)

Financial Advice
Mortgage

“Very knowledgeable, fantastic advisors. Would recommend them to everyone. The Goodleys have been taking care of my whole families finances for years and have gone above and beyond for all of us!”

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D O'Kane Financial Services

(2)

“I needed good honest advice and got it in huge bundles. Great professional service.”

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L D F Planning Consultants

(1)

“Excellent service all options well explained”

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FS Pro

“We offer our clients the opportunity to benefit from the growth of some of Britain's brightest businesses, whilst also providing attractive HMRC approved tax relief opportunities in (S)EIS or VCTs.”

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Finance Shop

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Woodside Financial Planning

Do Clients Need an IFA

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Waveney Valley Wealth Management

“However, as an Associate Partner Practice of St. James's Place, my service is enhanced and complemented by the provision of advice covering the areas of Investment planning, Inheritance Tax planning and retirement strategies. I am also a long term ca...”

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Spire Wealth Management

“At Spire Wealth Management, we provide expert financial advice and wealth management to individuals, families, businesses and estates across the UK. Our aim is to help our clients identify and meet their financial objectives, affording them the lifes...”

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SG Wealth Management

(6)

Business Protection, Tax Planning, Investment Management

“I have been with SGWM for over 2 years. In that time I have developed a strong trust. They handle all my matters professionally and thei investment decisions have been good. Positive Responsiveness, Professionalism”

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Yellow Brick Wills and Estate Planning Limited

(23)

Conveyancing, Surveys, Lettings

“An absolute pleasure to deal with. Our advisor (Jonathan Mott) was incredibly helpful and understanding. He skillfully guided us to the right Will to fit our circumstances. I would recommend this company wholeheartedly.”

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Smith & Pinching Financial Services Limited

(28)

Estate Planning, Tax Planning, Mortgages

“I have been a long term client of Smith and Pinching Financial Services, and over the years have always found the employees to be professional and well qualified to advise and recommend appropriate actions of my investments. I have and will continue...”

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Average Cost	£3667
Minimum cost	£1224
Maximum cost	£10391
Avg Per Hour Rates	£368

Best Financial Advisors in Lowestoft

The highest-rated Financial Planning & Wealth Management companies out of 61 vetted & reviewed in the Lowestoft area.

Norfolk and Suffolk Financial Services

Parkview Financial Planning

Vantage Financial Planning

Adam Bagley Financial Planning

Steel & Co. Financial Services

Parklands Financial Advisers

Charles Jones Wealth Management

Nautical Wealth

Lovewell Blake

Stephenson Smart Accountants

Lifetime Financial Solutions

Sole Bay Financial Planning

Compass Independent Financial Services

Goodley Financial Solutions

D O'Kane Financial Services

L D F Planning Consultants

FS Pro

Finance Shop

Woodside Financial Planning

Waveney Valley Wealth Management

Spire Wealth Management

SG Wealth Management

Yellow Brick Wills and Estate Planning Limited

Smith & Pinching Financial Services Limited

Retirement Planning and Investment Management Services in Lowestoft Cost Estimates

Why these companies made our list

Wealth Management Advisors near Lowestoft

Popular in Lowestoft