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Parkview Financial Planning
Investment Management, Specialist Advice, Property Services
“Brilliant advice and professional service”
Best Financial Advisors in Lowestoft
Handpicked from 61 vetted & reviewed Financial Planning & Wealth Management firms in the Lowestoft area, explore the top 5 standout choices among the selected group of 24 finalists.
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Parklands Financial Advisers
Business Insurance, Wealth Management, Tax Planning
“Superb service from Lucy as we tried to achieve an almost impossible task - opening a Trust Bank Account when two of the Trustees are non-UK residents. Lucy was tenacious and unrelenting in helping us in completing and the. chasing the diligence chec...”
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Norfolk and Suffolk Financial Services
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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The Equity Release Store
“We had a particularly tricky task for The Equity Release Store where we wanted to 're-mortgage' a lifetime mortgage to considerably better rates. Donovan Goodman from The Equity Release Store provided excellent independent advice (both comprehensive ...”
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Steel & Co. Financial Services
“How would your family cope if the unexpected happened? The reality is that if you become seriously ill and even die your families commitments will still need to be paid. There is also the immediate requirement for funeral costs, household bills and m...”
Qualification Criteria for best of Winners
Minimum Overall Score
95 (100)
Minimum Reputation Rank
99.5 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Vantage Financial Planning
“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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Caleb Spence Financial Services
Research Links, Newsletters, Videos
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Adam Bagley Financial Planning
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Compass Independent Financial Services
“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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Lovewell Blake
“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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Lifetime Financial Solutions
“Attentive professional staff with customer service that is second to none.
would highly recommend!”
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Denise Littlewood Financial Adviser
“Denise has been able to help me with several financial problems. Her help has always been very good and effective, she has given me options and explained the pro,s and con,s of the options. Then allowed me to choose the option I preferred. I have fou...”
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Charles Jones Wealth Management
“I would simply not go anywhere else, Charles is extremely knowledgable. Anybody visiting Charles Jones Wealth Management is in safe hands.”
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D O'Kane Financial Services
“Very friendly staff more importantly very knowledgable on finacial matters as you would expect, you won't be disappointed. I have a good friend who trusted his money with David when he hadn't been running his own business very long and hasn't had to ...”
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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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Nautical Wealth
“I was recommended to Nic regarding several pensions which I had accumulated over my working life. It was something I had been wanting to sort for ages but didn't have a clue where to start. To me, It was all very confusing to understand with several ...”
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Jamison Christie
“Want to get your funds on the right track? Do you find saving money a struggle? With Jamison Christie's financial advice service, you can feel assured that any financial decisions made are building towards a better future for you and your family.”
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Goodley Financial Solutions
“I have lived in Norfolk for over 50 years (so just about a local now!) and enjoy exploring the many different places in the area - from the Broads and coastline to the many local village pubs and restaurants. Along with my wife, Tracy, we are lifelon...”
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SG Wealth Management
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.”
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Rockwealth Norwich IFA
“Rockwealth, and, in particular, Matt Frary, have provided exceptional service. He always provides sound advice, makes sure that everything is well understood, and is documented. It is always a pleasure to chat.
I am very happy with my decision to ha...”
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Greensky Wealth
“Personable, friendly, informative people who have tailor made a portfolio to my own specifications. Greensky use a proficient technical user-friendly platform so that I can get up to the minute emphasis and analysis on my funds.
Oh yes. And they'...”
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Smith & Pinching Financial Services Limited
Investment Management, Specialist Advice, Property Services
“Very happy with advice and help received from Matt Beck at all times since I started using this company.Prompt response to emails and regular reviews appreciated. Very happy to recommend service.”
Retirement Planning and Investment Management Services in Lowestoft Cost Estimates
Minimum cost
£1224
Maximum cost
£10391
National Average
£3667
Avg Per Hour Rates
£368
£2445
£6724
Average price range is based on
524 cost profiles
Why these companies made our list
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