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Lilac Tree Financial

(50)

Property
Understand
Life Insurance

“We would highly recommend Lilac Tree Financial services. Mark was a huge help in the process of buying our new house. Even during busy periods, he was always on hand to provide us swiftly with advice and reassurance which was so appreciated during a ...”

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Shervington Financial Management

(1)

“We could not of asked for more from Sarah. She is efficient, understanding, professional, knowledgeable and just simply outstanding at what she does. Nothing is too much, we have been updated all the way through and I have never met anyone so hard wo...”

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WLS Financial Services

Protection, Equity Release, Retirement Planning

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Elliston Mark Financial Services

(1)

“I don't have a bad word to say about Mark Elliston Services. Excellent customer service and we would recommend to family and friends. Thank you!”

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Later Life Hereford

Featured

Top reasons for releasing equity in H1 2024 Clearing an existing mortgage (41%) remains the top reason for releasing equity, according to Canada Life’s latest research. Home improvements continue to rank highly, with 29% of our customers citing this as their main reason. The top five reasons for releasing equity in H1 2024 were as follows: 1. Clear an existing mortgage 41.43% 2. Home improvements 29.38% 3. Holidays 21.73% 4. Consolidate unsecured debts 21.07% 5. Day to day living 19.37% Sadna Zaman, Proposition Development Manager, Home Finance, at Canada Life said: "Our customers continue to use equity release for a large variety of reasons, with clearing an existing mortgage and home improvements remaining the top two. Day to day living is still in the top five, highlighting that customers are perhaps still having to offset increased outgoings caused by the cost-of-living crisis. However, we have seen an 8% increase of homeowners using the wealth they have built up in their properties to go on holiday in Q2 compared with Q1. This figure has risen by nearly 10% vs the same time last year (19.80% to 21.73%), demonstrating that customers are increasingly releasing equity to improve their lifestyle. The variety of motivations for releasing equity highlights the flexibility and accessibility of the options available, allowing homeowners to enjoy their retirement in a way that best suits them and their families. However, equity release is a lifelong financial decision...

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Financial Advice Centre

(46)

Protecting You and Your Future, Planning For Retirement, Professional Connections

“Louise was brilliant! Very thorough and took the time to understand what I needed. Very knowledgeable about the current market, and provided a very efficient response. I have no problem in recommending her to all of my friends and family.”

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HDA - Chartered Financial Planners

(50)

Confidence
Options
Manage

“Your company was recommended by a colleague at work of the good advice your company had given them. We contacted you prior to my Husbands retirement and have received excellent advice and help dealing with all our finances . We have already recomme...”

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Mortgages Plain and Simple

(50)

Options
Fee
Family

“Austin and his team are excellent and come highly recommended. They are knowledgable, trustworthy, responsive and work hard to get the best deals. I would not consider a mortgage without speaking to them first. Outstanding job.”

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Dom Whitehouse Financial Adviser

(50)

Phone Call
Property
Family

“Dom was great throughout securing our mortgage on our first home. Explained everything in great detail when needed, was always available if we wanted a call via Zoom for questions and even continued applying for other mortgages as the interest rates...”

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Boote Financial Planning

(50)

Meeting
Happy
Confidence

“We have been delighted with the personal service and attention provided by Dan and his whole team. We have been kept fully informed and with clear explanations of what is going on in the financial and investment world in these turbulent times.”

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Renaissance Finance Equity Release Cheltenham

(35)

Hiccups
Business
Questions

“Ian was extremely helpful and professional. We looked at a couple of other advisers offerings and felt very comfortable proceeding via Ian. the process went very smoothly and everything was made very clear. We would happily recommend Ian to others.”

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Prosser Knowles Associates

(37)

Investments
Felt
Understanding

“Rachel's been dealing with my mortgage renewals for years now. Always finds us the best offers out there and comes back with advise and statistics to help us pick the best deal that suits us. Couldnt recommend Prosser Knowles enough.”

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Cheltenham Independent Financial Advisers

(27)

Financial Planning
Investments
Informative

“I have been a client for many years and have always had brilliant service from Antony, Tara, and now Andy who I've only just met by video chat. They've all shown professionalism and attention to detail. Couldn't be happier. Positive Responsiveness, Q...”

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Rockwealth

(12)

Portfolio
Information
Future

“Very friendly company, very helpful. Our investments haven't being doing badly either! Very comprehensive review every year, letting us know what has happened over the past twelve months and giving some predictions for the future.”

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Fran Coulter - Financial Planner

(34)

Advisor
Property
Pension

“Fran was a fantastic support when assisting with my mortgage application. She is professional, knowledgeable and was very happy to answer all my questions! If you are looking for a mortgage advisor, I would strongly recommend Fran.”

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Paish Tooth - Part of Griffiths Marshall Business Advisory

(8)

Outsourced Accounts, Wealth Management, Cloud Solutions

“Paish and Tooth are a friendly and approachable team. They have been proactive in advising me of the legal requirements of running my company and have been quick to turn around the accounts at short notice. Many thanks for all your help so far.”

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Ashlea Financial Planning

(4)

Wealth Management, Retirement Planning, Tax and Estate Planning

“As a first time investor I have felt fully supported by Ashlea Financial Planning. They have been attentive and able to answer any query I've had no matter how small.”

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Britannic Place Financial Management Limited

(12)

Risk
The Future
Explanation

“Steve has advised my husband and I on all our pension pots, we now feel that we are secure financially for retirement. Approaching Steve had been one of the most important things we have done over the last few years to organise our future . Thank you...”

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Eva Capital Management

(7)

Understanding
Firm
Questions

“The whole team are the epitome of professionalism, whilst also being hugely approachable. There is no such thing as a silly question Hannah's financial knowledge is second to none. I am extremely happy with the service I am receiving and have recomm...”

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Hazlewoods and Hazlewoods Financial Planning

(3)

“We recommend Hazelwoods to our clients who need accounting advice when it comes to the sale or purchase of a dental practice. The team at Hazelwoods are expert in a very specialist field.”

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Jane Newman Financial Planning

(13)

Equity Release, Protection Plans, Savings and Investments

“JNFP were fantastic during our house buying process. Their Mortgage Advisor Ellis is amazing at her job and made our first time buying process nice and easy. Would 10/10 recommend. Thanks Jane & Ellis for all your hard work!”

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Taurus Wealth Management

(10)

Financial Advice
Power of Attorney
Wills

“Recently visited the offices for financial advice from Rob North. Comprehensive assessment and advice given regardless of whether we pursue or not. Definitely no hint of pressure. A bonus was also getting advice from Stewart Watkins, partner in the f...”

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Clever Commercial Finance Limited

(9)

Knowledge
Product
Professional

“We have used Marc's services on a few occasions now. He provides a great service which is professional and personal and goes all out to ensure everything goes to plan. We will definitely be using him again in the future.”

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Aspire Financial Planning Cheltenham

(8)

Service
Remortgage

“Aspire Financial Planning did a marvellous job of sorting out our recent remortgage for us. They are proactive and very efficient keeping us informed during each stage of the process. We will definitely use Aspire Planning to help us in the future.”

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Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Malvern

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

Lilac Tree Financial

Shervington Financial Management

WLS Financial Services

Elliston Mark Financial Services

Later Life Hereford

Financial Advice Centre

HDA - Chartered Financial Planners

Mortgages Plain and Simple

Dom Whitehouse Financial Adviser

Boote Financial Planning

Renaissance Finance Equity Release Cheltenham

Prosser Knowles Associates

Cheltenham Independent Financial Advisers

Rockwealth

Fran Coulter - Financial Planner

Paish Tooth - Part of Griffiths Marshall Business Advisory

Ashlea Financial Planning

Britannic Place Financial Management Limited

Eva Capital Management

Hazlewoods and Hazlewoods Financial Planning

Jane Newman Financial Planning

Taurus Wealth Management

Clever Commercial Finance Limited

Aspire Financial Planning Cheltenham

Retirement Planning and Investment Management Services in Malvern Cost Estimates

Why these companies made our list

Wealth Management Advisors near Malvern

Popular in Malvern