Best Financial Advisors in Margate

The highest-rated Financial Planning & Wealth Management companies out of 40 vetted & reviewed in the Margate area.

M&C Financial Services Limited

M&C Financial Services Limited

5 Wellis Gardens, Westbrook, Margate CT9 5RG
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One 2 One Financial Advice

One 2 One Financial Advice

9 Tivoli Rd, Margate CT9 5SE
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Westbrook Financial Services

Westbrook Financial Services

“We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.”
3 Cecil Square, Margate CT9 1BD
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Huggins Wealth Management

Huggins Wealth Management

(1)
Inheritance Tax, Investments, Pensions
“I highly recommend using Huggins Wealth Management. Paul is an incredibly knowledgeable Financial Planner who is friendly and provides straight forward advice that is easy to understand. Excellent service”
Transparent Fees & Pricing
Canterbury Innovation Centre, University Rd, Canterbury CT2 7FG
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Women's Wealth

Women's Wealth

(5)
“Would recommend . Professional, friendly ,knowledgeable, proactive. Sound advice , clearly explained in laymans terms. Hugely supportive during a difficult time in my life .”
Canterbury Innovation Centre, University Rd, Canterbury CT2 7FG
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Wealth Planning Associates

Wealth Planning Associates

(2)
“Amy at Wealth Planning Associates has provided me with ongoing excellent mortgage advice and more recently Doug Young has provided my mother with advice on Equity Release. He was really helpful and explained everything clearly so we both understood ...”
In Business Since 2013
Transparent Fees & Pricing
Serving Margate Area
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Mercury Financial Solutions

Mercury Financial Solutions

(30)
Retirement Planning, Automatic Enrolment, Equity Release
“I have been a client of Mercury Financial Solutions and Chris Hidson since May 2016. Chris provides exceptionally high quality service and financial advice. I have recommended his services to members of my family as well as friends.”
Clover House, 1 Thanet Way, Whitstable CT5 3QZ
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Whitehead Monckton

Whitehead Monckton

(8)
Sectors, Business Clients, Individual Clients
“I have always found Whitehead Monckton to be a most professional organisation. I have used their services for both the sales of my business, and for property purchase. They are most efficient, and have offered excellent advice.”
Transparent Fees & Pricing
32-33 Watling St, Canterbury CT1 2AN
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Pentins Financial Planners

Pentins Financial Planners

(5)
“Excellent and professional service received from Pentins. They have great expertise but I also really appreciate the friendly approach and practical solutions, combined with an ability to explain things very well. Totally recommend!”
Transparent Fees & Pricing
Free Initial Consultation
Canterbury Innovation Centre, University Rd, Canterbury CT2 7FG
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Girlings Solicitors

Girlings Solicitors

(17)
“We were looking for a local solicitors where we could get a Will done for my Mum. When we approached Girlings, we were instantly made to feel welcome. We dealt with Paul Hill who was extremely professional and knowledgable. We would definitely recomm...”
In Business Since 1999
16 Rose Ln, Canterbury CT1 2UR
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Acorn Bowman Finance & Investment Management

Acorn Bowman Finance & Investment Management

(1)
“We had a fantastic service from Acorn Bowman and we were given very good, clear advice. They went above and beyond what was required of them”
In Business Since 2004
The Chapel, 51 High St, Minster, Ramsgate CT12 4BT
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Howard Financial Planning

Howard Financial Planning

(11)
  • Investments
“Mark Howard has consistently given me excellent and well presented financial advice. I have absolutely no qualms in entrusting my investments in his capable hands. As a result of his knowledgeable and accurate advice I feel safe and secure that I wil...”
Clover House, Thanet Way, Whitstable CT5 3QZ
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Closer Financial Partners

Closer Financial Partners

(1)
“Stewart was amazing with our first time mortgage! Couldn't recommend him enough!”
In Business Since 2022
32-33 Watling St, Canterbury CT1 2AN
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Financial Escape

Financial Escape

(3)
“Great doing business with Zac, very professional and always goes the extra mile.”
Serving Margate Area
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Pharon Independent Financial Advisers

Pharon Independent Financial Advisers

(1)
Types of Advice Given, Advice Process
“Well established and proudly independent financial advisors. Staff are polite and professional”
Lawrence House, Summer Hill, Harbledown, Canterbury CT2 8GT
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Chris French Independent Financial Adviser

Chris French Independent Financial Adviser

(4)
“I've gone to Chris regarding my pension options and I know I can trust him to sort it out.”
139 High St, Herne Bay CT6 5NG
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Green Lane Financial Planning

Green Lane Financial Planning

“From my initial telephone conversation and subsequent zoom meeting with Sarah, she knew instantly what I had hoped to achieve. I was more than happy to proceed after receiving a detailed review along with reasoned recommendations tailored to my risk ...”
Serving Margate Area
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County Associates

County Associates

(2)
“Quick, very friendly and super professional. Definitely recommend”
43 Maple Leaf Business Park, Columbus Ave, Manston, Ramsgate CT12 5GD
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The Harvest Partnership

The Harvest Partnership

“The objective: Put clients in the fully informed position of knowing their income is sufficient and sustainable throughout their retirement. With care, and subject to certain criteria and future legislation, it is possible to manage arrangements for ...”
In Business Since 2003
Serving Margate Area
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Premier Financial Services

Premier Financial Services

(2)
“Anthony Ellis at PFS did a fantastic job and totally hassle free. I am happy to recommend Premier Financial Services SE Ltd.”
115 High St, Herne Bay CT6 5LA
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Craven Street Wealth

Craven Street Wealth

“We have unique experience in working in alongside lawyers, solicitors and accountants to achieve our clients' objectives. We are passionate about working together to complement your services through:”
In Business Since 2021
20-22 Watling St, Canterbury CT1 2UA
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Mortgage Sense

Mortgage Sense

“We offer both mortgage and insurance advice. We will research, advise and implement the right solution for your specific needs and requirements. Reviewing the whole of the market for mortgages and using a panel of leading insurers for your protection...”
In Business Since 2018
N Stream, Marshside, Canterbury CT3 4EE
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MMP Financial Planning

MMP Financial Planning

Mortgages, Investments, Business Protection
“We are proud to offer a service which puts your needs at the centre of what we do. Our business is not allied with any financial services product provider so we are under no pressure to recommend products or providers and in many cases our advice is ...”
Serving Margate Area
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The Pension Review Service

The Pension Review Service

Estate Planning, Retirement Planning, Pension Review
“From the moment we contacted Fathom Financial the service has been excellent. Courtesy of Chloe we were kept fully informed of progress without the need to request an update. Victoria is just fab; approachable, friendly, professional and most importa...”
In Business Since 2019
Serving Margate Area
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Retirement Planning and Investment Management Services in Margate Cost Estimates

Minimum cost
£1217
Maximum cost
£10335
National Average
£3648
Avg Per Hour Rates
£366
£2432
£6688
Typical price range is based on 489 cost profiles
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Average Cost £3648
Minimum cost £1217
Maximum cost £10335
Avg Per Hour Rates £366

Typical range $2432 to $6688 is based on 489 cost profiles.

Why these companies made our list

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