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Financial Escape
“Great doing business with Zac, very professional and always goes the extra mile.”
Best Financial Advisors in Margate
The highest-rated Financial Planning & Wealth Management companies out of 40 vetted & reviewed in the Margate area.
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M&C Financial Services Limited
“A very helpful and honest service. I have used Neil time and time again. I would recommend him without reservation.”
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One 2 One Financial Advice
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Westbrook Financial Services
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Mercury Financial Solutions
Retirement Planning, Automatic Enrolment, Equity Release
“I needed some financial advice on short notice and was introduced to Chris at Mercury. He was very quick to respond at the time and has since assisted my husband and I to review our financial investments. He has always been very professional and pr...”
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Need Financial Planning
- Remortgage
- Stress
- Team
“We have always used James at NEED FINACIAL PLANING for bothe our buy to let investments and personal propertys, we have always found James and his team to be very helpful and respond very quickly if any queeries are raised, would highly recomend ...”
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Oyster Financial Solutions
Research Links, Financial Calculators, Market Data
“Joe helped us all the way through the process of buying our first home. We couldn't have done it eithout him and we could not recommend him enough! Will be going back to him if we need him in the future.”
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Howard Financial Planning
- Sound
- Number
- Financial Advice
“We have used Mark for a number of years to help us with our investments and his advice, explanations and understanding of our requirements has always been first rate. I'd reccomend Mark to anyone looking for financial help with their investments”
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Women's Wealth
- Investing
- Future
- Sound
“I am now retired and thanks to Samantha's experience, knowledge and guidance over a long period of my life I can relax and enjoy the rewards of her knowledgeable guidance.Thank you Samantha.”
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Pentins Financial Planners
- Financial Advice
- Decisions
- Information
“Pentins have been my financial planners for several years as they were recommended to me through my workplace. I have consistently found them helpful and professional, and also approachable and friendly. Positive Responsiveness, Quality, Professiona...”
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Huggins Wealth Management
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”
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Acorn Bowman Finance & Investment Management
“Acorn Bowman, ie Lewis and Jack, have recently completed financial arrangements for both ourselves and a friend and all processes were explained very clearly and thoroughly and were concluded very efficiently. We are very happy to recommend their se...”
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Chris French Independent Financial Adviser
“I've gone to Chris regarding my pension options and I know I can trust him to sort it out.”
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Craven Street Wealth
“Louise is a highly professional and caring lady in whom I have every confidence. I can highly recommend.”
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Green Lane Financial Planning
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Lancaster-Hill Investment Management
Pensions, Financial Planning, Savings & Investments
“Professional, great quality advice on a range of financial products. Mike and Jo are extremely responsive and incredibly helpful. I would not hesitate to use their services again. Positive Professionalism”
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Wealth Planning Associates
“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 ...”
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Pharon Independent Financial Advisers
Types of Advice Given, Advice Process
“Well established and proudly independent financial advisors. Staff are polite and professional”
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The Harvest Partnership
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Throgmorton Private Capital
Pensions & Retirement Planning, Services, Protection For You and Your Family
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County Associates
“Quick, very friendly and super professional. Definitely recommend”
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Premier Financial Services
“Anthony Ellis at PFS did a fantastic job and totally hassle free. I am happy to recommend Premier Financial Services SE Ltd.”
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Absolute Financial Management
“Victoria Smith was very professional with helping to arrange my new mortgage, she was also very good at explaining to me how it all worked in a way that really made sense, I felt very confident that she had found the best deal for me and did such a g...”
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The Langridge Partnership
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
Why these companies made our list
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