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Best Financial Advisors in Marlow

Handpicked from 48 vetted & reviewed Financial Planning & Wealth Management firms in the Marlow area, explore the top 5 leaders in their field among the selected group of 24 finalists.

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Continuum Wealth

Continuum Wealth

(1)
Retirement Planning, Financial Planning, Mortgages
“Taisha has helped a couple of my clients through my work as a Divorce Coach. The feedback has been excellent - Taisha has explained their finances clearly, simply and given them clarity so they can start to understand what their financial future loo...”
Transparent Fees & Pricing
Licensed
on Thames, Taylor House, 39 High St, Marlow SL7 1AU
Featured

Maximising your Annual Pension Allowance The increase of the UK's annual pension allowance to £60,000 presents a significant opportunity for individuals to strengthen their retirement savings and benefit from notable tax advantages. In this guide, we delve into the advantages of personal pensions, showcasing their versatility in contributions and the breadth of investment options available. This substantial shift in pension policy is a key moment for financial planning. We underscore the importance of seeking expert advice to effectively navigate this change and maximise its potential for your long-term financial wellbeing.

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Sterling Grove Accountants Limited

Sterling Grove Accountants Limited

(50)
Business, Personal
“We have been working with G. Amasanti for some 30 years+ and hold him and his company in high esteem. His knowledge is immense, and with the support of his loyal team you know you are in safe and capable hands. I have recommended the services of SG...”
Transparent Fees & Pricing
2, Regatta Place, Fawley House 2, Marlow Rd, Bourne End SL8 5TD
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Alex James Independent Financial Advisers

Alex James Independent Financial Advisers

(20)
  • Property
  • Number
  • Re-Mortgage
“Fantastic Service from this company. Has provided me and family members with advice for a number of years through mortgages and insurance. Just done our re-mortgage for us and was terrified but Alex James got us an incredible deal and a painless proc...”
The Millstone, Marlow Rd, Bourne End SL8 5NX
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RBS Associates

RBS Associates

(1)
Pensions, Business Insurance, Health Insurance
“I have worked with several Financial Consultants in the past, however I have never received a service that even comes close to the one received from RBS. Mark Spurling is excellent! His knowledge, experience and expertise is outstanding, can't recomm...”
Regency House, Mere Park, Dedmere Rd, Marlow SL7 1FJ
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AWF Wealth Management

AWF Wealth Management

(12)
  • Expert
  • Future
  • Planning
“I highly recommend Adam Wicken, AWF financial services. Adam is proactive, knowledgeable and responsive. He has provided me with expert insights into present and future financial planning. He is highly professional in his approach and is very resp...”
8, Liston House, Cromwell Gardens, Marlow SL7 1BY
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
98.4 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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MC Financial Solutions

MC Financial Solutions

(1)
“Monica is great - friendly, professional and responsive. She knows what she is talking about, taking the stress out of pensions and financial planning.”
Third Ave, Marlow SL7 1EY
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Amber River Premier

Amber River Premier

“Looking after your people is one of the biggest responsibilities of running a business. Our corporate financial planners can help you attract and retain talent, protect key people and shareholders, and plan for succession.”
In Business Since 2006
Swan House, Liston Rd, Marlow SL7 1DP
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GT Wealth Management

GT Wealth Management

“As we sit indoors with rain and overcast skies whilst watching stories of holiday-makers suffering wildfires and 45-degree heat in Europe! the world seems full of contradictions. Markets similarly are performing in unexpected ways with tech taking of...”
Transparent Fees & Pricing
44-46 Chapel St, Marlow SL7 1DD
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Cheriton Financials

Cheriton Financials

“In today's economic climate, the difference between insolvency and profitable growth with a healthy cashflow, can often be down to a business's ability to make prompt and sound commercial decisions. Businesses need to know their 'numbers'; to have a ...”
Transparent Fees & Pricing
Hill Top House, Spinfield Ln, Marlow SL7 2JT
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Orchard House

Orchard House

“"Tricia and I would like to thank you for all the advice and help that you have given us over the past couple of years. Your knowledge of the financial market is exemplary and the savings that you helped us make way offset the charges incurred. We bo...”
28 Eliot Dr, Marlow SL7 1TU
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Ergowealth

Ergowealth

“I have been very happy with the help I have received from Ergowealth, in particular, Nick Hutchings. I needed help with my various pensions and what I should do with them and how I could set up a new pension moving forwards as I have been self-employ...”
In Business Since 2012
Derwent House, Dedmere Rd, Marlow SL7 1PG
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SRM Business Consulting Limited

SRM Business Consulting Limited

“7326 sayılı Kanun kapsamında öne çıkan konulardan biri, vergi ve prim borçlarının yeniden yapılandırılabilmesine imkan sağlayan maddelerdir. Kanun içeriğinde; Kesinleşmiş vergi borçlarının yeniden yapılandırılması Dava safhasında bulunan (kesinleşmem...”
In Business Since 2004
Jubilee House, SPACES, Third Ave, Marlow SL7 1EY
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Jacqui Bevan Wealth Management

Jacqui Bevan Wealth Management

“I am committed to ensuring that my industry knowledge and technical expertise remains relevant and current and at the leading edge, therefore I invest regularly in professional and personal development. The industry is now so sophisticated that top c...”
Offers Financing Options
The Tithe Barn, Wilton Farm, Marlow Rd, Little Marlow, Marlow SL7 3RR
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Asmat & Co | Slough |

Asmat & Co | Slough |

(50)
Bankruptcy/Liquidation/Company Voluntary Arrangement(Cva), MVL – Member Voluntary Liquidation, Accounting and Tax
“I am with them from 2018 ,they are very good accountants and what ever help I need I get it straigh away.They are very trustworthy and they announce ahead of time everything that needs to be done for the company or for the self-employed.I am very hap...”
Family Business
Transparent Fees & Pricing
84 High St, Berkshire, Slough SL1 1EL
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Resolve Financial Solutions

Resolve Financial Solutions

(50)
Mortgage Planning, Protection Planning, Financial Planning
“Iain was undoubtably our saving grace throughout our purchase process. Not only did he go above and beyond to ensure we got the best possible mortgage application but he genuinely cared about our search for our first home and could not have been more...”
Transparent Fees & Pricing
In Business Since 2015
Serving Marlow Area
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ISA Consortium

ISA Consortium

(21)
Accountants & TAX Advisors FOR Construction Industry
“Amazing professional that helped me grow my business and gave proper advice. Sarosh and team provided prompt support, and went beyond the usual requirements to help me for Sarasbeads and Jewellery. I recommend them to all startups and small businesse...”
In Business Since 2014
206 New Rd, Croxley Green, Rickmansworth WD3 3HH
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Accountwise

Accountwise

(5)
Virtual Finance Director, Accountancy Compliance, Managing Your Wealth
“An excellent company who have been invaluable to our business with their professionalism and support with a willingness to also assist in financial modelling to the benefit of our stability and growth.”
Remote Consultations Available
Innovation House, Molly Millars Cl, Wokingham RG41 2RX
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Couser Accountants Limited

Couser Accountants Limited

(12)
  • Questions
  • Informative
  • Charity
“We are a grassroots charity and Robert has provided our independent review for the last two years after being recommended by another small charity. We wouldn't hesitate to recommend. He has been prompt and extremely helpful, providing advice and info...”
ADVANCED, ADVANCED, FRESHBOOKS, ACCOUNTANTS, ACCOUNTANTS, ACCOUNTANTS Certified
In Business Since 2020
Serving Marlow Area
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Patronus Partners

Patronus Partners

(12)
  • Investment
  • Company
  • Wealth Management
“Living in Berkshire I was looking for a wealth manager to help with investment management and financial advice, particularly around my pension. I like that Patronus are London based with experience of working for larger firms but also have an office ...”
In Business Since 2014
1650 Arlington Business Park, Waterside Dr, Theale, Reading RG7 4SA
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Subtilis Accountancy

Subtilis Accountancy

(6)
Payroll, Credit Control, Bookkeeping
“According to my personal survey, there is no better accountancy company in Hertfordshire than Subtilis Accountancy. It has fair and perfect business policies to offer great services. If you are operating a business in Hertfordshire and finding flexib...”
Innovation House, 39 Mark Rd, Hemel Hempstead Industrial Estate, Hemel Hempstead HP2 7DN
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Sterling Gate Accountants in Slough

Sterling Gate Accountants in Slough

(6)
Charity Accounting, Self-Assessment, Company Formation
“Very happy with the service. They prepared my Ltd company accounts within 5 days based on my business bank statement for only £199”
1 Brunel Wy., Slough SL1 1XW
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Woodward Financials

Woodward Financials

(4)
Financial Services, Employer Group Schemes, Wealth Management
“I'd highly recommend Woodward Financials and dealing with David Woodward. He has a professional approach providing sound advice whilst taking all information into account for best plan. An absolute pleasure to deal with.”
In Business Since 2010
Castle Hill House, 12 Castle Hill, Windsor SL4 1PD
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Knight Wealth Management

Knight Wealth Management

(9)
“James has a high degree of emotional intelligence which helps him to better understand your goals in life and how to make your money work best to achieve them. He is very personable and it has been a joy to work with him over the past couple of years...”
35 College Ave, Maidenhead SL6 6AZ
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Zinga Financial Services

Zinga Financial Services

(50)
Personal Protection, Investments & Pensions, Home Insurance
“So if your up for receiving an efficient service then you've come to the right place. I required services from Arifa on her day off and she still managed to submit a full application on her day off!!! I feel that says it all. She us committed and le...”
Transparent Fees & Pricing
In Business Since 2021
1st Floor, 192 High St, Uxbridge UB8 1LB
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Retirement Planning and Investment Management Services in Marlow Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Average price range is based on 333 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Average range $2007 to $5519 is based on 333 cost profiles.

Why these companies made our list

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Wealth Management Advisors near Marlow

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