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Alex James Independent Financial Advisers

(26)

Insurance
Pension
Knowledge

“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...”

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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...”

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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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...”

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AWF Wealth Management

(13)

Goals
Expert
Financial Planning

“Adam's help has been invaluable in securing a good deal on my new mortgages; potentially saving me thousands of pounds. He is a highly motivated and dedicated professional who really cares about his clients. I have no hesitation in recommending him t...”

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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.”

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GT Wealth Management

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Amber River Premier

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Orchard House

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Jacqui Bevan Wealth Management

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Zinga Financial Services

(50)

Personal Protection, Investments & Pensions, Home Insurance

“I connected with Ms. Aditi Sinha from Zinga FS in July 2022, way before I even had a deposit ready. She is a patient listener and helped me frame out all potential scenarios based on my finances. We started out a formal mortgage process in July 2023...”

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Resolve Financial Solutions

(50)

Mortgage Planning, Protection Planning, Financial Planning

“Chris came highly recommended, and I knew he was the best person to guide, advise, and assist us in securing our first mortgage. His exceptional knowledge, communication, and efficiency have been remarkable. He helped us get the best deal, promptly a...”

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Pennymatters

(49)

Retirement Planning, Estate Planning, Corporate Services

“We've just completed our third house move and from acquiring our first mortgage through getting a second one, remortgaging and porting products, Kate Mihell has been absolutely indispensable. From our first conversation throughout all the house moves...”

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Premier Financial Services

(50)

Stress
Remortgage
Property

“Paul has helped me and my family secure favourable financial products for the last decade; this includes initial and renewal mortgages - some of which have been a challenge or on very short notice, life assurance products, our POA, and our wills (and...”

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Scala Financial Services

(48)

Insurance, Protection, Mortgages

“Jodi is literally a super human. She provided the upmost professional and excellent service, while being a friend. Very hard to find people like Jodi these days, I was very lucky to come across Scala financial and especially Jodi. She did the impossi...”

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New Start Financial Services

(50)

Email
Self Employed
Financing

“I just want to say big thank you to Stuart for the hard work in securing a mortgage and for guiding me through the whole process. It was a very swift and superb service and Stuart was very professional in his role. As a first-time buyers with a CCJ...”

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First Thought Financial, Hertfordshire

(47)

Needs
Professional
Communication

“I would have done before but was busy in renovating my home I would like to thank first thought financial services especially paige green who did a very efficient job. Very quick and smoothly she handled my case and doesn't charge any money. Thank ...”

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Direct Assist Accountants

(49)

Company Formations, Vat Schemes, Vat Planning & Returns, Statutory Year End Accounts

“It has been a pleasure to work with Direct Assist Accountants, they are professional and provide excellent customer service. I work with Sohail and he is very knowledgeable and always gets back to me with any enquirys I may have. I would highly recom...”

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Bluesky Chartered Financial Planners

(44)

Options
Understand
Modelling

“Bluesky has really helped me to stop worrying about whether I will have enough money to retire. They helped my wife and I work through our monthly spending requirements post retirement and then we were able to model how much we needed to put into our...”

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Astus Financial Planning

(50)

Power of Attorney
Pension
Questions

“Alison from ASTUS Financial Planning helped me and my family through Probate after our father died. The kindest most caring service and really listened to what we needed. Subsequently I had engaged Alison for a re-write of my Will and Lasting Pow...”

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Accumulus Consulting Limited

(37)

Products
Team
Investment

“This organisation, and particularly from my experience, Geoff O'Shea, are very knowledgeable across a wide number of Financial areas. They get to understand your circumstances, your goals and then advise on what they believe is best for YOU in helpi...”

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Flying Colours

(32)

Sound
Financial Advice
Options

“I have been working with Les for about 20 years. Together we developed a plan to transition from full time employment, into running a lifestyle business and ultimately to retirement. The plan has been adapted as we have gone along to reflect changin...”

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Stringer Mann Chartered Financial Planners

(50)

Property
The Future
Investment

“Richard Mann was recommended to me by a friend to give advice and guidance for our family financial planning for the future. Richard was extremely supportive and understanding of our goals. He has kindly established a robust pension investment plan f...”

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Unavida Wealth Management

(25)

Individuals, Business Owners

“We "found" Ray some years ago after many poor financial advisers had left our affairs in a mess. Over time he has sorted everything out, explaining what should be kept and what changed, so that we know exactly what we have and what we may need. We h...”

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Purley Financial Planning

(38)

First Time Buyers
Questions
Options

“Kye was amazing, he worked tirelessly from the time we contacted him, advising us through every stage of our mortgage application. He went beyond his call of duty always just an email or phone call away when we needed quick answers. We will definitel...”

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

Best Financial Advisors in Marlow

The highest-rated Financial Planning & Wealth Management companies out of 48 vetted & reviewed in the Marlow area.

Alex James Independent Financial Advisers

Continuum Wealth

RBS Associates

AWF Wealth Management

MC Financial Solutions

GT Wealth Management

Amber River Premier

Orchard House

Jacqui Bevan Wealth Management

Zinga Financial Services

Resolve Financial Solutions

Pennymatters

Premier Financial Services

Scala Financial Services

New Start Financial Services

First Thought Financial, Hertfordshire

Direct Assist Accountants

Bluesky Chartered Financial Planners

Astus Financial Planning

Accumulus Consulting Limited

Flying Colours

Stringer Mann Chartered Financial Planners

Unavida Wealth Management

Purley Financial Planning

Retirement Planning and Investment Management Services in Marlow Cost Estimates

Why these companies made our list

Wealth Management Advisors near Marlow

Popular in Marlow