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Sleekstone Private Clients

(1)

“Have been with SJP for many years, but first visit to this office. Mark was very friendly and knowledgeable. He answered questions we had and helped us to understand what we required and had up to date information and statistics about our funds. A ve...”

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Thomas and Thomas Finance , Independent Financial Advisors

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Prism Independent Financial Management

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Freedom Equity Release

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Pembrokeshire Wealth Management

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Roberts Boyt

(16)

Financial Advisory, Retirement Planning, Pensions

“I placed my trust in Roberts & Boyt to handle my financial affairs over 10 years ago and have never regretted that decision. Everyone at the firm are brilliant with their informative advice and their friendly welcome to my wife and myself. Our portf...”

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Derwen Financial Planning

(1)

“Staff at Llety Cynin were very impressed with the visit from Glyn Thomas. He answered questions about their workplace pensions and provided advice for the long term.”

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R J Financial Planning

(1)

“Professional and comfortably laid out offices. It is always nice to see your local Chartered Financial Planner operating from a nice office, rather than an old Mondeo 😀 A new operation on the Cardigan High Street: Good luck Richard and staff 😀 …...”

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Steven Rees Wealth Management

(2)

“Many thanks to Jonathan for arranging my mortgage and life insurance. He went above and beyond to help and I cannot recommend him and the team highly enough.”

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Sturgess Mortgage Solutions

(48)

First Time Buyer
Team
Solicitors

“Patience of a saint! Shaun helped me as a first time buyer advised me on all the aspects and things I needed to know and the best advise I could of got! Highly recommendable”

Featured

There's always a first for something and this is the first review we've received from the furry family of our recent cli... There's always a first for something and this is the first review we've received from the furry family of our recent clients! 🐾 Pawsitively thrilled with our new home! 😻 Thanks to Sturgess Mortgage Solutions, our humans found the perfect place for us to nap all day. 💤 We’ve thoroughly inspected the paperwork and can confirm—it’s purrfect! 😼 Big thanks to Shaun and the team at Sturgess for making our humans’ move so smooth. If you’re a fellow feline in need of a new napping spot, we highly recommend Sturgess! 🏡 #CatApproved #FurEverHome #ThanksSturgess #HappyCats...

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The Mortgage Hub

(22)

First Time Buyers
Property

“Jason was really great, he made himself available at times that were convenient to us and answered every question I had, providing helpful and sound advice. I'd been concerned about making sure I got a good mortgage and it had caused me a small amoun...”

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Advice Rooms

(21)

Pension
Wills
Financial Advice

“Both Adam and Tracey have been outstanding in helping my find a missing pension that I had a vague memory of from my early working years. Once traced Adam called me to give me advice on how proceed going forwards which will indeed benefit myself fina...”

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Philip J Milton & Company Plc

(9)

Financial Planning, Retirement Planning, Lpoa

“The administrators of my pension asked PJ Milton to take over the managment of my pension after the previous pension management had made investments outside the scope of the pension funds remit leading to substantial losses on my original investment ...”

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Town & Country Financial Advisers

(3)

Commercial Advice, Protection Advice, Mortgage Advice

“Karen went above and beyond to help me secure my mortgage. I was kept informed every step of the way, felt in safe hands, and I can't recommend Karen and the whole team at TCFA highly enough!”

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Andy Pearce Independent Financial Adviser

(6)

“Andy is an old school caring professional who will take the time to shed light and understanding on the complex area of independent financial advice. He has access to whole of market solutions, and I would have no hesitation in whole heartily recomm...”

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Allchurch & Co.

(1)

Cloud Based Accounting

“Allchurch & Co helped me with my Self Assessment / tax return this year. It was my first time using an accountant and the process couldn't have been easier! Huge thanks to Ellie for sorting it all out for me - have already recommended them to so man...”

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Ward & Co Chartered Accountants

(1)

Accounting & Business Services, Bookkeeping, Cloud Accounting

“Excellent service”

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Business Finance Direct

(3)

“Iain was extremely knowledgeable and helpful. Without Iain I could never navigate the minefield of business finance available. Thank you so much. Five star service. Gentleman!!”

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Sterling Welsh Independent Financial Advisers

(23)

Professional
Family
Responsive

“I don't usually rate. But Sterling Welsh are special. Six weeks ago I had no idea that I could buy a house, have insurances, find a Solicitor who works With me not just files my accounts etc, etc. But a House? No chance. I met Dai - 4 weeks ago, a...”

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Eclipse Financial Solutions

(2)

“Top rate very friendly always want to help with the right advise”

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Cilbenrick

(1)

“I have known julian the owner for some years now alway fab advice”

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Green Castle Financial Planning

(1)

Life Assurance, Financial Planning, Health Insurance

“Having been with a Financial Advisor for many years I have now moved to Green Castle. I can honestly say that Ben has been the most professional and approachable Financial Advisor to my husband and I. Thank you once again Ben.”

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Eatly Wealth Management

(3)

“We have met with Jonathan on multiple occasions now to ensure that our pensions and Life cover are appropriate and every time the service and the attention to detail we receive is outstanding. Jonathan is honest, straight forward and supportive an...”

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Average Cost	£3455
Minimum cost	£1153
Maximum cost	£9789
Avg Per Hour Rates	£347

Best Financial Advisors in Milford Haven

The highest-rated Financial Planning & Wealth Management companies out of 46 vetted & reviewed in the Milford Haven area.

Sleekstone Private Clients

Thomas and Thomas Finance , Independent Financial Advisors

Prism Independent Financial Management

Freedom Equity Release

Pembrokeshire Wealth Management

More Wealth Management

Roberts Boyt

Derwen Financial Planning

R J Financial Planning

Steven Rees Wealth Management

Sturgess Mortgage Solutions

The Mortgage Hub

Advice Rooms

Philip J Milton & Company Plc

Town & Country Financial Advisers

Andy Pearce Independent Financial Adviser

Allchurch & Co.

Ward & Co Chartered Accountants

Business Finance Direct

Sterling Welsh Independent Financial Advisers

Eclipse Financial Solutions

Cilbenrick

Green Castle Financial Planning

Eatly Wealth Management

Retirement Planning and Investment Management Services in Milford Haven Cost Estimates

Why these companies made our list

Wealth Management Advisors near Milford Haven

Popular in Milford Haven