Best Financial Advisors in Newmarket

The highest-rated Financial Planning & Wealth Management companies out of 41 vetted & reviewed in the Newmarket area.

NKT Financial Solutions

NKT Financial Solutions

(12)
Savings & Investments, Protect What Matters, Retirement Planning
“I have been with NKT since it started trading and I agree with the previous review, a class team sound knowledge and great guidance. Here's one person happy that his retirement planning is in safe hands!”
Transparent Fees & Pricing
Free Initial Consultation
The Guineas, Suite 4-5, Rookery, Newmarket CB8 8EQ
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Streets Chartered Accountants

Streets Chartered Accountants

“Streets are definitely our “Go to” about some of the complexities involved with Academy finances. This has been particularly useful for us during our growth phase. We always receive any information that we request in a timely fashion. I would recomme...”
Remote Consultations Available
Lushington House, 119 High St, Newmarket CB8 9AE
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Thomas & Young Wealth Management

Thomas & Young Wealth Management

(8)
  • Advisor
  • Needs
  • Sound
“I've been seeing an advisor at Thomas and Young for the last couple of years . The knowledge and advice regarding my finances has been excellent and honest. A very trustworthy and reassuring firm who I would recommend to anyone .”
In Business Since 2014
Risby Business Park, Newmarket Rd, Risby, Bury Saint Edmunds IP28 6RD
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Green Rose Financial Services

Green Rose Financial Services

“Independent Financial Advice Welcome to Green Rose Financial Services, located centrally between Bury St Edmunds and Newmarket, Suffolk. We offer bespoke personal financial advice specialising in investment and retirement planning.”
Bury Rd, Wickham Street, Newmarket CB8 8PD
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Abbeygate Wealth Management

Abbeygate Wealth Management

(1)
Personal Cash and Borrowing, Investments, Business Strategy
“Fantastic, friendly service offering professional advice to help me make the most out of my investments. Really reassuring during these uncertain times - highly recommend!”
20+ Years Experience
Abbeygate House, 88/89 Whiting St, Bury Saint Edmunds IP33 1NX
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Nicholas Cliffe & Co

Nicholas Cliffe & Co

(4)
Business Accounting, Personal Accounting
“I have used Nicholas Cliffe & Co in Cambridge for a number of years now. I have always received a prompt efficient service, and I am very happy to stay with them for the foreseeable future. Thanks again”
Serving Newmarket Area
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A E Thomson

A E Thomson

(50)
Family Protection, Retirement, Mortgages
“We have used Jon for years!!! He makes everything clear and simple to understand. Jon has helped us to navigate every stage, from initially getting a mortgage to remortgaging stress free. He always has our best interests and thinks about our individu...”
In Business Since 2003
62B High St, Sutton, Ely CB6 2RA
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Dartington Wealth Management

Dartington Wealth Management

(49)
  • Mortgage Advisor
  • First Time Buyers
  • Conversation
“I would highly recommend the services of Dartington Wealth Management. Andrew Coury handled the transfer of our pensions, I was comfortable with the level of support and guidance provided. I have absolute confidence that should I have any questions ...”
Transparent Fees & Pricing
4 Clifton Ct, Cambridge CB1 7BN
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Churchgates

Churchgates

(50)
  • Meeting
  • Pension
  • Work
“Churchgates have looked after me wonderfully since I became their client over two years ago. My accountant Jo Haines always has time for my numerous enquiries and goes the extra mile to look after me. Service has been exemplary. I would strongly reco...”
16-18 Langton Pl, Bury Saint Edmunds IP33 1NE
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Tylers

Tylers

(45)
  • Landlord
  • Home
  • Tenancy
“I didn't know of Tylers before I recently used them but was impressed with their responsiveness & professionalism. I had a good experience overall & can definitely recommend the business & staff. Positive Professionalism”
In Business Since 1998
Transparent Fees & Pricing
104 Cherry Hinton Rd, Cambridge CB1 7AJ
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Amas Investments

Amas Investments

(49)
  • Property
  • Life Insurance
  • Call
“Extremely helpful and very thorough, every time it comes to renewing our mortgage they always provide the best advice and always get us the best rates possible. (They're also constantly on the look out for lower rates during the renewal process too) ...”
10 Brunel Business Ct, Bury Saint Edmunds IP32 7AJ
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Metritá Wealth Management

Metritá Wealth Management

(32)
Mortgages, Estate Planning, Business and Corporate Financial Planning
“We used Metrita Wealth Management for our recent remortgage, we worked with Lucinda, who was amazing, very informative, extremely helpful and good at communicating any updates to us, keeping us up to date with proceedings the whole time! Very happy ...”
Forbes Business Centre, 10 Kempson Way, Bury Saint Edmunds IP32 7AR
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Cklg Accountants & Chartered Tax Advisers

Cklg Accountants & Chartered Tax Advisers

(8)
Inheritance Tax Planning, Residence & Domicile, Capital Gains Tax
“This company has been wonderful to me in many ways! Incredibly professional and helped me through my international financal situation I was struggling with. Would recommend them to other people when dealing with international finance and taxes.”
Transparent Fees & Pricing
Remote Consultations Available
Colliers Ln, Stow cum Quy, Cambridge CB25 9AU
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Camouse Financial Management Limited

Camouse Financial Management Limited

(15)
Long Term Care Planning, Client Portal, Investment
“We used the services of CamOuse to help in buying our first home and setting up our mortgage and we were extremely happy with all the advice and help we got. We spoke to Lee mostly, who was really great! Very insightful, very friendly and helpful, ve...”
Business Park, Unit 111 Lancaster Way, Ely CB6 3NX
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Idealistic Financial Services

Idealistic Financial Services

(23)
  • Products
  • Email
  • Professional
“Our journey with Idealistic Financial Services Ltd for securing a mortgage for our dream home was very smooth and stress free. We are extremely happy with their services I highly recommend this firm for anyone who is looking for a mortgage”
In Business Since 2020
Free Initial Consultation
Serving Newmarket Area
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Absolute Sense Independent Financial Advisers

Absolute Sense Independent Financial Advisers

(8)
Estate Planning, Mortgages, Employee Benefit Design
“Absolute sense were fabulous at helping me with my mortgage. Paul, Catherine and Theresa couldn't have been more helpful and knowledgable. Really approachable company, definitely recommend them to everybody!”
Transparent Fees & Pricing
24 Market St, Ely CB7 4LS
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St Edmundsbury Wealth Management

St Edmundsbury Wealth Management

(11)
Wealth Management, Business Protection, Financial Planning
“Have held two investments with St Edmunsbury wealth for some years now through Mr Ben Gierth who is always available and helpful. If you have money to invest do it through St Edmundsbury and know its in safe hands.”
Flempton House, The Stables, Bury St Edmunds IP28 6EG
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PEM Corporate Finance

PEM Corporate Finance

Business Valuation, Exit Strategy Planning, Selling a Business
“"PEM Corporate Finance have a very pragmatic approach; and being able to take their knowledge of valuation into the negotiation was invaluable. There was a real intensity of support from them, and the desire to see the deal done in our best interests...”
In Business Since 2002
Coupons & Offers
Transparent Fees & Pricing
House 3, Salisbury Villas, Station Rd, Cambridge CB1 2LA
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Staffords Accountants Limited

Staffords Accountants Limited

(3)
“Have worked with Matthew and the team at Staffords for many years, I have no hestiaiton in recommending them and that they will provide a very full and professional service.”
In Business Since 1996
Free Initial Consultation
Transparent Fees & Pricing
Camboro Business Park, Unit 1 Cambridge House, Oakington Rd, Girton, Cambridge CB3 0QH
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Seago & Stopps

Seago & Stopps

(4)
Construction Industry, Corporate Finance, Payroll and CIS Administration
“We have changed our Accountants to Andy Stopps at Seago & Stopps, due to our last accountant not being accurate with our accounts and payroll. What a difference speaking to an expert in his field is, with precise answers and knowledge to help ensure ...”
Serving Newmarket Area
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Spiritus Wealth

Spiritus Wealth

(3)
  • Decisions
“I have found both Joe and Richard to be very knowledgable in their field. They clearly have an abundance of relevant experience and as a result are excellent at distilling complicated information into a very understandable format to enable effective ...”
Transparent Fees & Pricing
Nine, Hills Rd, Cambridge CB2 1GE
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Jacobs Allen

Jacobs Allen

(13)
Accounting Services, Business Management, Corporate Finance
“I rang last week and was given absolutely fantastic advice from Keith about which way I needed to go with regards to registering my new business. Business partnership here we come. 5star service.”
XERO Certified
59 Abbeygate St, Bury Saint Edmunds IP33 1LB
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Fletcher Thompson Chartered Accountants

Fletcher Thompson Chartered Accountants

(6)
I’m an Individual, Fee Protection Service, I’m Established
“I'm delighted that I swapped to Fletcher Thompson. Kathryn and her team have been supporting me, and my businesses for quite a few years now. There are many things that I value about Kathryn, her business and her team. Kathryn is accessible; she'l...”
Transparent Fees & Pricing
Serving Newmarket Area
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Matrix Financial Limited

Matrix Financial Limited

(2)
“I have been using Matrix Financial for many years now and have always received sound, friendly and professional advice. Unlike some financial advisers I have used in the past, Kelvin Summers and his team do not wait for an annual review before reacti...”
2 Cobble Yard, Napier St, Cambridge CB1 1HP
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Retirement Planning and Investment Management Services in Newmarket Cost Estimates

Minimum cost
£1177
Maximum cost
£9996
National Average
£3528
Avg Per Hour Rates
£354
£2353
£6468
Fair price range is based on 482 cost profiles
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Average Cost £3528
Minimum cost £1177
Maximum cost £9996
Avg Per Hour Rates £354

Fair range $2353 to $6468 is based on 482 cost profiles.

Why these companies made our list

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