Best Financial Advisors in Newquay

The highest-rated Financial Planning & Wealth Management companies out of 63 vetted & reviewed in the Newquay area.

Newquay Mortgage & Pensions

Newquay Mortgage & Pensions

(18)
Investments, Mortgages, Pensions
“Laura was brilliant. We were recommended this company by a friend due to the particulars of our current mortgage and property. Laura and the company were swift, knowledgeable and really friendly. We will definitely use them again when we remortgage i...”
25+ Years Experience
8 Chester Rd, Newquay TR7 2RX
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Tracy Wood Independent Financial Adviser

Tracy Wood Independent Financial Adviser

(12)
Corporate, Private, Professional
“Tracy is brilliant. She has sorted out our mortgage, insurance and savings. We had one failed house sale and one successful one. She was always there to help and gave clear instructions on what to do. She is just a pleasure to work with.”
In Business Since 2012
Transparent Fees & Pricing
Nansledan, Newquay TR8 4RS
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Financialadvice.net Newquay

Financialadvice.net Newquay

(2)
“This is the best advice told in plain English with a service to match. A real five star service!”
Free Initial Consultation
In Business Since 1997
Transparent Fees & Pricing
1 Stret Constantine, Newquay TR7 1GH
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Themis Wealth Management

Themis Wealth Management

(1)
Cash Flow Modelling, Tax Planning, Protection Planning
“A really helpful and understanding approach to Financial Management. Easy to talk to, very supportive, and it doesn't matter if you don't know know what you're talking about as Kate and the team really know their stuff. Felt more like a family catc...”
In Business Since 2019
Transparent Fees & Pricing
Starling Barn Fiddlers Green Tregunnel Hill, St Newlyn East, Newquay TR8 5NJ
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Karrek Financial Management

Karrek Financial Management

(2)
Mortgage Advice, Pension Advice, Investment Advice
“Just to say we have just had a consultation meeting with Jeremy Martin and not only has his advice been well researched, up to date and dare I say "on the money". The meeting was business like and at the same time a real pleasure. We wish him and you...”
In Business Since 2005
9 Hilgrove Rd, Newquay TR7 2QY
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Cornwall Finance & Investment Services

Cornwall Finance & Investment Services

“We are regulated and authorised by the Financial Conduct Authority (FCA) to provide financial advice to clients throughout the UK Fully qualified Independent Financial Advisers, (IFA), not tied to any bank, building society, or insurance company, or ...”
In Business Since 2009
Free Initial Consultation
Harlyn House, 13 Bonython Rd, Newquay TR7 3AW
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Carlton Smith Private Wealth

Carlton Smith Private Wealth

(1)
“Nic and his team really do care about your future and what YOU want to achieve. I trust him massively.”
Summercourt, Chytane Farm, Newquay TR8 5BW
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Newquay Insurance Solutions

Newquay Insurance Solutions

Private Client Services, Overview, Services For Business
“PSP Group is a trading style of PSP Insurance and Financial Solutions Ltd which is authorised and regulated by the Financial Conduct Authority under register number 303461 for Insurance Distribution activities and as a Credit Broker, and does not cha...”
In Business Since 2017
6 Crantock St, Newquay TR7 1JS
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Strategy Wealth

Strategy Wealth

(8)
  • Financial Advisor
“David Ellicott has been the financial advisor for my wife and I for many years now. I am very pleased with all the advice that he gives us, and would be happy to recommend David to anyone looking for a financial advisor.”
Coupons & Offers
Serving Newquay Area
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Watson French

Watson French

(2)
Wealth Management, Chartered Financial Planning, Investment Management
“Chris at Watson French has been helping me with my investment needs in the UK for about 6 years now, and I have been very impressed with his excellent customer service. He really goes out of his way to make sure I have all the information I need each...”
74, 75 Lemon St, Truro TR1 2PN
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Atkins Ferrie Wealth Management

Atkins Ferrie Wealth Management

(1)
Care Fees Planning, Privacy, Pensions
“Very professional and immensely helpful meeting with James Currie at the Helston Offices yesterday. Would recommend without hesitation. BM”
Transparent Fees & Pricing
Serving Newquay Area
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Mortgage Advice Center

Mortgage Advice Center

(50)
  • Phone
  • The Future
  • First Time Buyer
“Fantastic and really helpful! I remortgaged and Ryan was able to get a cheaper rate and was happy to answer any questions I had along the way. Thanks so much!!!”
5+ Years Experience
Godolphin House, 7-8 Cathedral Ln, Truro TR1 2QS
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Horizon Independent Financial Planning

Horizon Independent Financial Planning

(50)
Inheritance Tax Planning, Savings & Investing, Pensions & Retirement
“Well if I Could give Darren more stars I would,absolute great service and very proffesional, very quick turn around on a morgage application, highly recommended, Thanks Darren”
In Business Since 2016
18 Castle St, Truro TR1 3AF
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Premier Financial Planning

Premier Financial Planning

(32)
Pension Options, Mortgages, Protection
“Excellent service. Great personal touch. Even came to our home and helped us out with the technicalities of a complicated application process. First rate perfomance on every level!”
Free Initial Consultation
In Business Since 2008
Transparent Fees & Pricing
Serving Newquay Area
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Paddle & Cocks

Paddle & Cocks

(23)
Business Services, International Services, Pricing For Employment Tribunal Claims
“Had some employment law questions checked over by Hifsa O'Kelly. I can't speak highly enough of her awesome turn around time and the time taken to explain things and answers subsequent questions. By checking before I act and getting good advice wil...”
Transparent Fees & Pricing
charles house, 18-21 Charles St, Truro TR1 2PQ
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Hive Business

Hive Business

(31)
  • Owner
  • Efficient
  • Planning
“Very efficient, honest and reliable accountancy team. Nothing is too much trouble and they always embrace the latest technology to make your business run as smoothly as possible.”
Serving Newquay Area
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Braemuir Corporate Limited

Braemuir Corporate Limited

(2)
Real Estate, Forex Trading, Cryptocurrency Investments
“I truly have a lot to say about this company but I will cut the whole story short. Thank you Braemuir Corporate for helping me repay my $50,000 debt. Am dept free because of you guys. Thank you. Best thing to happen to me.”
In Business Since 2020
Chynoweth House, Blackwater, Truro TR4 8UN
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Jessica Chantler Quilter Financial Advisers

Jessica Chantler Quilter Financial Advisers

(6)
“I can't recommend Jess enough! As someone that finds even the thought of financial planning stressful Jess put me at ease and explained everything clearly and calmly. I wouldn't hesitate to use her services again in the future.”
In Business Since 1995
Tre-Ru House, The Leats, Truro TR1 3AG
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My Bailiff Advice

My Bailiff Advice

(15)
  • Bailiffs
  • Debt
“Went for advice on an issue I was having with 2 hours I was at ease and for the first time in weeks could finally open my curtains without worrying who was outide. Thanks again for all your help”
H, Fiveways Workshops, Tubbon Hill, Ponsanooth, Truro TR3 7JQ
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Starr Financial Planning

Starr Financial Planning

(1)
Insurance, Life Assurance, Wealth Management
“Welcome Adam to our network of small businesses both here at Richmond House and in Old Bakery Studios. We are very pleased you've joined us.”
In Business Since 2012
Richmond House, 37 Edward St, Truro TR1 3AJ
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Coast to Coast Financial Planning Services Limited

Coast to Coast Financial Planning Services Limited

(1)
Long Term Care Planning, Retirement Planning, Equity Release
“Andrew was very patient with me when deciding on a mortage product and explained all the steps very clearly and spent time researching the options that would suit my circumstances . highly recommended - no pressure or hard sell tactics”
9 Frances St, Truro TR1 3DN
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Bishop Peter A Mortgage Services

Bishop Peter A Mortgage Services

(1)
“I've have used Peter A Bishop Mortgages (Tristan) for many years and I can highly recommend. We save significant amounts of money each time and the process is always smooth.”
In Business Since 2014
Family Business
Serving Newquay Area
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Worldwide Financial Planning

Worldwide Financial Planning

(2)
“Cant say enough good things about this service. Needed a mortgage quite quickly due to circumstances. Richard Groves handled it all professionally and promptly and this included having to change my mortgage company half way through due to an issue ...”
In Business Since 2004
Heron House, Newham Rd, Truro TR1 2DP
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The Financial Advice Centre

The Financial Advice Centre

(1)
“Cost not lots”
Serving Newquay Area
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Retirement Planning and Investment Management Services in Newquay Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Typical price range is based on 454 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Typical range $2007 to $5519 is based on 454 cost profiles.

Why these companies made our list

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