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

(19)
Investments, Mortgages, Pensions
“I couldn't recommend these guys enough. I've been using them for nearly 15 years and they have been professional, understanding and helpful from day one.”
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 offered us sound advice and guidance regarding a mortgage request. Importantly, she ensured that she maintained excellent communication with us throughout the whole process, keeping a positive outlook consistently. We will definitely use her ...”
Transparent Fees & Pricing
Serving Newquay Area
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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

(3)
Mortgage Advice, Pension Advice, Investment Advice
“Helpful advice”
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 ...”
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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Mortgage Advice Center

Mortgage Advice Center

(50)
  • Phone
  • The Future
  • First Time Buyer
“Ryan has been great throughout our mortgage application. Always keeps in touch and easy to deal with. Definitely would recommend to anyone needing help and advice.”
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
“The second time I've used Darren at Horizon and for good reason. Excellent friendly service without being patronising, really helpful and with prompt communication. I would recommend to anyone.”
18 Castle St, Truro TR1 3AF
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Premier Financial Planning

Premier Financial Planning

(38)
Pension Options, Mortgages, Protection
“Simon at PFP sorted our mortgages on a new purchase, rental of our current property and new insurance policies. He was very personable, communicative and made the whole process very easy for us. We'll use him for any future work and highly recommende...”
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
“Worked with Penny on numerous projects and have recommended her to anyone I know who is in need of legal help. Can't rate Paddle & Cocks highly enough!”
Transparent Fees & Pricing
charles house, 18-21 Charles St, Truro TR1 2PQ
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Hive Business

Hive Business

(36)
  • Planning
  • Partner
  • Owner
“Ross, Dan, Simon and the rest of the team are very professional and their independent advice on how to grow your dental business has seemingly neverending utility.”
Serving Newquay Area
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Strategy Wealth

Strategy Wealth

(11)
  • Pension
  • Advice
“David Ellicott has helped us tremendously with our finances, he has guided us and made complicated issues clear. In my opinion David is completely honest and trustworthy and I have no hesitation in recommending him to others”
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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Jessica Chantler Quilter Financial Advisers

Jessica Chantler Quilter Financial Advisers

(6)
  • Pension
  • Knowledge
“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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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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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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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.”
Family Business
Serving Newquay Area
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My Bailiff Advice

My Bailiff Advice

(15)
  • Spoke
  • 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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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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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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Brooks Financial Planning Limited

Brooks Financial Planning Limited

(8)
  • Investments
  • Team
“Peter and his team have looked after my investments for some years and I've always found their service to be highly professional but equally importantly, personable and very much engaged in what my priorities are. And it is nice to have such a talent...”
Arghans House, Green Court, Truro Business Park, Threemilestone, Truro TR4 9LF
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Atlantic Coast Associates

Atlantic Coast Associates

(1)
“Very helpful and friendly”
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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