Best Financial Advisors in Northam
The highest-rated Financial Planning & Wealth Management companies out of 38 vetted & reviewed in the Northam area.
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Company & Commercial, Clinical Negligence, Financial Planning
“Wollens were fantastic with my house purchase. I have since gone on to use them for further work. The customer service was brilliant, pricing transparent and competitive and communication brilliant throughout. Would highly recommend.”
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The Mortgage Hub
- Property
- First Time Buyers
“Jason was ever so helpful, taking us through the whole process and willing to answer any questions we had. We are first time buyers, looking to start a new mortgage - Jason had a lot of patience, going back and forth, as the lender asked for differen...”
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Advice Rooms
- Policies
- Pension
- Financial Advice
“My husband and I emigrated from South Africa to the UK Dec 2023 to move closer to our children. What an exciting, but at the same time, stressful experience. We landed Dec 6th and needed financial advice (wills, life insurances, pensions, investments...”
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Swift Accounting and Bookkeeping Services
Annual Accounts & Financial Statements, Charities Accountancy, Outsourced Finance Department
“When I needed information on Accounting for my business, Kieran was the man. As a newly established business, the accounts can seem very daunting, but Kieran very kindly answered all my questions and helped me understand the processes involved. This ...”
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Philip J Milton & Company Plc
Documents, Discretionary Wealth Management, Will Writing & Executorship Service
“My wife and I have always been good savers, but about 13 yrs ago needed to get professional advice as we realised that our savings could do better invested in equities.
I had been reading a column in our local paper by Philip J Milton and was quit...”
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Town & Country Financial Advisers
Retirement Planning, Commercial Advice, Mortgage Advice
“Stephanie was very informative and pleasant to deal with. She came across as very professional and knowledgeable during my pension setup.”
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Andy Pearce Independent Financial Adviser
“Nearing retirement I needed sound professional help. Andy has been amazing. Clearly he has vast knowledge of the industry as well as a being a thoroughly nice guy. I would not hesitate to recommend him. Positive Responsiveness, Quality, Professionali...”
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Ward & Co Chartered Accountants
Audit, Estate & Succession Planning, Personal & Corporate Tax Advisory
“Excellent service”
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Eclipse Financial Solutions
“Efficient along with good advice.”
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A Finance
- Financial Advisor
- Pensions
- Happy
“Very knowledgeable and efficient. Trevor has looked after my pension for a few years now and I find him a pleasure to deal with and a great believer in the personal approach. Always happy to respond in a timely manner to any queries and clarify anyth...”
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Peter Peter & Wright
Family & Relationship Matters, Wills, Employment
“Mark Baily provided and excellent professional service. He kept us upto date throughout the house buying process and made what could of been a stressful situation very easy. I would highly recommend to anyone looking for a solicitor in conveyancing.”
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Little Pebbles Financial Solutions
“Richard Stone was recommended to me after seeing other financial advisers who did not provide longer term planning we were looking for. We found Richard very helpful giving us honest, trustworthy and realistic advice from the start. He would always t...”
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Scott Financial Planning Limited
Corporate Client Services, Private Client Services
“If you are seeking the services for unbiased, independent and professional advice for a specific issue or for a comprehensive financial plan, you will initially benefit from our experience in identifying problems and goals, identifying financial stra...”
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Ian Tucker Financial Adviser
“The financial service I have received for years by Mr Ian Tucker, his team and St. James's Place has been exceptional, honest, trustworthy and always looking out for my benefit first. I have never been misled or pressured and know my investments are ...”
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My Home Equity Release
“Really lovely man very knowledgeable not pushy ells you as it is, would
Highly recommended him. An asset to his company.”
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Tuckers Legal & Financial Services
- Insurance
- Mortgage
“John at Tuckers has seen us through our remortgage and also recommended a new life insurance policy that saved us money, stress and time. He is extremely knowledgeable, professional and friendly and the contact throughout has kept us informed at ever...”
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Moor Independent Financial Advisers
- Business
“Great personal service from Jonathan and team, took time to fully review, profile and understand our requirements before delivering solution. Will keep using for all our financial needs. A business you get the feeling of trust instantly! thanks Jonat...”
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KD Financial
“Our clients come from all walks of life, and some have worked with us for many years. What they all have in common is a desire to take control of their finances so that they can enjoy life now whilst planning for the future. Here is a selection of cl...”
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Thorne Segar
Probate & Administration of Estate, Commercial Property, Settlement Agreements
“My wife and I received a truly first class service in engaging Thorne Segar, in the persons of Iestyn Milton-Jenkins and Tina, to set up Power of Attorney for us. We really felt that they had our best interest at heart and valued us. Now that all h...”
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Hansford Bell Financial Planners
Cash Flow Planning, Later Life Lending, Financial Life Planning
“My partner and I are looking at getting our first mortgage so spoke to Emma Jones at Hansford Bell. We have been able to explain what we are hoping for and how we'd like to do it. Emma has been excellent, she has given us advice and information that ...”
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Four Stages Finance
- Mortgage
“Absolutely amazing customer service from Stuart and Simon. Could not have asked for more!
They made the whole process of applying for a mortgage so easy. They really took time to explain every step and answered myself and my partner's 101 question...”
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Abacus Assurance
- Efficient
- Information
- Knowledge
“Jeremy has provided exceptional service and helping us to secure a mortgage for our new house, it's been a complicated case but Jeremy has worked tirelessly, he's always very responsive to emails and explains things in a very clear way! Thanks for al...”
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Premier Financial Planning
- House
- Property
- Explain
“Really recommend PFP. Really grateful to have Simon helping me with my first house purchase. He is professional and personable. He was really nice and patient to answer all my questions, which is a lot of them as a first time buyer, and he made the ...”
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Maskery Wealth Management
- Pension
- Interests
- Home
“Have been dealing with Steve who has been extremely patient and professional. Taken time to establish my requirements and explain the options in easy to understand language.
Pensions now sorted and working on isa"s and savings investments.
Very imp...”
Retirement Planning and Investment Management Services in Northam Cost Estimates
Why these companies made our list
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