Northam

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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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The Mortgage Hub

The Mortgage Hub

(22)
  • 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...”
Transparent Fees & Pricing
Serving Northam Area
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Advice Rooms

Advice Rooms

(21)
  • 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...”
100 High St, Barnstaple EX31 1HR
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Philip J Milton & Company Plc

Philip J Milton & Company Plc

(9)
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...”
In Business Since 1999
Choweree House, 21 Boutport St, Barnstaple EX31 1RP
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Town & Country Financial Advisers

Town & Country Financial Advisers

(3)
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.”
Serving Northam Area
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Andy Pearce Independent Financial Adviser

Andy Pearce Independent Financial Adviser

(6)
“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...”
Serving Northam Area
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Ward & Co Chartered Accountants

Ward & Co Chartered Accountants

(1)
Audit, Estate & Succession Planning, Personal & Corporate Tax Advisory
“Excellent service”
West Penhill Farm, Penhill Bungalow, Fremington, Barnstaple EX31 2NG
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Eclipse Financial Solutions

Eclipse Financial Solutions

(2)
“Efficient along with good advice.”
Serving Northam Area
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A Finance

A Finance

(19)
  • 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...”
Penzmead Station Road, Taunton, GB, TA4 1LD
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Peter Peter & Wright

Peter Peter & Wright

(10)
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.”
Transparent Fees & Pricing
Serving Northam Area
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Little Pebbles Financial Solutions

Little Pebbles Financial Solutions

Family Business
25+ Years Experience
Serving Northam Area
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Scott Financial Planning Limited

Scott Financial Planning Limited

Corporate Client Services, Private Client Services
38+ Years Experience
Serving Northam Area
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Ian Tucker Financial Adviser

Ian Tucker Financial Adviser

Serving Northam Area
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My Home Equity Release

My Home Equity Release

(5)
“Really lovely man very knowledgeable not pushy ells you as it is, would Highly recommended him. An asset to his company.”
Coupons & Offers
In Business Since 2021
Serving Northam Area
Featured

I'm a member of the Equity Release Council - "When considering an equity release plan we recommend customers talk to a specialist member of the Equity Release Council. All of our members have agreed to abide by the Council rules and have signed up to the Statement of Principles."...

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Tuckers Legal & Financial Services

Tuckers Legal & Financial Services

(6)
  • 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...”
30+ Years Experience
Serving Northam Area
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Moor Independent Financial Advisers

Moor Independent Financial Advisers

(4)
  • 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...”
Serving Northam Area
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KD Financial

KD Financial

Serving Northam Area
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Abacus Assurance

Abacus Assurance

(50)
  • 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...”
Free Initial Consultation
Serving Northam Area
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Thorne Segar

Thorne Segar

(45)
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...”
Transparent Fees & Pricing
125+ Years Experience
Serving Northam Area
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Premier Financial Planning

Premier Financial Planning

(41)
  • 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 ...”
40+ Years Experience
1b Station Rd, Pinhoe, Exeter EX1 3SA
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Maskery Wealth Management

Maskery Wealth Management

(50)
  • 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...”
In Business Since 2016
Serving Northam Area
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W & P Financial Planning

W & P Financial Planning

(23)
Mortgages, Wealth Management, Financial Planning
“Andrew and team at W&P Ltd are brilliant - always attentive when you need them and have options with all the lenders to suit your personal circumstances. Andrew has helped us buy our first two properties and we have recommended to family members too.”
19 Southernhay W, Exeter EX1 1PJ
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Kirks Insolvency - Exeter

Kirks Insolvency - Exeter

(16)
Bankruptcy, Members’ Voluntary Liquidation, Administration
“I had instructed Kirks to deal with the liquidation of my company. Based on personal research they were the best in terms of giving me access to the most amount of funds in the quickest manner with reasonable costs. All in all I definitely made the r...”
Transparent Fees & Pricing
5 Barnfield Cres, Exeter EX1 1QT
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Kernow Financial Planning

Kernow Financial Planning

(28)
  • Rate
  • Mortgage
  • Insurances
“A big thank you to Paul at Kernow Financial Planning. Everything ran smoothly from the start. I would highly recommend giving them a call!! Positive Responsiveness, Quality, Professionalism, Value”
Serving Northam Area
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Lehmann Financial Management

Lehmann Financial Management

(32)
  • The Future
  • Interests
  • Sales
“I have been working Karl for over 6 years and have found him and his organisation to be one of the most professional businesses I have ever worked with. As my financial planner I trust Karl 100% to act in my best interest and I feel he gives me the t...”
Family Business
Serving Northam Area
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UK Law Guides

Retirement Planning and Investment Management Services in Northam Cost Estimates

Minimum cost
£1095
Maximum cost
£9302
National Average
£3283
Avg Per Hour Rates
£330
£2189
£6019
Average price range is based on 319 cost profiles
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Average Cost £3283
Minimum cost £1095
Maximum cost £9302
Avg Per Hour Rates £330

Average range £2189 to £6019 is based on 319 cost profiles.

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