Best Financial Advisors in Northam

“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...”

“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...”

“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...”

“Stephanie was very informative and pleasant to deal with. She came across as very professional and knowledgeable during my pension setup.”

“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...”

“Excellent service”

“Efficient along with good advice.”

“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...”

“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 ...”

“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.”

“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”

“I can not recommend Sharon Lightwood and WBW Solicitors high enough. We have just completed on a simple one property sale with no onward chain and first time buyer, which proved to be far more difficult than anticipated. But with Sharon's professio...”

“We have been clients of Magenta for 6/7 years and have always had face to face Annual reviews with Gretchen who along with her team of colleagues have always made us feel welcomed, relaxed and totally reassured of our finances. Magenta offer honest a...”

“First time buyer and had a fantastic experience with Tim. From start to finish he was helpful, answered all our questions, and regularly gave updates on the process. Will definitely be recommending Future Asset Management.”

“Petra and Martin are amazing! Martin worked really hard to get us a good mortgage deal at a time when rates kept changing, and Petra helped us set up better performing investments for our children's accounts. If you want financial advisers who not on...”