Best Financial Advisors in Northam

The highest-rated Financial Planning & Wealth Management companies out of 38 vetted & reviewed in the Northam area.

Swift Accounting and Bookkeeping Services

Swift Accounting and Bookkeeping Services

(12)
Bookkeeping & VAT Submissions, Other Accountancy Services, Annual Accounts & Financial Statements
“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 ...”
Transparent Fees & Pricing
Serving Northam Area
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Irvine Financial Services

Irvine Financial Services

(1)
“I have been a client of Irvine Financial Services for 30 years. I have always found both Glen and Craig to be very professional and helpful, whether it be insurance, pension advice or savings. I would have no hesitation in recommended them.”
Offers Financing Options
Serving Northam Area
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Peter Peter & Wright

Peter Peter & Wright

(8)
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
In Business Since 1996
Serving Northam Area
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Town & Country Financial Advisers

Town & Country Financial Advisers

(4)
Retirement Planning, Commercial Advice, Investments
“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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A Finance

A Finance

(20)
  • Reliable
  • Pensions
“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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Andy Pearce Independent Financial Adviser

Andy Pearce Independent Financial Adviser

(6)
“Andy Pearce has looked after my financial affairs fro a number of years, and has always given excellent advice. The results year on year are always as good as i could hope for. I recommend him without hesitation.”
Serving Northam Area
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Martin Hammett Associates

Martin Hammett Associates

(1)
Market Data, Calculators, Research Links
“Excellent financial and mortgage advice and support, highly recommend”
Serving Northam Area
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Eclipse Financial Solutions

Eclipse Financial Solutions

(2)
“Efficient along with good advice.”
14+ Years Experience
Serving Northam Area
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The Mortgage Hub

The Mortgage Hub

(4)
“Very helpful with organising and arranging my mortgage for a new build purchase, helped me find a lender offering me 30% more than the lender I had found myself. Well worth it!!”
Serving Northam Area
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Little Pebbles Financial Solutions

Little Pebbles Financial Solutions

“If you're unsure who to trust with your finances, Richard Stone is your man. He sits at the centre of a very experienced , committed and energetic team. Over recent years we have found him both willing and able to understand and explain the issues to...”
25+ Years Experience
Serving Northam Area
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Morris Shapland Financial Services

Morris Shapland Financial Services

(7)
“Sophie at Morris Shapland was recommended to us by our estate agent when purchasing our new home, and we were so pleased we asked Sophie to sort our new mortgage. She is super friendly, professional, down to earth, and her customer service is second...”
Serving Northam Area
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Alex Seaford Financial Advisor

Alex Seaford Financial Advisor

(2)
“Good honest financial advice, no pressure.”
Serving Northam Area
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Ian Tucker Financial Adviser

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 ...”
Serving Northam Area
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Scott Financial Planning Limited

Scott Financial Planning Limited

Serving Northam Area
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Tucker's Legal & Financial Services

Tucker's Legal & Financial Services

“Tuckers Legal & Financial Serviceshas over 30 years experience of providing expert advice to people and businesses throughout Devon and Somerset. We offer professional, friendly and approachable team of advisers, whose aim is to provide a first-class...”
30+ Years Experience
Serving Northam Area
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KD Financial

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...”
Serving Northam Area
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My Home Equity Release

My Home Equity Release

“If you are considering releasing equity from your home you should seek independent advice, which is where I can help. I am more than happy to chat to you about equity release and lifetime mortgages at no cost to you. In fact, if equity release is sui...”
In Business Since 2021
Serving Northam Area
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Future Asset Management

Future Asset Management

(21)
Investments, Pensions, Retirement Planning
“Great company! Excellent customer service. Really friendly and helpful. Nothing was too much trouble for Tim. Any questions or concerns were answered and resolved quickly. I would definitely recommend this company.”
In Business Since 2004
Serving Northam Area
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Hansford Bell Financial Planners

Hansford Bell Financial Planners

(6)
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 ...”
Free Initial Consultation
Transparent Fees & Pricing
Serving Northam Area
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Chilcotts Law

Chilcotts Law

(8)
Commercial Property, Lasting Power of Attorney, Employment Law
“I can thoroughly recommend Adam Jewels at Chilcotts Law for all conveyancing matters.Excellent attention to detail,highly efficient,clear and timely communication,friendly and always responsive,nothing was too much trouble to Adam.A five star servic...”
Transparent Fees & Pricing
In Business Since 2016
Serving Northam Area
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Profecto Financial Services

Profecto Financial Services

(4)
Financial Planning, Taxation, Business Protection
“Excellent friendly service with a broad knowledge of investment products. Petra and Martin were both helpful and thorough in providing us with the investment and pension advice we needed. Highly recommended.”
In Business Since 2016
kings wharf, The Generator Quay House The Gallery, The Quay, Exeter EX2 4AN
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Rodney Spiller Wealth Management

Rodney Spiller Wealth Management

(7)
  • Team
“I have been using Rodley for all my investment needs for several years. He has helped me save towards and managed me through retirement. He and his team are always professional, available and respond quickly to any request. Quality service is often l...”
59 Fore St, Topsham, Exeter EX3 0HL
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W & P Financial Planning

W & P Financial Planning

(1)
Protection, Wealth Management, Financial Planning
“Andrew is just simply amazing ! Helped us out from start to end .. always available .. always willing to help ! Highly recommended !! Thank you”
19 Southernhay W, Exeter EX1 1PJ
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Seabrook Clark

Seabrook Clark

(2)
“Matthew at his team at Seabrook are extremely helpful, knowledgeable and professional. Always a pleasure to deal with and we look forward to doing more business with them in the future.”
Exeter Golf & Country Club Ltd, The Greenkeepers Cottage, Topsham Rd, Exeter EX2 7AE
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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.

Why these companies made our list

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