View Profile

Signal Financial Services

(1)

“I can't recommend Tim highly enough - he's a wonderful broker. Honest, great communication & very supportive through out the whole process. Tim is a rare find in 2022 Britain - if you're looking for good financial advice you honestly need to look no ...”

i

View Profile

Concise Wealth Management

Pension & Retirement Planning, Savings & Investments, Protection

“Independent financial advisers are able to select the correct product for client's from the entire market. This means that we can recommend any product from any company provided it suits the client's needs and objectives. With such a wide choice of c...”

i

View Profile

Connect Financial Consultancy

i

View Profile

Orestone Wealth Management

(21)

Information
Pension

“I've used Howard Financial for years and have now been introduced to their Pensions arm. What friendly and professional service it is. Great set up and was even able to sort via Zoom through the Pandemic. Excellent service, definitely recommend....”

i

View Profile

Four Stages Finance

(4)

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...”

i

View Profile

It IS Your Money

(49)

Packaged Bank Account Claim, Investment Claim, Endowment Claim

“AT all times, I felt the company was working in MY best interests, they made additional representations to check the validity of the final award offered. Very pleased with the service. Positive Professionalism”

i

View Profile

Charles Royle and Company

(50)

Informative
Business
Understanding

“Mr Williams was very helpfull and constructive and put together a package which suits our need now and in the future. I look forward to many years of business with Charles Royal.”

i

View Profile

Kitson Boyce

(42)

Landlord & Tenant, Insolvency, Commercial Property

“Absolutely excellent, hired them to sort out a tricky divorce and Gary Watson did a stellar job, he's also really funny. Charged as quoted, what more do you want?”

i

View Profile

South Devon Financial Planning ~ Chartered Financial Planners

(44)

Confidence
Family
Knowledge

“I have known Charlie for many years, and have had no hesitation in recommending him to my clients. He is professional and approachable. Geoff Date, Director, Geoffrey Date (Accountant) Ltd.”

i

View Profile

Neligan Financial

(39)

Information
Family
Advice

“Andrew is excellent. He is generous with his time, listens, and then explains options appropriate to you with any additional information you need to consider. Recommended. Thank you”

FAQs

Where are meetings held?

You are welcome to my home office in East Budleigh, Devon. I can also come to your home, office, or anywhere that is mutually convenient and appropriate.

Do I have to pay for an initial meeting?

The initial meeting is at my cost and without obligation to become a client. The purpose is for me to understand you and your priorities and, simultaneously, for you to understand more about how I work.

Are you an independent Financial Adviser?

Yes. Because we are independent, our obligation is to you and not the product provider. We strongly believe being independent helps us deliver the best outcomes for our clients.

Who are Best Practice and how do you work with them?

Best Practice are a network, of which Neligan Financial is an appointed representative. They provide compliance oversight, back office technology and a link between Neligan Financial and our regulator, the Financial Conduct Authority (FCA).

What do you charge for a financial plan?

We believe fees should be transparent, fair and charged in a way that is in the best interest of our clients. Fees are calculated based upon the value provided, the expertise required to provide the advice, the nature of the advice and the complexity involved. With that in mind, fees are calculated on a project basis so that you know upfront, exactly what you will be paying. Find out more about our fees here.

More info can be found on the FAQ page of our website.

i

View Profile

Ripley Wales Financial Planning

(31)

Advice
Research
Confidence

“Stephen has provided me and my business with financial services for many use, they include Critical Illness Cover, Pensions , and Financial investments. I'm always happy with the service provided.”

i

View Profile

Maskery Wealth Management

(50)

Interests
Sound
Pension

“Very friendly and professional. Lee took the time to explain everything in layman's terms which was so helpful to us.Would highly recommend this firm .”

i

View Profile

Bradleys Financial Management

(30)

Sales, New Homes, Customer Services

“Abbie F at the Exmouth Branch is so brilliant at communicating every detail and coming back to questions/queries so efficiently. Couldn't recommend her enough!”

i

View Profile

Maven Accountancy

(19)

Starting Your Own Business, Business Accounting, Tax

“Great service from Jacob and his Team. Always willing to answer questions and respond quickly when I need support or guidance. Thoroughly recommend.👍 …”

i

View Profile

Clearwater Financial Planning

(24)

Business Protection, Taxation, Financial Planning

“Trevor was amazing, even with the solicitor delaying things all the way through, Trevor was on top of it and reassuringly calm the whole way through to the compilation of my mortgage.”

i

View Profile

Lehmann Financial Management

(32)

Interests
Business
The Future

“Karl Lehmann has been my friend and financial advisor for many years, especially since I retired in 2010. His recommendations and advice have been excellent giving me consistently high returns on my investments. I can highly recommend his services wi...”

i

View Profile

WBW Solicitors and Chartered Financial Planners

(14)

Understanding
Sale
Communicate

“Sharon ably assisted me with the probate sale of a flat in Exmouth. She was responsive, knowledgeable and efficient. Her professionalism, advice and understanding were much appreciated. Highly recommended.”

i

View Profile

Personal Asset Management - Independent Financial Advisors

(15)

Confidence
Mortgage
First Time Buyers

“Ian and and his team have been looking after our family's finances since 1985. With his help we have weathered every storm and have every confidence that they will continue to do so Positive Responsiveness, Quality, Professionalism, Value”

i

View Profile

The Pension Drawdown Company

(8)

Inheritance Tax & Estate Planning, Protection Planning, Financial Planning

“These guys have been looking after my financial interests for about 10 years now and have done an absolutely fantastic job, even thru crashes and lows they have delivered incredible results. Can't speak highly enough about them. Keep up the great wor...”

i

View Profile

Armitage Wealth

(19)

Knowledge
Mortgage
Expertise

“I consulted with Chloe about remortgaging our current home and I cannot recommend her and everyone at Armitage Wealth enough! Their knowledge and expertise is top tier and I'm so grateful to them for helping us find the best options. Thank you team.”

i

View Profile

JBM Wealth Management

(3)

Mother

“Contactd JBM for advice on investing lump sum to cover nursing home fees for my mother.The response was quick,comprehensive and relevant,delivered in a helpful and realistic manner.Would recommend to others going through same process. Jeff Russell”

i

View Profile

Headland Finance

(2)

“Professional, knowledgeable, courteous and very helpful - Thank you Andrew & Team”

i

View Profile

TS Partners

(3)

Financial Planning, Digital Solutions, Tax Services

“I would highly recommend Malt Accountants. A professional and caring team. Thanks for all your hard work.”

i

View Profile

Thompson Jenner

(2)

Services For Individuals, Services For Business

“Found this accountancy firm a couple years ago and just wish we found them sooner, they are very professional, knowledgeable and more importantly helpful in all they do, nothing but praise for them.”

i

Average Cost	£3658
Minimum cost	£1220
Maximum cost	£10363
Avg Per Hour Rates	£367

Best Financial Advisors in Paignton

The highest-rated Financial Planning & Wealth Management companies out of 64 vetted & reviewed in the Paignton area.

Signal Financial Services

Concise Wealth Management

Connect Financial Consultancy

Orestone Wealth Management

Four Stages Finance

It IS Your Money

Charles Royle and Company

Kitson Boyce

South Devon Financial Planning ~ Chartered Financial Planners

Neligan Financial

Ripley Wales Financial Planning

Maskery Wealth Management

Bradleys Financial Management

Maven Accountancy

Clearwater Financial Planning

Lehmann Financial Management

WBW Solicitors and Chartered Financial Planners

Personal Asset Management - Independent Financial Advisors

The Pension Drawdown Company

Armitage Wealth

JBM Wealth Management

Headland Finance

TS Partners

Thompson Jenner

Retirement Planning and Investment Management Services in Paignton Cost Estimates

Why these companies made our list

Wealth Management Advisors near Paignton

Popular in Paignton