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Best Financial Advisors in Paignton

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

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Signal Financial Services

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 ...”
In Business Since 2006
1 Freshwater Dr, Paignton TQ4 7SB
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Concise Wealth Management

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...”
In Business Since 2012
Withycombe Lodge, 123 Torquay Rd, Paignton TQ3 2SG
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Connect Financial Consultancy

Connect Financial Consultancy

“Connect Financial Consultancy is an Appointed Representative of Quilter Financial Planning Solutions Limited, which is authorised and regulated by the Financial Conduct Authority. Registered as a Limited Company in England and Wales No. 3276760. Regi...”
23 Sandown Rd, Paignton TQ4 7RL
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Wollens

Wollens

(21)
Accident & Personal Injury, Family Law, Wills, Probate & Mental Capacity
“I cannot describe how happy I am with this service in buying our first property. Jodie from the Exeter branch has been incredible. The service has been very swift and they have been informative and professional throughout. I cannot praise them enough...”
Serving Paignton Area
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The Pension Drawdown Company

The Pension Drawdown Company

(8)
“Very helpful and informative. When I first got in contact I didn't know about or even understand pension drawdown. However, the advisors on the phone are very easy to talk to and explained everything to me in great detail and in such a way that I und...”
Serving Paignton Area
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South Devon Financial Planning ~ Chartered Financial Planner

South Devon Financial Planning ~ Chartered Financial Planner

(30)
  • Family
  • Knowledge
  • Pension
“We have dealt with Charlie for approx 15 years , we have always found his advice to be helpful and informed and are confident with him dealing with our affairs .”
Transparent Fees & Pricing
Serving Paignton Area
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It IS Your Money

It IS Your Money

(30)
Packaged Bank Account Claim, Investment Claim, Endowment Claim
“Professional and maintained personal contact with me at every stage to give a pleasantly surprising amount of compensation. Thank you to all who handled my claim.”
Serving Paignton Area
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Neligan Financial

Neligan Financial

(30)
  • Number
  • Family
  • Investments
“Mr Neligan has been very helpful, understanding and patient with my lack of knowledge on the subject of investments. He has answered all my questions and explained everything with clarity and expertise.”
Transparent Fees & Pricing
Serving Paignton Area
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.
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Ripley Wales Financial Planning

Ripley Wales Financial Planning

(28)
  • Confidence
  • Pension
  • Portfolio
“Stephen has looked after my investments for over 10 years and has always offered helpful and informative advice. He gives a personal service and I would thoroughly recommend his services”
In Business Since 2010
Serving Paignton Area
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Kitsons Solicitors Torquay

Kitsons Solicitors Torquay

(17)
Personal Services, Business Services
“Fast, professional service. Had a great experience as a first time buyer, all questions answered and made an easy process. Amy was a great help to us and very efficient. Would recommend.”
Transparent Fees & Pricing
Serving Paignton Area
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Lehmann Financial Management

Lehmann Financial Management

(30)
  • Return
  • Knowledge
  • Life
“Excellent, a completely different approach to financial planning. Not focused on product sales, but identifying our aspirations and then ensuring we have suitable products in place to achieve those goals. If only all financial planning was this great...”
Family Business
Serving Paignton Area
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Myers Financial Consultancy

Myers Financial Consultancy

(20)
  • Company
  • Mortgage
  • Family
“Katie is an excellent Broker. She is responsive, friendly and professional - honestly a pleasure to work with and really on the ball with chasing the lender and the solicitors. Couldn't recommend Myers any more!”
Serving Paignton Area
Featured

Having life insurance is great, having the right type of insurance is vital. nnMake sure you understand exactly what you’re covered for, and how this would work for you and your family, should you need to make a claim. nn...

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Personal Asset Management - Independent Financial Advisors

Personal Asset Management - Independent Financial Advisors

(11)
  • Confidence
  • Mortgage
“Ollie was my mortgage broker and has been so professional, conscientious and thorough throughout. Friendly, responsive service with great advice. Thank you so much!”
40+ Years Experience
3 Fore St, Kingskerswell, Newton Abbot TQ12 5HT
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Maskery Wealth Management

Maskery Wealth Management

(30)
  • Sound
  • Investments
  • Pension
“I have met with Lee several times - he is very informative, I now understand more about pensions than ever before. His advice is professional and informed and was based completely on my needs and risk level.”
In Business Since 2016
Serving Paignton Area
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Clearwater Financial Planning

Clearwater Financial Planning

(11)
- Pensions, - Mortgages, - Protection
“As a family we have dealt with Clearwater for many years, would not use anyone else. Friendly, solid no pressure advice. Thank you Guys. Look forward to many more years working together.”
Serving Paignton Area
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Thompson Jenner

Thompson Jenner

(1)
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.”
Family Business
28 Alexandra Terrace, Exmouth EX8 1BD
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Bradleys Financial Management

Bradleys Financial Management

(3)
Property Videos, Customer Reviews, Corporate Disposal
“We were incredibly lucky to have had Ash as our mortgage advisor. Taking out a mortgage is a huge commitment, especially in these uncertain times. However, Ash was extremely helpful in finding us the right mortgage product at the right time. Everythi...”
33 Rolle St, Exmouth EX8 2SN
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Beers

Beers

(4)
“Kim Hall was very efficient as we were hoping to move quickly to take advantage of the stamp duty holiday. We had a related sale as well as purchase. The searches and enquiries were dealt with professionally and Kim kept us updated and handled any ...”
Transparent Fees & Pricing
In Business Since 2007
Serving Paignton Area
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TS Partners

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.”
Transparent Fees & Pricing
Serving Paignton Area
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Molyneux Associates - Torquay

Molyneux Associates - Torquay

(1)
Offset Mortgages, Inheritance Tax Planning, Investment Planning
“Both Kevin and Martin are really great to work with - highly recommended!”
20+ Years Experience
Serving Paignton Area
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Chadwick Financial Management

Chadwick Financial Management

(1)
Advice For Business Owners, Estate Planning, Retirement Planning
“Excellent advice given at all times”
In Business Since 2011
Serving Paignton Area
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Navigation Financial Planning Limited

Navigation Financial Planning Limited

(4)
“Duncan was immensely helpful during my call with him today. He helped me to avoid unnecessary costs, pointed me in the right direction of what I needed and helped me focus on what my financial targets are. If you're looking for help in managing your...”
Transparent Fees & Pricing
Serving Paignton Area
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Headland Finance

Headland Finance

(3)
“Excellent professional service. Andrew and his team are great at the advice they give and our first stop when looking for mortgage products.”
Serving Paignton Area
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Torbay Financial Services

Torbay Financial Services

(1)
“Friendly and excellent advice, highly recommended”
Serving Paignton Area
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Retirement Planning and Investment Management Services in Paignton Cost Estimates

Minimum cost
£1220
Maximum cost
£10363
National Average
£3658
Avg Per Hour Rates
£367
£2439
£6706
Average price range is based on 329 cost profiles
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Average Cost £3658
Minimum cost £1220
Maximum cost £10363
Avg Per Hour Rates £367

Average range $2439 to $6706 is based on 329 cost profiles.

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Wealth Management Advisors near Paignton

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