View Profile

Access Equity Release

(50)

Transaction
Property
Result

“Our broker, Charles Brookes, was professional, diligent, friendly and helpful throughout the entire process. He was readily contactable and answered all of our questions, cutting through red tape and jargon. The rating falls short of five starts onl...”

i

View Profile

Positive Advisers

(35)

Insurance
Mortgage
Team

“I choose Mark as he is professional and proactive. Our mortgage went through smoothly with Mark and his team keeping me updated at every step! Thanks again for a great service :-)”

i

View Profile

Hunt & Coombs | Peterborough Solicitors

(34)

Results
Sale
Questions

“James Pepperdine handled the sale of my mother's house with great efficiency and courtesy. He was always prompt and communication was good throughout the whole process. I would be pleased to recommend his services.”

i

View Profile

Henson Crisp

(15)

Team
Family
Planning

“Jonathon at Henson Crisp has been by my financial advisor for close to 20 years and has always given clear and precise advice on financial planning for my both myself and my wife. With his guidance we have developed a mixed portfolio that extends be...”

i

View Profile

Brooks Wealth Management

(8)

Protection, Retirement, Wealth Management

“I had Ian Cunningham visit me to give me advice on estate planning. He was friendly, sympathetic and empathetic to my situation. He listened to me and spoke to me in a manner that I could understand. He was honest with me in saying that he recommends...”

i

View Profile

Haverfords

(11)

Remortgage

“One of best decision taken by using Haverfords, much quicker and easier to deal with them than without, utilities what they provide though through all addressed to your individual circumstances. Also helpful getting you good deal and clear picture wh...”

i

View Profile

JK Mortgages

(10)

Information
House

“Excellent service from Joanna and her team. Great communication, very efficient and knowledgeable. Great customer care that allows you to go through the process stress free. They help you buy your forever home and explain the process step by step,...”

i

View Profile

Accession

(4)

Retirement Planning, Protection Planning, Advice and Services

“Oundle Wealth Management first started helping us about 3 years ago and it's been life changing. To have our future in such good hands is invaluable. Richard and everyone at Oundle Wealth Management are incredibly professional but also give the pers...”

i

View Profile

Nene Valley Financial Planning

(14)

Information
Market
Remortgage

“We have used Nene Valley Financial on several occasions when moving over the past few years. Nick's knowledge, experience and general helpfulness is second to none. The last time we moved was during Covid times so that had many logistical issues but ...”

i

View Profile

G M Financial Consultants

(1)

“Very good sound advice filled in all the paperwork with all the explanations, would recommend & I would use them in the future for any financial advice 👍 …”

i

View Profile

Murfitt Wealth Management

(5)

Team
Investment

“I had a chance to deal with 3 different morgage advisors and Mr James Brown was by far the best. Very professional, pleasant to work/talk with and not wasting time with unnecessary questions. The whole process from introduction to morgage application...”

i

View Profile

Liberty Partnership

(4)

“Been with Liberty Partnership for a while and they have always provided a fantastic service. Highly recommend Matt. Best financial advisors in Deeping and Peterborough.”

i

View Profile

Aurea Financial Planning

Family Life Insurance, Tax Planning, Family Wealth

“I have been working with Aurea FP for just over 2 years now. The whole team is great, especially Becky & Helen. They have been a pleasure to work alongside.”

i

View Profile

Ringrose Grimsley

Mortgages, Pensions, Protection

i

View Profile

Peter Richards Financial

(4)

“My wife & I used James Moore for our first house. James was incredibly patient and helpful, he really guided us through our first purchase and our renewal. Can't recommend James enough, helping with everything and always available to answer questions...”

i

View Profile

Reynolds & Co

i

View Profile

Richard Marshall Wealth Management

(3)

Business

“Brilliant company to work with. Richard is always attentive and his communication, attention to detail and work ethic are second to none. I would thoroughly recommend his business for all your financial and and Wealth Management requirements.”

i

View Profile

Bmsg Wealth Management

i

View Profile

Timeline Wealth Management

i

View Profile

MTE Solutions

i

View Profile

Accredo Financial Services

i

View Profile

Ian Gornall Financial Planning

i

View Profile

Equity Release Line

i

View Profile

Murphy Sawers Consulting

i

Average Cost	£3736
Minimum cost	£1246
Maximum cost	£10585
Avg Per Hour Rates	£375

Best Financial Advisors in Peterborough

The highest-rated Financial Planning & Wealth Management companies out of 149 vetted & reviewed in the Peterborough area.

Access Equity Release

Positive Advisers

Hunt & Coombs | Peterborough Solicitors

Henson Crisp

Brooks Wealth Management

Haverfords

JK Mortgages

Accession

Nene Valley Financial Planning

G M Financial Consultants

Murfitt Wealth Management

Liberty Partnership

Aurea Financial Planning

Ringrose Grimsley

Peter Richards Financial

Reynolds & Co

Richard Marshall Wealth Management

Bmsg Wealth Management

Timeline Wealth Management

MTE Solutions

Accredo Financial Services

Ian Gornall Financial Planning

Equity Release Line

Murphy Sawers Consulting

Retirement Planning and Investment Management Services in Peterborough Cost Estimates

Why these companies made our list

Wealth Management Advisors near Peterborough

Popular in Peterborough