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Best Financial Advisors in Peterborough

Handpicked from 149 vetted & reviewed Financial Planning & Wealth Management firms in the Peterborough area, discover the top 5 standout choices among the selected group of 24 finalists.

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Brooks Wealth Management

Brooks Wealth Management

(6)
“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...”
8A Cowgate, Peterborough PE1 1NA
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Aurea Financial Planning

Aurea Financial Planning

(1)
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.”
Room 244, Regus Stuart House, St John's St, Peterborough PE1 5DD
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Positive Advisers

Positive Advisers

(19)
  • Mortgage
“Marta and her team at PositiveAdvisers are absolutely incredible from the beginning until the end. They assisted me without hesitations. I highly recommend them to anyone, their knowledge, professionalism and drive is simply outstanding. I greatly a...”
Free Initial Consultation
26 Priestgate, Peterborough PE1 1WG
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Henson Crisp

Henson Crisp

(11)
“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...”
In Business Since 2007
Transparent Fees & Pricing
Ground Bank House, The Lawns, 33 Thorpe Rd, Peterborough PE3 6AB
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Hunt & Coombs | Peterborough Solicitors

Hunt & Coombs | Peterborough Solicitors

(25)
  • Family
  • Knowledge
  • Experience
“Great and quick service, been there to have a document signed /witnessed. Recommended, especially during covid, as many solicitors don't offer many services now.”
35 Thorpe Rd, Peterborough PE3 6AG
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
99.3 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Haverfords

Haverfords

(10)
“Great service and experience with Matt and Caitlin. They very helpful thought out the process of our re mortgage. I would definitely recommend him to anyone looking for a mortgage.”
8A Cowgate, Peterborough PE1 1NA
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Stephenson Smart & Co

Stephenson Smart & Co

Xero, Investments, Pensions and Life Insurance, Business Start up
“We have been a client of Stephenson Smart for over 20 years and during this time they have always offered a proactive and first class service. Not only do they give us reassurance that we are meeting our regulatory rules and deadlines, their professi...”
In Business Since 2000
Transparent Fees & Pricing
36, Tyndall Court, 36 Commerce Rd, Peterborough PE2 6LR
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Accession

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...”
In Business Since 2022
First Floor, 4 West St, Oundle, Peterborough PE8 4EF
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Peter Richards Financial

Peter Richards Financial

(3)
Mortgages, Investments, Life Insurance
“Expert professionnal advice on mortgages and buy to let properties. Excellent service with clear, regular communications. Highly recommend using their expertise. Thank you.”
In Business Since 2013
1 Peterfield Rd, Hampton Vale, Peterborough PE7 8NR
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The Saving Advice Hub

The Saving Advice Hub

(7)
“I just experienced possibly the very best customer service of all time. They work really hard to offer great deals in professional manner. I would highly recommend”
25 Watergall, Peterborough PE3 8NA
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REMEMBER! Your prices don’t just cover the cost of the product, they also must reflect your skill and knowledge level, your experience and customer service, and anything else of value you provide to the customer! It’s time to rethink your business pricing! Contact me to get started today...

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JK Mortgages

JK Mortgages

(5)
“Dear Joanna, My wife and I would like to take this opportunity to thank you for all your help with our recent mortgage application You were very professional and explained all our options. After instructing you on which offer we had chosen, you...”
In Business Since 2015
54 Ellwood Ave, Peterborough PE2 8LY
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Wilkinson Accounting Solutions

Wilkinson Accounting Solutions

(12)
  • Business
“Being a new business I knew I needed an accountant but didn't know where to start. Julie has taken my accounting on and I feel so relieved. Nothing is too much trouble and she makes sure she understands your business and how it works. One of Julie's ...”
27 Chancery Ln, Eye, Peterborough PE6 7YF
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Hampton Wealth

Hampton Wealth

(4)
“Extremely professional, explain things throughly, and in terms thst are clear, rather than financial jargon, very client focused and dedicated to obtaining the best results for you. Ryan and Micah are excellent in keeping you in the loop from the get...”
Offers Financing Options
120-122 Braymere Rd, Hampton Centre, Peterborough PE7 8NB
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Moore Thompson

Moore Thompson

(4)
“Anyone who's a business owner should invest in the services of Matthew Upex! What an accounting genius! Wish I'd known about him years ago! He has made my life so much easier and I have more financial freedom.”
7, Swan Court Forder Way, Cygnet Park, Hampton, Peterborough PE7 8GX
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Liberty Partnership

Liberty Partnership

(2)
“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.”
104 Church St, Market Deeping, Peterborough PE6 8AL
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Baldwins

Baldwins

(5)
“I have been with Rawlinsons since 1991, over the years they have been very supportive with my Surgery and Company and given valuable proactive advice. They are a local company with a family ethos. They support the local business community in an acti...”
Ruthlyn House, 90 Lincoln Rd, Peterborough PE1 2SP
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Ringrose Grimsley

Ringrose Grimsley

Mortgages, Pensions, Protection
“David has been our Independent Finanacial Adviser for many years, we've always found him to be reliable, trustworthy and comprehensive in his research. He talks straight and tells us how it is. His advice has been sought, for a multitude of investmen...”
In Business Since 2003
The McQueen Building The Frankland Commerce Park Harrier Way, Peterborough PE7 3NN
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Reynolds & Co

Reynolds & Co

“This allows us to offer evening and weekend bookings to our clients, as well as being able to visit them out of the office. We understand how important these decisions are to you, and the time that goes into financial matters, especially mortgages an...”
50+ Years Experience
Family Business
1 Garton End Rd, Peterborough PE1 4EW
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A E Finance

A E Finance

“AE Finance Ltd is able to provide clients' with the personal touch. We have a reputation that spans 25 years for our high standards and our fine attention to detail. Regardless of size, each of our clients' receives our highest level of services from...”
In Business Since 2012
Transparent Fees & Pricing
367 Eastfield Rd, Peterborough PE1 4RD
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First Call

First Call

(3)
“First Call are brilliant. They have helped organise all my mortgages for many years and have never failed to advise me in the correct manner.”
31 Sutton's Ln, Peterborough PE6 9AA
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Richard Marshall Wealth Management

Richard Marshall Wealth Management

(1)
“This business know exactly what they doing. So much knowledge and professionalism. They really do put you first as a customer. Fantastic service....... Thank you.”
Eventus Sunderland Road, Northfields Industrial Estate, Market Deeping, Peterborough PE6 8FD
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G M Financial Consultants

G M Financial Consultants

The Gables, Kings Arms Ln, Polebrook, Peterborough PE8 5LW
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Timeline Wealth Management

Timeline Wealth Management

“Marc and Andi have helped me through an incredibly stressful time. With great empathy, they've guided, advised and been there whenever I needed. I trust them with all my financial dealings and will continue to do so.”
In Business Since 2013
9 Commerce Rd, Lynch Wood, Peterborough PE2 6LR
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MTE Solutions

MTE Solutions

“MTE Square offer a full service to corporate and personal clients no matter how big or small covering all areas of Financial, Business Turnaround, Consulting, Forensic Investigation, Interim Finance Management and Full Office Solutions in both the pu...”
17 Brickton Rd, Hampton Vale, Peterborough PE7 8HS
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Retirement Planning and Investment Management Services in Peterborough Cost Estimates

Minimum cost
£1246
Maximum cost
£10585
National Average
£3736
Avg Per Hour Rates
£375
£2491
£6850
Fair price range is based on 446 cost profiles
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Average Cost £3736
Minimum cost £1246
Maximum cost £10585
Avg Per Hour Rates £375

Fair range $2491 to $6850 is based on 446 cost profiles.

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