Handpicked from 47 vetted & reviewed Financial Planning & Wealth Management firms in the Plymouth area, explore the top 5 leading options among the selected group of 24 finalists.
Learn how we score.
Top-rated companies A-Z in Dallas
Power Up Electric
Highlights Chicago Electrical Services
Sapphire Electric
Noteworthy finalists A-Z in DallaS
Power Up Electric
Highlights Chicago Electrical Services
Sapphire Electric
Learn how we score.
Top-rated companies A-Z in Plymouth
Chilcotts Law
Clarity Wealth Management
Excaliber Associates
Mortgage Adviser Plymouth – Mortgages Explained
West Financial Management Co
Prominent finalists A-Z in Plymouth
Alan Pearson Wealth Management
Bennett Wealth Planning
Bishop Fleming
Cathedral Financial Management
Coast Financial
Condy Mathias – Chartered Financial Planners
DFP Health & Wealth Management
GB Financial Consultancy Plymouth
Hansford Bell Financial Planners
Jack Lawrence Insurance & Financial
Manning & Company Ivybridge Independent Financial Advisers
Molyneux Associates
Rainbird & Co Ifa
Sirius Financial
Sound Financial Management
Swifs Mortgages Plymouth
Swlaw Solicitors
West Country Financial
Your Choice Equity Release
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Clarity Wealth Management
(4)
“Very professional and reliable company who offer sound advice and are very helpful. Do not look elsewhere!”
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Chilcotts Law
(8)
Personal Injury, Commercial and Contract Law, Employment Law
“Amazingly professional and knowledgeable. Very individual needs focused. Massive difference to London where I had the stupid conveyance on the planet. I highly recommend Adam, and Piri . Amazed at great customer service.”
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Mortgage Adviser Plymouth - Mortgages Explained
(30)
Experience
Financial
House
“We've used Mortgages Explained for two house purchases and two remortgages. Amazing service! They sort everything out for us and nothing is too much trouble. The admin team have been superb in sorting out problems we have had with solicitors. Have de...”
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Excaliber Associates
(21)
Mortgage Advisor
Insurance
“exceptional service!!
We realised our mortgage was finishing the end of the month and moving to a much higher (double) variable rate. Stella and the team managed to get the remortage done the same day and on a great rate saving us over half of our m...”
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West Financial Management Co
(12)
Protection, Long-Term Care, Savings and Investments
“Helen has provided excellent, friendly financial advice to me for many years and the results of her recommended investments have been very satisfying and reassuring. She and her team are highly professional and she always takes a keen interest in ho...”
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Best of 2024
Qualification Criteria for best of Winners
Minimum Overall Score
98 (100)
Minimum Reputation Rank
99.6 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.
“River at Sirius Financial Ltd was absolutely amazing. He went above and beyond for us to ensure we were kept updated and were able to understand everything. He was quick to respond to any queries we had. He made the process of obtaining a mortgage a ...”
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Swifs Mortgages Plymouth
(5)
“Kevin went above and beyond to help us with the mortgage process . Nothing was made easy by the lender (self employed) but Kevin was always a message or call away and always found a solution . We wouldn't use anyone else. Thank you Kevin!”
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Coast Financial
(4)
“I've known Martyn for years, there is no one else I'd go to for financial advice. He helps with my life cover, critical illness cover and income protection. Very knowledgeable and friendly.”
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DFP Health & Wealth Management
(1)
“A first class team who will put you at ease very quickly. They are extremely professional and will give straightforward advice and guidance when you require it.”
i
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Bishop Fleming
Forensic Accounting and Valuation, Restructuring, Risk Assurance
“Louise Putt, Audit Executive, and Ally Allington, Corporate Business Services Partner, talked to Katie Bray from Gwella Dairy about her journey into award-winning ice cream and her plans to grow the business.”
i
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Sound Financial Management
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Cathedral Financial Management
Your Investment Options, Managed Investment Service, Financial Planning
“Shipman Wealth Management provides advice to both individuals and companies on all aspects of financial planning. Our expertise lies in advising clients who want a personal and unbiased financial planning service, enabling their objectives to come to...”
“Graeme has agreed with Scott that, for every financial service he performs with a new client who cites Scott's testimony as a referral, a charitable donation will be made to Macmillan Cancer Support, and eventually to a charitable trust set up by Sco...”
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Condy Mathias - Chartered Financial Planners
“How we work We take time to get to know your current financial position and what your financial needs and objectives are over the short, medium and long term. We work closely with you to provide clear recommendations designed to help you meet your ne...”
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GB Financial Consultancy Plymouth
“Gavin Bettinson t/a GBFC Mortgage Centre is an appointed representative of Primis Mortgage Network, a trading name of First Complete Limited which is authorised and regulated by the Financial Conduct Authority for mortgages, protection insurance and ...”
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Alan Pearson Wealth Management
“Alan Pearson has advised us on both personal and business matters for some ten years. He has a great ability to listen and understand what is important to us, has set up structures for our finances that have proved highly advantageous and his advice ...”
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Your Choice Equity Release
“Equity release is becoming increasingly popular as UK homeowners look to take advantage of their property wealth to fund their later life ambitions. However, equity release products are still not widely understood and are often the subject of decades...”
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Hansford Bell Financial Planners
(6)
Life & Health Insurance, Wealth Management, Retirement Financial Services
“Hansford Bell has been a fantastic company to work with with all my families finances. They have helped us with mortgages, pensions and personal financial planning. A lovely friendly team and would highly recommend.”
i
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Bennett Wealth Planning
(4)
“A Unique Dartmoor Based Family Financial Business - Bennett Wealth Planning offers personal, private, bespoke and professional financial planning advice.
Aligning your Money with Added Value to achieve your Long Term Lifestyle Goals! Highly Recommen...”
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West Country Financial
(1)
“Vicki Swann has been helping me with my personal pensions. I feel I am in very safe hands and trust I will have sound advice in my personal and business financial matters.”
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Swlaw Solicitors
(6)
For Your Farm, For Your Business, For You and Your Family
“My husband and I decided to use SWLaw Solicitors when we wanted to remortgage our property and were recommended Roy, one of their mortage brokers/financial planners. Roy has been incredible from the start of what has been a fairly lengthy process and...”
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Manning & Company Ivybridge Independent Financial Advisers
(5)
“I recently dealt with Paul Northmore from Manning & Co regarding my pension planning. I found him to be extremely professional and helpful. He has enabled me to feel positive about my pension due to explaining how it will work for me! Nothing seemed ...”
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Retirement Planning and Investment Management Services in Plymouth Cost Estimates