Best Financial Advisors in Plymouth

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.

Clarity Wealth Management

Clarity Wealth Management

(4)
“Very professional and reliable company who offer sound advice and are very helpful. Do not look elsewhere!”
First Floor, Tin Quay, Sutton Harbour, Plymouth PL4 0RA
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Chilcotts Law

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.”
Transparent Fees & Pricing
In Business Since 2016
10-12 Plymouth Rd, Tavistock PL19 8AY
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Mortgage Adviser Plymouth - Mortgages Explained

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...”
Cobourg House, Mayflower St, Plymouth PL1 1QX
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Excaliber Associates

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...”
149 Ridgeway, Plympton, Plymouth PL7 2HJ
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West Financial Management Co

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...”
In Business Since 2005
55 Hyde Park Rd, Peverell, Plymouth PL3 4JN
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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.
Read our methodology
Prominent finalists
Sirius Financial

Sirius Financial

(21)
  • Future
  • House
  • Understand
“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 ...”
Unit 2, The Jetty, Sutton Harbour, Marina, Plymouth PL4 0DN
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Swifs Mortgages Plymouth

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!”
21+ Years Experience
Elburton Rd, Elburton, Plymouth PL9 8HX
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Coast Financial

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.”
6-8 College Ave, Mannamead, Plymouth PL4 7AN
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DFP Health & Wealth Management

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.”
46-48 Devonport Rd, Stoke, Plymouth PL3 4DH
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Bishop Fleming

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.”
4 N E Quay, Plymouth PL4 0BN
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Sound Financial Management

Sound Financial Management

5, Windsor Villas, Lockyer St, Plymouth PL1 2QD
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Cathedral Financial Management

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...”
9 The Crescent, Plymouth PL1 3AB
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Rainbird & Co Ifa

Rainbird & Co Ifa

My Portfolio, Market Data, Calculators
“Company number: 06360703. Registered office: Harscombe House, 1 Darklake View, Estover, Plymouth, PL6 7TL”
14 Fore St, Yealmpton, Plymouth PL8 2JN
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Jack Lawrence Insurance & Financial

Jack Lawrence Insurance & Financial

In Business Since 2013
Orchard Villas, 1 Orchard Ln, Colebrook Rd, Plympton, Plymouth PL7 4AJ
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Molyneux Associates

Molyneux Associates

“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...”
Envoy House, 61 Longbridge Rd, Plymouth PL6 8LU
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Condy Mathias - Chartered Financial Planners

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...”
Park House, 28 Outland Rd, Milehouse, Plymouth PL2 3DE
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GB Financial Consultancy Plymouth

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 ...”
In Business Since 2009
30 Westbury Cl, Whitleigh, Plymouth PL5 4AH
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Alan Pearson Wealth Management

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 ...”
Offers Financing Options
International Business Park, 1 Seaton Park, Plymouth PL6 5WR
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Your Choice Equity Release

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...”
Mills Bakery, Royal William Rd, Stonehouse, Plymouth PL1 3GE
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Hansford Bell Financial Planners

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.”
Free Initial Consultation
Transparent Fees & Pricing
Serving Plymouth Area
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Bennett Wealth Planning

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...”
Family Business
In Business Since 2018
Serving Plymouth Area
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West Country Financial

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.”
Serving Plymouth Area
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Swlaw Solicitors

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...”
In Business Since 1999
Serving Plymouth Area
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Manning & Company Ivybridge Independent Financial Advisers

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 ...”
Free Initial Consultation
Serving Plymouth Area
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Retirement Planning and Investment Management Services in Plymouth Cost Estimates

Minimum cost
£1250
Maximum cost
£10619
National Average
£3748
Avg Per Hour Rates
£376
£2499
£6872
Typical price range is based on 314 cost profiles
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Average Cost £3748
Minimum cost £1250
Maximum cost £10619
Avg Per Hour Rates £376

Typical range $2499 to $6872 is based on 314 cost profiles.

Why these companies made our list

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