Best Financial Advisors in Plymouth

The highest-rated Financial Planning & Wealth Management companies out of 47 vetted & reviewed in the Plymouth area.

Mortgage Adviser Plymouth - Mortgages Explained

Mortgage Adviser Plymouth - Mortgages Explained

(50)
  • Understand
  • Sue
  • House
“Nick went above and beyond to help us achieve our end goal which was a complex situation. We would highly recommend him to anyone in the future. Everything was explained to our level of understanding. We will definitely use him again.”
Cobourg House, Mayflower St, Plymouth PL1 1QX
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Equitas Financial

Equitas Financial

(42)
  • Product
  • Explanations
  • Knowledge
“James M helped me sort out life insurance, made it really straightforward to get the right cover and talked me through with the right level of detail for me to understand.”
In Business Since 2009
36 Mannamead Rd, Mutley, Plymouth PL4 7AF
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Excaliber Associates

Excaliber Associates

(36)
  • Pensions
  • Remortgaging
  • Wills
“Having had a bad experience with another mortgage advisor when we bought our home, we went to Excaliber for advice. Calum and Stellar have been absolutely fantastic in helping us with finding us a brilliant deal on our mortgage but also with insuranc...”
79 Ridgeway, Plympton, Plymouth PL7 2AW
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Sirius Financial

Sirius Financial

(45)
  • House
  • Product
  • Communication
“River was fantastic helping us to secure our first mortgage. He went above and beyond and kept us updated on the whole process and made it as stress free as possible. I could not recommend him enough!”
15+ Years Experience
Ground Floor Rear, The Merchant, Notte St, Plymouth PL1 2AH
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Thompson & Jackson Solicitors Llp

Thompson & Jackson Solicitors Llp

(26)
Business, You and Your Family
“I cannot thank Michelle and Kirsty enough they handled my sale and purchase . The sale was rather protracted due to issues that arose but at all times i felt the ladies had my best interests at heart and went the extra mile i honestly could not give ...”
Transparent Fees & Pricing
Hyder House, 680 Budshead Rd, Plymouth PL6 5XR
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Beers

Beers

(21)
  • Email
  • Conveyancing
  • Communication
“I cannot speak highly enough of Beers LLP. Every phone call, every email, every communication is dealt with promptly and efficiently. Our (previously seriously dented) trust in legal & conveyancing professionals has been rekindled. Thank you so very...”
Transparent Fees & Pricing
In Business Since 2007
Harbour, North Quay House Sutton, Plymouth PL4 0RA
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West Financial Management Co

West Financial Management Co

(12)
Protection, Long-Term Care, Savings and Investments
“Been using this company for the past twenty years. Always professional and attentive to my investment needs, which have often changed over the years. They continue to provide a balanced picture on all the financial options that emerge over time. I'm ...”
Below Average Price Tag
In Business Since 2005
55 Hyde Park Rd, Peverell, Plymouth PL3 4JN
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Chilcotts Law

Chilcotts Law

(12)
Commercial and Contract Law, Employment Law, Litigation
“Excellent support and guidance from Adam with our house purchase. Great attention to detail and always happy to answer any questions. The admin Team were efficient and friendly.”
Transparent Fees & Pricing
In Business Since 2016
10 Plymouth Rd, Tavistock PL19 8AY
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Swifs Mortgages Plymouth

Swifs Mortgages Plymouth

(6)
“Kevin has been amazing from start to finish during the process of buying our first home. Communication was great and he has always been available to answer any questions we had. Even after buying we are still able to keep that communication open. Kev...”
Elburton Rd, Elburton, Plymouth PL9 8HX
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Clarity Wealth Management

Clarity Wealth Management

(5)
  • Mortgage
“Exceptional advice! I recently used them for a mortgage and they made the process a breeze. I would strongly recommend Clarity”
In Business Since 2012
First Floor, Tin Quay, Sutton Harbour, Plymouth PL4 0RA
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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.”
Transparent Fees & Pricing
In Business Since 2017
The Old Bank Chambers, 46-48 Devonport Rd, Stoke, Plymouth PL3 4DH
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PIM Financial Services

PIM Financial Services

(4)
  • Informative
  • Mortgage
“Jo is an exceptional person to have in your corner, and she really knows what's what! Jo operates with a truly ethical mindset whereby financial advice and great client outcomes being at the core of her approach is not a slogan, it's not just a ca...”
Falcon House Business Centre, Eagle Rd, Plymouth PL7 5JY
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Coast Financial

Coast Financial

(2)
“Worth more than 5 stars. Thank you Martyn for your professional, fast and straightforward service. Highly recommended.”
6-8 College Ave, Mannamead, Plymouth PL4 7AN
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Rainbird & Co Ifa

Rainbird & Co Ifa

(1)
“I can't recommend this highly enough. Absolutely super place to 'spend a penny' after an all day session in Volunteer Inn.”
14 Fore St, Yealmpton, Plymouth PL8 2JN
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Sound Financial Management

Sound Financial Management

5, Windsor Villas, Lockyer St, Plymouth PL1 2QD
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Inspire Wealth

Inspire Wealth

TAX Planning Strategies, Lifestyle Strategies, Investment Strategies
2, Ensign House Parkway Court, Longbridge Rd, Plymouth PL6 8LR
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Cathedral Financial Management

Cathedral Financial Management

Your Investment Options, Managed Investment Service, Financial Planning
9 The Crescent, Plymouth PL1 3AB
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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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Your Choice Equity Release

Your Choice Equity Release

Mills Bakery, Royal William Rd, Stonehouse, Plymouth PL1 3GE
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GB Financial Consultancy Plymouth

GB Financial Consultancy Plymouth

In Business Since 2009
30 Westbury Cl, Whitleigh, Plymouth PL5 4AH
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Condy Mathias - Chartered Financial Planners

Condy Mathias - Chartered Financial Planners

Park House, 28 Outland Rd, Milehouse, Plymouth PL2 3DE
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Molyneux Associates

Molyneux Associates

Envoy House, 61 Longbridge Rd, Plymouth PL6 8LU
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Alan Pearson Wealth Management

Alan Pearson Wealth Management

Offers Financing Options
International Business Park, 1 Seaton Park, Plymouth PL6 5WR
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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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