Rayleigh

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Rayleigh
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Best Financial Advisors in Rayleigh

Handpicked from 34 vetted & reviewed Financial Planning & Wealth Management firms in the Rayleigh area, discover the top 5 leading options among the selected group of 24 finalists.

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Fairview Financial Management

Fairview Financial Management

(50)
  • Pension
  • Mortgage
  • Understand
“Ross' advice, support and assistance with the sourcing of my and my partner's mortgage was invaluable. As first time buyers with little knowledge of the process, Ross was on hand if we had any questions on the mortgage products or the other aspects o...”
12 Farm View, Rayleigh SS6 9PT
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Sterling & Law Independent Financial Advisers

Sterling & Law Independent Financial Advisers

(26)
Pensions & Investments, Independent Financial Advice, Wealth Management & Financial Planning
“My husband and I decided that we needed some help with sorting out our pensions. I found Paddy through the unbiased website and he has helped us out enormously. He is very professional and also very personable. I would not hesitate in recommending...”
148 Hockley Rd, Rayleigh SS6 8EP
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Oakwood Asset Management

Oakwood Asset Management

Inheritance Tax Planning, Pensions, Protection
“This is achieved through a thorough analysis of a client's current position and anticipated life changes, stated objectives and a detailed look at risk and reward within the context of the client's affairs. Each of our client advisers is involved in ...”
100+ Years Experience
5 Rayleigh Rd, Hutton, Brentwood CM13 1AB
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Lamb Joseph R Independent Financial Advisers

Lamb Joseph R Independent Financial Advisers

(1)
“I have been invested with Joseph Lamb for some 15 years and have been extremely satisfied with the professional service I have received. I have recommended their services to others, who have been similarly satisfied Positive Responsiveness, Quality,...”
In Business Since 2019
26 Eastwood Rd, Rayleigh SS6 7JQ
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Maps Wealth Management

Maps Wealth Management

(1)
“As long standing clients of MAPS WM we have every confidence in their services. Always "on the ball", their timely advice comes in a friendly & comprehendable manner.”
39 Little Wheatley Chase, Rayleigh SS6 9EH
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
98.9 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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C M I S

C M I S

“Collaboration is at the heart of what we do. We work closely with you to create a common goal of looking after you and your money by offering expert financial services in one place. Whether you are looking for advice on pension planning, growing your...”
Rayleigh Lanes Indoor Market, 83 High St, Rayleigh SS6 7EJ
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Salient Accounting & Finance

Salient Accounting & Finance

(3)
–, Accounting, Tax Services Essex
“Great service for my self assessment returns, saved my life! Friendly and knowledgeable team, would highly recommend.”
In Business Since 2019
The Capricorn Centre, 4, Cranes Farm Rd, Basildon SS14 3JJ
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Fingerprint Financial Planning

Fingerprint Financial Planning

(50)
Protection, Services, Inheritance Tax Planning
“Recently had Fingerprint financial take over handling all my pensions and the whole process was effortless for me. So much so, they have now started the process for my wife's pensions. It took a while from start to finish, mainly due to waiting on th...”
Transparent Fees & Pricing
Admiral's Offices, Chatham ME4 4TZ
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First4mortgages

First4mortgages

(49)
Help Protect What is Important to You, Provide Clear and Straightforward Recommendations
“I cannot recommend Toni enough! He really goes above and beyond helping you find the best deal for you and your circumstances giving you a few options to consider and you never feel like you are just getting a quick deal and service from him which i ...”
In Business Since 2015
28 Clarence St, Southend-on-Sea SS1 1BD
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Estuary Wills

Estuary Wills

(50)
Trusts, Wills, Lasting Powers of Attorney
“The services we received from Estuary Wills was very helpful and professional, all contact made was carried out on a very friendly personal basis, I would have no hesitation in recommending Sarah and have done so to friends. Her advice is worth liste...”
Free Initial Consultation
In Business Since 2016
Transparent Fees & Pricing
Serving Rayleigh Area
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SRC Financial Services Limited

SRC Financial Services Limited

(50)
  • Mortgage Advisor
  • First Time Buyer
  • Property
“SRC have provided us brilliant service from start to finish. Communication was brilliant, both through email and over the phone. Any questions/queries we had, were answered promptly and concisely. What would usually be a nerve-wracking experience as ...”
In Business Since 2006
4 Lords Ct, Cricketers Wy., Basildon SS13 1SS
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Broom Consultants

Broom Consultants

(41)
Mortgages, Pensions & Retirement, Protection
“Whom to trust can be a very scary process but Tommy Allen and his colleagues are absolutely fabulous and very patient with those of us that aren't so computer literate! We always receive full detailed explanations and no pressure regarding new produc...”
In Business Since 2000
4 Gresham Rd, Brentwood CM14 4HN
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Essex Equity Release Advice Centre

Essex Equity Release Advice Centre

(31)
Legal Services, Financial Services
“A truely knowledgeable wizard - thank you Ron for all your help at what can be a very stressful time for us mere clients …. thank you does not seem enough when you sort so many hurdles out and hold our hands through every step of the process - but th...”
Family Business
Serving Rayleigh Area
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TFP Financial Planning

TFP Financial Planning

(37)
  • Retirement
  • Team
  • Confidence
“I engaged TFP as I was considering my retirement options. I was particularly impressed by the way my contact, Dan, commenced by trying to understand my life goals, my attitudes to risk and generally what made me tick, before trying to put together a ...”
In Business Since 2012
Serving Rayleigh Area
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Crocus Wealth - Chartered Financial Planners

Crocus Wealth - Chartered Financial Planners

(37)
  • Team
  • Investments
  • Pension
“I can't speak highly enough of the team at Crocus Wealth. After a number of years as a professional connection, I have also now become a client. All the advisers are fantastic, so whilst I have primarily dealt with Gareth, the whole team are fi...”
146 High St, Billericay CM12 9DF
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Hill & Abbott Solicitors Now t/A Pinney Talfourd Solicitors

Hill & Abbott Solicitors Now t/A Pinney Talfourd Solicitors

(31)
  • Will
  • House
  • Team
“A fantastic experience from start to finish dealing with Hill & Abbott to ensure our house buying process went smoothly. With quick responses via email, we couldn't fault the service!”
Transparent Fees & Pricing
Elizabeth House, 28 Baddow Rd, Chelmsford CM2 0DG
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Vortex Accountants

Vortex Accountants

(16)
Teacher Tax Refunds, Telecoms Tax Refund, Mechanics Tax Refunds
“Can highly recommend vortex accountants! I moved over to them a while ago and Dan + Claire have been so supportive and helpful in every way. During the worrying times this year they have been amazing, claire has helped me sort so many things and is a...”
Remote Consultations Available
Top Floor, Claridon House, London Rd, Stanford-le-Hope SS17 0JU
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Simfin Financial

Simfin Financial

(24)
  • Number
  • Mortgage
  • Meeting
“Couldn't fault them - they managed to organise piece together all my paperwork and documents so quickly to make the process quick and painless. They got me an offer in no time, and we're available to talk when I needed them. So grateful for all of ...”
In Business Since 2016
158 Thundersley Park Rd, South Benfleet, Benfleet SS7 1EN
Featured

Our Mortgage Clinic is back at Clements Hall Leisure Centre today. Our adviser, Jane will be there between 9.30am - 3pm ready to answer your mortgage and protection questions! 🧡😊 nn#mortgageadvice #mortgagesandprotection #accessibleadvice #accessibleadvice #homemover #remortgage #BTL #portfoliolandlords #landlords #cricticalillnesscover #seriousillnesscover #bridgingloans #incomeprotection #lifeinsurance #homeinsurance...

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Aces Accounts and Taxation Ltd

Aces Accounts and Taxation Ltd

(35)
LTD Company Accounts, Payroll Services, Find OUT More
“Outstanding thorough service from start to finish with rapid turnarounds, and competitive rates, can't fault ACE at all been using for a while, processing two tax returns for us yearly, really on the ball with literally EVERYTHING! Thanks so much Dea...”
Transparent Fees & Pricing
195 High St, Chipping Ongar, Ongar CM5 9JG
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Flagstone Financial Services - Chelmsford

Flagstone Financial Services - Chelmsford

(24)
  • Patient
  • Team
  • Insurances
“I used Michelle's service to secure my first mortgage. I found her to be professional and pleasant. She made sure that I understood the process and different mortgage options - I never felt rushed. Michelle's experience was invaluable when issues wit...”
Transparent Fees & Pricing
Free Initial Consultation
10 Duke St, Chelmsford CM1 1HL
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Pension Access

Pension Access

(16)
  • Company
“Definitely one of the better pension advisors. Had some excellent advice when moving my company pension into a sip. Not ideal for most people, but after withdrawing some of its now doing alright, thanks to the stewardship of this company.”
In Business Since 2022
Transparent Fees & Pricing
Affinity House, Beaufort Court, Sir Thomas Longley Rd, Rochester ME2 4FD
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Willow Financial Planning

Willow Financial Planning

(11)
Retirement, Investment, Protection
“If you are seeking any kind of financial advice I would highly recommend Willow Financial Planning. Such a friendly and helpful team who all work together to help you. A special thank you to John Hayley who sorted out my pension fund. He was so warm ...”
453 Southchurch Rd, Southend-on-Sea SS1 2PH
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Piccadilly Wealth Management

Piccadilly Wealth Management

(15)
“It's easy to get lost in financial information and be unsure who to trust for advice. I had a session with Paul Bartlett yesterday and he was extremely knowledgeable, objective and patient, explaining all my pension options. He provided the insights ...”
In Business Since 2020
Serving Rayleigh Area
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Dukes Financial Planning

Dukes Financial Planning

(20)
  • Happy
  • Pension
  • Meetings
“Having used their services for a number of years, my husband and I have the highest regard for Dukes. The professionalism, helpfulness and approachability of the team has been exemplary and we will continue to entrust our financial matters to them.”
Family Business
Serving Rayleigh Area
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Retirement Planning and Investment Management Services in Rayleigh Cost Estimates

Minimum cost
£1235
Maximum cost
£10487
National Average
£3701
Avg Per Hour Rates
£372
£2468
£6786
Typical price range is based on 423 cost profiles
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Average Cost £3701
Minimum cost £1235
Maximum cost £10487
Avg Per Hour Rates £372

Typical range $2468 to $6786 is based on 423 cost profiles.

Why these companies made our list

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Wealth Management Advisors near Rayleigh

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