Best Financial Advisors in Reigate

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

3D Financial Planning

3D Financial Planning

(3)
Investment Management, Retirement Planning, Equity Release
“Honestly cant recommend this company or their employees more! Chloe has been especially helpful!”
Transparent Fees & Pricing
53a High St, Reigate RH2 9AE
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Simon Ellis Associates

Simon Ellis Associates

(50)
  • Remortgage
  • The Future
  • Advice
“Simon was AMAZING! He was EXTREMELY helpful throughout my whole buying process and ALWAYS provided helpful and useful information! Would DEFINITELY use him again! THANK YOU Simon!”
67 High St, Reigate RH2 9AE
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Hayes Financial Planning Limited

Hayes Financial Planning Limited

(11)
  • Team
“I had a QROP in New Zealand but its use as a pension vehicle became somewhat redundant when I returned to the uk . I was introduced to Michael via contacts in Singapore who were working with St James place . The transfer to a uk scheme was not a sim...”
Emergency Services
In Business Since 2018
5 Juniper Cl, Reigate RH2 7NQ
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Cunningham & Cunningham Chartered Accountants

Cunningham & Cunningham Chartered Accountants

Contractors, Established Business, New Business
“Cunningham & Cunningham Limited is a two partner firm of chartered accountants based in Reigate, Surrey less than 2 miles from Redhill town centre. We deliver a”
Family Business
Hamilton House, Bell St, Reigate RH2 7AN
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Define Wealth

Define Wealth

Inheritance Tax Planning, Protection, Savings & Investments
“We're independent financial advisers and we specialise in good, solid financial advice backed up with years of experience. Whether it's personal or for business - we aim to give you independent, clear, jargon-free advice that's right for your circums...”
Transparent Fees & Pricing
Castle Court, 41 London Rd, Reigate RH2 9RJ
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (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
Concept Financial Planning

Concept Financial Planning

Awards & Certifications
“Our knowledge, expertise and qualifications are exceptional, but what really sets us apart is our process and fee structure. We work exclusively on a transparent and fixed fee basis, so you know before we carry out any work, what it will cost and why...”
Transparent Fees & Pricing
In Business Since 2007
The Coach House, 1 Howard Rd, Reigate RH2 7JE
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Page Tax Consulting

Page Tax Consulting

Business Tax, Private Clients
“Based in Reigate, Surrey, Page Tax Consulting will help you to structure your affairs to minimise the impact of taxation on your wealth and your transactions. We will consider your personal priorities, take account of any family context and genuinely...”
In Business Since 2005
Priory House, 45-51 High St, Reigate RH2 9AE
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Edale UK Management

Edale UK Management

Creative + Design, Business Support, Financial Advice
“Edale ran our series of co-creation workshops. They drove the project expertly, building trust with attendees and exceeding the objectives we initially set ourselves.”
In Business Since 2014
15 Bell St, Reigate RH2 7AD
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Perry Monroe

Perry Monroe

Buy Online, Market Data, Videos
1b Bancroft Rd, Reigate RH2 7RP
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The Interim Hub

The Interim Hub

“Whether you are at the beginning of your entrepreneurial journey or are looking for ways to grow your business, the Interim Hub can help you access the right people and knowledge you need to achieve long-term interim success.”
In Business Since 2010
The Old Bakery, Blackborough Road, Reigate RH2 7BU
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Apollo Multi Asset Management

Apollo Multi Asset Management

“Apollo manages money for private clients through professional advisers, trusts, charities and pension funds across the world.”
In Business Since 2008
Castle Court, 41 London Rd, Reigate RH2 9RJ
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Hyland Financial Planning

Hyland Financial Planning

“Paul has been an excellent adviser for some years. He helped us previously and when he decided to set up on his own with St. James's Place we had no hesitation in following. As only moderate and cautious investors, we are delighted at how our capital...”
Skinner House, 38 Bell St, Reigate RH2 7BA
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Ridgewood Finance Limited

Ridgewood Finance Limited

Ridgewood Stud, Ironsbottom, Sidlow, Reigate RH2 8QG
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Heberden Wealth Management

Heberden Wealth Management

“Oval Wealth Partners is a trading name of Heberden Wealth Management LLP. Heberden Wealth Management LLP is a Limited Liability Partnership registered in England and Wales, Number OC395225. Registered Office: 20 Havelock Road, Hastings, East Sussex, ...”
10 Parkgate Rd, Reigate RH2 7JD
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SCS Financial Management

SCS Financial Management

“Furthermore, with management accounting, you will receive regular reports on your finances. This is unlike other accounting services which will not offer the same detailed reports on such a frequent basis. Our team also works with you closely to ensu...”
2, Alma House, Alma Rd, Waterhouse Lane, Reigate RH2 0AX
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Resolve Financial Solutions

Resolve Financial Solutions

(50)
Protection Planning, Mortgage Planning, Financial Planning
“The service I receive from Chris and Stuart from Resolve is always brilliant. I have used them for many years and will continue to. They are very knowledgeable and helpful.”
Transparent Fees & Pricing
In Business Since 2015
Serving Reigate Area
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Magus Wealth

Magus Wealth

(27)
Retirement Planning, Investment Management, For Business Owners
“Top to bottom and excellent experience - thorough fact finding, robust analysis, clear options and excellent delivery. Magus completely changed my perspective on the industry and I would absolutely recommend them.”
In Business Since 2016
Endeavour House, Business Quarter, Manor Royal, Crawley RH10 9LW
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Delaunay Wealth Management

Delaunay Wealth Management

(17)
  • Pensions
  • Team
  • Advice
“Fantastic service! i have felt constantly that i am in good and trustworthy hands, which is good as I am not financially that savvy. Lloyd has been patient and concise explaining everything in as much detail as possible.a very knowledgeableand profes...”
Transparent Fees & Pricing
In Business Since 2012
Optichrome House, 98-102 Maybury Rd, Woking GU21 5HX
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Coole Bevis Law

Coole Bevis Law

(27)
  • Efficient
  • House
  • Sale
“Happy experience. We have used Yvonne @ Coole Bevis twice in the past ten years for sale & purchase of a house (previous time when they were Coole & Haddock). The fees are in line with most local solicitors, I prefer paying a little more than a...”
Transparent Fees & Pricing
In Business Since 2018
Serving Reigate Area
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Citywide Financial Partners Limited

Citywide Financial Partners Limited

(3)
Sustainable Investments, Investments, Life Insurance & Ill Health Protection
“I have been very happy with the service from Citywide. They've helped me to consider my life goals and how finances play into those goals, which makes it easier to make decisions with the future in mind.”
Serving Reigate Area
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Strategic Wealth Partners

Strategic Wealth Partners

(2)
“I have recently moved my investments to Strategic Wealth Partners after an initial meeting with Amyr where is insight, knowledge, integrity and clear communication style convinced me very quickly that moving and putting my trust in him and the Team w...”
Transparent Fees & Pricing
Serving Reigate Area
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N2 Asset Management

N2 Asset Management

(2)
“Alex and his team helped me to consolidate my UK and Australian pensions and contributed to me setting up and understanding my financial plans for the future. His great skill is helping you to understand the process of planning and that it is not all...”
Transparent Fees & Pricing
In Business Since 2019
Downside Mill, Mill Yard, The Old Mill, Cobham Park Rd, Cobham KT11 3NE
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Wellden Turnbull Accountants Surrey

Wellden Turnbull Accountants Surrey

(2)
“I have seen Sarah Kent on several occasions and have always been welcomed and extremely helpful and efficient .”
Serving Reigate Area
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Brewers Chartered Accountants

Brewers Chartered Accountants

(1)
Tax Fee Protection Insurance, Business Consultancy Services, Accounting Services
“Brewers' ability to jump into Makerversity's accounts role at such short notice, and the work done in the interim, brought the realisation that an outsourced function with Brewers was the best way forward. Every aspect is always communicated in th...”
In Business Since 2007
Serving Reigate Area
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Retirement Planning and Investment Management Services in Reigate Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Typical price range is based on 257 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Typical range $2007 to $5519 is based on 257 cost profiles.

Why these companies made our list

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