Rochester

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Best Financial Advisors in Rochester

Handpicked from 44 vetted & reviewed Financial Planning & Wealth Management firms in the Rochester area, explore the top 5 standout choices among the selected group of 24 finalists.

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Hall & Costello Wealth Management

Hall & Costello Wealth Management

(16)
  • Confident
  • Mortgage
“I used Hall&Costello Wealth Management for my mortgage. From start to finish I cannot fault their service. Casey was the perfect mortgage advisor, he removed all the stress from the process, answering all correspondences rapidly and providing friendl...”
Unit 4, The Barn, 2 Oakleigh Grove, Cliffe Woods, Rochester ME3 8GY
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Angletwich Financial

Angletwich Financial

(3)
General Insurance, Legal Services, Check Your Credit File
“I have been using Giles for the past 10 years for my Home and Buy to Let Mortgages and he has always found the right product to suit my requirements. I have recommended him to others who have also found him professional and provided them with a good...”
Buckhole Farm Rd, Rochester ME3 8SE
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Apollo Pension & Investment Advisers

Apollo Pension & Investment Advisers

(1)
“Extremely helpful and knowledgeable staff, highly recommend them!”
Christchurch House Beaufort Court, Sir Thomas Longley Rd, Rochester ME2 4FX
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London & County Financial Advisors

London & County Financial Advisors

“As a team, you'll find us highly knowledgeable, approachable and friendly. Clients like our flexible approach to meeting up. We're happy to talk to you over the phone, visit you in your own home, place of work or convenient local venue, at a time tha...”
Remote Consultations Available
In Business Since 2015
39 Swale Rd, Rochester ME2 2TT
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Castlerock Wealth Management - Financial Advisers

Castlerock Wealth Management - Financial Advisers

(3)
“Fantastic people. Excellent knowledge, they do what they do really well, without fuss in a professional manner. Really pleased.”
26 High St, Rochester ME1 1PT
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
97.9 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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Crossley Third Sector

Crossley Third Sector

Ourfd, Specialist Services, Management Accounting
“There is nothing more important for any organisation than the confident management of all things financial; and sourcing that from a partner organisation, instead of doing it in-house would create anxiety for many. Not so with Crossley as your busine...”
Star House, 8 Star Hill, Rochester ME1 1UX
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Doyle & Leigh

Doyle & Leigh

“Bob Doyle and Leigh Foweraker first established Doyle & Leigh in 2002, operating as an IFA Practice for 12-years before accepting an invitation to join St. James's Place in 2014. The Directors both came from a similar background, first meeting at Pru...”
Offers Financing Options
101 High St, Rochester ME1 1LX
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Direct Financial Planning

Direct Financial Planning

- Health Insurance, - Life Assurance, - Taxation
“I have been working with Phil now for around 14 years in his field as a Financial Advisor, until then I had only been given ad-hoc advice. It was encouraging finally to find someone with the expert knowledge that Phil has to work with in a proactive ...”
2A Galleon Way, Lower Upnor, Rochester ME2 4GX
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Rbss Consulting

Rbss Consulting

(30)
Accountant Partners, Growth Strategies, Business Improvement Strategies
“I started A.B. Rollings Clothiers Ltd in England sometimes in 2018 right before the pandemic. It was such a difficult time for businesses; especially new ones, because old ones were folding up. But by the grace of GOD and professional counselling of ...”
Serving Rochester Area
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Pinney Talfourd Solicitors

Pinney Talfourd Solicitors

(29)
  • Firm
  • Team
  • Price
“Alex helped me with an employment settlement issue, and was knowledgable, friendly and incredibly supportive. I would highly recommend and definitely approach Pinney Telford again.”
Serving Rochester Area
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Kelly Financial

Kelly Financial

(2)
Savings & Investments, Protection, Pensions
“Paul and Michelle where amazing with advising my fiancé and I on purchasing our first home together. No question was a silly question and made us feel really comfortable all the way through. Thank you!”
In Business Since 2016
Serving Rochester Area
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Moore Kingston Smith

Moore Kingston Smith

(2)
“Great firm offering a top service to all clients.”
Serving Rochester Area
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Fingerprint Financial Planning

Fingerprint Financial Planning

(30)
Wills, Power of Attorney, Investments
“Fantastic service. The team at Fingerprint were excellent. They provided sound advice on the best mortgage products to meet our needs and were helpful and supportive through the application process keeping us updated all the way through. Would rec...”
Transparent Fees & Pricing
Admiral's Offices, Chatham ME4 4TZ
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Forces Family Finance

Forces Family Finance

(30)
Protecting What Matters Most, Protecting Your Possessions, Home Ownership
“Nadine, Lisa and everyone else have been absolutely fantastic during the whole process. As first time buyers we didn't have a clue about where to start and what we needed to do but they made the entire process painless and understandable. We have alr...”
Fort Horsted Business Centre, Primrose Cl, Chatham ME4 6HZ
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Loucas Accountants Maidstone

Loucas Accountants Maidstone

(30)
Tax Investigations, Individual Services, Business Services
“We have been working with Loucas Accountants for over 7 years now. They are a very professional company with friendly and helpful staff members. We would highly recommend their services to any business.”
35+ Years Experience
The Carriage House, Maidstone ME15 6YE
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Estuary Wills

Estuary Wills

(30)
Probate Services, Lasting Powers of Attorney, Trusts
“My husband and I recently used Estuary Wills to draft our Wills. We had put off doing this for a long time and so glad we have finally organised ourselves with Sarah's help. Extremely professional, very efficient, friendly and offered great advice....”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2016
Serving Rochester Area
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SRC Financial Services Limited

SRC Financial Services Limited

(30)
  • Efficient
  • Patient
  • Stress
“Had a great experience with SRC Mortgage Solutions. Laura and Megan assisted us through the process of buying our first home. Always came back to our queries with patience and professionalism. Thank you for your kind approach.”
In Business Since 2006
4 Lords Ct, Cricketers Wy., Basildon SS13 1SS
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BTS Accountancy

BTS Accountancy

(24)
Bookkeeping, Business Growth, Starting a Business
“I honestly recommend, BTS is a great accounting company, friendly and very helpful staff, I have great pleasure to work with them, they are very proffesional in their job. I heighly recomendet for every company. Sylvester Leeds😊👍👍👍”
In Business Since 2014
25 Blockmakers Ct, Shipwrights Ave, Chatham ME4 5JE
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Essex Equity Release Advice Centre

Essex Equity Release Advice Centre

(30)
Financial Services, Legal Services
“I can not speak more highly of the service I received from Ron - Overcome every obstacle, was very professional and very experienced. I will be recommending Essex Equity Release to family and friends.”
Family Business
Serving Rochester Area
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Accounts House

Accounts House

(25)
  • Financial
  • Communication
  • Number
“Excelent communication and patience with new customers that are starting a business,when I first start my business I had no idea how to do it but Zahid got me on right track with tips and ideas, very kind and helpful team at Accounts House. Would r...”
Transparent Fees & Pricing
In Business Since 2008
Serving Rochester Area
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A4G

A4G

(22)
Cash Flow & Profit Improvement, Dependency Reduction, Wealth & Retirement Planning
“Having little knowledge of how the economy changes & impacts small businesses, I was thrilled to watch a fantastic training webinar on exactly that with A4G. Thank you for hosting this, Phil Eckersley from the Bank of England was really interesting ...”
Transparent Fees & Pricing
Serving Rochester Area
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Mortgage Superheroes

Mortgage Superheroes

(30)
  • Responsive
  • First Time Buyer
  • Experience
“Tony has been fantastic during this whole process, he is friendly, very knowledgable, always gets back to you promptly, always one step ahead and is always willing to help you. It's been such a pleasure, thank you for everything!”
383 Tonbridge Rd, Maidstone ME16 8NH
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Focused Financial

Focused Financial

(19)
  • Meetings
  • Interest
  • Life
“I always feel reassured after my annual review with James. It's good to know my all aspects of financial 'health' are taken care of and explained in such a way that means I have complete confidence in the advice given.”
8 Romney Pl, Maidstone ME15 6LE
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Orchard Financial Management

Orchard Financial Management

(15)
  • Mortgage
“I was recommended Jade by a family member and she's been absolutely brilliant with us. She was always on hand to answer any questions and queries we had, as a first time buyers was very daunting at times. But Jade made it as stress free as possible. ...”
Orchard Financial Management, 4 Bloors Ln, Rainham, Gillingham ME8 7EG
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Retirement Planning and Investment Management Services in Rochester Cost Estimates

Minimum cost
£1219
Maximum cost
£10350
National Average
£3653
Avg Per Hour Rates
£367
£2436
£6698
Average price range is based on 533 cost profiles
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Average Cost £3653
Minimum cost £1219
Maximum cost £10350
Avg Per Hour Rates £367

Average range $2436 to $6698 is based on 533 cost profiles.

Why these companies made our list

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