Best Financial Advisors in Rochester

The highest-rated Financial Planning & Wealth Management companies out of 44 vetted & reviewed in the Rochester area.

Pension Access

Pension Access

(16)
  • Company
“Started the process of releasing money from my pension pot on August '23,the process finished in January'24,with the money going into my bank,really easy process,great financial advisor,would recommend to everyone”
Transparent Fees & Pricing
In Business Since 2022
Affinity House, Beaufort Court, Sir Thomas Longley Rd, Rochester ME2 4FD
i
Angletwich Financial

Angletwich Financial

(9)
General Insurance, Legal Services, Check Your Credit File
“Had a great experience using Angletwich. Very professional yet friendly with great communication. Made getting our mortgage 10 times easier. Would definitely recommend.”
Buckhole Farm Rd, Rochester ME3 8SE
i
Hall & Costello Wealth Management

Hall & Costello Wealth Management

(17)
  • Number
  • Products
  • Questions
“Extremely professional, the support staff are first class, polite and very responsive. Would recommend Hall & Costello for all your financial needs. Positive Quality”
In Business Since 2014
Unit 4, The Barn, Cliffe Woods, Rochester ME3 8GY
i
London & County Financial Advisors

London & County Financial Advisors

Remote Consultations Available
In Business Since 2015
39 Swale Rd, Rochester ME2 2TT
i
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
i
Doyle & Leigh

Doyle & Leigh

Offers Financing Options
101 High St, Rochester ME1 1LX
i
Crossley Third Sector

Crossley Third Sector

Mortgage Services, Personal Legal Services, Personal Financial Services
In Business Since 2017
Star House, 8 Star Hill, Rochester ME1 1UX
i
Direct Financial Planning

Direct Financial Planning

Pensions, Savings & Investments, Financial Planning
2A Galleon Way, Lower Upnor, Rochester ME2 4GX
i
Accsys Accountants

Accsys Accountants

(49)
Business Support Network, Virtual Office, Bookkeeping
“We have been working with Will and his team for the past 5 years and I cannot recommend Accsys Accountants enough. Nothing has ever been too much trouble, they are a joy to work with. If I could give them 10 stars I would do so! Positive Responsivene...”
Remote Consultations Available
Transparent Fees & Pricing
Trade Fair House, 2 West Ct, Enterprise Rd, Maidstone ME15 6JD
i
Fingerprint Financial Planning

Fingerprint Financial Planning

(50)
Wills, Power of Attorney, Investments
“Fantastic team at fingerprint. A huge knowledge and they genuinely care about their clients and always go above and beyond to help. Wouldn't ever use anyone else for mortgage advice. They are an incredible team.”
Transparent Fees & Pricing
Admiral's Offices, Chatham ME4 4TZ
i
Courtney Havers

Courtney Havers

(50)
  • Adviser
  • Options
  • Speaking
“We have dealt with Courtney Havers for many years.Our contracts being Ray and Matt Tuffield. We could not have asked for better advice and information, both Ray and Matt are very pleasant individuals with a reassuring nature. Vic and Eve.”
Transparent Fees & Pricing
5a Valley Industries, Cuckoo Ln, Tonbridge TN11 0AG
i
Heritage Will Writers

Heritage Will Writers

(50)
Probate and Estate Administration, Lasting Powers of Attorney, Property Protection Trust
“Excellent service, from the initial discussion and will creation and subsequent codicil updates as things change over time. Happy to recommend to friends and family too!”
5 Elder Ct, Wigmore, Gillingham ME8 0EA
i
First4mortgages

First4mortgages

(49)
Provide Clear and Straightforward Recommendations, Help Protect What is Important to You
“As very nervous first time buyers we couldn't have asked for better, Simon was amazing. He always took time to explain things to us properly and reassured us at every step. Couldn't recommend enough!! Thank you so much Simon! Positive Responsiveness,...”
In Business Since 2015
28 Clarence St, Southend-on-Sea SS1 1BD
i
SRC Financial Services Limited

SRC Financial Services Limited

(50)
  • Remortgage
  • Documents
  • Fixed
“very helpful! answered any and all questions thoroughly and in a timely manner, and helped first time buyers through the whole process!! much appreciated:)”
In Business Since 2006
4 Lords Ct, Cricketers Wy., Basildon SS13 1SS
i
Forces Family Finance

Forces Family Finance

(46)
Protecting What Matters Most, Protecting Your Possessions, Home Ownership
“Thank you thank you thank you FFF you have made our dreams come true!!!! Nadine and the team have provided the best service after being let down previous financial services, we now start the project that was made possible by FFF thank you nadine and ...”
Dragon Coworking hub, 7-8 New Rd Ave, Chatham ME4 6BB
i
Mortgage Superheroes

Mortgage Superheroes

(49)
  • Team
  • Communication
  • Dream
“Very positive experience with Andy. He managed to find us a great mortgage deal and well worth his fee. Helpful and informative throughout, no problem answering questions with a quick response ☺️ Highly recommend!”
16 Broadway, Sheerness ME12 1AF
i
Edward Bond Associates

Edward Bond Associates

(43)
  • Phone
  • Investments
  • Questions
“First class service always received from David Bagley at Edward Bond Wealth; and I would surely recommend him to friends and family. He's always around to give the Customer service and support one needs. Good knowledge of the market too.”
Howbury House, Texcel Business Park, Thames Rd, Dartford DA1 4RQ
i
Essex Equity Release Advice Centre

Essex Equity Release Advice Centre

(31)
Financial Services, Legal Services
“I was having difficulty getting Equity release on my property until I came across Ron Radway @ OneCall. Ron went the extra mile to find a lender, and PROBLEM SOLVED. I would recommend him to anyone, Ron is one of a kind, a TRUE gent.”
Family Business
Serving Rochester Area
i
Abacus 59 Accountants & Business Advisor

Abacus 59 Accountants & Business Advisor

(19)
Time Saving, Value Added, Compliance
“I just submitted my first tax return with Abacus. I was dreading the whole thing (and putting it off since year end!) but it has been a painless experience and I have them to thank for that. Mr Olaniyan in particular led me through the process ensuri...”
Free Initial Consultation
In Business Since 2013
Serving Rochester Area
i
Orchard Financial Management

Orchard Financial Management

(22)
Business Protection, Pensions, Other Types of Pensions
“This had been the second time we have dealt with Jade, her services are second to none, very efficient- quick communication and very professional. Positive Responsiveness, Quality, Professionalism, Value”
Orchard Financial Management, 4 Bloors Ln, Rainham, Gillingham ME8 7EG
i
Maidstone Mortgages & Pension Advice

Maidstone Mortgages & Pension Advice

(24)
  • Communication
  • Knowledge
  • Plan
“Paul is very professional & really understands your needs. Once this is known Paul will endeavour to get you the best deal possible to suit your needs. Always happy to look at alternatives if your plans change”
In Business Since 2020
29 Winifred Rd, Bearsted, Maidstone ME15 8NR
i
Allied Luptons

Allied Luptons

(11)
Tax Efficient Investment Solutions, Pension & Retirement Options, Life Cover and Family Protection
“Roy & his team are lovely people. You are treated like friends ( you get tea & cakes & cuddles with the dogs) but they are also extremely well versed in the market & very professional. I have no hesitation in recommending them.”
Offers Financing Options
Transparent Fees & Pricing
Ashford Rd, Maidstone ME17 1XG
i
Focused Financial

Focused Financial

(22)
  • Meetings
  • Interest
  • Life
“We approached Focused Financial when we were planning our retirement. James guided us through the process of identifying our aims and organising our investments and pensions. I would recommend Focused Financial. James has a relaxed manner, explains e...”
8 Romney Pl, Maidstone ME15 6LE
i
Spherical Financial Services

Spherical Financial Services

(32)
  • Advice
  • Property
  • First Time Buyers
“Mike has made re mortgaging a dream! No stress no paperwork! He handles everything and managed to get us a very very low mortgage! Couldn't have done it without him and would recommend him to absolutely everyone.”
Serving Rochester Area
i

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
Click to copy
Successfully copied!
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

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top