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Best Financial Advisors in Royal Leamington Spa

Handpicked from 58 vetted & reviewed Financial Planning & Wealth Management firms in the Royal Leamington Spa area, discover the top 5 elite providers among the selected group of 24 finalists.

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Simpson Financial Services

Simpson Financial Services

(22)
  • Pension
  • Present
  • Tailored
“Always satisfied with the expertise and friendly service I have received from Rob and his team at Simpson Financial services and have every confidence in their ability to continue to manage my investments in a professional manner.”
Transparent Fees & Pricing
Free Initial Consultation
23a Cross St, Leamington Spa CV32 4PX
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Godiva Wealth Management

Godiva Wealth Management

(30)
Pensions Advice and Retirement, Advice For Businesses, Investments and Savings
“This is my first experience of a Wealth Management company and I have to say it has been very positive. Daljit has been extremely helpful and a valuable guide through the process. Positive Responsiveness, Quality, Professionalism, Value”
In Business Since 2018
Coupons & Offers
7 Clarendon Pl, Leamington Spa CV32 5QL
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Jordan Financial Management

Jordan Financial Management

(50)
Financial Planning, Specialist Advice, Wills, Estates & Inheritance Tax
“We have been so impressed with Chris right from our first meeting. He is friendly, diligent, efficient and communicates really well so we always know what is going on and also very helpful when we need him..”
Transparent Fees & Pricing
Free Initial Consultation
Serving Royal Leamington Spa Area
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Central Financial Services

Central Financial Services

(50)
  • CFS
  • Advice
  • First Time Buyer
“Very efficient and effective - CFS were contacted on a Sunday with a relatively unusual case, reacted immediate with a call back same day -- yes Sunday . Completed around 8 weeks later and kept updated all the way. Overall very satisfied”
170 Halton Rd, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B73 6NZ
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Henwood Court Financial Planning

Henwood Court Financial Planning

(50)
  • Retirement
  • Decisions
  • Future
“Henwood Court provide a great, professional service. I have always found the team to be friendly, reliable and willing to go above and beyond. I would highly recommend them. Positive Responsiveness, Quality, Professionalism, Value”
Transparent Fees & Pricing
Serving Royal Leamington Spa Area
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
99.6 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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Masterplan Wealth

Masterplan Wealth

(34)
Why Work With us, Knowledge & Resources, Who we Help
“Joe has been very helpful with preparing my finances for retirement. He has answered all my questions in a professional and friendly manner. I would recommend his services.”
In Business Since 2019
Masterplan Financial, 31 Coleshill St, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B72 1SD
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Rockwealth Leamington IFA

Rockwealth Leamington IFA

(27)
  • Pension
  • Number
  • Tailored
“We have been receiving Pension, Retirement & Investment advice from this company for a number of years now and have been very impressed with the service provided by Chris. Would highly recommend this company.”
Transparent Fees & Pricing
16 Hamilton Terrace, Holly Walk, Leamington Spa CV32 4LY
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Cheltenham Independent Financial Advisers

Cheltenham Independent Financial Advisers

(27)
  • Pension
  • Service
  • Investments
“Excellent service and very friendly. Madeleine has helped me with pensions and a plan so I could take early retirement 12 months ago highly recommended.”
5 Royal Cres, Cheltenham GL50 3DA
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Hb&o Accountants Leamington Spa

Hb&o Accountants Leamington Spa

(7)
Audit, Virtual Finance Office, Corporate Finance
“Have used Harrison Beale for more than 30 years as business accountants, personal tax, mortgage consultants and financial advisers. Jason Strain is the best! Always an enjoyable visit to discuss our financial position. Enjoyable and financial are two...”
Transparent Fees & Pricing
Free Initial Consultation
Remote Consultations Available
11 Highdown Rd, Leamington Spa CV31 1XT
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J&P Financial Services

J&P Financial Services

(20)
  • Pension
  • Company
  • Understand
“Sonia gathered all our pensions together for us making it much less complicated. She gave sound advice and kept us well informed throughout the entire process.”
Serving Royal Leamington Spa Area
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Advice Wise

Advice Wise

(9)
Pensions, Later Life Planning, < Back to Main Menu
“I highly recommend Advice wise for all mortgage advice and dealings. I am nervous and extermley cautious person, but i could not be happier with the care, attention and speed of resolve both Judy and Adam undertook. I felt great reasurance and ease ...”
In Business Since 2019
Transparent Fees & Pricing
Serving Royal Leamington Spa Area
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Opus Independent Financial Planning

Opus Independent Financial Planning

(4)
“For more than the last 10 years Opus Independant Financial Planning Ltd have been dealing with my personal finances I have always been very satisfied with the very efficient and pleasant service I have received. Everything is dealt with in the strict...”
In Business Since 2017
Transparent Fees & Pricing
Serving Royal Leamington Spa Area
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Gemini Wealth Management

Gemini Wealth Management

(2)
“Gemini Wealth Management Ltd are extremely professional in their outlook, operations and service and they are a pleasure to work with.”
In Business Since 2006
Remote Consultations Available
Serving Royal Leamington Spa Area
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Saxton Financial Planning

Saxton Financial Planning

(2)
  • Family
“Craig and his team are fantastic people. Delivering exceptional service backed by a superior knowledge. I've always felt in safe hands with Saxton Financial Planning. So much so I have recommended their services to family and those really close to me...”
11 Dormer Pl, Leamington Spa CV32 7AA
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Truly Independent

Truly Independent

Free Consultation, Calculators, Retirement Planning
“I am an Independent Financial Adviser in Sutton Coldfield, West Midlands. I provide personalised independent financial advice to help you achieve your financial goals and have over 25 years of experience in financial services.”
Transparent Fees & Pricing
Serving Royal Leamington Spa Area
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Lifestyle Financial Services

Lifestyle Financial Services

(4)
  • Company
  • Mortgage
  • Communication
“I have used Lifestyle Financial services several times over the past 5 years. Dealing with Emma and Marnie on several occasions and have always found them to be pleasant and professional to deal with. Any questions I have are always dealt with in a t...”
Serving Royal Leamington Spa Area
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Oaklands Wealth Management

Oaklands Wealth Management

“Discover why Oaklands Wealth Management stands out from the crowd through this compelling client story. In this video, you'll hear firsthand from Manni about the exceptional expertise, personal service, and peace of mind that Oaklands provides. Learn...”
In Business Since 2007
Transparent Fees & Pricing
ISO, ISO, ISO, ISO, ISO, ISO Certified
Serving Royal Leamington Spa Area
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Roberts Financial Consultancy

Roberts Financial Consultancy

Calculators, My Portfolio, Research Links
“When you're ready to choose a mortgage you can rest assured that we'll advise on mortgages representative of the whole market. Our highly experienced financial consultants have access to a major mortgage sourcing system. We can source the right mortg...”
Serving Royal Leamington Spa Area
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Beauchamp Wealth

Beauchamp Wealth

(1)
“Myself and my partner recently reached out to Ellie to seek financial planning. Straight out the gate, she was incredibly personable, clear and concise and answered our questions effortlessly! She went through the process step by step and was a...”
1 Kenilworth Rd, Cubbington, Royal Leamington Spa, Leamington Spa CV32 5TG
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Byrd G N & Co

Byrd G N & Co

(1)
“Absolutely the finest for advise and guidance for one who was completely ignorant with respect to handling my affairs.”
16 Cross St, Leamington Spa CV32 4PX
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Sutton Oaks Wealth Management

Sutton Oaks Wealth Management

“Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dre...”
Serving Royal Leamington Spa Area
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Parkway Consulting

Parkway Consulting

“Parkway Consulting is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.”
100+ Years Experience
Pure Offices, Leamington Spa CV34 6WE
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Robson Lister Wealth Management

Robson Lister Wealth Management

“We always do what is best for our clients and by agreeing in advance what we will do for them and what it will cost, they can be assured of our impartiality and commitment to delivering the best advice and service.”
In Business Since 2001
Serving Royal Leamington Spa Area
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Amherst Financial Management

Amherst Financial Management

“We understand that everyone's financial situation is unique, so with consultation and discussion, we provide a tailored personal approach that incorporates your priorities and objectives. We produce recommendations and solutions that give you the con...”
9, Pure Offices, Plato Cl, Tachbrook Park Dr, Leamington Spa CV34 6WE
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Retirement Planning and Investment Management Services in Royal Leamington Spa Cost Estimates

Minimum cost
£1214
Maximum cost
£10307
National Average
£3638
Avg Per Hour Rates
£365
£2426
£6670
Fair price range is based on 450 cost profiles
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Average Cost £3638
Minimum cost £1214
Maximum cost £10307
Avg Per Hour Rates £365

Fair range $2426 to $6670 is based on 450 cost profiles.

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