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Magus Wealth

(26)

Inheritance Tax & Estate Planning, Family Consulting, Cash Flow Planning

“I have always found Mike and the team at Magus to be really smart, responsive and professional in dealing with all of my financial planning needs. I wouldn't hesitate to recommend them to anyone looking for help in planning how best to manage their i...”

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Quantum Wealth Planning

(44)

Investment Advice, Corporate Protection, Family Protection

“I met with Michael to discuss my pension going forward and found him to be as friendly and helpful as he was professional and knowledgeable. He is expert in his field and I will be recommending him to family and friends in future. Positive Responsive...”

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AV Trinity

(50)

Questions
Understand
First Time Buyer

“I had a fantastic experience working with AV Trinity, specifically Sean, on getting my mortgage in place. Over a long period of time he answered my questions with clarity, detail and patience, and then when an unexpected accepted offer came my way, p...”

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Domus Finance

(38)

Team
Market
Understanding

“I'm very thankful with Emily, she was great helping us with all the question my partner and I had regarding mortgages and the process of buying a house. Meanwhile she was a few days on holidays, her coworker Sam continue the process for her, so we di...”

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Hitchell Financial Planning

(24)

Professional

“I've know Robert from Hitchell Mortgage Solutions for a number of years. I've referred many clients to him over this period and they have all been very satisfied with his service. They generally comment on how professional, helpful and knowledgeab...”

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Ginkgo Financial

(16)

Alternative Investments, Final Salary Advice, Business Protection

“Gingko were very efficient in organising an appointment for us. We had a free Teams meeting with Catriona. She was very knowledgeable, helpful and honest. Although Gingko weren't able to help us - a very complicated situation, Catriona signposted us ...”

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Fintegrity IFA

(21)

Life Insurance, Retirement Planning, Pension Planning

“Wanting to retire but needed to check it was viable. Advice sought regarding drawdown, pension amalgamation, savings. Neil listened well, took time to write up a detailed assessment of my needs, risk preferences, options. I felt confident about retir...”

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Autus Wealth Management

(9)

Financial Planning & Cashflow Modelling., Investments., Protection.

“Extremely pleased with what the Autus team has done for my financial goals and targets - created a really friendly atmosphere, where I could openly talk about my finances and get top advice!”

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Brooks Macdonald

What we Offer

“Today, we are pleased to announce our full year financial results for 2024, alongside the introduction of our redefined strategy focused on reigniting future growth. Our renewed strategy places a strong emphasis on delivering excellent client service...”

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Seventyseven Wealth Management

(2)

Your Cash Reserves, Wealth Management, Inheritance Tax Planning

“Nice trip & worthwhile 2hr meeting. Signage & red (not green!) carpet need improvement. Interesting & seemingly successful alt' use of rural building. Lunch nearby at King John nursery ...”

Featured

Multi-asset funds offer the opportunity to access a diversified investment portfolio with just one fund, so could they be the right choice for you? Sometimes, the prospect of running an investment portfolio – made up of multiple component parts - can be overwhelming. There’s fund selection to consider, as well as the need for regular reviews and amendments to help your investments stay on track. For some investors, a multi-asset fund could provide a far more straightforward solution and make it easier for you to grow your wealth over the long term and achieve your financial goals. Here we answer your questions on multi-asset funds. Click the button to read the full article. The value of an investment may fall as well as rise. You may get back less than the amount invested. Taxation rules can change at any time and are depended on individual circumstances. SeventySeven Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website...

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The Finance Hub

(6)

Domestic Insurance, Pensions, Cashflow

“The team at The Finance Hub are incredible. They can help with any business needs. They put us in touch with Anne from Sutton Winson who helped with our fleet insurance. Would highly recommend.”

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Idfm

(10)

“Great service. As someone who has an innate phobia about matters financial, the friendly professional and personal approach at idfm was a real change. I felt at ease and happy that my complicated pension situation was clarified and sorted out by expe...”

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Panoramic Wealth Management

(2)

“I have been with Gary probably about 10 years now and would thoroughly recommend him and 100% trust him. It is a lovely friendly family firm and they are always happy to help.”

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Abacus Advice

(6)

Team

“Abacus have been our financial advisers for a number of years. Mike and his team are always helpful, giving good advice with no pressure selling. They also are willing to arrange appointment times to suit us.”

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Wells Financial

(5)

“Second time using Steve, David, Sharon and the team to sort our mortgages. Both times they have got us out of a pickle. Fantastic service.”

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Advice2u.co.uk

(4)

Understanding
Financial Advisor
Pension

“Alec has been my financial advisor since the mid 90's. My father suggested that I get a pension early in my career and introduced me to the firm Alec worked with at that time. I trust Alec and that trust has been built over a 30-year period, I feel...”

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Trinity Lifetime Partners

(2)

“Have been with the same adviser since 15 years. Very competent and professional advice.”

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Lewis & Co

(2)

Services For Individuals, Services For Businesses

“Lewis & Co helped me setup my business and have now looked after me for 4 years plus. The guys are always responsive and get things resolved quickly and efficiently. I would recommend Lewis & Co to anyone, whether a one man band or a larger business.”

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Blazer Financial Solution Partners

(3)

Legacy Planning, Financial Planning, Financial Advice

“I really cannot speak highly enough of the service and help I received. From writing my will, investing money, and registering trust funds, Pierre has been amazing! Thank you.”

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Sellmysharecertificates

(1)

“Excellent service. Easy to use and low cost. Funds of sale paid promptly. Very few options left anymore for occasional sale of share certificates without all the complications of opening an account with a trader. I will definitely use again. Positi...”

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Sterling & Law Independent Financial Advisers, IFA London City

(8)

“After working with Luke for a few years, I have found him to be one of the most trustworthy and reliable advisors. He provides unbiased advice taking into account all my personal circumstances. An outstanding platinum service which has resulted in a ...”

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Ellora Wealth and Investments

(3)

Pension

“I am 55 and I needed advice on acessing my pension pots. A common friend recommended Praveen from Ellora Wealth. I received extremely valuable financial advice and am now able to optimally plan my pension withdrawals. Praveen took away all the stress...”

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Professional Assured Financial Services

Consumer Duties

“We offer you trust, peace of mind and a guiding hand to avoid expensive mistakes. We strive to simplify complicated things, take the hassle away from you, make your financial life easier and bring enthusiasm and enjoyment to financial planning.”

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The Fintech-Cfo

Transformation Programmes, Due Diligence & Fund Raising Support, Financial Planning & Business Partnering

“Though we've grown since our founding, we're still the same consultancy at heart. Let us help make your a reality. We will help your scale-up grow with the appropriate cost base and risk framework. Give us a call today and see what we can do for you.”

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Average Cost	£3642
Minimum cost	£1215
Maximum cost	£10318
Avg Per Hour Rates	£366

Best Financial Advisors in Royal Tunbridge Wells

The highest-rated Financial Planning & Wealth Management companies out of 51 vetted & reviewed in the Royal Tunbridge Wells area.

Magus Wealth

Quantum Wealth Planning

AV Trinity

Domus Finance

Hitchell Financial Planning

Ginkgo Financial

Fintegrity IFA

Autus Wealth Management

Brooks Macdonald

Seventyseven Wealth Management

The Finance Hub

Idfm

Panoramic Wealth Management

Abacus Advice

Wells Financial

Advice2u.co.uk

Trinity Lifetime Partners

Lewis & Co

Blazer Financial Solution Partners

Sellmysharecertificates

Sterling & Law Independent Financial Advisers, IFA London City

Ellora Wealth and Investments

Professional Assured Financial Services

The Fintech-Cfo

Retirement Planning and Investment Management Services in Royal Tunbridge Wells Cost Estimates

Why these companies made our list

Wealth Management Advisors near Royal Tunbridge Wells

Popular in Royal Tunbridge Wells