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Best Financial Advisors in Saint Albans

Handpicked from 44 vetted & reviewed Financial Planning & Wealth Management firms in the Saint Albans area, discover the top 5 elite providers among the selected group of 24 finalists.

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Lumin Wealth

Lumin Wealth

(10)
Pensions & Retirement, Inheritance, Comprehensive Financial Planning
“I feel a need to write this as I consider myself a most fortunate person. About to retire, I face a worry free and financially secure future because of Lumin Wealth. I have been a client of Martin Cotter for 20 years, and on meeting my financial af...”
5 Sandridge Park, St Albans AL3 6PH
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Aqua Wealth Management

Aqua Wealth Management

(30)
Financial Planning, Pensions, Protection
“Matt at Aqua Wealth Management has been a saviour throughout our house purchase process over the past 9 months. He has been extremely attentive to our situation, with great communication at each step, given us plenty of options and guided us through ...”
Heath House, 156a Sandridge Rd, St Albans AL1 4AP
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KDW Independent Financial Planning

KDW Independent Financial Planning

(30)
Pensions, Investments, Assurance
“I'm not one for writing positive review (have written several bad one - usually about rank restaurants). I feel it is incumbent on me however, to write to highly recommend Paras Mehta and Emily Rogers of KDW. Having wasted a great deal of time wi...”
Centurion House, 136-142 London Rd, St Albans AL1 1PQ
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Clara Wealth Management, IFA Chiswick

Clara Wealth Management, IFA Chiswick

(20)
Financial Planning, Investment Advice, Insurance
“I am happy to unreservedly, highly recommend Patryk and Clara Wealth Management. We found him through VouchedFor, where his reviews were consistently positive, and he more than lived up to what we expected. Patryk helped my partner and me find a mort...”
In Business Since 2020
106 St Albans Ave, London W4 5JR
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Slone Capital

Slone Capital

(6)
  • Pension
“Slone Capital have been managing my pension fund for a number of years and I am extremely happy with the service they provide. Growth rates have exceeded my expectations and the team always make themselves available for any questions I may have. It's...”
In Business Since 2015
Transparent Fees & Pricing
Arquen House, 4-6 Spicer St, St Albans AL3 4PQ
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
98.9 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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Taylor Burke Partnership

Taylor Burke Partnership

Business Assurance, General Insurance, Personal & Business Protection
“The essence of our business is the Provision of Personal and Corporate face to face advice. There is no single solution, each individual has their own personal concerns, responsibility and ambitions and our advice is tailored accordingly.”
In Business Since 2005
30 Marlborough Rd, St Albans AL1 3XQ
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Luna Accountants

Luna Accountants

(3)
“From the first moment I've been impressed with Luna Accountants and Vladka Cosier. One of the most important things for me in an accountant is that I can trust them. Trust in terms of being on top of the deadlines, and in terms of helping me make sm...”
In Business Since 2019
13 Dammersey Cl, Markyate, St Albans AL3 8JS
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Trinity Wealth Management

Trinity Wealth Management

(2)
“Graham and Mark, supported by Jon at TWM have been able to take a challenging set of circumstances and deal with them in a Godly and sensitive manner. I am pleased with the outcome and look forward to the review process to keep things on track with m...”
Cedar Court, 6c Parkway, Porters Wood, St Albans AL3 6PA
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MI Wealth Consultancy

MI Wealth Consultancy

(2)
“We wanted to take more control over our family finances and to develop a long-term proactive strategy for managing our money. Maria helped us to achieve this by providing expert and relevant advice, at the right times. Maria is very thorough, which w...”
Abbey View Rd, St Albans AL3 4QL
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Smarter Financial Planning

Smarter Financial Planning

(7)
  • Understand
  • Pension
  • Investments
“I have been assisted by Jon's professional input over the last 5 years. Initially I was seeking reassurance and ideas about how best to manage my money. Jon was very knowledgeable and conducted a financial review for me, where we tweaked things like ...”
Serving Saint Albans Area
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N K Financial Management

N K Financial Management

(1)
“Exellent Professional Service i highly recommend NK Financial”
Stanta Business Centre, 3 Soothouse Spring, St Albans AL3 6PF
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Outsourced Professional Administration

Outsourced Professional Administration

(1)
“Outsourced Professional Administration Limitied (OPAL) has moved to 45 Grosvenor Road AL1 3AW”
In Business Since 2018
1 Centrium, Griffiths Way, St Albans AL1 2RD
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Trust Matters

Trust Matters

5, Hill House, 5A Holywell Hill, St Albans AL1 1EU
Featured

Some of you may or may not know that as part of our business, we write Wills and prepare Lasting Powers of Attorney. These are more important now than ever before. We hope that this awful situation will be over as quickly as possible and we can all get back to our normal lives, whatever normal is! We are a family business, trying to survive through what is probably going to be the toughest times we will ever experience. Anyone who needs to review their Wills, write new Wills or prepare lasting powers of attorney, please message me. It’s so important you put things in place now to protect your families and their futures. Stay safe everyone xxx...

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Zedra Inside Pensions Limited

Zedra Inside Pensions Limited

(1)
“Great working environment, friendly team members and good opportunities.”
In Business Since 2002
First Floor, Trident House, 42-48 Victoria St, St Albans AL1 3HZ
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Zengin Consultancy

Zengin Consultancy

16 Saberton Cl, Redbourn, St Albans AL3 7DS
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Chequer Financial Services Independent Financial Advice

Chequer Financial Services Independent Financial Advice

““I've never been someone who has taken much interest in financial investments, so when I inherited some money I wanted to make sure my inheritance would benefit me for the future. I researched high and low into financial advisers and came into contac...”
2-4 St Peter's St, St Albans AL1 3LF
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MJP Financial Consultant

MJP Financial Consultant

(7)
  • Life
  • Insurance
“Having had a series of serious illnesses throughout my life, the possibility of getting personal protection had become challenging. Initially I was not able to get insurance, then later on I could but only at great expense. I had a lovely 1-2-1 wi...”
5, Beech Hyde Cottages, Hogg End Ln, St Albans AL3 6RF
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Gemmell Financial Services

Gemmell Financial Services

Corporate Services, Individual Financial Planning
“We offer independent financial advice, taking a “whole of market” approach to ensure that we give the most appropriate recommendations. We have a comprehensive investment proposition, and are happy to give regular advice on investment issues and assi...”
9 Sandridge Park, St Albans AL3 6PH
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Enhance Wealth Management

Enhance Wealth Management

Pensions & Retirement, Inheritance, Comprehensive Financial Planning
“We will continue to provide the same level of support and service to our customers under the same model, which is now backed by additional resources to deliver more financing, products and opportunities to private clients, entrepreneurs and small bus...”
Unit 5 Sandridge Park, St Albans AL3 6PH
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Joseph Oliver

Joseph Oliver

“You have unique financial aims and objectives. You may wish to preserve your wealth, or generate new wealth. We offer a flexible range of wealth structuring services designed to evolve with you through the different stages of your life – all accessed...”
In Business Since 2022
65 London Rd, St Albans AL1 1LJ
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Tisco Financial Planning

Tisco Financial Planning

“TISCO Financial Planning Limited is a firm of Chartered Financial Planners based in St Albans, Hertfordshire. We are independent financial advisers providing financial advice to private individuals and UK businesses. We work with clients throughout t...”
Morton House, 80A Victoria St, St Albans AL1 3XH
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Vizion Wealth Chartered Financial Planners

Vizion Wealth Chartered Financial Planners

Fountain Court, 2 Victoria Square, St Albans AL1 3TF
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Brace Wealth Management

Brace Wealth Management

“Welcome to Brace Wealth Management At Brace Wealth Management we build trusted, long-term relationships with our clients to understand what's truly important to them, so we can help to deliver appropriate financial and legacy planning strategies that...”
28 Grange St, St Albans AL3 5NB
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Audley Asset Management

Audley Asset Management

In Business Since 2017
6 St Peter's St, St Albans AL1 3LF
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Retirement Planning and Investment Management Services in Saint Albans Cost Estimates

Minimum cost
£1230
Maximum cost
£10446
National Average
£3687
Avg Per Hour Rates
£370
£2459
£6760
Fair price range is based on 360 cost profiles
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Average Cost £3687
Minimum cost £1230
Maximum cost £10446
Avg Per Hour Rates £370

Fair range $2459 to $6760 is based on 360 cost profiles.

Why these companies made our list

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