Best Financial Advisors in Saint Neots

The highest-rated Financial Planning & Wealth Management companies out of 61 vetted & reviewed in the Saint Neots area.

Premier Plus Limited

Premier Plus Limited

(9)
Mortgages, Retirement Planning, Savings & Investments
“Fantastic service from start to finish. Estelle made my 'first time buyer' experience so smooth and stress less. She has provided excellent and professional service, answered all of our questions promptly and advised on the right mortgage for us. I w...”
Serving Saint Neots Area
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Peter Chandler - SaintNeots Accountants

Peter Chandler - SaintNeots Accountants

(3)
“Peter Chandler is hugely experienced and provides excellent service. A thoroughly nice team who simplify the whole process. I thoroughly recommend them.”
The Stables, 6 Church St, St. Neots PE19 2BU
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Live Vitae Financial Planning Limited

Live Vitae Financial Planning Limited

(1)
“Louise was knowledgable, patient and able to explain everything so clearly. I really appreciated how she took time to listen to my needs and to help me think about how to achieve retirement goals. I'd highly recommend Louise and intend to keep in reg...”
Serving Saint Neots Area
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Eaton Financial Services

Eaton Financial Services

(1)
“Excellent local advice and services I trust.”
34 Bushmead Rd, Eaton Socon, St. Neots PE19 8GP
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Expert Financial - Mortgage Advisors & Equity Release Experts

Expert Financial - Mortgage Advisors & Equity Release Experts

(50)
  • Understand
  • Calls
  • Financial Advice
“Great service provided by Sam. I was always kept up to date on the application progress, all questions answered in a prompt manner. The entire process went smoothly, quickly and with great result. Happy to recommend.”
Free Initial Consultation
Licensed
91 High St, Huntingdon PE29 3DP
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Elsby & Co Accountants Rushden

Elsby & Co Accountants Rushden

(49)
Property, Including Buy-to-Let, Specialisms, Tax Fee Protection Service
“We have used this company for the last three years and they have been outstandingly professional and helpful. In fact, we certainly could not have managed without them with some of our complex property dealings! Thoroughly recommend. Positive Respon...”
19+ Years Experience
Serving Saint Neots Area
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Will Trust & Protect

Will Trust & Protect

(47)
Trusts, Retirement Planning, Probate
“With excellent customer care the making of my Will was made with ease and explained in detail by John and the team every step of the way. I would highly recommend this company with an eye for detail and competitive pricing.”
Serving Saint Neots Area
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McGirls Money Management - Mortgage Broker

McGirls Money Management - Mortgage Broker

(19)
Home Mover, Buy-to-Let, Remortgage
“We had Jaime Laymer as our mortgage advisor, could not recommend him enough. He'a gone above and beyond for us. Great and professional service!!! 👌🏼👌🏼 …”
7 Goldington Rd, Bedford MK40 3JY
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365ifa

365ifa

(12)
  • Professional
  • Mortgage
“Jonathan has been helping me since 2018 in all my financial dealing relating to property . he has always been very professional and proactive in helping as a financial advisor . buying a home is a very difficult phase in life which jonathan has alway...”
Heights, Brickhill Road, Bedford MK41 7PH
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Staffords Accountants Limited

Staffords Accountants Limited

(3)
“Worked with Staffords accountants now for nearly 4 years. Very Skilled and likeable team members. I hope to be getting more advise of them in the near future”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 1996
Camboro Business Park, Unit 1 Cambridge House, Oakington Rd, Girton, Cambridge CB3 0QH
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Woburn Street Financial Planning

Woburn Street Financial Planning

(6)
  • Pensions
“Danielle was so helpful, I found the financial situation I was in very overwhelming, she broke things down to me into chunks I could handle and helped me make informed choices. She was so friendly, polite and easy to warm to. I honestly can not recom...”
Transparent Fees & Pricing
20++ Years Experience
The old forge, 39A Woburn St, Ampthill, Bedford MK45 2HX
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Harpur Wealth Management Limited

Harpur Wealth Management Limited

(6)
“High quality advice and excellent reporting delivered promptly. Extremely efficient and highly recommended. Positive Responsiveness, Quality, Professionalism, Value”
Free Initial Consultation
Mazars Llp, 19 Goldington Rd, Goldington, Bedford MK40 3JY
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The Investment Coach Limited

The Investment Coach Limited

(5)
“The Investment Coach is an excellent financial advisor, who is very approachable, patient and honest. They are quick to respond to queries and go above and beyond to support the client in their investments.”
Transparent Fees & Pricing
Serving Saint Neots Area
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Edginton Stanley Wealth Management

Edginton Stanley Wealth Management

(18)
  • Knowledge
  • Confidence
  • Service
“Ollie has been super helpful in helping me with everything from pensions to investments. Really enjoy my interaction with him which has been over many years.”
Serving Saint Neots Area
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VS Associates

VS Associates

(6)
  • Pension
“Had some amazing guidance from Victor over the past week - as a 23 year old with my own business, looking to plan financially for the future, Victor's experience and knowledge on all things from acquiring income protection to investments to pension p...”
26 Olivia Rd, Brampton, Huntingdon PE28 4RP
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H F L Advisory Services

H F L Advisory Services

(1)
Executive Care Clients, Corporate Clients, Business Owners
“Known CEO Brenda Santimano for nearly 30 years always gives good professional advice and is definitely a peoples person so can explain complex financial planning in a easy to understand way .”
In Business Since 2014
Serving Saint Neots Area
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Mitchell Prockter Financial Services

Mitchell Prockter Financial Services

Investments, Corporate Services, Life Cover
“Many of our long-term clients first approach us with a specific request or product in mind. This might be due to an inheritance, a pension problem, a change of house or job, a business opportunity, or imminent retirement. Financial Advice is the term...”
15 Grove Pl, Bedford MK40 3JJ
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Boosst

Boosst

(12)
  • Confidence
  • Questions
  • Future
“It's not financial advice as people know it. It's much much more. Following just our second annual review, we have to say it was without a shadow of a doubt, a life-enhancing, future-shaping event. It was more than a meeting. The levels Gabby had gon...”
In Business Since 2017
Serving Saint Neots Area
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Paul Young Independent Financial Advisors

Paul Young Independent Financial Advisors

(1)
“Needed advice on my pension scheme, had a meeting with Andrew who was very knowledgeable in this field and helped me understand facts and figures.. Would recommend Positive Responsiveness, Professionalism”
72 High St, Harrold, Bedford MK43 7BH
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Gibbs Denley Financial Planning

Gibbs Denley Financial Planning

(1)
“The service Gibbs Denley offer is fantastic. They have a great team of people. Positive Responsiveness, Quality, Professionalism”
Crystal House, Anderson Rd, Swavesey, Cambridge CB24 4UL
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Gdim: Discretionary Fund Managers

Gdim: Discretionary Fund Managers

“Our range of investment model portfolios are designed to enable you to work efficiently at an acceptable cost. With more than £650 million of assets under management, they're a proven investment solution that will help you better meet the needs of yo...”
Crystal House, Buckingway business park, Swavesey, Cambridge CB24 4UL
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Cambria Wealth Management

Cambria Wealth Management

(7)
“Due to personal circumstances, I was left to deal with all the financial affairs. Jeremy and Alex made the whole process less daunting. Exceptionally efficient, dealing professionally with all my requirements. Most importantly peace of mind...project...”
Heights, Brickhill Dr, Bedford MK41 7PH
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Cogent Financial Planning

Cogent Financial Planning

(1)
“I have used Cogent twice for mortgages and have found them to be excellent. I have absolutely no hesitation in recommending them.”
Serving Saint Neots Area
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Tait Financial Services

Tait Financial Services

(4)
  • Understanding
  • Questions
“I have been with Georgia ever since I turned 18, and I could not recommend her enough! I had very little knowledge when it came to my investments, so having Georgia really helped me to gain a better understanding about financial circumstances and her...”
2-4 Station Rd, Swavesey, Cambridge CB24 4QJ
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Retirement Planning and Investment Management Services in Saint Neots Cost Estimates

Minimum cost
£1193
Maximum cost
£10135
National Average
£3577
Avg Per Hour Rates
£359
£2385
£6558
Average price range is based on 396 cost profiles
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Average Cost £3577
Minimum cost £1193
Maximum cost £10135
Avg Per Hour Rates £359

Average range $2385 to $6558 is based on 396 cost profiles.

Why these companies made our list

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