Best Financial Advisors in Saint Neots

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

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, Saint Neots PE19 2BU
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Premier Plus Limited

Premier Plus Limited

(3)
Mortgages, Retirement Planning, Savings & Investments
“Brilliant company , Really made my wife and i think long and hard about the cover we might need to ensure our family would be financially secure should the worst happen to either of us. No hard sell just straight information and the will writing serv...”
Fenice Court, Phoenix Park, Eaton Socon, St Neots, Saint Neots PE19 8EP
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Live Vitae Financial Planning Limited

Live Vitae Financial Planning Limited

(1)
“Louise was great at asking key questions to help me think about my financial goals. She offered food for thought and helpful, practical advice. She was very knowledgeable, professional and approachable – the perfect combination!”
5 Mint Ln, Great Paxton, Saint Neots PE19 6RT
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Ashley Law Saint Neots

Ashley Law Saint Neots

Pensions, Equity Release, Mortgages
“Ashbury Financial Ltd Registered in England & Wales. Registered address: 11a St. Marys Street, Eynesbury, St. Neots, PE19 2TA, UK. Financial Services Register Firm reference number:938401”
11B St Mary's St, Eynesbury, Saint Neots PE19 2TA
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Eaton Financial Services

Eaton Financial Services

(1)
“Excellent local advice and services I trust.”
34 Bushmead Rd, Eaton Socon, Saint Neots PE19 8GP
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Harpur Wealth Management Limited

Harpur Wealth Management Limited

(5)
“So far so good, is the best way I can describe Harpur Wealth so far. Adam is very helpful, seems to know what he is talking about, and is always willing to spend time discussing any questions I may have. I've marked them 4 stars, so far, as I am re...”
Free Initial Consultation
In Business Since 2010
19 Goldington Rd, Bedford MK40 3JY
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The Investment Coach Limited

The Investment Coach Limited

(4)
“I am very happy with the advice and service I receive from The Investment Coach.”
Transparent Fees & Pricing
In Business Since 2005
Serving Saint Neots Area
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Expert Financial - Mortgage Advisors & Equity Release Experts

Expert Financial - Mortgage Advisors & Equity Release Experts

(30)
  • Questions
  • Happy
  • Financial Advice
“Sam and Lucy were absolutely brilliant in helping me secure a mortgage. Nothing was too much trouble and the team were really efficient throughout the application process. Thank you so much!”
Free Initial Consultation
Licensed
91 High St, Huntingdon PE29 3DP
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Elsby & Co Accountants

Elsby & Co Accountants

(30)
Specialisms, Personal Tax Accountants, Wealth Management
“Formerly Trevor Newell Accountants, i was a little apprehensive when i learnt a new accountants would be doing my accounts. Dipesh is now my accountant & after a little misunderstanding on my part probably i am happy with how things work & that he is...”
Family Business
Serving Saint Neots Area
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Will Trust & Protect

Will Trust & Protect

(22)
Trusts, Retirement Planning, Probate
“I would highly recommend Will Trust and Protect. I have used them a few times and they are very helpful, professional and friendly. Always available on the phone or email and respond strait away.”
Serving Saint Neots Area
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SPD Financial

SPD Financial

(11)
Income Protection, Family Income Benefit, Business Protection
“Sam was amazing, very professional, he always responded to queries quickly and with lots of knowledge - explaining things clearly. Sam sorted our life insurance, critical illness cover and also our family protection policy giving us total peace of mi...”
Emergency Services
Serving Saint Neots Area
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365ifa

365ifa

(12)
  • 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...”
In Business Since 2022
The Granary Stoke Mill, Mill Road, Sharnbrook, Bedford MK44 1NP
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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 2012
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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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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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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Cambria Wealth Management

Cambria Wealth Management

(7)
  • Team
“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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Beacon Wealth Management

Beacon Wealth Management

(2)
Personal, Business
“Undoubtedly the very best Financial Advisor that you will ever find. If you want your investments safe definitely the people to talk to.”
Serving Saint Neots Area
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Ewing Associates

Ewing Associates

Savings & Investments, General Insurance, Individual, Family & Business Protection
“Impressed with this level of integrity and personal service I asked Ewing Associates to take control of my pension and finances, as I felt this was a company I could trust to take care of me as an individual.”
Serving Saint Neots Area
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Jon Essam & Co Limited

Jon Essam & Co Limited

(3)
“Really helpful staff well recommended”
In Business Since 2008
Serving Saint Neots Area
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Tait Financial Services

Tait Financial Services

(3)
“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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Clear Vision Financial Planning

Clear Vision Financial Planning

(2)
“Have been a client for 5 years and have had very positive help and advice.”
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”
72 High St, Harrold, Bedford MK43 7BH
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David Hill Wealth Management Limited

David Hill Wealth Management Limited

(1)
“David is a knowledgeable and trustworthy advisor who is professional in his approach and responsive to the needs of his clients. We highly recommend David for his integrity and honest advice. He has a kindly manner and we are very happy with the resu...”
The Courtyard, 30a Mill St, Bedford MK40 3HD
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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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