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Hansford Bell Financial Planners

(6)

Life & Health Insurance, Cash Flow Planning, Wealth Management

“My partner and I are looking at getting our first mortgage so spoke to Emma Jones at Hansford Bell. We have been able to explain what we are hoping for and how we'd like to do it. Emma has been excellent, she has given us advice and information that ...”

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Ruby Red Financial Planning

(1)

“Thanks to James for his great review. His knowledge and experience has given me confidence in my finances for the future. I would highly recommend his services.”

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Mortgage Adviser Plymouth - Mortgages Explained

(50)

Understand
Professional
House

“Absolutely fantastic experience as always from start to finish on our matter. Andy, Warren, Sue and Alex have been pushing our transaction along at all stages and I genuinely do not think we would have got to completion without them. The team are ...”

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Equitas Financial

(42)

Product
The Future
Knowledge

“James Matheson from Equitas Financial supported my first mortgage! He help coach me throughout the minefield of mortgage terminology, and help me choose the right mortgage that suited my needs. I thank James and the company he work with for the great...”

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Excaliber Associates

(36)

Pensions
Knowledge
Wills

“I used Excalibur to get me some health insurance; as a small business owner, I need to be fit to keep the business going. I was worried about getting insurance as I had a knee op a few years ago. This normally means you will not be covered however ...”

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Sirius Financial

(45)

House
Future
Communication

“We used Sirius Finance when looking at Equity Release for mum in law. We met with Clare Halfyard at the very beginning. She was very helpful and hugely informative on the whole process of a life time Morgage. Clare investigated and found the right pr...”

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Thompson & Jackson Solicitors Llp

(26)

Business, You and Your Family

“Rebecca Jackson at Thompson & Jackson has been brilliant throughout our whole house buying process! She was always available, quick responses to our emails and updated us regularly. Rebecca continued to push and chase the chain to complete our proces...”

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Beers

(21)

Email
Team
Conveyancing

“I cannot speak highly enough of Beers LLP. Every phone call, every email, every communication is dealt with promptly and efficiently. Our (previously seriously dented) trust in legal & conveyancing professionals has been rekindled. Thank you so very...”

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West Financial Management Co

(12)

Savings and Investments, Protection, Wills

“Been using this company for the past twenty years. Always professional and attentive to my investment needs, which have often changed over the years. They continue to provide a balanced picture on all the financial options that emerge over time. I'm ...”

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Chilcotts Law

(12)

Commercial and Contract Law, Commercial Property, Litigation

“Excellent support and guidance from Adam with our house purchase. Great attention to detail and always happy to answer any questions. The admin Team were efficient and friendly.”

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Manning & Company Ivybridge Independent Financial Advisers

(5)

“I have used Lisa Julian, Manning and Co, Ivybridge, to assist with a final salary pension. Lisa made the whole process stress-free. Her information was clear and concise, which made my decisions very easy. Lisa has also found me a mortgage, with exce...”

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Ivor Jones & Co

(3)

“Excellent service and great advice! Friendly easy to talk to staff with a wealth of knowledge. Highly recommended.”

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Bishop Fleming

Corporate Tax, Valuation Services, International Tax

“Welcome to the Food & Drink Knowledge Hub, providing ambitious food and drink businesses with collaborative insight that adds genuine and relevant value to growing businesses in our regions.”

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Swlaw Limited

(6)

Communication
Mortgage

“Eric has handled both my company and personal matters for many years. He is the best lawyer I've every had the privilege of knowing. Highly recommend”

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Swifs Mortgages Plymouth

(6)

“Kevin has provided me with excellent professional support in finance and assisting me in developing a property portfolio over the past 10 years ... He is always willing to help and has a continuous positive approach even in the most demanding situa...”

Featured

GI and Contents Insurance: get your gifts covered The festive season is upon us. A time of family, togetherness and most importantly – presents! In a time of gift giving, it’s important to consider how you can protect any fancy new gadgets or expensive gifts you may receive this year. It would be devastating enough for your home to be broken into or damaged by fire or flooding – but the added anguish of losing your valuables could make it even harder. Of course, no one wants to think about these things happening to them – but it’s essential that you’re protected just in case.

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DFP Health & Wealth Management

(1)

“A first class team who will put you at ease very quickly. They are extremely professional and will give straightforward advice and guidance when you require it.”

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Clarity Wealth Management

(5)

Mortgage

“I would strongly recommend Sean Irwin for financial advice as he has done very well in relation to my investments and pension and is very easy to talk with”

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PIM Financial Services

(4)

Informative
Mortgage

“Absolutely fantastic service from Jo, although a remortgage (I'd done this before) it was fantastic, streamlined and really informative, I was far more informed than my initial mortgage! You're a credit to the industry Jo and will be using (and reco...”

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Coast Financial

(2)

“Worth more than 5 stars. Thank you Martyn for your professional, fast and straightforward service. Highly recommended.”

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Rainbird & Co Ifa

(1)

“I can't recommend this highly enough. Absolutely super place to 'spend a penny' after an all day session in Volunteer Inn.”

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Bennett Wealth Planning

(3)

“I have been a client with Bennett Wealth Planning since my retirement. The continued success of my investments is a testament to BWP's outstanding professionalism and knowledge. During this time, I have recommended BWP to four other people, all o...”

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Sound Financial Management

“Sound Financial Management's content in any way except for your own personal, non-commercial use. This includes but is not limited to all individual fund manager data such as rankings of fund managers and ratings of fund managers. Sound Financial Man...”

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Steve Wassell Insurance Management

(4)

Mortgage

“I can't praise Megan enough. She supported us getting a mortgage for our recent house purchase and was incredibly helpful throughout. She's also advised on a number of other challenging mortgage related questions I've had over the last 12 months o...”

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West Country Financial

(1)

“Vicki Swann has been helping me with my personal pensions. I feel I am in very safe hands and trust I will have sound advice in my personal and business financial matters.”

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Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Saltash

The highest-rated Financial Planning & Wealth Management companies out of 36 vetted & reviewed in the Saltash area.

Hansford Bell Financial Planners

Ruby Red Financial Planning

Mortgage Adviser Plymouth - Mortgages Explained

Equitas Financial

Excaliber Associates

Sirius Financial

Thompson & Jackson Solicitors Llp

Beers

West Financial Management Co

Chilcotts Law

Manning & Company Ivybridge Independent Financial Advisers

Ivor Jones & Co

Bishop Fleming

Swlaw Limited

Swifs Mortgages Plymouth

DFP Health & Wealth Management

Clarity Wealth Management

PIM Financial Services

Coast Financial

Rainbird & Co Ifa

Bennett Wealth Planning

Sound Financial Management

Steve Wassell Insurance Management

West Country Financial

Retirement Planning and Investment Management Services in Saltash Cost Estimates

Why these companies made our list

Wealth Management Advisors near Saltash

Popular in Saltash