Sevenoaks

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Best Financial Advisors in Sevenoaks

Handpicked from 63 vetted & reviewed Financial Planning & Wealth Management firms in the Sevenoaks area, discover the top 5 elite providers among the selected group of 24 finalists.

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Foxgrove Associates

Foxgrove Associates

(2)
“James at Foxgrove Associates is very helpful with a great wealth of knowledge, who has given me great advice on a variety of financial matters in the passed and I will not hesitate to go to him in the future or recommend him to anyone who needs help.”
In Business Since 2010
2a Bradbourne Rd, Sevenoaks TN13 3PY
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CA Financial Services

CA Financial Services

(9)
  • Pension
“I've known Craig for over 13 years, ever since I retired and needed advise on my pension pot . His prompt service was second to none. He arranged everything for me and I now have a drawdown pension, whilst still keeping my pension invested, which is...”
15+ Years Experience
74 W End, Kemsing, Sevenoaks TN15 6QE
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Samuels

Samuels

(18)
Advisory, Due Diligence, Systems & Key Controls
“When I originally contacted Samuels I was quite stressed about the capital gains tax process and time frame, especially as we are going away, making a short time frame even shorter. I have found dealing with this company to be the perfect antidote! I...”
30+ Years Experience
Free Initial Consultation
3 Locks Yard, High St, Sevenoaks TN13 1LT
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Amherst Accountancy

Amherst Accountancy

(3)
“Thanks to everyone at Amherst Accountancy for preparing my annual accounts, monthly payroll and quarterly VAT Return, your hard work is hugely appreciated.”
Family Business
7 Bligh's Walk, Sevenoaks TN13 1DB
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Financial Management Services

Financial Management Services

““ Pensions and tax are complex. when I contacted Graham, at FMS, after our initial discussion, which went into far more detail than any others I'd had, gave me confidence that they could help me achieve my requirements, and feeling I was left with a ...”
Transparent Fees & Pricing
87, 93 High St, Sevenoaks TN13 1LE
FAQs
Are all meetings held at your office or can you come to my home?
Meetings can be held at our spacious office in Sevenoaks or online using Microsoft Teams. If you are unable to visit our office, we are happy to come to your home, office, or anywhere that is mutually convenient to speak to you.
What do I need to bring to an initial meeting?
It would be useful for you to have details or copies of: Your most recent bank statements Your most recent pension statement Life insurance, income protection or critical illness cover you have in place Your State Pension forecast and National Insurance record (this can be obtained from your Government Gateway account) Details of your income (sources and amounts) and expenses Your will and any Lasting Power of Attorney documents Your driving licence and passport.
Can you advise on equity release?
We can advise you about equity release. We do not advise on residential or buy-to-let mortgages. If you would like advice about either of these products, we can help you to find the right adviser for you.
Do I have to pay for an initial meeting?
An initial meeting is free of charge. At the meeting, we will explain which services we recommend for you and how much we would charge for them. You are under no obligation to work with us after the initial meeting.
More detailed information is available on the FAQ page of our website.
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
98.8 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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Hemingtons Business Coaching

Hemingtons Business Coaching

(4)
“Our company, Arken.legal (UK) Ltd produces software systems that enables Lawyers, Accountants & Will writers and Trust companies around the world to deliver business efficiencies and document automation. In 2008, the company engaged the services of ...”
In Business Since 2020
Family Business
Long Mill Ln, Plaxtol, Sevenoaks TN15 0QS
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NH Wealth

NH Wealth

(1)
“Nick provided excellent professional advice - highly recommend his services.”
Lime Tree Work Shop, 11 Lime Tree Walk, Sevenoaks TN13 1YH
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Strategic Wealth Management

Strategic Wealth Management

(3)
“Strategic Wealth has dealt with the management of our pensions and other investments since 2012. We spent quite a while at the start making sure that we understood their approach to investments and to risk and were (and still are) happy that it suit...”
Transparent Fees & Pricing
1, East Point, High St, Seal, Sevenoaks TN15 0EG
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Wilson Partners Limited

Wilson Partners Limited

“We believe that outstanding technical expertise is the bare minimum you should expect from your accountants. Our real value is in our deep commercial expertise which is why every week we create useful video and article content to help your business m...”
Remote Consultations Available
Coupons & Offers
Suite B, 1st Floor, One Suffolk Way, Sevenoaks TN13 1YL
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I F P C

I F P C

Financial Planning, Investment Management
“IFPC Limited has over 30 years' experience in financial planning and wealth management. Established in 1988, we are one of the relatively few Chartered Financial Planning companies in the UK. We offer professional, carefully researched and tailored s...”
30+ Years Experience
Unit 2, 205 London Rd, Sevenoaks TN13 1DW
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Athena Wealth Planning

Athena Wealth Planning

“Authorised & Regulated by the Financial Conduct Authority. Registration number 627636. Registered in England company number: 9086612. Registered office: Oyster Hill Forge, Clay Lane, Headley, Surrey KT18 6JX Your home may be at risk if you do not kee...”
1, The Mews, 16 Holly Bush Ln, Sevenoaks TN13 3TH
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Capital Gains

Capital Gains

Capital Gains Ltd, 9 London Rd, Sevenoaks TN13 1AH
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Financial Goal Attainment

Financial Goal Attainment

“Jeremy, Don and the whole team at FGA are really helpful and extremely knowledgeable in their field. Their experience is vast and their friendly, down to earth approach makes them a pleasure to work with.”
In Business Since 2014
frieslawn farm centre, B3, Hodsoll Street, Sevenoaks TN15 7LH
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True Advice Financial Services

True Advice Financial Services

(50)
Mortgages, Insurance, Pensions
“Truly amazing experience! I wouldn't know where to start and what to do, but Ashley was fantastic, detailed and meticulous. Did everything perfectly on a great timely manner. Thank you for all your hard work and help!”
30+ Years Experience
Family Business
Free Initial Consultation
24 Morton Rd, East Grinstead RH19 4AG
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Accsys Accountants

Accsys Accountants

(47)
Accounts & Tax, Xero Services, Payroll
“We used Accsys to come and train us in our new accounting software package "Xero". Thank you Will, not only did you patiently show us how to use the system for our business but you even managed to set us up correctly and sort out a few problems we w...”
Transparent Fees & Pricing
Remote Consultations Available
Trade Fair House, 2 West Ct, Enterprise Rd, Maidstone ME15 6JD
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Loucas Accountants Maidstone

Loucas Accountants Maidstone

(50)
Overview, Business Services, Individual Services
“We have been using Loucas as both business and personal accountants. They're always extremely helpful, knowledgeable and professional, nothing is ever too much trouble. Highly recommended.”
35+ Years Experience
Transparent Fees & Pricing
The Carriage House, Maidstone ME15 6YE
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Fingerprint Financial Planning

Fingerprint Financial Planning

(50)
Services, Pensions & Retirement, Wills
“Vicki, Natasha & Millie have been of great service, have helped every step of the way with getting our mortgage sorted in these worrisome times. They all have been ready to help at any time and always happy to answer any of the questions that we may ...”
Transparent Fees & Pricing
Admiral's Offices, Chatham ME4 4TZ
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Omer & Company

Omer & Company

(47)
The Complete Service, Payroll, Wealth Management
“Omer accountants are a highly recommended company we have worked with for a number of years and are always available to provide an excellent service. It is a pleasure working with them. I would strongly advise to use their services as our company can...”
Free Initial Consultation
7, Chequers Parade, Passey Pl, London SE9 1DD
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Courtney Havers

Courtney Havers

(50)
  • Pension
  • Business
  • Options
“I have been with Courtney Havers for some years now, and have implicit trust in their advice and handling of my investments. It is a real pleasure to have personal interaction with the company and to feel you can contact them at any time. I would not...”
Transparent Fees & Pricing
5a Valley Industries, Cuckoo Ln, Tonbridge TN11 0AG
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Sable International London Main Office

Sable International London Main Office

(46)
Financial Services, Currency Solved, Contact us
“When it comes to citizenship and nationality claims Sable went above and beyond to help me. They stuck with me through the 4 years of back and forth with the home office until we were eventually successful. I can highly recommend them.”
25+ Years Experience
Coupons & Offers
Serving Sevenoaks Area
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Taylor James Financial Services

Taylor James Financial Services

(48)
Buy to Let, Help to Buy, Home Movers
“Toby has helped me with multiple purchases and refinancing since 2004. He's always got me the deals I needed. Sash has put in place protection policies too. I can't recommend Taylor James highly enough - I routinely direct family and friends to this ...”
Serving Sevenoaks Area
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Vinay Malhotra - Independent Financial Adviser

Vinay Malhotra - Independent Financial Adviser

(46)
Investments, Critical Illness Cover, Life Protection
“Excellent service. Clear advise and support provided from start to finish of process. Second mortgage completed and many family and friends refferd too with completed mortgage with same level of support. Highly recommend.”
Serving Sevenoaks Area
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Forces Family Finance

Forces Family Finance

(45)
Home Ownership, Protecting Your Possessions, Protecting What Matters Most
“Forces Family Finance provided assistance to me and my partner when seeking a mortgage. As first-time buyers we were really clueless and other Mortgage Advisers fell short to provide the answers we were needing especially regarding the Forces Help to...”
Dragon Coworking hub, 7-8 New Rd Ave, Chatham ME4 6BB
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Quantum Wealth Planning

Quantum Wealth Planning

(44)
Pension Transfers, Inheritance Tax Planning, Equity Release
“I came to Michael for a review of my personal investments. Not only was he knowledgeable but the advice offered has done very well for my investment portfolio. I would recommend his services.”
Serving Sevenoaks Area
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Retirement Planning and Investment Management Services in Sevenoaks Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Fair price range is based on 540 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Fair range $2007 to $5519 is based on 540 cost profiles.

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Wealth Management Advisors near Sevenoaks

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