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Samuels

(21)

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...”

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Citrus Financial Management

(33)

Mortgage
The Future
Pension

“Holly was brilliant in helping us secure our mortgage and guiding us through the transaction. She was always on hand to answer any questions we had and helped make the whole process as stress-free as it possibly could.”

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CA Financial Services

(15)

Pension
Company
Sound

“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...”

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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.”

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NH Wealth

(5)

Pension

“Nick helped me manage my investments and pensions. He is professional, knowledgeable and great value for money. I would highly recommend him. I had complex situation and really not comfortable myself making decisions about investments. Based on my ri...”

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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 ...”

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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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.”

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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 ...”

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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...”

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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...”

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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...”

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Generational Planning Group

“There is a considerable difference between the wealth of older and younger generations today, and the gap is widening. Young people are struggling to pay university fees and high rents before they even consider getting onto the property ladder. It is...”

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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...”

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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.”

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Palantir Financial Planning

(21)

Pensions, Equity Release Advice, Sport

“It is not often I find the need to heap praise on an a person or organization ,however on this occasion I feel compelled to do so. I have been a client of Palantir financial services for two years now, and the service I receive is a complete opposit...”

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MH Services | Accountant

(3)

Payroll, Account Management, VAT Registration

“MH Services has been overseeing my tax returns for the past two years; their personal service and expertise have helped me greatly with getting my finances in order. I highly recommend using MH Services for your financial needs!”

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Goddard Perry Consulting

(25)

Pension
Investment
Efficient

“I have worked alongside and have know Craig Nairn professionally for over 25 years. When I need financial advise for my own complex pension arrangements he has handled this continuously in a very professional way including me in all stages of the pro...”

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Osprey Wealth Management Limited

(5)

“I am very grateful for the excellent financial advice and guidance I received from Osprey Wealth Management Ltd and specifically from Ross Crake. I initially had a free consultation with Ross who was very approachable and explained everything clear...”

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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!”

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Accsys Accountants

(49)

Accounts & Tax, Business Support Network, Xero Services

“I'm really pleased with Accsys Accountants After 18 months of working together I can say that I am very satisfied with Accsys services. Always there when I need, easy to speak, friendly atmosphere and you can feel that they are quite knowledgeable...”

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Fingerprint Financial Planning

(50)

Services, Pensions & Retirement, Wills

“Paul and Ellie have been enormously helpful throughout our long search for a property, advising on all of the financial matters this involves. I've been very impressed by their responsiveness and attention to detail and would recommend them without h...”

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Courtney Havers

(50)

Pension
Speaking
Jargon

“Ben has helped me with my Pension and Financial planning for over 5 years. His swift measured approach to my portfolio has helped me enormously and given me confidence for the future when all around there is a lot of doom and gloom in the world. When...”

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Sable International London Main Office

(46)

Financial Services, Currency Solved, Contact us

“Fantastic service. A massive THANK YOU to Robyn E. for helping me with my travel documents and for making a stressful and complicated process breezy! Efficient, professional and worth every penny. Positive Responsiveness, Quality, Professionalism, Va...”

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Vinay Malhotra - Independent Financial Adviser

(49)

Investments, Critical Illness Cover, Life Protection

“Vinay has been absolutely brilliant sorting out our pension pot - would highly recommend him if you are looking for an independent financial advisor to look after your funds. Relatable and friendly advice - no pressurised sales pitch - very refreshin...”

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

Best Financial Advisors in Sevenoaks

The highest-rated Financial Planning & Wealth Management companies out of 63 vetted & reviewed in the Sevenoaks area.

Samuels

Citrus Financial Management

CA Financial Services

Amherst Accountancy

NH Wealth

Financial Management Services

Foxgrove Associates

Hemingtons Business Coaching

Strategic Wealth Management

Wilson Partners Limited

I F P C

Generational Planning Group

Athena Wealth Planning

Financial Goal Attainment

Palantir Financial Planning

MH Services | Accountant

Goddard Perry Consulting

Osprey Wealth Management Limited

True Advice Financial Services

Accsys Accountants

Fingerprint Financial Planning

Courtney Havers

Sable International London Main Office

Vinay Malhotra - Independent Financial Adviser

Retirement Planning and Investment Management Services in Sevenoaks Cost Estimates

Why these companies made our list

Wealth Management Advisors near Sevenoaks

Popular in Sevenoaks