View Profile

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...”

i

View Profile

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.”

i

View Profile

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...”

i

View Profile

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.”

i

View Profile

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...”

i

View Profile

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.

i

View Profile

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.”

i

View Profile

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 ...”

i

View Profile

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...”

i

View Profile

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...”

i

View Profile

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...”

i

View Profile

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...”

i

View Profile

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...”

i

View Profile

Home Ownership, Protecting Your Possessions, Protecting What Matters Most

“Nadine et al are the absolute best at what they do. Professional, absolutely rapid to reply and resolve queries and issues and have been on the ball all throughout our purchase. Setting up life and home insurances and making sure we are aware of ever...”

i

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

Matthew Wilkes Wealth Management

Monetary Solutions

True Advice Financial Services

Accsys Accountants

Fingerprint Financial Planning

Sable International London Main Office

Courtney Havers

Vinay Malhotra - Independent Financial Adviser

Taylor James Financial Services

Forces Family Finance

Retirement Planning and Investment Management Services in Sevenoaks Cost Estimates

Why these companies made our list

Wealth Management Advisors near Sevenoaks

Popular in Sevenoaks