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

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

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

I F P C

Financial Planning, Investment Management

i

View Profile

Generational Planning Group

i

View Profile

Athena Wealth Planning

i

View Profile

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.”

i

View Profile

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!”

i

View Profile

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...”

i

View Profile

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...”

i

View Profile

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...”

i

View Profile

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...”

i

View Profile

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...”

i

View Profile

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 ...”

i

View Profile

Conran Mortgages

(50)

Professional
Selling
Advice

“A special shout out with heartfelt gratitude on the first anniversary of buying my own apartment, to Valerie and Jeff Lever at Conran, the 2 who helped me immensely and supported me through this process wholeheartedly and patiently! Cheers...”

i

View Profile

Forces Family Finance

(46)

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

View Profile

Quantum Wealth Planning

(44)

Pension Transfers, Inheritance Tax Planning, Equity Release

“A fantastic company to deal with , extremely helpful from the start. Michael had a large amount of old pensions to sort through and was clear and very professional all the way through. Will definitely be recommending again.”

i

View Profile

Trevor Downing IFA

(50)

Private Medical Insurance, Business Financial Planning, Tax Planning / Guidance

“Amazing service - incredibly responsive and communicative, meaning the process was much smoother than it may have been. I found the assistance and support provided by Simon and Mel to be extraordinary. The whole service was outstanding and I can't re...”

i

View Profile

Omer & Company

(50)

The Complete Service, Payroll, Personal Tax

“I would highly recommend Omer & Co's services. Omer have been preparing my company accounts for the past four years and during that time I have received an excellent and professional service, and from the same person over this time. This continuity a...”

i

View Profile

Elevate Financial Solutions

(50)

Mortgages, Mortgage Enquiry Form, Calculators

“Elevate Financial Solutions are great mortgage brokers. Big thank you to Russell and Julie for the support and assistance throughout the loan process in the last couple of months. Excellent and efficient service! Would recommend to anyone!”

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.

Citrus Financial Management

CA Financial Services

Amherst Accountancy

NH Wealth

Financial Management Services

Foxgrove Associates

Strategic Wealth Management

I F P C

Generational Planning Group

Athena Wealth Planning

Financial Goal Attainment

True Advice Financial Services

Accsys Accountants

Fingerprint Financial Planning

Courtney Havers

Sable International London Main Office

Vinay Malhotra - Independent Financial Adviser

Taylor James Financial Services

Conran Mortgages

Forces Family Finance

Quantum Wealth Planning

Trevor Downing IFA

Omer & Company

Elevate Financial Solutions

Retirement Planning and Investment Management Services in Sevenoaks Cost Estimates

Why these companies made our list

Wealth Management Advisors near Sevenoaks

Popular in Sevenoaks