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Carpenter Box Financial Advisers

(50)

Auto Enrolment, Cash Management, Business Finance Finder

“Any communications I have with MHA Carpenter Box Financial Advisers are always dealt with and actioned promptly and to a high standard. They always keep me informed every step of the way and are always polite and professional whenever I need to conta...”

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Investment Solutions - West Sussex IFA

(50)

Book Today, Protection Planning, Advice For Businesses

“IS have handled our family investments for over 23 years and the service and response has always been excellent. Their advice and guidance has been invaluable and my current advisor has even helped me with questions whilst on holiday! They certainl...”

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JPS Wealth Management

(50)

Pension
The Future
Knowledge

“I would thoroughly recommend Jayna and her team. They keep in contact regularly to discuss all aspects of your account and will take the time to explain everything. I have never felt like there is anything that I was not able to ask if I didn't under...”

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Sterling Financial Services

(3)

“Highly recommended, Jamie made our experience of selling our home as easy as it could be. He came round on a Wednesday evening, got all our details, put the flat up for sale on the Thursday after photos were taken and by Monday afternoon we had accep...”

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Riverpeak Wealth Limited

(1)

“We were looked after by Daniel, RiverPeak Wealth provided us with a professional service and advice regarding our family's life insurance and pensions. Will happily use them again in the future.”

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UHY Hacker Young

(8)

“I have been working with UHY Hove (Chris) since 2013, I have endless amounts of praises for Chris and his fantastic team, most of all, the extra work they have put into to me and my company, they continue to educate me and care for my businesses and ...”

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John Whyte Equity Release Sussex

(50)

Equity Release, Is Equity Release A Good Idea, How Much Can I Borrow Via Equity Release?

“We were impressed with John's detailed knowledge of Equity Release & the professional way he collected the necessary information & presentation of three proposal from which we choose the most suitable to suit our situation. His communication was als...”

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McCreath Financial Partners

(50)

Pension
Knowledge
Confident

“James has been extremely knowledgeable and approachable over the many years I have sought his financial advice. He is consistently professional, efficient, accessible and highly responsive. He provided me with guidance to my best interests and really...”

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Pjco - Peter Jarman

(50)

Information
Quickbooks
Work

“My experience with Peter and his team so far has been superb. His experience and knowledge on a range of tax subjects has been well considered and very much appreciated to help with my financial situation. I look forward to continue working with him ...”

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Brighton and Hove Financial Consultants

(49)

Professional
Property
Understand

“Jonathan at Brighton & Hove Financial Consultants couldn't have been any better! We were running out of options after our offer was accepted on our dream place, only to be told our AIP wasn't valid and after several calls with other brokers and multi...”

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Atkinsons Chartered Accountants

(41)

Team
People
Small Business

“We have used Atkinsons for several years now and we couldn't rate them highly enough. They cater for every part of the accountancy side of our business. Atkinsons have gone above and beyond many times to deal with our day to day issues and unexpected...”

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Metis Wealth

(46)

Pension
Management
Knowledge

“I have trusted George Delaney with my finances for almost 20 years and wouldn't go anywhere else - I trust his expert advice, he is balanced, clear, challenging where necessary and takes the time to understand me and my financial goals”

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Gwca Solicitors

(48)

Search, Enquiry, Phone

“I went into GWCA Hove today and was greeted by a receptionist called Rosie. She was super lovely, very professional and knowledgeable. She was able to pass my details onto a solicitor who has been in touch and is going to help me with my work issue. ...”

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PRB Accountants Llp

(35)

Business Services, Personal Services

“I have used PRB for two years and found them efficient and helpful with my questions , and answers are usually very quick when I email I am a small firm but feel well looked after”

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Burnand Brazier Malcolm Wilson

(37)

Search, Enquiry, Phone

“The team at BBMW are very thorough and will do their utmost to achieve the best outcome for the client. We have now instructed BBMW three times to buy and sell properties and we would definitely use their services in the future - highly recommended!”

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David Maslen Financial Services

(44)

Professional
Remortgage
House

“We are forever grateful to the Maslen financial services team. In a particular way, we would like to express our endless gratitude to Stuart, Louise and Susannah. They have been the absolute best team ever. Thank you for your dedication, kindness, ex...”

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Wellesley

(29)

Personal Finance Advice, Income Protection, Mortgage Services

“Ian Howard has been a tremendous help with sorting out a number of personal finance planning activities. These have required some important decisions to be made in areas that are unfamiliar. Ian provides clear and easy to understand guidance in a f...”

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Brighton Financial

(33)

Understand
Knowledge
Future

“Marco was the best financial advisor I've ever found. He was straightforward and clear thinking, so was able to quickly make sense of my messy situation and mind, and help me weigh up different investment options with clarity. He was also compassiona...”

Featured

Are you going to run out of money? Quite an expansive question and a lot depends on where you are in life but it’s something most of us have to consider. Whether you’re already well into retirement or if you’re preparing for it, you want to know that you’ve got enough to see you through, come what may. I warn you. in this blog, I’m going to use some brutal analogies to climbing a mountain and then descending). Hopefully they make sense but apologies if I stretch them a bit! The climbing the mountain bit relates to you saving enough money, usually during your working life. The descending bit is to do with you spending that money sensibly so it lasts. Make sense? Have a read and tell me what you think. Of course, this only means if you have something positive to say! Best wishes for now!...

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Gator Accounting

(23)

Questions
Company
Team

“Jake and his team have been amazing helping me with the first year in my business. Always available to speak to and really knowledgeable. Would HIGHLY recommend.”

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Lewes Smith Solicitors and Property Lawyers

(27)

Conveyancing, Auctions, Remortgaging

“Clive and his team were quick, efficient, thorough, provided invaluable advice and had time for the many questions i had around the house buying process. They were truly excellent. I would highly recommend them.”

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Family Law Partners

(29)

Advice
Firm
Financial

“Having worked with several of the Family Law Partners, they are all true professionals looking to get the best results for their clients and fully embrace the collaborative working-together approach to resolving the difficult family and financial asp...”

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Shaun Hart Chartered Financial Planner

(10)

“On my return to England from Canada and after settling into my rented property I needed to find someone to help me manage my finances. A google search did it, Shaun came up as the only financial advisor in my local area, result!! I couldn't praise hi...”

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Foundation Financial Planning

(10)

Tax Planning, Pension and Longer Term Savings, Investment and Bespoke Portfolio Planning

“Contacted FFP through their website for financial & pension advice and Gianni contacted me only an hour later to see how he could help. After providing him with relevant documents he called me the next day, explained everything in an easily understan...”

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A.B. Wills

(5)

“Alice was excellent and talked me through the whole process, explaining my different options and making useful suggestions. The whole process was very painless and I would thoroughly recommend using A.B Wills.”

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

Best Financial Advisors in Shoreham-by-Sea

The highest-rated Financial Planning & Wealth Management companies out of 45 vetted & reviewed in the Shoreham-by-Sea area.

Carpenter Box Financial Advisers

Investment Solutions - West Sussex IFA

JPS Wealth Management

Sterling Financial Services

Riverpeak Wealth Limited

UHY Hacker Young

John Whyte Equity Release Sussex

McCreath Financial Partners

Pjco - Peter Jarman

Brighton and Hove Financial Consultants

Atkinsons Chartered Accountants

Metis Wealth

Gwca Solicitors

PRB Accountants Llp

Burnand Brazier Malcolm Wilson

David Maslen Financial Services

Wellesley

Brighton Financial

Gator Accounting

Lewes Smith Solicitors and Property Lawyers

Family Law Partners

Shaun Hart Chartered Financial Planner

Foundation Financial Planning

A.B. Wills

Retirement Planning and Investment Management Services in Shoreham-by-Sea Cost Estimates

Why these companies made our list

Wealth Management Advisors near Shoreham-by-Sea

Popular in Shoreham-by-Sea