View Profile

McMillan Wealth Consultants

(20)

Pension
Income
Future

“Highly recommend Tom Price at McMillan wealth. Great advice, really easy to deal with, and great communication. I felt really well supported and would highly recommend the company and especially Tom to anyone.”

i

View Profile

Umbrella Bookkeeping

(3)

“I have worked with Umbrella Bookkeeping for over 5 years and the introduction to our business was complicated by the fact that the previous bookkeeper had lost track of our business finances. Gersha, had to work very hard to bring us up to date and h...”

i

View Profile

Carpenter Box Financial Advisers

(50)

Auto Enrolment, Cash Management, Business Finance Finder

“I received a very friendly and professional service with Gill Lynes. I had a pension sharing from my divorce although I didn't know where to start with this she explained everything and made the process easy to understand. I will certainly be using C...”

i

View Profile

Gator Accounting

(50)

Questions
Self-Employed
Stress

“Jake at Gator Accounting has been excellent. As a self-employed person, he's taken so much stress away from my tax returns for the last couple of years, and has always been on hand to answer any questions or queries I've had. I wouldn't hesitate to r...”

i

View Profile

Ascot Lloyd

(50)

Book Today, Protection Planning, Advice For Businesses

“We were introduced to Investment Solutions by our own financial advisor who was retiring. We were very impressed with the courteous reception we received from Ivan and his team and subsequently the very prompt action taken on the handover and the ad...”

i

View Profile

John Whyte Equity Release Sussex

(50)

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

“From the very first meeting I knew that John would be on my team. He is thoroughly professional but with a light and approachable touch. I would recommend this man highly for his knowledge and expertise. He found us a lifetime mortgage deal when othe...”

i

View Profile

Pjco - Peter Jarman

(50)

Information
Expertise
Organised

“Hi Peter, Many thanks for your time and professional advice. A 15 minute discovery phone call soon turned into nearly 30 mins of invaluable advice - all my many questions and confusions answered and cleared up. Would recommend booking a call in. Pos...”

i

View Profile

McCreath Financial Partners

(50)

Pension
Knowledge
Number

“James at McCreath Financial Partners recently helped us with our remortgage, and I couldn't be more pleased. James was incredibly helpful throughout the entire process. He provided really good guidance, responded quickly to my questions, and made the...”

i

View Profile

Atkinsons Chartered Accountants

(41)

Team
Knowledge
Expertise

“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...”

i

View Profile

Metis Wealth

(48)

Pension
Management
Inheritance Tax

“Gordon Slocombe has advised me for many years, has been thoroughly professional in all his dealings with me, and provided clear and sound advice, which has proved to be well founded. He is also personable, approachable and efficient. Positive Respon...”

i

View Profile

Gwca Solicitors

(48)

Search, Enquiry, Phone

“This was our third house move that GWCA managed for us, as well as two moves each for our two daughters. Thank you to Colin and Sally for their professionalism, understanding, attention and thoroughness throughout the buying and selling process. Wi...”

i

View Profile

PRB Accountants Llp

(37)

Business Services, Personal Services

“Have worked with PRB collaboratively for several years. The thing that comes through is how highly their clients talk about them, it is this that makes us recommend them to our clients.”

i

View Profile

David Maslen Financial Services

(48)

Professional
Remortgage
Knowledge

“Stuart and Louise were very efficient and professional in our dealings with them. Despite not being able to meet in person (due to Covid-19), everything was handled efficiently and in a timely manner. Stuart was very comprehensive in his research a...”

i

View Profile

Burnand Brazier Malcolm Wilson

(37)

Search, Enquiry, Phone

“BBMW and Julie Latham were fantastic to deal with. They were so incredibly helpful and patient with me during the process of buying my flat and were always so quick to reply to my questions and very clear taking me through everything. I cannot recomm...”

i

View Profile

Wellesley

(29)

Personal Finance Advice, Specialist Advice, Faqs

“I have been dealing with Ian Howard for a number of years in connection with my personal finances. I can honestly say that Ian has been excellent in addressing my financial requirements and the first financial advisor I've dealt with that has actuall...”

i

View Profile

JPS Wealth Management

(50)

Pension
The Future
Portfolio

“Jayna has recently helped me with a pension transfer and retirement planning. She is very knowledgeable and pays particular attention to explaining often complicated subjects in easy to understand layman's terms. She knows her stuff and helps you to ...”

i

View Profile

Brighton Financial

(36)

Understand
Knowledge
Communication

“I find Marco extremely professional , whilst being a very likeable personable guy.He genuinely cares about his clients and their financial affairs, guiding them along their journey. i never feel alone along that journey, and this was particularly app...”

Featured

I come across a lot of people who have pension funds they’ve built up during their working lives, whether that be through workplace pensions, personal pensions, stakeholder pensions or anything else for that matter! When it comes to drawing on these pensions, there are quite a few options. In this little article, I’ll focus on one of the main ones which is called pension drawdown. Don’t worry, I’m not going to get overly technical but, since it’s such a common option that people take, I thought it might be useful to write something about it. You may have already decided what to do with your pensions years ago or it might be some years before you need to. Either way, I hope you find this useful, if only to broaden your knowledge. Hope you enjoy it!...

i

View Profile

Lewes Smith Solicitors and Property Lawyers

(27)

Conveyancing, Auctions, Remortgaging

“I have used Lewes Smith for both residential and commercial property purchases. They are unfailingly excellent in every regard. Friendly, incredibly efficient and knowledgeable. I can't recommend them highly enough.”

i

View Profile

Family Law Partners

(32)

Advice
Period
Team

“I was very pleased with the service I received from Family Law Partners. I was particularly impressed with the speed of response and professionalism Chris maintained in frustrating circumstances and even when unprofessional responses were received fr...”

i

View Profile

Shaun Hart Chartered Financial Planner

(16)

Knowledge
Integrity
Pensions

“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...”

i

View Profile

Rockwealth Brighton IFA

(15)

Financial Adviser
Hands
Decision

“Thank you Steven for a very insightful exercise. You displayed an excellent understanding of both our financial situation and life goals and the resulting cash flow plan has relieved all our retirement worries. We will be recommending you to others.”

i

View Profile

Foundation Financial Planning

(11)

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...”

i

View Profile

Objective Wealth

(12)

Mortgage Adviser
Communication
Pension Fund

“We've just bought our first family home and from start to finish objective wealth have been superb! Jack Corbett out mortgage adviser was brilliant. My first phone call with jack he helped me understand everything I needed to know and broke it all do...”

i

View Profile

Herbert Scott Chartered Financial Planners

(13)

Investments
Family

“We have been with Herbert Scott as our financial advisors for12 plus years .The staff are always very professional and thorough and extremely helpful, even dealing with minor details. They do exactly what they say they will do. We are small investor...”

i

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.

McMillan Wealth Consultants

Umbrella Bookkeeping

Carpenter Box Financial Advisers

Gator Accounting

Ascot Lloyd

John Whyte Equity Release Sussex

Pjco - Peter Jarman

McCreath Financial Partners

Atkinsons Chartered Accountants

Metis Wealth

Gwca Solicitors

PRB Accountants Llp

David Maslen Financial Services

Burnand Brazier Malcolm Wilson

Wellesley

JPS Wealth Management

Brighton Financial

Lewes Smith Solicitors and Property Lawyers

Family Law Partners

Shaun Hart Chartered Financial Planner

Rockwealth Brighton IFA

Foundation Financial Planning

Objective Wealth

Herbert Scott Chartered Financial Planners

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