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Best Financial Advisors in Sittingbourne

Handpicked from 53 vetted & reviewed Financial Planning & Wealth Management firms in the Sittingbourne area, discover the top 5 standout choices among the selected group of 24 finalists.

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Aitana Financial Services

Aitana Financial Services

(2)
“Michelle Strelley at Aitana came recommended by our local estate agent. The best we could find online was 6%, but Michelle found us a mortgage at 4%, saving us thousands of pounds a year. Thank you Michelle :)”
Wises Oast, Wises Ln, Borden, Sittingbourne ME9 8LR
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AM Mortgage & Financial Services

AM Mortgage & Financial Services

(2)
“Angela & Perri offer a very friendly , professional & personal service in regards to mortgages, protection insurance, pensions, investment and will writing services. I recommend them to any one looking for financial advice.”
Emergency Services
20 Park Rd, Sittingbourne ME10 1DR
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Abtax

Abtax

(1)
Business Services, Personal Services, Specialist Sectors
“We used this accountant for the first time this year and highly recommend her services. She was supremely professional, friendly and sorted our tax return quickly . It's great to find someone so close to home who we can trust to do a great job . We w...”
6 Rookery View, Iwade, Sittingbourne ME9 8TN
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Logic Investments

Logic Investments

(4)
“After confessing to my cousin how bad my prior experiences had been having paid for poor advice from other brokers he told me to try Logic Investments. I told him that I was very reluctant to pay for share investment advice after what had happened be...”
In Business Since 2009
St Georges Business Park, Castle Rd, Sittingbourne ME10 3TB
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Bassant and Company Financial Services

Bassant and Company Financial Services

(2)
“We used Mark for our mortgage and he was great! Patient with us, always made time to speak and really works for his Clients! Would certainly recommend to anyone looking for mortgage or financial advise! Thanks again.”
16 West St, Sittingbourne ME10 1AW
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
97.7 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Rainbourne Associates

Rainbourne Associates

“Welcome to Rainbourne Associates, Independent Financial Advisers in Sittingbourne, Kent. The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure fin...”
The Stables, Hengist Field, Borden, Sittingbourne ME9 8LT
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Talis Independent Financial Advisers

Talis Independent Financial Advisers

(15)
Group Personal Pension, Employee Benefits Kent, Business Advice
“Nicolle was excellent. I really appreciated the time she took to establish and understand my investment needs and she did this in both a friendly and professional manner. Once my funds were invested she was still available for my queries when I had t...”
In Business Since 2019
Transparent Fees & Pricing
Family Business
Stoke house, Church Rd, Ashford TN23 1RD
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Willow Financial Planning

Willow Financial Planning

(11)
Mortgages, Investment, Protection
“Just wanted to take the time to write a quick something, I couldn't be happier with the support from Willow when discussing my lifetime mortgage, they were extremely friendly and approachable and really helped me understand the benefits and risks of ...”
453 Southchurch Rd, Southend-on-Sea SS1 2PH
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Women's Wealth

Women's Wealth

(4)
“As I have only a small state pension I needed Sam's advice on investing the capital I had at my disposal when I returned to UK after 12 years abroad. Sam helped me get the best from my capital. I can thoroughly recommend her.”
Canterbury Innovation Centre, University Rd, Canterbury CT2 7FG
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Craven Street Wealth

Craven Street Wealth

(4)
“Tarvos Wealth have been fantastic in giving advice about our pensions. They did all the investigations and paperwork involved in consolidating our previous pensions and gave sound advice on how best to go about future investments. We were kept updat...”
In Business Since 2021
20, 22 Watling St, Canterbury CT1 2UA
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Stroud Wealth Management

Stroud Wealth Management

(1)
“I have been with Stroud Wealth Management for about a year now and already had more interaction/communications/advice with my pension than the 9 years with previous providers. I have a very basic understanding about investments and pensions, however ...”
16-17 Oak Trees Business Park, The Courtyard, Ashford TN24 0SQ
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Raymond James Investment Services

Raymond James Investment Services

(1)
“The team at Raymond James were really helpful, they answered all my questions and made my whole experience with wealth management easy. They told me everything I needed to know and made be feel comfortable. I've recommended them to friends and will c...”
In Business Since 2014
towergate, Maidstone ME14 3EN
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Accsys Accountants

Accsys Accountants

(47)
Virtual Office, Accounts & Tax, Bookkeeping
“We booked a one to one training day at our office. Thorough and precise. They have supported me with questions to the extent that I feel extremely confident using our new software. Would recommend Accsys to anyone venturing into the world of Xero”
Transparent Fees & Pricing
Remote Consultations Available
Trade Fair House, 2 West Ct, Enterprise Rd, Maidstone ME15 6JD
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Fingerprint Financial Planning

Fingerprint Financial Planning

(50)
Investments, Services, Inheritance Tax Planning
“Vicky and Millie went above and beyond to get my mortgage sorted as quickly as possible for me. Always answered phone calls and emails promptly. Will definitely use Fingerprint again and would thoroughly recommend. Thank you for all your help.”
Transparent Fees & Pricing
Admiral's Offices, Chatham ME4 4TZ
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Loucas Accountants Maidstone

Loucas Accountants Maidstone

(50)
Tax Investigations, Overview, Individual Services
“We have been using Loucas since 2010 and have never had a problem with the service. All our affairs are dealt with promptly and efficiently, by familiar people that we know and trust. As well as being very knowledgeable and highly experienced, the st...”
35+ Years Experience
Transparent Fees & Pricing
The Carriage House, Maidstone ME15 6YE
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Heritage Will Writers

Heritage Will Writers

(50)
Probate and Estate Administration, Wills, Lasting Powers of Attorney
“Absolutely professional service, Rob is so helpful & has helped myself & partner with setting up my will & at times having to change the will due to change in circumstances, very knowledgeable & great price for his services, takes off the stress & ca...”
5 Elder Ct, Wigmore, Gillingham ME8 0EA
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Estuary Wills

Estuary Wills

(50)
Probate Services, Wills, Lasting Powers of Attorney
“Excellent professional service. Despite having to meet virtually, Sarah took time to go through our needs and made some suggestions for us to consider. Once the initial meeting was held, the draft will was in our possession a week later. Sarah also g...”
In Business Since 2016
Transparent Fees & Pricing
Free Initial Consultation
Serving Sittingbourne Area
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Forces Family Finance

Forces Family Finance

(45)
Home Ownership, Protecting What Matters Most, Protecting Your Possessions
“They Literally go above and beyond in all the dealings we have had with Nadine and the team at Forces Family Finance. I highly recommend their service to anyone and I have passed their details on to friends and family. Top top notch service from a br...”
Dragon Coworking hub, 7-8 New Rd Ave, Chatham ME4 6BB
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Squiggle Consult

Squiggle Consult

(49)
  • Know
  • Wills
  • Efficient
“The process of organising POAs, Wills, Estate Planning was made extremely easy with Jake at Squiggle Consult. Myself and my sister needed to help our mum put her estate in order - all of it can become complicated but Jake made sure we all were clear ...”
Serving Sittingbourne Area
Featured

Embracing technology and keeping up with the young ones is a dance we all do. Yet, remember, our children learn from us too. Why not lead by example? Take charge of your affairs and create a Will today. Show your children the value of financial security for their own tomorrows. Ensure your loved ones are cared for, no matter what life brings their way. Let's set the stage for a secure future together. #SquiggleConsult #LeadByExample #SecureYourLegacy #WiseWills #FamilyFirst...

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Marble Financial Planning

Marble Financial Planning

(49)
  • Property
  • Team
  • Stress
“Kerry provided an excellent service throughout the process. She was always on hand to provide advice and support when we needed it, and definitely went above and beyond when we encountered some last-minute challenges in our purchase. Cannot recommend...”
In Business Since 2013
Unit 4, Markerstudy Business Park, Whitstable CT5 3FD
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Mercury Financial Solutions

Mercury Financial Solutions

(50)
Protection Policies, Automatic Enrolment, Investments
“Chris has been very helpful over the years I have been using him, he is always there for advice and explains things in a way I can understand. I would highly recommend him”
Clover House, 1 Thanet Way, Whitstable CT5 3QZ
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Mortgage Superheroes

Mortgage Superheroes

(49)
  • Team
  • Questions
  • First Time Buyer
“Tony is absolutely brilliant. He makes a stressful situation very calming with quick responses and options to resolve any issues. He is kind, helpful and an overall brilliant advisor. I highly recommend him.”
In Business Since 2019
16 Broadway, Sheerness ME12 1AF
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First4mortgages

First4mortgages

(49)
Help Protect What is Important to You, Provide Clear and Straightforward Recommendations
“I highly recommend first 4 mortgages. They have dealt with several mortgages for me, from new to remortgage, residential and buy to let. They always find the best deal that will work for me at a great rate, the transition is always smooth, easy and...”
28 Clarence St, Southend-on-Sea SS1 1BD
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Essex Equity Release Advice Centre

Essex Equity Release Advice Centre

(31)
Legal Services, Financial Services
“Ron & Jackie, are excellent communicators and always manage to get the relevant point across in a straight forward easy to understand way. The down to earth approach has certainly helped me to build a successful relationship with all of their team...”
Family Business
Serving Sittingbourne Area
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Retirement Planning and Investment Management Services in Sittingbourne Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Fair price range is based on 470 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Fair range $2007 to $5519 is based on 470 cost profiles.

Why these companies made our list

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