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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.”

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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...”

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Aitana Financial Services

(4)

“Craig Blundy at Aitana was recommended to us by a work colleague when looking for a mortgage adviser for our first home purchase. He was amazing throughout the whole process, explaining everything to us clearly and keeping us informed along the way. ...”

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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...”

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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. Positive Responsiveness, Quali...”

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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...”

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Accsys Accountants

(49)

Virtual Office, Accounts & Tax, Bookkeeping

“Such a helpful service. I emailed the company and received an emai land phone call that same morning. Will was really helpful and informative, taking time to answer my queries. He also followed up with further information. I'd feel confident recommen...”

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Fingerprint Financial Planning

(50)

Investments, Services, Inheritance Tax Planning

“Can't thank Fingerprint enough for their services, a friend advised me to go to them and the process of setting up my pension has been fast and less stressful than I thought it would be. Eve has been absolutely fantastic.”

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Heritage Will Writers

(50)

Probate and Estate Administration, Wills, Lasting Powers of Attorney

“Very professional service. Rob listened to everything we wanted in our wills and the end result was wills we are really happy with. Would highly recommend.”

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First4mortgages

(49)

Help Protect What is Important to You, Provide Clear and Straightforward Recommendations

“I was recommended Toni Bracci for my mortgage by a few friends and he did not disappoint. Nothing was too difficult and he made everything easier to understand, especially for a first time buyer. He was there to help throughout the whole process, I c...”

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Estuary Wills

(50)

Probate Services, Wills, Lasting Powers of Attorney

“Sarah is professional, knowledgeable and highly experienced in her field. We found her service exemplary throughout the whole process with clear, concise and regular communication and updates. My husband and I both had Wills and LPA's prepared and no...”

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Marble Financial Planning

(50)

Property
Mortgage Broker
Insurances

“Rob has been advising us on our first mortgage and has been a model professional throughout. He's very responsive, knows the market well and is personable and easy to deal with. Nothing was too much trouble and we felt very well looked after. Excelle...”

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Forces Family Finance

(46)

Home Ownership, Protecting What Matters Most, Protecting Your Possessions

“Absolutely brilliant from start to finish - Anna & Amy were so helpful and made the process of buying our first house totally stress free, which we're incredibly grateful for! :) Couldn't have asked for better, thanks team. x Positive Responsiveness...”

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Squiggle Consult

(48)

Informative
Wills
Lasting Power of Attorney

“Kirstie was fab and really helpful from start to finish. She explained everything fully and in a way that way super easy to understand. We had nothing in place apart from the usual life insurance etc so knowing that we are now taking the next steps ...”

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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Mercury Financial Solutions

(50)

Protection Policies, Automatic Enrolment, Investments

“Chris has managed my personal finances and those of the charity I work for, for a number of years. I would have no hesitation in recommending him. He is approachable, reliable and helpful.”

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Mortgage Superheroes

(49)

Company
Questions
Ownership

“Tony has been very efficient in his work. Always available when I call and answered all my questions with ease. He made the process very smooth and stress free. Kept me updated through the whole process from start to finish.”

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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...”

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Orchard Financial Management

(22)

Life Protection Options, General Insurance, Personal and Stakeholder Pensions

“An easy review to write ! I did some research looking for a personal financial advisor(needed advice on a pension plan), this company continually came up with positive reviews. Both myself and my wife have now used this company , we have met, on se...”

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Vortex Accountants

(16)

Mileage Tax Rebate, Construction Tax Refunds, Security Tax Refunds

“I honestly can't rate Vortex accountants enough. My previous account always let me down and I spent many sleepless nights wondering where I was at, and if things would be filed in time. Since I have been with Vortex, they have taken that worry away f...”

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Maidstone Mortgages & Pension Advice

(24)

Plan
Service
Investment

“From start to finish Paul was excellent in helping me to get my mortgage approved and into my new home. It wasn't an easy process as I had some trouble with my accounts going from a sole trader to limited company, and then more setbacks with the lock...”

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Allied Luptons

(11)

Life Cover and Family Protection, Individual Clients, Business Clients

“Roy and the team have advised us for many years now and we see no reason for that to change any time soon. Advice is always delivered in a friendly and constructive fashion that is easy to understand - and most importantly it is advice we continue to...”

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Focused Financial

(22)

Feel
Pensions
Health

“We were at a point of our life where we were in need of organising, in a different way, our retirement pensions, prepare a new will and also see how our future financial situation would look in a short and a long term future. James were recommended ...”

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Howard Financial Planning

(30)

Patient
Financial Advice
Number

“I met Mark by chance some years ago and was immediately impressed with his knowledge of the industry and willingness to help with my finances, primarily the merging of multiple pension plans. I haven't looked back since; Mark's advice has proven resu...”

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Pension Access

(16)

Company

“Started the process of releasing money from my pension pot on August '23,the process finished in January'24,with the money going into my bank,really easy process,great financial advisor,would recommend to everyone”

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

Best Financial Advisors in Sittingbourne

The highest-rated Financial Planning & Wealth Management companies out of 53 vetted & reviewed in the Sittingbourne area.

AM Mortgage & Financial Services

Abtax

Aitana Financial Services

Logic Investments

Bassant and Company Financial Services

Rainbourne Associates

Accsys Accountants

Fingerprint Financial Planning

Heritage Will Writers

First4mortgages

Estuary Wills

Marble Financial Planning

Forces Family Finance

Squiggle Consult

Mercury Financial Solutions

Mortgage Superheroes

Essex Equity Release Advice Centre

Orchard Financial Management

Vortex Accountants

Maidstone Mortgages & Pension Advice

Allied Luptons

Focused Financial

Howard Financial Planning

Pension Access

Retirement Planning and Investment Management Services in Sittingbourne Cost Estimates

Why these companies made our list

Wealth Management Advisors near Sittingbourne

Popular in Sittingbourne