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

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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Aitana Financial Services

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. ...”
Wises Oast, Wises Ln, Borden, Sittingbourne ME9 8LR
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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. Positive Responsiveness, Quali...”
16 West St, Sittingbourne ME10 1AW
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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 Stable, Hengist Field, Borden, Sittingbourne ME9 8LT
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Women's Wealth

Women's Wealth

(17)
  • Pension
  • Future
  • Knowledge
“I desperately needed some sound, understandable financial advice to help me plan my future. I was becoming overwhelmed however, with the financial knowledge of Sam of Women's wealth and Siafra James, my personal financial advisor, I started to see ho...”
Canterbury Innovation Centre, University Rd, Canterbury CT2 7FG
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Matthew Wilkes Wealth Management

Matthew Wilkes Wealth Management

(26)
  • Sound
  • Pensions
  • Advice
“We have been taking wide ranging financial advice from Matthew for many years now and are very happy with the service provided. Matthew and his team always respond quickly to enquiries. Regular face to face visits carried out. Very detailed informat...”
7 Fernbank Cl, Chatham ME5 9NH
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Absolute Financial Management

Absolute Financial Management

(7)
  • Mortgage
  • Savings
  • Future
“Highly recommend Victoria Smith at Absolute Finance, she was amazing from start to finish, she knew her stuff, she was professional, and she kept us sane through the process which wasnt the easiest. We wouldn't have been able to do it without her. Sh...”
75 High St, Ashford TN24 8SN
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Accsys Accountants

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...”
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
“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.”
Transparent Fees & Pricing
Admiral's Offices, Chatham ME4 4TZ
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Heritage Will Writers

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.”
5 Elder Ct, Wigmore, Gillingham ME8 0EA
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First4mortgages

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...”
In Business Since 2015
28 Clarence St, Southend-on-Sea SS1 1BD
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Estuary Wills

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...”
In Business Since 2016
Transparent Fees & Pricing
Free Initial Consultation
Serving Sittingbourne Area
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Marble Financial Planning

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...”
In Business Since 2013
Unit 4, Markerstudy Business Park, Whitstable CT5 3FD
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Forces Family Finance

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...”
Dragon Coworking hub, 7-8 New Rd Ave, Chatham ME4 6BB
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Squiggle Consult

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 ...”
In Business Since 2020
Serving Sittingbourne Area
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Mercury Financial Solutions

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.”
Clover House, 1 Thanet Way, Whitstable CT5 3QZ
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Mortgage Superheroes

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.”
16 Broadway, Sheerness ME12 1AF
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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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Orchard Financial Management

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...”
Orchard Financial Management, 4 Bloors Ln, Rainham, Gillingham ME8 7EG
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Vortex Accountants

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...”
Remote Consultations Available
Top Floor, Claridon House, London Rd, Stanford-le-Hope SS17 0JU
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Maidstone Mortgages & Pension Advice

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...”
In Business Since 2020
29 Winifred Rd, Bearsted, Maidstone ME15 8NR
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Allied Luptons

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...”
Transparent Fees & Pricing
Offers Financing Options
Ashford Rd, Maidstone ME17 1XG
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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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