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First4mortgages

(49)

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

“Right from the start we knew that our Mortgage Advisor Richard would be an extra mile kind of fellow. We arranged a meet round our house in the evening (after working hours) and he stayed for a good 40 minutes to talk us through the mortgage process....”

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Estuary Wills

(50)

Trusts, Probate Services, Wills

“Excellent service from start to finish regarding Will + L.P.As. Sarah is extremely professional, knowledgeable and empathetic. Everything was explained meticulously in the comfort of my home. Queries & questions were answered promptly with clear exp...”

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Raffingers

(32)

Audit & Assurance, Probate & Estate Management, Raising Finance

“Raffingers provides excellent service, both in terms of day to day accounting, tax and compliance support but also on complex changes that come along e.g. Covid, Brexit and the Chancellor's Budget. Our key contacts are always there at the end of a ph...”

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Willow Financial Planning

(11)

Retirement, Mortgages, Investment

“Just wanted to take the time to say a massive thank you to Willow an the team. I have been dealing with the guys for a number of years and have always found their advice informative and service is always fantastic. Thanks for all your help!”

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Dukes Financial Planning

(20)

Confidence
Happy
Invested

“From my first enquiry by phone, followed by a number of face to face meetings, I had no doubt that my financial needs and goals were fully understood. The information I received was given in a professional and clear way. Any questions were answered s...”

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Evolution Will Writing

(20)

Jennie
Wills

“Jennie wrote wills for my husband and I, something we had been putting off for years. Jennie was able to help us with our concerns very quickly. She is so kind and patient. Nothing was too much trouble. I highly recommend Jennie.”

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Devine Financial Management

(3)

“Explained everything in detail and I left with confidence.”

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Progressive Financial Solutions

(1)

“Thank you for helping to arrange my life insurance and critical illness policies. I am grateful that: ● you explained every step in a clear way to help me understand the complicated process ● you were highly responsive to my questions ● you too...”

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Rosewood Financial Planning

(8)

Pensions
Future

“I have valued the help and support over a the last few years. I have benefitted from sound advice and feel more secure for the future. Highly recommend Rosewood services.”

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Saltus

(1)

“Very helpful people. Clear to understand”

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Pyxis Financial Planning

(2)

“Having recently retired I used Pyxis to help me through the minefield that pension advice. You get so much information when you retire. Don't get scammed over this, don't do that, put your money here there and everywhere. But having Pyxis and Sinea...”

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Erica Hay Wealth Management

(2)

“Thank you Erica. Totally reassured knowing the information you share is looking after my best interests.”

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Mason Wealth Management

(5)

Pension
Financial Adviser

“Darren dealt with my pension and has given me advice on other financial products also. I've always found him to be knowledgeable and found his advice useful. Highly recommend as a good, responsive advisor!”

Featured

CAPITAL GAINS TAX ➤ Selling an asset may leave you subject to Capital Gains Tax. ➤ There are several ways you can reduce or avoid this bill, including splitting or giving assets to your spouse or civil partner. ➤ Speak to us for help in ensuring you sell your assets tax-efficiently. The CGT allowance for 2022/23 is £12,300. This is the amount of profit you can make on the sale of chargeable assets this tax year before you have to pay CGT. You get a new CGT allowance each year. However, if you don’t use it in one year, it cannot be carried over to the following year.

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Strategic IFA

“We offer a full financial planning service which encompasses protecting wealth within families. Alternatively, you may engage us to review a specific area of concern, such as, improving your retirement, the provision of an investment strategy, planni...”

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H2o Financial Services

“Serving our clients and helping them make their personal objectives, goals, and aspirations a reality is what we are all about. Our success is down to an ethos embraced by all members of the team, focussed on a strong desire and willingness to help s...”

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Rose Associates Financial Planning

“Rose Associates Financial Planning Ltd is registered in England and Wales, Number 11519471. Registered Office: 48 Darlinghurst Grove, Leigh-On-Sea, SS9 3LG.”

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A J Life

“We pride ourselves on building valuable long-term relationships with our clients, which we seek to achieve by providing a level of personal attention that is far in excess of that often experienced in the 21st Century. Our strength lies in the belief...”

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Jury Financial Solutions

“St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set...”

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Lightblue UK

“LightBlue UK Ltd is registered in England and Wales, company registration number 5228731.”

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Fairview Financial Management

(50)

Options
Pension
Financial Planning

“Would highly recommend Ross and the team at Fairview! I spoke to Ross about an upcoming severance package I'd been offered, as I was unsure whether it would be in my interests to take it & didn't know what my options were. Ross was incredibly hel...”

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Matthew Wilkes Wealth Management

(26)

Number
Questions
Meetings

“Having been a client of Matthew Wilkes Wealth Management for a number of years now I can honestly say I'm very pleased and grateful for all Matthew has done for me and the support he and his team have provided. It's a fantastic service and you always...”

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Salient Accounting & Finance

(3)

–, Personal Finances, Accounting

“Great service for my self assessment returns, saved my life! Friendly and knowledgeable team, would highly recommend.”

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Fingerprint Financial Planning

(50)

Power of Attorney, Protection, Pensions & Retirement

“I was passed Fingerprint' details by a very close friend who had used them in the past. I must said the service we receved was second to none, Ellie and Paul were on the ball from the first moment we contacted them. I would highly advise that your ...”

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Heritage Will Writers

(50)

Property Protection Trust, Probate and Estate Administration, Wills

“I was very impressed with the professionalism of Rob Hatton. He spent time explaining things to me and offered excellent advice on how I could ensure that my wishes were met. Rob has a very personable approach and visited me at home and made me fee...”

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

Best Financial Advisors in Southend

The highest-rated Financial Planning & Wealth Management companies out of 51 vetted & reviewed in the Southend area.

First4mortgages

Estuary Wills

Raffingers

Willow Financial Planning

Dukes Financial Planning

Evolution Will Writing

Devine Financial Management

Progressive Financial Solutions

Rosewood Financial Planning

Saltus

Pyxis Financial Planning

Erica Hay Wealth Management

Mason Wealth Management

Strategic IFA

H2o Financial Services

Rose Associates Financial Planning

A J Life

Jury Financial Solutions

Lightblue UK

Fairview Financial Management

Matthew Wilkes Wealth Management

Salient Accounting & Finance

Fingerprint Financial Planning

Heritage Will Writers

Retirement Planning and Investment Management Services in Southend Cost Estimates

Why these companies made our list

Wealth Management Advisors near Southend

Popular in Southend