Best Financial Advisors in Southend

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

First4mortgages

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

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...”
Transparent Fees & Pricing
Bourne Court, Southend Rd, Woodford, Woodford Green IG8 8HD
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Willow Financial Planning

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!”
453 Southchurch Rd, Southend-on-Sea SS1 2PH
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Dukes Financial Planning

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...”
Family Business
The Old Stables, 38 Tintern Ave, Westcliff-on-Sea, Southend-on-Sea, Westcliff-on-Sea SS0 9QJ
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Devine Financial Management

Devine Financial Management

(3)
“Explained everything in detail and I left with confidence.”
The Gateway Building, 10 Elmer Approach, Southend-on-Sea SS1 1LW
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Progressive Financial Solutions

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...”
London Southend Airport, Finance House, 20-21 Aviation Way, Southend-on-Sea SS2 6UN
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Rosewood Financial Planning

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.”
879A London Rd, Westcliff-on-Sea, Southend-on-Sea, Westcliff-on-Sea SS0 9SZ
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Saltus

Saltus

(1)
“Very helpful people. Clear to understand”
Transparent Fees & Pricing
1279 London Rd, Leigh-on-Sea, Southend-on-Sea, Leigh-on-Sea SS9 2AD
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Pyxis Financial Planning

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...”
The Old Gasworks, 43 Progress Rd, Leigh-on-Sea, Southend-on-Sea, Leigh-on-Sea SS9 5PR
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Erica Hay Wealth Management

Erica Hay Wealth Management

(2)
“Thank you Erica. Totally reassured knowing the information you share is looking after my best interests.”
Offers Financing Options
282 Leigh Rd, Leigh-on-Sea, Southend-on-Sea, Leigh-on-Sea SS9 1BW
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Mason Wealth Management

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!”
30+ Years Experience
9, New Court, New Rd, Leigh-on-Sea, Southend-on-Sea, Leigh-on-Sea SS9 2EB
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Rose Associates Financial Planning

Rose Associates Financial Planning

13/15, Leighcliff Bldg, Leigh-on-Sea, Southend-on-Sea, Leigh-on-Sea SS9 1PR
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H2o Financial Services

H2o Financial Services

60 Gunners Rise, Southend-on-Sea SS3 9BY
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Strategic IFA

Strategic IFA

Independence House, 14A Nelson St, Southend-on-Sea SS1 1EF
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A J Life

A J Life

Transparent Fees & Pricing
First Floor, 48-50 Broadway, Leigh-on-Sea, Southend-on-Sea, Leigh-on-Sea SS9 1AG
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Jury Financial Solutions

Jury Financial Solutions

Offers Financing Options
116 Burlescoombe Rd, Southend-on-Sea SS1 3PS
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Lightblue UK

Lightblue UK

In Business Since 2005
4 Southbourne Grove, Westcliff-on-Sea, Southend-on-Sea, Westcliff-on-Sea SS0 9UR
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Fingerprint Financial Planning

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 ...”
Transparent Fees & Pricing
Admiral's Offices, Chatham ME4 4TZ
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SRC Financial Services Limited

SRC Financial Services Limited

(50)
  • Documents
  • Mortgage Advisor
  • Work
“After my initial advisor was unable to make our appointment on the day, Amy stepped in to ensure I didn't have to rebook my appointment and continued to assist me throughout the whole mortgage application process. The whole time she was really friend...”
In Business Since 2006
4 Lords Ct, Cricketers Wy., Basildon SS13 1SS
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Fairview Financial Management

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...”
12 Farm View, Rayleigh SS6 9PT
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Marble Financial Planning

Marble Financial Planning

(50)
  • Options
  • First Time Buyers
  • Stress
“When we had all but given up hope of getting what was a modest mortgage from lenders who wouldn't loan to us despite us having a huge deposit and top credit rating, Marble came to our rescue and secured a fixed 2 year deal from Natwest along with ver...”
In Business Since 2013
Unit 4, Markerstudy Business Park, Whitstable CT5 3FD
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Forces Family Finance

Forces Family Finance

(46)
Protecting Your Possessions, Home Ownership, Protecting What Matters Most
“Nadine and her team of financial advisers are simply exceptional. Their expertise and guidance were instrumental in helping me navigate the complexities of purchasing my first house. From meticulously outlining financial options to providing tailored...”
Dragon Coworking hub, 7-8 New Rd Ave, Chatham ME4 6BB
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Mercury Financial Solutions

Mercury Financial Solutions

(50)
Corporate Planning, Retirement Planning, Long Term Care Provision
“At the start of our house moving process Chris kindly spoke to us on the phone and advised us on what we would be able to afford. It was about a year later that we finally found a house we liked and got back in touch with Chris to arrange our mort...”
Clover House, 1 Thanet Way, Whitstable CT5 3QZ
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Essex Equity Release Advice Centre

Essex Equity Release Advice Centre

(31)
Legal Services, Financial Services
“I visited Essex Equity release Advice centre last year and was given excellent and very clear advice I thought from the fiinancial advisor on Equity releases and lifetime mortgages for myself. I went with and Equity Release and am more than happy wit...”
Family Business
Serving Southend Area
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Retirement Planning and Investment Management Services in Southend Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Typical price range is based on 299 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Typical range £2007 to £5519 is based on 299 cost profiles.

Why these companies made our list

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