Best Financial Advisors in Southend
The highest-rated Financial Planning & Wealth Management companies out of 51 vetted & reviewed in the Southend area.
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Trusts, Probate Services, Wills
“I 100% recommend Estuary Wills. Sarah provided exactly the service we needed, efficiently, professionally and with warmth and understanding. Nothing was too much trouble and she was willing to answer all our questions (whatever their scope) and give ...”
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Raffingers
Tax Planning, Probate & Estate Management, Audit & Assurance
“Raffingers have been my accountants for the past 11 years since I set up my own small business In 2009 and I have always been very pleased with the service. They were also really helpful in advising on business structure, taxation and book keeping b...”
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Evolution Financial Planning
Ethical Investment: the Free Guide, Mortgages, Insurances
“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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Willow Financial Planning
Retirement, Mortgages, Investment
“Thank you to the team over at Willow for helping me arrange my pensions!”
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First 4 Finances
Help Protect What is Important to You, Provide Clear and Straightforward Recommendations
“Based in Essex we cover all areas including….. Canvey Island, Benfleet, Westcliff-on-Sea, Southend-on-Sea, Leigh-on-Sea, Hockley, Basildon and Rayleigh. Our team has over 50 years collective experience in helping customers like you with their mortgag...”
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Devine Financial Management
“I had nothing but great service from Tony Devine - he is very proactive - going to far as to challenge the pension company figures and getting increased valuations. Very easy to understand the explanations of what is a complicated process. Even as ...”
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Jewell Pearce Davy
Isa’s, Bonds, Pensions
“Good professional service, would recommend”
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Rosewood Financial Planning
- Pensions
“I highly recommend Charlotte. She was friendly, helpful and knowledgeable. She totally sorted out my pensions with the minimum of fuss. I felt completely comfortable with her advice and would not hesitate to recommend her to my friends and family.”
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Erica Hay Wealth Management
“Very helpful and friendly service”
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Pyxis Financial Planning
“Pyxis Financial Planning Ltd came came to us highly recommended and left Highly recommended, From start to finish my wife and I felt at ease, everything was made easy and only when it was over you realise how professional Pyxis Financial Planning Ltd...”
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Forrester Hyde
“Very helpful people. Clear to understand”
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Mason Wealth Management
- Pension
“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!”
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Sand Financial Consultants
“To say that Mark and Teresa Sand know what they are talking about is a massive understatement. With their excellent advice, I took a mortgage with Mortgage Express. I now have a mortgage fixed at 2% above base, for the full term of the mortgage! No ...”
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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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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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Jury Financial Solutions
“We're not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it's not all we want. We're relationship-builders, ready with guidance and advice whatever stage you're at in your life. We ...”
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Lightblue UK
“LightBlue UK Ltd is registered in England and Wales, company registration number 5228731.”
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A J Life
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Hall & Costello Wealth Management
- Mortgage
- Confident
“Casey Bridges has been great throughout handling my mortgage application. I was a unique and more complicated application than average and Casey really went out of his way to find a solution. I am confident that I know what I have signed up to and ha...”
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Newsome Wealth Management
- Pension
“I first engaged Newsome Wealth Management, and in particular Matt Newsome around 4 years ago to sort out my messy pension plans (there were several). he got me back on track letting me know how best to maximise my future pension plans....invaluable. ...”
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Fingerprint Financial Planning
Power of Attorney, Protection, Pensions & Retirement
“I had Jonathan as my mortgage advisor. To just say that he was helpful is an understatement! He was willing to help at any given time, ready to answer my queries and clear any doubts I had as a first time buyer. He is highly professional, efficient a...”
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Forces Family Finance
Protecting Your Possessions, Home Ownership, Protecting What Matters Most
“Nadine and her team have been wonderful. My partner and I recently bought our first home and the service you receive is phenomenal. Due to our work and physical locations, meetings online were arranged around us, most of the time at the weekends and ...”
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SRC Financial Services Limited
- Patient
- Communication
- Options
“Our house buying process was an extremely long and painful 9 months but I cannot fault SRC in any way or form. Their service has been impeccable and the biggest shout out to our advisors Amy and Maisie. They went above and beyond to help us get to wh...”
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Marble Financial Planning
- Knowledge
- First Time Buyers
- Options
“Our first experience with Kerry and Marble FP in 2017 was so rewarding and pleasing that obviously we were going to request her services again when we madly attempted to move during the pandemic/stamp duty holiday. Out of a number of service provider...”
Retirement Planning and Investment Management Services in Southend Cost Estimates
Why these companies made our list
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