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Lynas Vokes Wealth Management
“Excellent service as usual.”
Best Financial Advisors in Spalding
Handpicked from 50 vetted & reviewed Financial Planning & Wealth Management firms in the Spalding area, discover the top 5 standout choices among the selected group of 24 finalists.
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Bingham Woods IFA
, Financial Planning, Protection
“Thank you Emma Selfe for excellent customer service. Express respond and help with mortgage and renewl. Strongly recommended. Positive Responsiveness, Quality, Professionalism, Value”
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Bulley Davey Wealth Management
Long Term Care, Wealth Preservation, Pension Planning
“We're not salespeople for financial products, chasing a quick commission – we want to build lifelong relationships. Whether it's the first time you've taken financial advice or you're a veteran, you'll find we listen more than talk. First, we underst...”
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Consort Financial Planning
“Looking at the full range of providers, products and their options, tax implications, the impact of death, life threatening illness or disability would send most anyone into a brain numbing spin. When there are so many choices, common sense alone is ...”
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Oakhouse
Long Term Care, Wealth Preservation, Pension Planning
“We're not salespeople for financial products, chasing a quick commission – we want to build lifelong relationships. Whether it's the first time you've taken financial advice or you're a veteran, you'll find we listen more than talk. First, we underst...”
Qualification Criteria for best of Winners
Minimum Overall Score
96 (100)
Minimum Reputation Rank
99.4 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Bowater Wealth Management
“Great support on our Pensions and investments - thanks Bow”
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Pearce Wealth Management
“We primarily assess individual products for suitability. If that is reasonable, we then consider whether the inherent risk can be mitigated further as part of a small portfolio of similar investments. Not all the risks we look for are black and white...”
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Lorraine Coaton
“I specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.”
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Keith Williams Financial WM.
“Welcome to Keith Williams Financial Wealth Management We offer a personal, face-to-face financial planning and wealth management service, and specialise in meeting the financial needs of people who have created more capital, or who earn higher income...”
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Charlotte Watson Financial Planning
- Income Protection Insurance
- Insurance
- Financial Advisor
“I went to Charlotte because I'm self employed and needed to understand what I can be doing to protect my own income as well as my business in the event that I am unwell. I chose Charlotte because she's super approachable and she's got a great way of ...”
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BCM Wealth Management
Mortgages, Tax and Trusts, Investment Planning
“I have known Oliver for over 2 years and his financial advice has been key to me , in sorting out a pension transfer and an investment portfolio for my future , I would highly recommend him ! Positive Professionalism”
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Access Equity Release
- Result
- Property
- Transaction
“Very helpful. The whole process was simple and I was kept updated all the way through. A straight forward application and funds received quickly without any issues.”
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Positive Advisers
- Insurance
- Mortgage
- Communication
“As first time buyers we were very new to the buying/mortgage process but Marta and the team were extremely helpful and responsive and took us through step by step. They made the process so easy and seamless from start to finish and relieved us of the...”
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Hunt & Coombs | Peterborough Solicitors
- Questions
- Sale
- Results
“We used Hunt & Coombs for our flat purchase. It was a tricky case with the sellers causing delays. Mr Ali stuck with it and chased the sellers endlessly until we could complete the purchase. In the end there was a rush and we exchanged and complet...”
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Derngate Wealth Management - Peterborough
- House
- Stress
- Financial
“David Whitwell advised us on our recent mortgage after assisting us previously. We've returned to David because he has a deep understanding of the financial services and options available. He's able to take our key factors and subtly get the best val...”
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Chattertons Solicitors & Wealth Management - Stamford
Elderly Client, Medical Negligence, Dispute Resolution
“The conveyancing team at Chattertons Stamford are excellent. They helped us at every stage to sell our house with no drama at any stage. Kelly and Sharon were highly efficient, proactive and responsive. What could have been a very stressful pre Xma...”
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Wilkinson Accounting Solutions
Virtual Finance and CFO, Acquisition CFO, Tax & Bookkeeping
“I'd been looking for a while for someone who could help me with some finance and profit projection related issues I was having with my business. As soon as I learnt about Wilkinson Accounting Solutions I knew they could help. The work Julie did with,...”
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Pilot Fish
- Development Bank
- Property
- Refinance
“Everyone at Pilot Fish have been wonderful to work with and they have been particularly instrumental to my property portfolio expansion (ongoing). Readily available to support your ideas and help you find solutions. Special thanks to John, Michelle, ...”
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Henson Crisp
- Team
- Family
- Communication
“I would like to share some feedback. I have for the last few weeks been dealing with Henson Crisp to sort out my finances. I was dreading this as I have recently lost my son and a few years ago my husband. So a very emotional task for me. I don't kno...”
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Fraser Dawbarns
- Sale
- House
“I have dealt with Annie Riches, Jenny Rushmer (Wisbech) and Sophie King (Kings Lynn) and they have all been so amazing and helpful. I cannot thank them all enough for their help, advice and efficiency. Definitely recommend to anyone looking to use a ...”
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Riverglen Financial Associates
Care Fees Planning, Mortgages & Equity Release, Investments & Savings
“I honestly cannot thank Matt Carson enough for his support, patience and guidance whilst helping me get a mortgage under very difficult personal circumstances. What an asset to Riverglen. A truely efficient professional. I will be definitely employin...”
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Brooks Wealth Management
Retirement, Protection, Wealth Management
“I had Ian Cunningham visit me to give me advice on estate planning. He was friendly, sympathetic and empathetic to my situation. He listened to me and spoke to me in a manner that I could understand. He was honest with me in saying that he recommends...”
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Haverfords
- Remortgage
“Excellent advice from advisors who listen carefully to concerns and give sensible suggestions for accommodating them.
Friendly, always helpful. Highly recommended :) Positive Responsiveness, Quality, Professionalism, Value”
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3 Sixty Accountants
Cloud Accounting, Business Advisory, Accounting and Bookkeeping
“Had a wonderful experience with 3 Sixty Accountants. The team was very knowledgeable and extremely supportive throughout the process. I was facing a tight deadline and had to submit my Company Accounts as well as personal Self Assessments quickly. As...”
Retirement Planning and Investment Management Services in Spalding Cost Estimates
Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Fair price range is based on
278 cost profiles
Why these companies made our list
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