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Best Financial Advisors in Stamford

Handpicked from 55 vetted & reviewed Financial Planning & Wealth Management firms in the Stamford area, discover the top 5 standout choices among the selected group of 24 finalists.

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BCM Wealth Management

BCM Wealth Management

(49)
Tax and Trusts, Investment Planning, Protection Planning
“We were recommended to BCM by a friend to consolidate our pensions. Their knowledge, responsiveness and customer support is first class. We would have no hesitancy in recommending Ollie and his team at BCM!”
In Business Since 2019
5 Ironmonger St, Stamford PE9 1PL
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Derngate Wealth Management - Peterborough

Derngate Wealth Management - Peterborough

(24)
  • Understanding
  • Financial
  • Questions
“David Whitwell was introduced to me for my home purchase in 2016 and has since been my trusted advisor for mortgage and financial advices. David has also dealt with my remortgage and BTL transactions, he is professional, diligent and timely in his w...”
20+ Years Experience
Free Initial Consultation
43 Uffington Rd, Barnack, Stamford PE9 3DU
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Chattertons Solicitors & Wealth Management - Stamford

Chattertons Solicitors & Wealth Management - Stamford

(27)
Dispute Resolution, Wills, Trusts & Probate, Trust Corporation
“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...”
In Business Since 1998
Transparent Fees & Pricing
9 Broad St, Stamford PE9 1PY
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Stamford Mortgage Advice

Stamford Mortgage Advice

(8)
“Brilliant service, unbiased recommendations and personalised experience during our house move. We would throughly recommend David Whitwell to anyone looking for mortgage advice.”
In Business Since 2015
43 Uffington Rd, Barnack, Stamford PE9 3DU
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Eparaplan Connect

Eparaplan Connect

(3)
Faqs, Wealth Connect, Mortgage Connect
“We've worked with eParaplan Connect for around eight years and found them to be reliable, fairly priced and they've helped us keep staff costs down. There are a lot of outsourced admin and paraplanning workers out there, but you can't risk your busin...”
In Business Since 2016
Unit 6, The Messenger Centre, Crown Ln, Stamford PE9 3UF
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
97.6 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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Golden Oak Wealth Management

Golden Oak Wealth Management

(2)
“I engaged Golden Oak to help with my investments and so far I am impressed with what they have achieved for me. They always keep me informed, respond to queries quickly, and provide first class guidance & assistance. I really cannot fault their p...”
Willoughby House, 2 Broad St, Stamford PE9 1PB
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Landmark IFA

Landmark IFA

(1)
“I have previously had a meeting with Kevin Mullins, for advice over my pensions. I cannot rate his advice & service highly enough & would not hesitate in recommending him. Kind regards Wayne Clark.”
Warden's House, 4 Broad St, Stamford PE9 1PB
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Masons Wealth Associates

Masons Wealth Associates

(5)
“Annie is an incredible lady who always goes out of her way to ensure I feel happy and comfortable about my decisions. I would highly recommend her to everyone, as a trustworthy, kind and caring person.”
Orion House, Barn Hill, Stamford PE9 2AE
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Bishopsgate Corporate Finance

Bishopsgate Corporate Finance

“Morgan has over 25 years' international M&A and Private Equity experience spanning lead advisory, due diligence, banking and in-house as a CFO. Morgan qualified as a chartered accountant with Arthur Andersen and following many years advising on and e...”
10+ Years Experience
Offers Financing Options
Coupons & Offers
King's Mill, St Peter's Vale, Stamford PE9 2QT
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Rutland Financial Services

Rutland Financial Services

“Through comprehensive, holistic, financial planning we endeavour to know and understand your financial situation. Our high quality service and advice will help ensure that you, your family and your assets are protected, and help you build a brighter,...”
8 Messenger Centre, Crown Lane, Tinwell, Stamford PE9 3UF
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Pegasus Intelligent Corporate Finance

Pegasus Intelligent Corporate Finance

““I wrote my own business plan, although English is not my first language. I gave it to Pegasus Funding Resources, who were recommended to me by an Angel Network, for a quick look through. When they came back with their comments and a number of areas ...”
In Business Since 2005
Unit 10 Tinwell Business Park, Steadfold Ln, Stamford PE9 3NU
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Wilkinson Accounting Solutions

Wilkinson Accounting Solutions

(12)
Virtual Finance and CFO, Acquisition CFO, Business Exit Consulting
“Being a new business I knew I needed an accountant but didn't know where to start. Julie has taken my accounting on and I feel so relieved. Nothing is too much trouble and she makes sure she understands your business and how it works. One of Julie's ...”
Family Business
In Business Since 2018
Remote Consultations Available
Offers Financing Options
Stuart House, East Wing, St John's St, Peterborough PE1 5DD
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Calver Wealth Management

Calver Wealth Management

(9)
Inheritance Tax, Sports Professionals, Pensions
“Following retirement to Lincolnshire they helped us reorganise our finances and ensure a steady income through the ups and downs of national and global economics. The process was transparent and the relationship personal, friendly and helpful. A ve...”
Serving Stamford Area
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Smith Eliot Financial Management Limited

Smith Eliot Financial Management Limited

(49)
Tax and Trusts, Long Term Care, Investment Planning
“Special shout out to Sean and his team for helping us secure our first mortgage and again when we wanted to re-mortgage. They provide a professional service and they care about their clients. I am definitely going to use them again in the future! And...”
In Business Since 2016
Serving Stamford Area
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Access Equity Release

Access Equity Release

(50)
  • Family
  • Advisor
  • Questions
“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.”
In Business Since 2018
Free Initial Consultation
Serving Stamford Area
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Hunt & Coombs | Peterborough Solicitors

Hunt & Coombs | Peterborough Solicitors

(40)
  • Communication
  • Knowledge
  • Court
“Excellent service, friendly, informative. Fully explained every step of every process. Katie anticipated the needs of the family and acted accordingly.. couldn't have asked for better representation”
Transparent Fees & Pricing
35 Thorpe Rd, Peterborough PE3 6AG
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Grayson Lewis Financial Planning

Grayson Lewis Financial Planning

(50)
  • The Future
  • Options
  • Knowledge
“Nick was incredibly helpful and supportive throughout our mortgage application. We were so grateful to him and the team throughout the stressful period of buying our house and have recommended them to friends.”
Serving Stamford Area
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Positive Advisers

Positive Advisers

(35)
  • Mortgage
  • Team
  • Communication
“Mark took a lot of time to examine my situation and find out what was right for me. He recommend the best option when others just said no and refused to help. A great service I'll be using you again in future.”
Free Initial Consultation
26 Priestgate, Peterborough PE1 1WG
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Pilot Fish

Pilot Fish

(17)
  • Refinance
  • Team
  • Property
“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, ...”
Offers Financing Options
Serving Stamford Area
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Henson Crisp

Henson Crisp

(15)
  • Family
“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...”
In Business Since 2007
Transparent Fees & Pricing
Ground Bank House, The Lawns, 33 Thorpe Rd, Peterborough PE3 6AB
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Efficient Portfolio - Rutland

Efficient Portfolio - Rutland

(12)
“My wife and I found Efficient by chance and from our original engagement with Tim Webb and the Team we knew we were in good hands. All of our initial concerns and requirements were dealt with in a professional manner and our plan was open for discus...”
In Business Since 2010
Transparent Fees & Pricing
Serving Stamford Area
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Haverfords

Haverfords

(11)
“One of best decision taken by using Haverfords, much quicker and easier to deal with them than without, utilities what they provide though through all addressed to your individual circumstances. Also helpful getting you good deal and clear picture wh...”
8A Cowgate, Peterborough PE1 1NA
Featured

Are you aged 50 or over? Have a personal or workplace pension? Want to make sense of your options? Get in touch with our friendly and professional pension advisers : Mark or Kat (no charges apply for initial consultation). Investments and the income from them may go down as well as up and you may get back less than the amount you invested. Past performance is not a guide to future performance.

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Brooks Wealth Management

Brooks Wealth Management

(6)
Protection, Wealth Management, Financial Planning
“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...”
34 Thorpe Wood, Peterborough PE3 6SR
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Bingham Woods IFA

Bingham Woods IFA

(6)
, Financial Planning,
“Excellent customer service from Emma Selfe as always, we have dealt with Bingham-Woods now for over 5 years with each Mortgage renewal review being an absolute pleasure. Bingham-Woods are quick to respond to calls and emails whilst providing excellen...”
Serving Stamford Area
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Retirement Planning and Investment Management Services in Stamford Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Fair price range is based on 376 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 376 cost profiles.

Why these companies made our list

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