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BCM Wealth Management

(48)

Tax and Trusts, Investment Planning, Protection Planning

“Ollie and Simone have been priceless in my first time buyer mortgage, I felt so comfortable and reassured in this big step, I will definitely use him time and time again in my financial future, couldn't recommend him enough.”

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Derngate Wealth Management - Peterborough

(27)

Financial
Future
First Time Buyers

“I recently had the pleasure of working with David as my broker, and I couldn't be more impressed with his service. David was amazingly good and always on point. From our very first interaction, he was professional, knowledgeable, and incredibly atten...”

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Chattertons Solicitors & Wealth Management - Stamford

(31)

Dispute Resolution, Wills, Trusts & Probate, Trust Corporation

“Thank you Kate for your help, you were so helpful and knowledgeable. You provided extensive information and made the concept of EU immigration law very comprehensive as for us to understand it fully. You went above and beyond. Merci from L'Alliance F...”

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Eparaplan Connect

(8)

Efficiency
Team
Industry

“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...”

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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...”

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Stamford Mortgage Advice

(8)

House

“David Whitwell has been great throughout the process of helping us to find and secure a mortgage, I would not hesitate to recommend to anyone. Friendly and professional service Positive Responsiveness, Quality, Professionalism, Value”

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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...”

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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.”

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Greg Smith Wealth Management

(4)

Pensions

“Greg was always available when I needed him and I felt confident in the services he provided. Whilst retirement planning can be complex, Greg took the time to explain everything as we went through the process.”

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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,...”

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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 ...”

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Calver Wealth Management

(17)

Inheritance Tax, Sports Professionals, Pensions

“I am delighted to have Calver Wealth Management looking after my financial interests. As someone who doesn't fully understand the intricacies of the financial world, Jo and the team speak in plain English making the seemingly complex simple. In...”

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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...”

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Access Equity Release

(50)

Transaction
Call
Questions

“I experienced first class advice and a very professional service tailored to my situation. Would highly recommend Nick Chessman to anybody thinking of exploring equity release.”

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Grayson Lewis Financial Planning

(50)

Questions
House
Mortgage

“Great experience with Grayson Lewis, we needed help to re-mortgage but have went on to receive help and support on many other money matters. I wouldn't hesitate to recommend to friends.”

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Positive Advisers

(35)

Insurance
Mortgage
Team

“I would highly recommend. Marta is the best advisor. Full professionalism and very good approach to the customer. Everything was handled quickly and efficiently. 100% satisfaction guaranteed 😉 Positive Quality, Professionalism”

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Hunt & Coombs | Peterborough Solicitors

(34)

Results
Matter
Court

“My solicitor Kash was extremely helpful and gave me all the help that I needed. He really understood me and I am eternally grateful for the help he gave! Thanks so much Positive Professionalism”

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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 ...”

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Pilot Fish

(18)

Property
Refinance
Professional

“I would like to thank Michelle and John for there considerable help. I had deadlines to meet, both a mortgage and a bridge loan needed. With all sorts of obstacles came in the way, they both worked so hard to get me over the line on deadline day ! ...”

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Henson Crisp

(15)

Team
Family
Planning

“Jonathon at Henson Crisp has been by my financial advisor for close to 20 years and has always given clear and precise advice on financial planning for my both myself and my wife. With his guidance we have developed a mixed portfolio that extends be...”

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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...”

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Moore Chartered Accountants & Business Advisers - Corby

(14)

International Services, Accounting, Audit and Assurance, Consulting and Advisory

“Moore have been providing me with tax advice on both a personal and business perspective for over 15 years. This advice has been invaluable and saved both myself and my business a considerable sum in tax - because of the interaction of the 2 entities...”

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Brooks Wealth Management

(8)

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...”

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Riverglen Financial Associates

(10)

Mortgages & Equity Release, Investments & Savings, Finding Lost Pensions/Pension Consolidation

“I have worked with Riverglen for the past 2 years. I cannot recommend their service more highly - especially how they totally personalise the service to what I need and not what the spreadsheet says. Charlie is one of the nicest people to have managi...”

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

Best Financial Advisors in Stamford

The highest-rated Financial Planning & Wealth Management companies out of 55 vetted & reviewed in the Stamford area.

BCM Wealth Management

Derngate Wealth Management - Peterborough

Chattertons Solicitors & Wealth Management - Stamford

Eparaplan Connect

Bishopsgate Corporate Finance

Stamford Mortgage Advice

Golden Oak Wealth Management

Landmark IFA

Greg Smith Wealth Management

Rutland Financial Services

Pegasus Intelligent Corporate Finance

Calver Wealth Management

Smith Eliot Financial Management Limited

Access Equity Release

Grayson Lewis Financial Planning

Positive Advisers

Hunt & Coombs | Peterborough Solicitors

Wilkinson Accounting Solutions

Pilot Fish

Henson Crisp

Efficient Portfolio - Rutland

Moore Chartered Accountants & Business Advisers - Corby

Brooks Wealth Management

Riverglen Financial Associates

Retirement Planning and Investment Management Services in Stamford Cost Estimates

Why these companies made our list

Wealth Management Advisors near Stamford

Popular in Stamford