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Best Financial Advisors in Sudbury

Handpicked from 37 vetted & reviewed Financial Planning & Wealth Management firms in the Sudbury area, explore the top 5 leaders in their field among the selected group of 24 finalists.

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Seago & Stopps

Seago & Stopps

(4)
Accounting Services, Taxation, Payroll and CIS Administration
“Andy has looked after our accounts since we took over our business, he has continued to manage our accounts as we've grown to two and then three outlets. We also use their payroll services. We are very pleased with the service we receive from everyon...”
61 Station Rd, Sudbury CO10 2SP
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Paul Ward Dippfs - Financial Planning Consultant

Paul Ward Dippfs - Financial Planning Consultant

(1)
“I enjoyed my financial review and felt comfortable talking about my finances. I had a clear explanation of my pension and investments. I'm looking forward to regular meetings and advice. Highly recommended. Thank you Paul.”
Copper House, Lower St, Stanstead, Sudbury CO10 9AH
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St Peters Financial Planning

St Peters Financial Planning

(2)
“Paul provides a friendly, approachable and trusting service that puts the needs of the client first. After initially working with him on my personal finances, I am now delighted to refer my clients to him. I know they are in safe hands and that he w...”
Transparent Fees & Pricing
17 Braithwaite Rd, Long Melford, Sudbury CO10 9FS
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Somerville Financial Services Limited

Somerville Financial Services Limited

Individual Client Services
“The key benefit of the Private Client Service is that it affords a platform where a wide range of investment vehicles such as Pensions, ISAs, Collectives (Non- ISA portfolio), Cash Accounts and Investment Bonds (Onshore & Offshore) can be housed, whi...”
Unit 4, Stour Valley Business Centre, Brundon Ln, Sudbury CO10 7GB
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Carter Pearl

Carter Pearl

Research Links, My Portfolio, Calculators
“Carter Pearl provides personal, unbiased expert advice on all matters relating to Monthly Savings, Capital Investments and Investment Portfolio Management (non-discretionary). Established in 1986 and operating from easily accessible high street offic...”
5 King St, Sudbury CO10 2EB
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
97.5 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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BFP Wealth Management

BFP Wealth Management

“Welcome to BFP Wealth Management Ltd Welcome to BFP Wealth Management Ltd, financial planning specialists serving individuals, families and businesses in the East of England region. Based in the market town of Sudbury, Suffolk, BFP Wealth Management ...”
58 Station Rd, Sudbury CO10 2SP
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Oakfield Financial Services Limited

Oakfield Financial Services Limited

(47)
Mortgages & Protection, Pensions, Investments
“Great service from the guys at Oakfield FS - friendly, professional and knowledgeable and look for the right solution that fits your needs. No problem in highly recommending these guys.”
Serving Sudbury Area
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Sweeny Wealth Management

Sweeny Wealth Management

(1)
“I used Paul Sweeney Wealth Management to look at my finances and savings, to assess how they were performing and if any improvements could be made. They had a good look over them in very fine detail and have saved me an absolute fortune. The future ...”
Transparent Fees & Pricing
Poplars, High Rd, Leavenheath, Colchester CO6 4PE
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Artless Wealth

Artless Wealth

(4)
“I can say I have been very impressed with the professional manner which I'm being dealt with. From day one I have been kept informed either by phone call or email with the progress of how my investment is being handled. I would highly recommend using...”
In Business Since 2020
Artless Wealth Ltd, The Weston Business Centre, Hawkins Rd, Colchester CO2 8JX
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Churchgates

Churchgates

(50)
Investment Management, Mortgage Advice, Legal Services
“I did have very good experience with Churchgates. They really helped us to resolve some issues with HM Revenue and Customs for my UK Tax. The Team like Robert and Matthew been very professionals.”
16-18 Langton Pl, Bury Saint Edmunds IP33 1NE
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Amas Investments

Amas Investments

(49)
  • Questions
  • Pension
  • Property
“Stephen has been helping us in buying our first house. He is quick to respond and explained everything in great details. If I could score higher, I would! Thank you.”
10 Brunel Business Ct, Bury Saint Edmunds IP32 7AJ
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Metritá Wealth Management

Metritá Wealth Management

(30)
Investment Planning & Savings, Equity Release, Business and Corporate Financial Planning
“Lucinda at Metrita Wealth has been really helpful during our mortgage process and has provided us instrumental advice. She is very approachable and always willing to help. Would highly recommend using Metrita Wealth!”
Forbes Business Centre, 10 Kempson Way, Bury Saint Edmunds IP32 7AR
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Asquith Financial Services

Asquith Financial Services

(27)
Mortgage Product Types, Business Protection, Lifetime Mortgages
“Following my wife's passing last year my family recommended that I release some cash from my property and use it to get out and not stagnate at home. I did exactly that and initially bought an older touring caravan with a view to upgrading to a ne...”
18 Olympic Blvd, Colchester CO4 5ZP
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NKT Financial Solutions

NKT Financial Solutions

(12)
Retirement Planning, Protect What Matters, Savings & Investments
“Recommend telephoning for an appointment and adhere to Covid regulations if you have to visit the office. I have been doing business with this company for a number of years. I receive impartial advice, a good variety of options and solutions that su...”
Free Initial Consultation
Transparent Fees & Pricing
The Guineas, Suite 4-5, Rookery, Newmarket CB8 8EQ
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Woodruff Financial Planning

Woodruff Financial Planning

(18)
  • Investment
  • Understand
  • Business
“We choose Woodruff Financial Planning after a lot of research because of their professional, friendly attitude when answering our inital questions. Since investing a significant amount of money with them, we have been consistantly impressed with the...”
Transparent Fees & Pricing
Unit 5 Park Lane Business Centre, Colchester CO4 5WR
Featured

Update: Our Investment Philosophy guide has been updated with the latest data to the end of 2021. This guide shows you the concepts behind our Investment Management service. Ultimately, you can read how we put together investment portfolios, and why we do it in the way that we do.

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Midwinter Financial Planning

Midwinter Financial Planning

(21)
  • Advice
  • Worry
  • Decisions
“I approached Midwinter Financial Planning with a plan to release some funds for my daughters house purchase from my savings and pension funds. Daniel was easy to talk to and was quick to understand my situation. After considering my case, Daniel expl...”
The North Colchester Business Centre, 340 The Crescent, Highwoods, Colchester CO4 9AD
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Granite Morgan Smith

Granite Morgan Smith

(3)
Assurance Services, Payroll and Auto-Enrolment, Making Tax Digital (Mtd)
“If ever I have a question regarding tax then the company reply's quickly and accurately. I would recommend there services to anyone.”
Transparent Fees & Pricing
In Business Since 2019
122 Feering Hill, Feering, Colchester CO5 9PY
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Arcaria Financial Solutions

Arcaria Financial Solutions

(2)
Wealth Management Services, Investment Review Services, Transactional Services
“Martyn was a pleasure to meet and offered accurate and very useful advice!”
Transparent Fees & Pricing
In Business Since 2011
14 Westlake Cres, Wivenhoe, Colchester CO7 9RZ
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Wood and Disney Chartered Accountants and Business Advisors

Wood and Disney Chartered Accountants and Business Advisors

(25)
  • Company
  • Financial
  • Informative
“We have used Wood & Disney from our inception. For over 10 years we have found them extremely professional in their approach. On a number of occasions, due to company structure, we have pushed the boundaries in our requirements and they have stepped ...”
Transparent Fees & Pricing
Serving Sudbury Area
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Paul Davis Financial Planning Limited

Paul Davis Financial Planning Limited

(18)
  • Advice
  • Understand
  • 2020
“I contacted St James Place when I decided to take early retirement in 2020. Paul then contacted me to discuss my pension the options available to managing it to ensure I had sufficient to last my lifetime. As a result of the advice and how Paul val...”
Serving Sudbury Area
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Jacobs Allen

Jacobs Allen

(13)
Tax Services, Corporate Finance, Business Management
“We have been dealing with Jacobs Allen BSE for the last 7+ years and can honestly say their service throughout has been absolutely faultless. Everyone is so friendly and helpful and above all they really know business and accounting inside out! The...”
XERO Certified
59 Abbeygate St, Bury Saint Edmunds IP33 1LB
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Matthew Douglas

Matthew Douglas

(9)
Saving & Investments, Springboard Service, Financial Protection
“I would like to recommend Russell Brett of Matthew Douglas Ltd. Russell has given me a full review of my finances and I was very pleased when he said they were all in order. I was then surprised and delighted when he suggested changes to my pension t...”
In Business Since 2003
Serving Sudbury Area
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Fiducia Wealth Management

Fiducia Wealth Management

(2)
“My friend recommended I speak with Rob Wood regarding a pension saying how good he was.. I had a free initial consult and was taken back by the honesty and helpful advice they offered me. I was given so much help - THANK YOU SO MUCH.”
Transparent Fees & Pricing
Dedham Hall Business Centre, Brook St, Dedham, Colchester CO7 6AD
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Optimum Independent Financial Advisers Limited

Optimum Independent Financial Advisers Limited

(2)
Pension Planning & Retirement Options, Corporate Financial Planning, Life Assurance & Protection Advice
“Great Company! Highly recommend them. Honest advise and good service.”
8-9 St Peters Court, Colchester CO1 1WD
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Retirement Planning and Investment Management Services in Sudbury Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Average price range is based on 438 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Average range $2007 to $5519 is based on 438 cost profiles.

Why these companies made our list

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