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Best Financial Advisors in Taunton

The highest-rated Financial Planning & Wealth Management companies out of 56 vetted & reviewed in the Taunton area.

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Cooper Associates

Cooper Associates

(49)
Pension Reform, Corporate Planning, Corporate Pensions
“Very friendly and couldn't do enough to help. Was always there for any questions and made us feel very relaxed threw the whole experience and explained everything very clearly. As first time buyer we couldnt of been anymore happier with there service...”
In Business Since 2022
40, St. James Buildings, St James St, Taunton TA1 1JR
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The Financial Detectives

The Financial Detectives

(50)
  • Happy
  • Life Insurance
  • First Time Buyer
“We had a remortgage after they helped us buy our current place. The team are friendly, efficient and professional. Nothing too much trouble. Would recommend”
62a Station Rd, Taunton TA1 1NX
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Invest Southwest Independent Financial Advisers

Invest Southwest Independent Financial Advisers

(16)
Mortgages & Equity Release, Pensions & Retirement Planning, Protect Yourself & Your Family
“Friendly, courteous and knowledgeable service from a team of people I trust. Always responsive and helpful, offering accurate, real-world information and guidance. Have used their services for several years and would recommend to anyone.”
12 Hammet St, Taunton TA1 1RZ
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Bagborough Accountancy

Bagborough Accountancy

(10)
  • Knowledge
“A positive experience with this company. Superb communication throughout of a swift process. I would recommended this company to all. Thanks again for your help Michael.”
Transparent Fees & Pricing
Family Business
In Business Since 2020
2 The Crescent, Taunton TA1 4EA
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Lloyd & Whyte

Lloyd & Whyte

(11)
  • Policy
  • Home
“Miles Brown has been extremely helpful, knowledgeable and diligent , as was the staff member I dealt with previously. Over all the best insurance experience I have had and I will recomend the firm to my friends. Positive Responsiveness, Quality, Prof...”
In Business Since 2002
Affinity House, Bindon Rd, Taunton TA2 6AA
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Aureus Wealth Management

Aureus Wealth Management

(15)
Investment Planning, Protection Planning, Retirement Planning
“I had recently moved house and taken a much larger mortgage. Wince took the time to review my families circumstances to protect what's most important to us if the worst was to happen.”
In Business Since 2021
30 Taunton Rd, North Worle, Weston-super-Mare BS22 7DU
Featured

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Quantock Analytical

Quantock Analytical

(4)
Services For Other IFA Firms, Solicitors and Accountants, Pensions & Divorce
“I have a financial services background but needed the approval and facilitation of an IFA to transfer a defined benefit pension into my SIPP. I am very pleased with the advice which aligned to my own analysis and ultimately the outcome. Some 2 year...”
4 Castle St, Taunton TA1 4AS
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Hawksmoor Investment Management

Hawksmoor Investment Management

(1)
“Excellent and reliable service.”
Fitzwarren House, Queen St, Taunton TA1 3UG
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1st Financial Group

1st Financial Group

(10)
  • House
  • Mortgage
“Cannot fault the help and service we received from Jacob. Great communication the whole way through the process of getting our mortgage sorted. Everything was explained to us. Highly recommend the team. Thank you for your patience, help and support ...”
In Business Since 2017
1 Prockters Farm, Taunton TA2 8QN
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Corrival Capital Management

Corrival Capital Management

(1)
For Advisers, What We Do, For Clients
“One of the very best decisions I have made in my life has been to entrust Nick Skelhorn of Corrival with my hard-earned retirement fund. Though I'm a bit long in the tooth, I can find instant information in an easy to read format via the computer, p...”
In Business Since 2019
The Office, Spypost House, Trull, Taunton TA3 7HE
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Heritage Independent Financial Consultancy

Heritage Independent Financial Consultancy

(3)
“Setting up a meeting was quick and easy, even during these difficult times. Ed was very personable and able to understand and then provide a solution to our financial planning needs, in easy to understand terms and in a non-pressurised environment. ...”
In Business Since 2016
SCOTT HOUSE, Cook Way, Taunton TA2 6BG
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Mitchell's Chartered Accountants

Mitchell's Chartered Accountants

(2)
“Couldn't be happier with our service we have been provided with, special thankyou to James!”
St. Johns House, Castle St, Taunton TA1 4AY
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121-Advice Limited

121-Advice Limited

Offshore Investment, Lump Sum Investment Specialists, Tax Planning (Including Iht)
“This Internet site is directed to UK residents only. You are responsible for satisfying yourself that under the laws of your home jurisdiction you may lawfully access this Internet site. 121-Advice Ltd isAuthorised and Regulated by the FinancialCondu...”
In Business Since 2007
Exchange House, The Crescent, Taunton TA1 4EB
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Proposito Financial Planning

Proposito Financial Planning

“Achieving financial freedom is a long journey that many people have successfully completed. Financial independence means you no longer need to work to support your desired lifestyle. Remember, this journey is like a marathon, not a sprint. It require...”
Transparent Fees & Pricing
2 The Crescent, Taunton TA1 4EA
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Keyte Chartered Financial Planners

Keyte Chartered Financial Planners

“We are really appreciative of the expertise and care you have brought to looking after our financial affairs, and are very grateful indeed for the restructurings that you have helped engineer which have seen us over a turbulent spell in the markets.”
Transparent Fees & Pricing
In Business Since 2011
10 Middle St, Taunton TA1 1SH
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Vision South West

Vision South West

(1)
“Genuine receptionist!”
The Coach House, Hall, Rumwell, Rumwell, Taunton TA4 1EL
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Houston Financial Advice

Houston Financial Advice

“Typically we do not charge a fee for mortgage advice, however if we do, depending on your circumstances, we will notify you of any fees before completing any work on your behalf. We will also receive commission from the lender or insurer which will b...”
In Business Since 2020
Edmund Christopher House, 43 Bridge St, Taunton TA1 1TP
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Brett Andrews Financial Services

Brett Andrews Financial Services

“I am qualified to provide advice on a range of financial products and related services having gained knowledge and experience in the financial services industry since 1995, working initially for 14 years in a major high street bank and since 2003 as ...”
72 Waterleaze, Taunton TA2 8PX
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Kenyon Clarke Financial Services

Kenyon Clarke Financial Services

“We'll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we're here to help and guide you with jargon-free advice both now and in the future.”
33 Great Mead, Bishop's Hull, Taunton TA1 5HE
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Spence Robert Pethick

Spence Robert Pethick

“Whatever business you're in, you need efficient bookkeeping and payroll services, together with timely VAT and income tax returns, to keep your cash flow running smoothly - and that's where we can help.”
Family Business
Compass House, 6 Billetfield, Taunton TA1 3NN
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Seddons Estate Agents, Cullompton

Seddons Estate Agents, Cullompton

(49)
  • Valuation
  • Chain
  • Marketing
“The team at Seddons have been very helpful and professional throughout the whole process of purchasing the property. Rob has been very supportive and has dealt with all queries promptly and professionally, helping the ensure the process ran smoothly...”
Remote Consultations Available
In Business Since 2001
Serving Taunton Area
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Ballantine Wealth Management

Ballantine Wealth Management

(50)
  • Questions
  • Decisions
  • Knowledge
“Leighton and the team are brilliant. So helpful, accommodating and willing to answer any ridiculous question we give him. They go out of their way to make sure we understand everything and are happy to be flexible where we need them to. We would high...”
Serving Taunton Area
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Planit Future Financial Limited

Planit Future Financial Limited

(34)
  • Information
  • Will
  • Questions
“It was clear from the outset that Rhiannon had our family's best interests at heart. She patiently answered the many questions we had and explained all the jargon we were finding so confusing. Rhiannon's professionalism and knowledge are second to no...”
Serving Taunton Area
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Bluebell Financial Management

Bluebell Financial Management

(15)
Concierge Service, Lasting Power of Attorney, Attendance Allowance
“I would highly recommend Blue Bird Financial. Carolyn's advice has been informative, in depth and extremely helpful. I would certainly seek her advice again if needed.”
Serving Taunton Area
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Retirement Planning and Investment Management Services in Taunton Cost Estimates

Minimum cost
£1216
Maximum cost
£10329
National Average
£3645
Avg Per Hour Rates
£366
£2431
£6684
Average price range is based on 250 cost profiles
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Average Cost £3645
Minimum cost £1216
Maximum cost £10329
Avg Per Hour Rates £366

Average range $2431 to $6684 is based on 250 cost profiles.

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