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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

(30)
  • Stress
  • Pensions
  • Products
“Cooper Associates assisted us with a mortgage when we had been let down by another firm and we're under a time crunch. Cooper Associates made it effortless and delivered what we needed in a timely way. We were very happy with the service and have ref...”
In Business Since 2008
40 St James St, Taunton TA1 1JR
Featured

Cooper Associates Mortgages is thrilled to announce the appointment of eight new mortgage advisers. Graham Davidson, Tom Hayman, Sally Pembery, Jordan Rolls, Oliver Strong, Robin Trott, Will Weatherill and Carla Wells-Burr will provide tailored advice on a variety of mortgage and protection products.

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The Financial Detectives

The Financial Detectives

(30)
  • First Time Buyer
  • Life Insurance
  • Property
“I can thoroughly recommend these guys if you are self employed and have had a 'challenged and varied' income over the last couple of years! Andy has always managed to find us a mortgage deal and Nikki has kept us updated and informed with its progres...”
62a Station Rd, Taunton TA1 1NX
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Bagborough Accountancy

Bagborough Accountancy

(8)
“Michael has saved myself and my business. He ensured we completed all tasks which had very tight deadlines in a calm manner, which avoided any fines. I now feel very comfortable knowing that Michael's experience, knowledge and persistency will hel...”
Family Business
Transparent Fees & Pricing
2 The Crescent, Taunton TA1 4EA
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1st Financial Group

1st Financial Group

(12)
  • Mortgage
“We had an excellent service from Nigel Watson when we were buying our house earlier in the year. Nigel found us a mortgage that suited us perfectly and he also sorted out life assurance and house insurance for us. Nigel was very helpful throughout a...”
In Business Since 2017
1 Prockters Farm, Taunton TA2 8QN
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Chedzoy Butterworth Accountants & Business Advisers

Chedzoy Butterworth Accountants & Business Advisers

Wealth Management & Financial Services, Cloud Accounting & Making Tax Digital, International - Expat Tax Advice
“As a team, we are able to offer expertise help in Accounting - to include Corporate SME owner managed businesses, non-corporate for sole traders, partnerships and LLP's, personal taxation, corporate taxation, payroll, VAT, business advice, wealth man...”
Transparent Fees & Pricing
2 Chartfield House, Castle Street, Taunton TA1 4AS
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Quantock Analytical

Quantock Analytical

(2)
Services For Other IFA Firms, Solicitors and Accountants, Pensions & Divorce
“I used Quantock for advice on a defined benefit pension. Mike was efficient no nonsense and a pleasure to deal with. The transfer went through considerably easier than I expected. I highly recommend Quantock Analytical”
64 Staplegrove Rd, Taunton TA1 1DJ
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Invest Southwest

Invest Southwest

(2)
Mortgages & Equity Release, Pensions & Retirement Planning, Protect Yourself & Your Family
“Excellent service with excellent and helpful information. Thanks Matthew Duncan for everything - so helpful. Would totally recommend”
12 Hammet St, Taunton TA1 1RZ
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Lloyd & Whyte

Lloyd & Whyte

(3)
“I work closely with Miles Brown and have only had a good experience. Since taking over the policy he has communicated so well with the directors and myself as well as the actual insurance company. Would highly recommend dealing with this company.”
In Business Since 2002
Affinity House, Bindon Rd, Taunton TA2 6AA
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Mitchell's Chartered Accountants

Mitchell's Chartered Accountants

(1)
“I recently sought the help of Mitchell's Accountants and I have been extremely happy with the service I have received. They have been polite and honest from the start and I will definitely be using them again in the future!”
St. Johns House, Castle St, Taunton TA1 4AY
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Hawksmoor Investment Management

Hawksmoor Investment Management

“At Hawksmoor we specialise in providing high quality discretionary management services for Private Investors (and clients of Professional Advisers) including trusts, pension schemes and charities. We also manage Multi Asset Funds-of-funds and a serie...”
Fitzwarren House, Queen St, Taunton TA1 3UG
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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
Spypost House, The Office, Taunton TA3 7HE
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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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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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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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Proposito Financial Planning

Proposito Financial Planning

“Over the next few weeks, we as a team are going to be sharing with you our experiences with money and how it has helped shape how we approach money. You will discover that none of us have been perfect (we are human after all), but we've found ways th...”
Transparent Fees & Pricing
2 The Crescent, Taunton TA1 4EA
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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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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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Aureus Wealth Management

Aureus Wealth Management

“As the summer draws to a close, the realities of inflation and soaring energy prices are starting to sink in. This month has seen further price increases, a base rate rise, and a worrying energy price cap announcement. Equity markets have shown some ...”
In Business Since 2021
30 Taunton Rd, Weston-super-Mare BS22 7DU
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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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Bright Future Financial Planning & Wealth Management

Bright Future Financial Planning & Wealth Management

(1)
“David Boyce of Bright Future Financial is extremely personable, professional and efficient and gave me all the information I needed in a clear concise, understandable way that provided clarity about my options, has allowed me to make informed decisio...”
Serving Taunton Area
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Seddons Estate Agents, Cullompton

Seddons Estate Agents, Cullompton

(30)
  • Experience
  • Chain
  • Marketing
“Rob and his team provided an excellent service right through marketing and viewing to the final sale. Rob gave guidance and suggestions throughout and kept us up to date on progress, actively trying to overcome all issues that arose.”
Remote Consultations Available
In Business Since 2001
Serving Taunton Area
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Find Peace Of Mind

Find Peace Of Mind

(9)
  • Team
  • Mortgage
“I'd highly recommend Emily and the team, who put a lot of time and effort into the planning of your requirements and are always quick to respond to any queries, even long after the initial engagement.”
Serving Taunton Area
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Med-Ex Financial Advisory Services Limited

Med-Ex Financial Advisory Services Limited

(1)
Investments, TAX AND Estate Planning, Mortgages AND Protection
“Stunning office location for financial planning!”
Transparent Fees & Pricing
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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