Best Financial Advisors in Thetford

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

Abbeygate Wealth Management

Abbeygate Wealth Management

(1)
Personal Cash and Borrowing, Investments, Business Strategy
“Fantastic, friendly service offering professional advice to help me make the most out of my investments. Really reassuring during these uncertain times - highly recommend!”
20+ Years Experience
Abbeygate House, 88/89 Whiting St, Bury Saint Edmunds IP33 1NX
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Churchgates

Churchgates

(50)
  • Meeting
  • Team
  • Planning
“Churchgates in Bury St Edmunds have given me a huge amount of support this year. They are totally professional but friendly and caring. They are always willing to answer any queries however simple. Over the years I have had total confidence in the wa...”
16-18 Langton Pl, Bury Saint Edmunds IP33 1NE
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Amas Investments

Amas Investments

(49)
  • Property
  • Team
  • Emails
“I recently completely on a property through an AMAS mortgage broker and I can't rate Peter Metcalfe highly enough. He was very responsive and on call to answer my questions even outside of work hours. Speaking to Peter is like chatting with a friend ...”
10 Brunel Business Ct, Bury Saint Edmunds IP32 7AJ
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Metritá Wealth Management

Metritá Wealth Management

(32)
Mortgages, Financial Protection, Advice at Retirement
“Our journey to buy a house took several years and I'm so glad we had Lucinda Nurse and Metrita Wealth Management supporting us through it. She went above and beyond to help, as well as give clarity to the process. We would've been completely stuck wi...”
Forbes Business Centre, 10 Kempson Way, Bury Saint Edmunds IP32 7AR
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NKT Financial Solutions

NKT Financial Solutions

(12)
Savings & Investments, Retirement Planning, Protect What Matters
“I have been with NKT since it started trading and I agree with the previous review, a class team sound knowledge and great guidance. Here's one person happy that his retirement planning is in safe hands!”
Transparent Fees & Pricing
Free Initial Consultation
The Guineas, Suite 4-5, Rookery, Newmarket CB8 8EQ
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St Edmundsbury Wealth Management

St Edmundsbury Wealth Management

(11)
Wealth Management, Financial Planning, Protection
“Have held two investments with St Edmunsbury wealth for some years now through Mr Ben Gierth who is always available and helpful. If you have money to invest do it through St Edmundsbury and know its in safe hands.”
Flempton House, The Stables, Bury St Edmunds IP28 6EG
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Jacobs Allen

Jacobs Allen

(13)
Accounting Services, Business Management, Tax Services
“I rang last week and was given absolutely fantastic advice from Keith about which way I needed to go with regards to registering my new business. Business partnership here we come. 5star service.”
XERO Certified
59 Abbeygate St, Bury Saint Edmunds IP33 1LB
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Streets Chartered Accountants

Streets Chartered Accountants

“Streets are definitely our “Go to” about some of the complexities involved with Academy finances. This has been particularly useful for us during our growth phase. We always receive any information that we request in a timely fashion. I would recomme...”
Remote Consultations Available
Serving Thetford Area
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Fletcher Thompson Chartered Accountants

Fletcher Thompson Chartered Accountants

(6)
I’m an Individual, Fee Protection Service, I’m a Start-up
“I'm delighted that I swapped to Fletcher Thompson. Kathryn and her team have been supporting me, and my businesses for quite a few years now. There are many things that I value about Kathryn, her business and her team. Kathryn is accessible; she'l...”
Transparent Fees & Pricing
Serving Thetford Area
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Beckett Investment Management Group

Beckett Investment Management Group

(2)
“High quality genuine financial advisors driven by a culture of long term client relationships.”
30+ Years Experience
Dettingen House, Dettingen Way, Bury Saint Edmunds IP33 3TU
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Harrold Financial Planning

Harrold Financial Planning

(4)
Financial Protection, Retirement Planning, Mortgages
“I'd just like to thank Anna and Sarah at the Hingham branch for their professional, honest and speedy service in ensuring we got our new home in these difficult times. I have no hesitations in recommending them and the rest of the team at HFP. Positi...”
Serving Thetford Area
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Thomas & Young Wealth Management

Thomas & Young Wealth Management

(8)
  • Advisor
  • Sound
  • Needs
“I've been seeing an advisor at Thomas and Young for the last couple of years . The knowledge and advice regarding my finances has been excellent and honest. A very trustworthy and reassuring firm who I would recommend to anyone .”
In Business Since 2014
Risby Business Park, Newmarket Rd, Risby, Bury Saint Edmunds IP28 6RD
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Pigeon

Pigeon

(1)
“Good professional company and my experience with them has been fine”
146 King's Rd, Bury Saint Edmunds IP33 3DJ
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Person Face 2 Face Advice

Person Face 2 Face Advice

“Personal Face 2 Face Advice Ltd will conduct appointments in the comfort of your own home at a time to suit you, even in the evening, to discuss any financial issues you have and turn it into language that you understand. Alternatively, appointments ...”
100+ Years Experience
Serving Thetford Area
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Pagerussell

Pagerussell

“Everyone has a number. It's different from person to person, depending on desired lifestyle, needs and ambitions, money in and money out. Our financial planning process helps you discover your number. You may have achieved it already but if you haven...”
Serving Thetford Area
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Sandford Financial Planning Limited

Sandford Financial Planning Limited

(3)
“Andrew has provided me with help and information that will help my mum make decisions about her finances and later her estate. Andrew has done this in a professional friendly manner and I hope that this leads to us doing further business. Much than...”
Offers Financing Options
Serving Thetford Area
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Ebcam

Ebcam

““We have been working with EBCam since August 2020, having engaged them to help us build on our existing employee benefit offering as well as to bring some additional rigour and support to the administration of the benefits. We have found them to be ...”
Serving Thetford Area
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Oculus Wealth Management

Oculus Wealth Management

“We were originally introduced to the Oculus Chelmsford office by our accountant to talk about pensions and investments and we were very pleased with the quality of advice and the way in which it addressed both our personal and corporate needs. More r...”
Suite 5, Manchester House, 113 Northgate St, Bury Saint Edmunds IP33 1HP
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Coldrey Wealth Management

Coldrey Wealth Management

“Whether you need a guiding hand with investments and pensions, advice planning your retirement or looking to preserve your wealth for younger generations, we will ensure your finances and goals are perfectly aligned.”
In Business Since 2017
88, 89 Whiting St, Bury Saint Edmunds IP33 1NX
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Brancaster House

Brancaster House

The Barn, 98 Risbygate St, Bury Saint Edmunds IP33 3AA
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Hulbert West Financial Planners

Hulbert West Financial Planners

“We have a strong track record of delivering goal-orientated tailored services and a pedigree of over 50 years in the industry. We pride ourselves on providing clarity and peace of mind when managing our client's financial affairs and strive for long-...”
Transparent Fees & Pricing
Serving Thetford Area
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JM Finn

JM Finn

“We know that flexibility is key to helping financial advisers service their clients, so we have a range of investment solutions available to advisers, which leverage our award winning discretionary portfolio management services. The services listed h...”
In Business Since 1997
Family Business
60 Abbeygate St, Bury Saint Edmunds IP33 1LB
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Lantern Financial Planning

Lantern Financial Planning

“We will use your name, email address and contact number ('personal information') to contact you about the services you have requested or respond to an enquiry you have submitted, which will require us to share your personal information with our Advis...”
Serving Thetford Area
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Eastgate Financial

Eastgate Financial

“As a business we wanted to offer our staff the opportunity to have a pension that was more tailored to their needs rather than the off the shelf employer pension we were offering. We asked Eastgate if they could help and we were very pleased with the...”
Serving Thetford Area
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Retirement Planning and Investment Management Services in Thetford Cost Estimates

Minimum cost
£1189
Maximum cost
£10100
National Average
£3565
Avg Per Hour Rates
£358
£2377
£6536
Fair price range is based on 435 cost profiles
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Average Cost £3565
Minimum cost £1189
Maximum cost £10100
Avg Per Hour Rates £358

Fair range $2377 to $6536 is based on 435 cost profiles.

Why these companies made our list

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