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Best Financial Advisors in Torquay

Handpicked from 61 vetted & reviewed Financial Planning & Wealth Management firms in the Torquay area, explore the top 5 leaders in their field among the selected group of 24 finalists.

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Orestone Wealth Management

Orestone Wealth Management

(21)
  • Information
  • Pension
“My experience with Orestone has been very positive. Adrian and his team are approachable and helpful. I feel I can call for advice and clarification at any time.”
2, The Old Bank Chambers, Fore St, St Marychurch, Torquay TQ1 4PR
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It IS Your Money

It IS Your Money

(49)
Investment Claim, Whole of Life Claim, Pension Claim
“This company was very helpful and efficient while dealing with my claim and even with the COVID-19 going on they where successful in the time they said it would be completed and their communication with me was excellent all through my claim so would ...”
Quay House, Lansdowne Ln, Torquay TQ2 5BS
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Kitson Boyce

Kitson Boyce

(42)
Landlord & Tenant, Commercial Property, Debt Recovery
“I highly recommend Amy Pierce for her exceptional efficiency and effectiveness. Her ability to navigate all conveyancing matters with precision and speed is truly impressive. If you're seeking a solicitor who gets results quickly and reliably, Amy Pi...”
Transparent Fees & Pricing
Edginswell Park, minerva house, Orchard Way, Torquay TQ2 7FA
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Ripley Wales Financial Planning

Ripley Wales Financial Planning

(31)
  • Advice
  • Confidence
  • Portfolio
“Ripley Wales advice is second to none. If you are looking for professional and quality advice from an industry expert then Stephen is the person to speak to. I am totally confident that my pension arrangements and future plans and goals will be secur...”
In Business Since 2010
185 Queensway, Torquay TQ2 6DE
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The Pension Drawdown Company

The Pension Drawdown Company

(8)
Inheritance Tax & Estate Planning, Financial Planning, Advice For Businesses
“I have been a client of theirs since 2013 when I transferred an old Prudential pension to them. I didn't really touch it for a few years until i retired 4 years ago. I transferred my other work private pension in so that it all sat in one place. I ha...”
Rockwood House, Parkhill Rd, Torquay TQ1 2DU
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (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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Headland Finance

Headland Finance

(2)
“Professional, knowledgeable, courteous and very helpful - Thank you Andrew & Team”
Harbour Point, Victoria Parade, Torquay TQ1 2BD
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Browning Financial Planning Limited

Browning Financial Planning Limited

(1)
“Brilliant”
Family Business
Transparent Fees & Pricing
Brooklands Ln, Morar, Torquay TQ2 6PH
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Granite Mortgages

Granite Mortgages

(1)
“I just bought my first buy to let property in Torquay and Jon from Granite Mortgages found me an amazing mortgage, I got a much better rate than I expected! Couldn't be happier and will definitely be recommending Granite Mortgages to my friends”
Suite 14, 15 Montpellier Rd, Torquay TQ1 1DL
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Molyneux Associates - Torquay

Molyneux Associates - Torquay

Offset Mortgages, Investment Planning, General Insurance
“Both Kevin and Martin are really great to work with - highly recommended!”
20+ Years Experience
Molyneux Associates, 2 Fore St, St Marychurch, Torquay TQ1 4NE
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Protocol Capital Management

Protocol Capital Management

Retirement Planning, Savings & Investments, Protection
“Stephen believes that financial advice should be transparent and jargon free, so Protocol strive to deliver a service allowing clients to gain a clear understanding of the bespoke options available to them, with an understanding of the benefits and a...”
In Business Since 2003
92 Cadewell Ln, Shiphay, Torquay TQ2 7HP
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Concise Wealth Management

Concise Wealth Management

Pension & Retirement Planning, Mortgages, Savings & Investments
“Independent financial advisers are able to select the correct product for client's from the entire market. This means that we can recommend any product from any company provided it suits the client's needs and objectives. With such a wide choice of c...”
In Business Since 2012
Withycombe Lodge, 123 Torquay Rd, Paignton TQ3 2SG
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Arlo Group Limited - Wealth Management

Arlo Group Limited - Wealth Management

“In early 2000 John decided that his career path would be better served as an Independent Financial adviser and joined a company of two people who had just started out in the enterprise themselves. Although the very start was extremely tough, within f...”
45+ Years Experience
Harbour Point, Victoria Parade, Torquay TQ1 2BD
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Pavey Group Financial Services

Pavey Group Financial Services

“Whether you are looking to protect the future of your business or hoping to attract quality staff by enhancing your employee benefit package, our team of qualified Independent Financial Advisers can assist you with all aspects of financial solutions ...”
minerva house, Orchard Way, Torquay TQ2 7FA
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Neville & Co

Neville & Co

Individual, Company, Partnership
“During a free initial telephone call or meeting we can discuss the pros and cons of liquidation, company voluntary arrangements, administration or whether a time to pay agreement is more appropriate. All information given to us is confidential and we...”
Licensed
30+ Years Experience
2 Barton Hill Rd, Torquay TQ2 8JH
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Four Stages Finance

Four Stages Finance

(4)
  • Mortgage
“Absolutely amazing customer service from Stuart and Simon. Could not have asked for more! They made the whole process of applying for a mortgage so easy. They really took time to explain every step and answered myself and my partner's 101 question...”
Serving Torquay Area
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Charles Royle and Company

Charles Royle and Company

(50)
  • Informative
  • Understanding
  • Sense of Humour
“I dealt with Andrew Durban at Charles Royle and company, in relation to private pensions for my wife and I. I found the whole process with Andrew seamless from start to finish. I would have no hesitation in recommending Charles Royle. Positive R...”
18 Devon Square, Newton Abbot TQ12 2HR
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South Devon Financial Planning ~ Chartered Financial Planners

South Devon Financial Planning ~ Chartered Financial Planners

(44)
  • Confidence
  • Knowledge
  • Meeting
“Charlie has been our Pensions adviser for a number of years .We totally trust his knowledge and experience as we have had great deal of success with our pensions due to his advice and a very pleasant person to deal with We have recommended other peo...”
Transparent Fees & Pricing
Serving Torquay Area
Featured

Nine years ago, I had a wake-up call.😐️ I thought I was well prepared for retirement, but while testing some new financial modelling software, I ran a comprehensive cashflow forecast to see what my retirement would actually look like based on my investing schedule and existing arrangements at the time - looking at the true future value. I nearly fell off my chair. 😲 Assuming sensible levels of growth, to match the lifestyle I enjoyed and want to keep, I needed to save £5,000 more each month! My wife and I made a plan of what we could afford, how much we needed to invest each month, and how much we needed to increase that amount by every 6-months. The exercise was so powerful, I’ve stuck with that plan ever since. Every 6-months without fail, I increase my pension contributions by a set financial amount. With only three years to go, I’m so glad I did!

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Neligan Financial

Neligan Financial

(39)
  • Information
  • Advice
  • Savings
“Andrew has really helped get my retirement planning in order. He took time to understand me and what's important to me so that I have a proper plan for the future. I now feel more confident about my long-term financial security. He is a good listener...”
Transparent Fees & Pricing
Serving Torquay Area
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Maskery Wealth Management

Maskery Wealth Management

(50)
  • Interests
  • Pension
  • Home
“In business, I have supported a number of Financial Adviser companys over 25 years and this is the business I trust with my families advice. Lee Maskery and Kevin Bowers, supported by an extremely proactive team are exceptional at their trade and I w...”
In Business Since 2016
Serving Torquay Area
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Bradleys Financial Management

Bradleys Financial Management

(30)
Land, New Homes, Over 60s Budget Booster
“I have been so impressed at the level of support, thoroughness and advice I received from David Lewis at Bradleys Financial Management. David has been my financial advisor on my last 3 mortgages and I couldn't have asked for better help and guidance....”
33 Rolle St, Exmouth EX8 2SN
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Maven Accountancy

Maven Accountancy

(19)
Starting Your Own Business, Business Accounting, Tax
“Have had the pleasure of working with Jacob and his comprehensive network for over a year now and find them very professional, attentive and extremely easy to work with. Looking forward to the next few years.”
Napier House, 70 Queen St, Newton Abbot TQ12 2ER
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Clearwater Financial Planning

Clearwater Financial Planning

(24)
Business Protection, Financial Planning, Equity Release
“Worked with Trevor Blanton who is one of the nicest business men I know. Very approachable and takes time to explain things. I have every confidence in his capabilities and thoroughly recommend him.”
Serving Torquay Area
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Lehmann Financial Management

Lehmann Financial Management

(32)
  • Interests
  • The Future
  • Sales
“Karl has a unique approach to financial planning that really stood out for me. His initial life planning session is a real eye opener and not only makes you realise the importance of financial planning but also the importance of planning your life. W...”
Family Business
Serving Torquay Area
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WBW Solicitors and Chartered Financial Planners

WBW Solicitors and Chartered Financial Planners

(14)
  • Understanding
  • Sale
  • Communicate
“Sharon ably assisted me with the probate sale of a flat in Exmouth. She was responsive, knowledgeable and efficient. Her professionalism, advice and understanding were much appreciated. Highly recommended.”
Transparent Fees & Pricing
In Business Since 1997
17 High St, Exmouth EX8 1NR
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Retirement Planning and Investment Management Services in Torquay Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Average price range is based on 437 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 437 cost profiles.

Why these companies made our list

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