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Montgomery Charles Wealth Management

(21)

The Future
Retired
Portfolio

“I have been a client of Montgomery Charles for many years and trust and value the advice given. The proof is in the pudding as my investments have performed very well every year so I feel as though I am in safe hands”

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Truly Independent

Calculators, Retirement Planning, Pensions

“I have been part of the financial services industry since 1994, starting off as a clerk in an insurance office in Bath before working my way up through various adviser and managerial roles with insurance companies and an international bank, specialis...”

Featured

At Truly Independent we are firm believers that everyone should have access to financial advice that is not governed or influenced by others. Our advisers have an extensive level of knowledge, experience and expertise, and have the freedom to research the whole market to get the best deal for their clients. nnWe recognise that when our advisers are happy in their work, they are more productive and their clients are happier too. If you are unhappy with your financial adviser network, book a discovery session and find out more about reducing your stress, increasing your spare time and earning more money. We actively promote happiness as the foundation of an efficient and effective organisation. Get in touch now and restart your IFA career.

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Kingfisher Independent Financial Planning

- Mortgages, - Life & Ill Health Insurances, - Wealth Management

“The Kingfisher adviser is a naturally good natured and friendly person. He is easy to approach and easy to get on with. He is generous with his time and ensures that he understands all aspects of one's financial situation. I find it as simple to comm...”

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The Practical Consultancy

CV & Career Services, Business Consultancy, Business Planning & Financial Forecasting

“We have a free initial consultation with you, so we can work out your exact requirements and give you a quote based on what you need. We are not here to rip you off, so our prices are fair. If you think you can't afford us, but you need our help, cal...”

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Kings Court Financial Planning

“We offer a highly personalised service, driven by your individual goals and circumstances. Taking time to listen and get to know you personally, we can better understand your objectives, values, concerns and constraints. We then apply straightforward...”

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Elite Financial Consulting

(50)

Communication
Deadlines
Company

“I would thoroughly recommend Jon and Elite Financial consulting to anyone. He provided me with expert advice and support on the whole mortgage process which was invaluable, especially in the early stages. Jon went above and beyond and helped me navi...”

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Unividual | Bath Financial Advice

(50)

Investments
Critical Illness
Understand

“We've just breathed a large sigh of relief, having secured our first mortgage thanks to the help of Unividual financial advisor Simon Hicks. Both myself and my partner are unconventional financial cases so in turn were expecting a complicated slog, ...”

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Adam Cockerham Fpfs - Chartered Financial Planner

(50)

Options
Planning
Investment

“Adam provided an excellent service and advice for us. We found him very knowledgeable, approachable and definitely had our best interests at heart. He is a good communicator and was able to translate for us financial jargon into proper English. We...”

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William Dixon & Associates

(42)

Firm
Past
Pension

“A truly professional team, always there at the drop of a hat to provide expert help. Personally deal with claims and see them through to the end during difficult times. Total experts in their field and wouldn't trust anyone else with my investments”

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Cleeve Financial Planning

(50)

Meeting
Financial Services
Questions

“I have been using Cleeve financial services for just over a year. I have received some valuable insights into finances and particularly guidance regarding pensions. I have now got a more productive pension set up with the help of Kieran. Would very m...”

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Future Wealth Management - Bath

(38)

Needs
Meeting
Family

“At a recent annual review of my mums ( who is 91) investments, Nick & Will explained everything in simple understandable terms. It is always a pleasure meeting in relaxed welcoming environment. I can not speak highly enough of them. Thanks and looki...”

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Wise FS

(22)

Buy to Let Purchase, Mortgages For Parents & Children, Divorce & Separation

“Kit, Sophie and Anna were great and super helpful! They answered any questions I had through the process of buying my first home and finding me the best mortgage offer to suit me. Thanks again guys!”

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Impartial Financial Management

(18)

Knowledge
Rate
Team

“Impartial financial management have been amazing throughout. Nathan has always been happy to help and ready to answer a call anytime I've never. 5* service and I would highly recommend”

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Platinum House

(18)

Professional
Market
Team

“Stuart and the team recently helped me with my first mortgage. It all seemed to get so complicated that I'm not sure what I would have done without their guidance and support!”

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Wiltshire Wealth

(26)

Insights
Meeting
Informative

“We received excellent financial advice and were made aware of aspects we hadn't considered. Dan is an excellent communicator and is an expert in his field. Positive Responsiveness, Quality, Professionalism, Value”

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Miles Finch - Truly Independent

(6)

Life Stages, Retirement Planning, Pensions

“It's been a pleasure dealing with Miles Finch over the last couple of years. Very professional, listens to what you are saying and fully advises you of all your options. Very clear explanations of various scenarios. Brilliant at dealing with people o...”

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Chilvester Financial

(14)

Retirement
Sound

“Kirsty Mathis is extremely knowledgeable and worked hard to ensure that I got a re-mortgage under complicated and sometimes stressful circumstances. Highly recommended, a professional but personal service. Well worth the fee.”

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Alpha House Wealth Management

(10)

Who we Look After, Financial Planning & Wealth Management

“Mike seems very knowledgeable, a pleasant guy and who is easy to talk to. He is efficient and deals with any queries in a timely manner. Would recommend.”

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Mogers Drewett Solicitors

(10)

Advice
Team
Father

“Couldn't have been happier, definitely the best solicitors that we have worked with to date. The team were really responsive, approachable and always answered their phones whenever we need to review where things were. We had a really difficult mort...”

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Ferris & Culverwell

(9)

Pensions, Investments, Mortgages

“I used Jamie and Ferris and Culverwell for various needs, he was prompt, informative and kept me up to date during the whole process. Would recommend to anyone!”

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Hallmark Later Life Lending Limited

(17)

Advice
Communication
Professional

“I would definitely recommend employing Mike Hoare for Financial advice. He is a personable man and easy to talk to. I found him always available for any query I had and he kept me updated throughout the time he acted for me. Very pleased I found him.”

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Rachel's Bookkeeping Services

(11)

VAT

“Rachel and her team are always welcoming and nothing is to much trouble I use Rachel for all my bookkeeping requirements I can just drop and go Positive Responsiveness, Quality, Professionalism, Value”

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Matheson Charles

(10)

Research
Options
Future

“We couldn't recommend Matheson Charles enough! In particular Toby Bains who walked us through our financial planning and pension options with the utmost ease. If you are concerned about your financial future or need your finances de-mystifying then g...”

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Combined Financial Strategies

(1)

Testimonials, Awards, Why Choose Cfs?

“I worked in Financial Services for 28 years and thought I knew how to spot a good Financial Adviser, but prior to meeting Jonothan made the mistake of accepting a personal recommendation to a well known national firm, and repented at my leisure (as t...”

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Average Cost	£3584
Minimum cost	£1196
Maximum cost	£10156
Avg Per Hour Rates	£360

Best Financial Advisors in Trowbridge

The highest-rated Financial Planning & Wealth Management companies out of 57 vetted & reviewed in the Trowbridge area.

Montgomery Charles Wealth Management

Truly Independent

Kingfisher Independent Financial Planning

The Practical Consultancy

Kings Court Financial Planning

Elite Financial Consulting

Unividual | Bath Financial Advice

Adam Cockerham Fpfs - Chartered Financial Planner

William Dixon & Associates

Cleeve Financial Planning

Future Wealth Management - Bath

Wise FS

Impartial Financial Management

Platinum House

Wiltshire Wealth

Miles Finch - Truly Independent

Chilvester Financial

Alpha House Wealth Management

Mogers Drewett Solicitors

Ferris & Culverwell

Hallmark Later Life Lending Limited

Rachel's Bookkeeping Services

Matheson Charles

Combined Financial Strategies

Retirement Planning and Investment Management Services in Trowbridge Cost Estimates

Why these companies made our list

Wealth Management Advisors near Trowbridge

Popular in Trowbridge