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Best Financial Advisors in Trowbridge

Handpicked from 57 vetted & reviewed Financial Planning & Wealth Management firms in the Trowbridge area, explore the top 5 leading options among the selected group of 24 finalists.

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Montgomery Charles Wealth Management

Montgomery Charles Wealth Management

(2)
“We recommend Montgomery Charles to our clients who need wealth management advice when it comes to investing the proceeds of the sale of their dental practice. The team at Montgomery Charles are experts in a very specialist field.”
8 Wicker Hill, Trowbridge BA14 8JU
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Truly Independent

Truly Independent

Life Stages, Investments, Retirement Planning
“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...”
25+ Years Experience
129 Cornbrash Rise, Hilperton, Trowbridge BA14 7TS
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Kingfisher Independent Financial Planning

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...”
Transparent Fees & Pricing
19 Timbrell St, Trowbridge BA14 8PP
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The Practical Consultancy

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...”
In Business Since 2016
The Spa, Holt, Trowbridge BA14 6BW
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Kings Court Financial Planning

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...”
Transparent Fees & Pricing
Arlington House, 72 Fore St, Trowbridge BA14 8HQ
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
99.6 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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Unividual | Bath Financial Advice

Unividual | Bath Financial Advice

(30)
  • Investments
  • Peace
  • Pension
“I am so impressed with Simon Jones of Unividual. My husband and I have both decided to retire slightly earlier than previously planned. It has not phased Simon in the least, he has planned meetings, seemingly at the drop of a hat. At a time our lives...”
Transparent Fees & Pricing
Sterling House, Upper Bristol Rd, Bath BA1 3AN
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Wiltshire Wealth

Wiltshire Wealth

(20)
  • Informative
  • Pension
  • Understand
“I was recommend to Dan by two friends who are very happy customers of Wiltshire Wealth. Dan was really generous with his time and gave some great advice and perspective - a really interesting and enjoyable conversation. highly recommend.”
In Business Since 2019
Serving Trowbridge Area
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OCL Accountancy

OCL Accountancy

(9)
Personal Tax Planning and Compliance, Contractor Services: Specialists For Consultants, Outsourcing Your Workload to us: Payroll and Auto-Enrolment
“I can state that the service I received is of a very high quality indeed. OCL has saved me money, and countless hours of stress in managing my accounts for many years now. The service is exceptional and offers value for money.”
In Business Since 2010
141 Englishcombe Ln, Bath BA2 2EL
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Hartsfield

Hartsfield

(8)
“Local, professional, friendly and knowledgeable. John and the team have been outstanding from day 1 and continue to work hard to make sure our financial and future retirement needs are met.”
Transparent Fees & Pricing
Serving Trowbridge Area
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Elite Financial Consulting

Elite Financial Consulting

(30)
  • Pension
  • House
  • Company
“Kelly has done an amazing job for me getting results with difficulty with equity release regarding solar panels etc nothing is too much trouble for her, would definitely recommend her”
Suite 9, Storage Giant, 821 Bath Rd, Brislington, Bristol BS4 5NL
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Adam Cockerham Fpfs - Chartered Financial Planner

Adam Cockerham Fpfs - Chartered Financial Planner

(30)
Commercial, Investments & Pensions, Mortgages
“Spoke with Adam recently, for some advice. Extremely helpful and easy to speak with. Very open and concise when explaining various pension options and possible pitfalls. Thank you, Adam.”
In Business Since 2018
Serving Trowbridge Area
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Future Wealth Management

Future Wealth Management

(30)
  • Needs
  • Pension
  • Investments
“Deb young sorted out my mortgage for me. She was very friendly and let me know which were the best options available from a range of providers. The whole process was completed very professionally and with the minimum of hassle.”
26 Queen Square, Bath BA1 2HX
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TC Group - East Bristol

TC Group - East Bristol

(9)
Business Services, Private Client Services
“I use Copson Grandfield for both my business and personal investment and property portfolio. This my first year of using them and Ive been impressed so far. Would highly recommend if you are looking for an accountant.”
In Business Since 2017
30-31 St James Pl, Bristol BS16 9JB
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Cleeve Financial Planning

Cleeve Financial Planning

(30)
  • Feel
  • Doubt
  • Company
“Kieron O'connor is professional and polite.He has been looking after and arranging my pension and retirement. He has made sure my pension and retirement funds is suited to me and my budget. He has taken me through every details and made sure I unders...”
Serving Trowbridge Area
Featured

We will shortly be rebranding from Bespoke Private Clients to Cleeve Financial Planning. Our logo and website will be updated to reflect the changes this month. There are no structural changes or changes to staff within our business. Our office address, telephone number and email address also remain unchanged.

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Miles Finch - Independent Financial Adviser

Miles Finch - Independent Financial Adviser

(5)
Corporate Services, Investments, Retirement Planning
“Miles is very knowledgeable and helpful with a professional friendly manner. With me knowing very little regarding the pensions market, as I work in the Lifestyle Protection sector of financial services, he helped both my husband and myself understan...”
Emergency Services
Serving Trowbridge Area
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Combined Financial Strategies

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...”
Transparent Fees & Pricing
In Business Since 2008
38 Gay St, Bath BA1 2NT
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Watson Financial

Watson Financial

(3)
Mortgages, Professional Financial Advice, Investments
“Superb service and excellent knowledge. Would recommend Martin Watson to anybody looking for mortgage or investment advice.”
3 Fountain Buildings, Bath BA1 5DU
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Hallmark Later Life Lending Limited

Hallmark Later Life Lending Limited

(13)
  • Mortgage
“Mike has been extremally helpful in so many ways. At every stage he was attentive, kind and knowledgeable. Can not recommend him enough. He will look after you and has your best interests at the forefront of his actions.”
30+ Years Experience
Serving Trowbridge Area
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4 Financial Planning

4 Financial Planning

(6)
“I had several very helpful and informative sessions with Ian about all aspects of personal finances. He has helped me already with pension, life insurance and investment planning for future. Definitely recommend him!”
Science Park, Bristol & Bath, Dirac Cres, Bristol BS16 7FR
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Bailey Cook Financial Planning

Bailey Cook Financial Planning

Tailored Service, Your Financial Plan, What We Do
“The world of finance moves quickly, and our role is to keep pace with it so you have the reassurance that your financial planning is in safe hands, giving you and your family invaluable peace of mind. Putting our clients at the very heart of everythi...”
First Floor, 6 Gay St, Bath BA1 2PH
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William Dixon & Associates

William Dixon & Associates

(13)
  • Efficiently
  • Life Insurance
  • Risk
“Received excellent service from advisor Daniel Gratton. Daniel provided great advice and support with my remortgaging, which was especially helpful in this current economic climate!”
In Business Since 2001
Serving Trowbridge Area
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McKenzie & Co Financial Consultants

McKenzie & Co Financial Consultants

(3)
“Executed a complicated pension consolidation and transfer. Great service from Ed and the team”
6 Kingsmead Square, Bath BA1 2AB
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Impartial Financial Management

Impartial Financial Management

(9)
“Impartial assisted me from start to finish with my first mortgage application. Nathan was so helpful, knowledgeable & was always at the end of the phone to answer any of my questions. Thank you! 5* service.”
Family Business
Serving Trowbridge Area
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Premier Financial Planning

Premier Financial Planning

(3)
“David was efficient and very helpful in his advice to my wife when she was seeking some independent advice on her pension. He was very quick to respond and explained things in a way which we both understood!”
In Business Since 2010
4 Queen St, Bath BA1 1HE
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Retirement Planning and Investment Management Services in Trowbridge Cost Estimates

Minimum cost
£1196
Maximum cost
£10156
National Average
£3584
Avg Per Hour Rates
£360
£2390
£6572
Typical price range is based on 449 cost profiles
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Average Cost £3584
Minimum cost £1196
Maximum cost £10156
Avg Per Hour Rates £360

Typical range $2390 to $6572 is based on 449 cost profiles.

Why these companies made our list

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