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Point to Point Financial Management

(9)

Information

“We found Point to Point to be excellent throughout providing us with reassurance with our finances for today and tomorrow. Knowing we are in safe hands has meant we can relax and enjoy life. 100% recommend a chat with Pete or one of the team, no matt...”

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415 Independent Financial Planners

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Griffins Financial Solutions

(3)

“I got involved with Griffin Financial Solutions when I was looking for what I felt was a competent advisor big enough to be solid in my mind and near enough geographically for me to check them out. I met with Simon Moran who has given me sound advis...”

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Harridge Financial Services

(3)

“I have met the team from Harridge Financial Services through networking and am always impressed at how abundant and patient they are with sage financial advice and guidance when they stand up and speak. Luc Poyda in particular has an ability to tell ...”

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MW & Partners Wealth Management

(50)

Knowledge
Family
Pension

“Mark Woodruff has been incredibly generous with his time. His performance, breadth of knowledge and thinking stands him far above other wealth managers I have used.”

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The Mortgage Company

(50)

Mortgage Capacity Reports, Client Experience, Premium Service

“We are assisted by Julie FRENCH and everything was super clear and quick from the start. She answered all of our queries and she managed to get us the best offer we could hope for !”

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Mather & Murray Financial

(50)

Questions
Company
Mortgage

“Sherril Moore was fantastic, I wanted to arrange some life insurance and have very little knowledge or experience in these matters. Sherril was very friendly and professional, guiding me through the process and giving me very sound advice. I found th...”

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J Finance

(50)

Remortgage
Efficient
Team

“Great service. Throughout the process the team explained everything we had to know and do in detail. The process of getting the mortgage was frictionless.”

Featured

í ½í³£ Feedback Friday í ½í³£nnShaping Success Together: Your Voice Matters! #FeedbackFriday #customerexperience nnWelcome to Feedback Friday, where your insights fuel our journey towards excellence. Your feedback isn't just appreciated; it's invaluable in shaping the way we serve you better. í ¼í¼â¨nnAt J Finance, we're committed to providing top-notch service and guidance every step of the way. But we know there's always room for improvement, and that's where you come in. Your feedback helps us understand what's working well and where we can fine-tune our approach to better meet your needs. í ¾í´í ½í²¼nnWhether it's a suggestion, a compliment, or even constructive criticism, we're all ears. Your experiences are the building blocks of our success story, and together, we're writing the next chapter. í ½í³í ¼í¿¡nnSo, as we embark on another Feedback Friday journey, we invite you to share your thoughts, ideas, and experiences with us. Let's work hand in hand to ensure that your journey with J Finance is nothing short of exceptional. í ½í²¬í ½í²¼nn#CustomerFeedback #ContinuousImprovement #ClientExperience #JFinanceInsights...

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Progress Accountants

(29)

Virtual Finance Director, Accounting, Bookkeeping

“I have used Progress Accountants for the past 2 years and apart from a bit of a hiccup in the first year (which they resolved speedily and very helpfully) I find them very professional and very responsive to any questions or queries I have had. Wou...”

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Tony Pound

(30)

Questions
Information
Investment

“My initial consultation with Tony was exactly what I was hoping for: he spent two hours chatting sensitively to me about all the elements of my financial situation and what I needed advice on. He showed great empathy as well as professionalism and ex...”

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NGI Franchise Funding

(25)

Business Plan
Team
Loan

“Would highly recommend NGI finance. They competed a very in-depth and outstanding business plan for as well as getting funding approved for us. Very quick at getting back to us with any questions that we had. I would like to say a Massive thank you ...”

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Frizzell Wealth Management

(25)

Number
Expertise
Team

“We originally found several recommendations for Tom on Wallingford Piper. After an initial 'no strings' conversation about some tricky pensions issues, which Tom was invaluable in helping me find a route through, I signed up Frizzell & Partners as my...”

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Slade Legal Solicitors Didcot

(20)

Employment Law & HR Services, Dispute Resolution, Divorce & Family Law

“The service we received from Slade Legal as first time buyers was amazing. Tom, our solicitor kept us informed throughout the process. At times other parties were slow to keep the process moving so Tom chased and applied pressure to ensure that thing...”

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Punter Southall Aspire Oxford

(11)

Legal, Employee Benefits, Retirement Services

“My girlfriend and I have just used PS Focus for our mortgage application for our first home with one of their advisers, Ed Batty. He made everything very clear and easy to understand, was very efficient and extremely helpful in dealing with the thir...”

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Crowood Financial Solutions - IFA Swindon

(10)

Insurances, Pensions, Mortgages

“I don't often write reviews but I was so impressed with Rich Hall at Crowood Financial Solutions, that I thought he should be acknowledged for his fantastic customer service. We had a really complicated re mortgage on our house and our buy to let mor...”

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Highclere Wealth

(9)

Family Office, Growth, Premium

“Since using Highclere Wealth I have had good advice with clear communication and strong understanding of my personal situation. Deane has responded to my phone calls about any question no matter how small. He has given reassurance when needed and enc...”

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Herbert & Webster

(9)

“Herbert and Webster have looked after our financial planning very well over the last 7 years. They provide a very personal service, which we value highly and we feel we're in good hands. Thank you for looking after us so well.”

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Close Brothers Invoice Finance

“"When we initially approached them we had a turnover of £800k, this has now risen to £4.5m and we are projected to achieve £5.5m to £6m next year. None of this would have been possible without the fantastic support and flexibility we have received fr...”

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Featherstone Partners

(9)

Investment

“I had met several local financial advisors but decided to invest through Featherstone as they are a unique firm. I like the fact that they invest alongside their clients and that they have all worked for large companies in London but prefer a more fr...”

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Temple Piper Financial Planning

(25)

Retirement Planning
Pensions & Investments
Team

“Michael and his team have given us excellent service and advice. Prior to approaching Michael we had no idea about our pensions or retirement planning, we had tried unsuccessfully to find this information for ourselves, Michael took all the worry awa...”

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Hedges Law

(8)

“I had the distinct pleasure of engaging with Hedges and I must say, their service was truly top-notch. The staff exuded a level of friendliness and precision that is unparalleled. If you have a refined palate :) for legal representation, look no furt...”

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Reesrussell

(2)

Company Secretarial, Payroll, Accounts

“Helpful, approachable and professional. I have had very good service from ReesRussell whenever I have used them.”

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Mark Barclay Wealth Management

(15)

Pension

“We would very happily recommend Mark to anyone wishing to invest their money for whatever result you are looking for. He is responsible and has always been honest with his recommendations. Even through the last few years, where the market has been up...”

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Collegia

(1)

“Fantastic team, these guys are reliable, competent and innovative. The best way to manage your pension in uk.”

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Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Wantage

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

Point to Point Financial Management

415 Independent Financial Planners

Griffins Financial Solutions

Harridge Financial Services

MW & Partners Wealth Management

The Mortgage Company

Mather & Murray Financial

J Finance

Progress Accountants

Tony Pound

NGI Franchise Funding

Frizzell Wealth Management

Slade Legal Solicitors Didcot

Punter Southall Aspire Oxford

Crowood Financial Solutions - IFA Swindon

Highclere Wealth

Herbert & Webster

Close Brothers Invoice Finance

Featherstone Partners

Temple Piper Financial Planning

Hedges Law

Reesrussell

Mark Barclay Wealth Management

Collegia

Retirement Planning and Investment Management Services in Wantage Cost Estimates

Why these companies made our list

Wealth Management Advisors near Wantage

Popular in Wantage