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The Investment Coach Limited

(5)

“Professional and approachable team. They take the time to really understand your personal financial objectives and goals to provide the best advice at a reasonable price. Highly recommend.”

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Michael Forward Financial Services

(2)

Home Reversions, Retirement Planning, Final Salary Pension Plans

“Would highly recommend to anyone - we used Michael Forward Financial Services when selling our house and purchasing a new one. Our advisor Heidi was an absolute pleasure to deal with from start to finish, she was reliable, prompt and very professiona...”

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King & Co Financial Services

(1)

“Great advice, straight to the point..”

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Oyster Wealth Management

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David Williams IFA

(50)

House
Responsive
Principle

“Can't recommended Gareth from the insurance team enough, he was easy to speak to and very efficient, he helped me through the whole process of setting up life, critical and income protection insurances, I couldn't have got it done without him :)”

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Sovereign Wealth Midlands

(49)

Honest
Knowledge
Affairs

“I have found Dan and his team both professional and personable. He has understood my requirements and provided accurate advice. I am extremely happy with the performance to date and would highly recommend the services they offer. Positive Responsiven...”

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Insight Wealth Financial Advisers Limited

(28)

Patient
Confidence
Goals

“I went to speak Jason at Insight Wealth Financial Advisers Limited, regarding my pensions. Jason made my pensions easy to understand, no corporate jargon, and so this put me at ease. Jason is easy to talk t and he listens to want you hope for as an...”

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Milton Keynes Financial Advice

(17)

Information
Email
Options

“Graeme was recommended to me as I needed a mortgage broker for my first mortgage. The whole process was straightforward and the website to upload all your details was easy to use. Since then, Graeme has also helped me to remortgage when the initial p...”

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Longhurst Limited

(33)

Understanding
Advice
Holistic

“Chris and his team are a very professional and always go that little bit further to ensure my needs and I am sure this applies to all Longhurst customers. Always a pleasure dealing with Longhurst.”

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F G Watts Financial Advisers

(22)

Investment , Corporate , Protection

“I visited F G Watts Financial Advisors on the 29th February. I had an arranged appointment with Shaun Jellis to talk about some pension advice. I found Shaun from start to finish to be an utmost professional. He was friendly and courteous and made me...”

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Fortitude Financial Planning

(31)

Advice
Goals
Cashflow

“I have working with the staff at Fortitude for over 20 ! I have always found their advice and guidance has helped me with my financial planning.Happy to recommend them.”

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McGirls Money Management - Mortgage Broker

(19)

New Build Mortgages, Remortgage, First-Time Buyers

“Liam Mulkerrins has helped me and my partner get the house we have been dreaming of and we couldn't be anymore grateful. He has been extremely helpful and explained all of our possible options throughout our journey. He has managed to turn around our...”

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RMI Independent Financial Advisers

(14)

Independent Financial Advice, Mortgages & Finance

“I must agree with the other reviews, RMI, Paul, Bryony and the team sorted out my pension smoothly and explained everything so even I could understand. Pensions to me are a minefield but they answered all my questions putting me at ease and as such f...”

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KRW Accountants

(10)

Digital Automation, TAX Planning, Forensic Accounting

“I have worked with KRW for a couple of years. They have worked on my business and personal accounts. Their quality of service is extremely good. They are professional, accurate, and responsive. I highly recommend them for anyone needing accounting ...”

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Talavera Financial Services

(23)

Knowledge
Bloke
Mortgage

“I contacted Nick at the end of 2022 when the interest rates started to rocket up and my mortgage was set for renewal in July 2023 and I felt I had to act fast. The first thing Nick said was “don't panic, we will sort this” within 3 days of meeting ,...”

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Jane Smith Financial Planning Limited

(14)

Risk Appetite
Goals
Knowledge

“Nicola and all the team at Jane Smith Financial Planning have helped me hugely in navigating my way through my finances and planning for the future. Thanks to their support and hard work, I feel secure and confident about my current and future financ...”

FAQs

Where are meetings held?

Meetings are typically held at our office, especially for initial meetings and Life Roadmap Presentation meetings. However, we offer the flexibility for our annual review meetings to be held online via Microsoft Teams or Zoom, if that is more convenient for you.

Can you advise on final salary/defined benefit transfers?

No, we do not provide advice on final salary/defined benefit transfers. Our expertise lies in other areas of financial planning, and we recommend seeking specialist advice for such transfers from professionals with expertise in this specific area.

What happens if my financial planner is away on holiday?

We have a qualified support team, which includes a trainee financial planner, technical paraplanners and dedicated client services staff who will always be able to assist. We also have a locum if regulated advice is required.

What do you charge for a financial plan?

Our fees for financial planning vary depending on the complexity of your financial situation. We will provide you with a clear fee structure during our initial meeting. You can view our fees online here.

More answers can be found on the FAQ page of our website.

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365ifa

(12)

Mortgage
Professional

“Highly recommend Forte Financial Solutions , they are knowledgable, efficient and professional. They have recently arranged another mortgage for me for a new property. Jonathan has extensive knowledge of the financial industry. I wouldn't go anywhere...”

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Moore Chartered Accountants & Business Advisers - Corby

(14)

Tax, International Services, Accounting, Audit and Assurance

“As a small business owner, lets say the little man. Moore have always treated me as part of the family nothing is ever too much trouble questions not only answered quickly but more importantly resolved quickly. Always going above and beyond. Its a su...”

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Harpur Wealth Management Limited

(6)

“So far so good, is the best way I can describe Harpur Wealth so far. Adam is very helpful, seems to know what he is talking about, and is always willing to spend time discussing any questions I may have. I've marked them 4 stars, so far, as I am re...”

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Aaron Tawny

(12)

Invesments, Equity Release / Lifetime / Home Reversion Plans, Inheritance Tax (Iht)

“I had a review meeting with Darren who presented my pension options to me in an easy to understand way. He advised of work they could do and charges. Also agreed that I could do some of this work myself. I paid nothing for this initial meeting and wa...”

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Accession

(4)

Investment Planning, Inheritance Tax Planning, Additional Services We Provide

“Excellent service with first class advice. Highly recommended.”

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McLay James Financial

(4)

Tax, Trusts & IHT Planning, Protection, Investments & Savings

“Great service and communication, thanks for the help.”

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Derngate Wealth Management - Northampton

(6)

“Great work by Gary. Very helpful and responsive, got a great deal on our remortgage!”

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Sterling Street

(5)

Family

“We are very happy with the service Lijo George has provided.He was so explanatory and guided us throughout the journey.Timely response and follow was really professional.We will definitely approach Streling street for our future endeavours and would...”

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

Best Financial Advisors in Wellingborough

The highest-rated Financial Planning & Wealth Management companies out of 59 vetted & reviewed in the Wellingborough area.

The Investment Coach Limited

Michael Forward Financial Services

King & Co Financial Services

Oyster Wealth Management

David Williams IFA

Sovereign Wealth Midlands

Insight Wealth Financial Advisers Limited

Milton Keynes Financial Advice

Longhurst Limited

F G Watts Financial Advisers

Fortitude Financial Planning

McGirls Money Management - Mortgage Broker

RMI Independent Financial Advisers

KRW Accountants

Talavera Financial Services

Jane Smith Financial Planning Limited

365ifa

Moore Chartered Accountants & Business Advisers - Corby

Harpur Wealth Management Limited

Aaron Tawny

Accession

McLay James Financial

Derngate Wealth Management - Northampton

Sterling Street

Retirement Planning and Investment Management Services in Wellingborough Cost Estimates

Why these companies made our list

Wealth Management Advisors near Wellingborough

Popular in Wellingborough