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MJC Financial Planning
Investments, Equity Release, Insurance
“Ian is extremely helpful, knowledgeable and friendly. All the staff are.
I would really recommend him.”
Best Financial Advisors in Wellington
The highest-rated Financial Planning & Wealth Management companies out of 57 vetted & reviewed in the Wellington area.
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Generation Wealth Limited
“Sarah and Mike have vast experience and continue to look after all our current and future wealth planning. Meticulous detail and practical sense in an ever changing financial climate.”
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Chetwood Wealth Management
“Our experienced, intelligent approach, proven pedigree and genuine interest in the success of our clients' investments are just some of the reasons why so many people trust Chetwood Wealth Management Ltd with their financial future.”
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Shipman Wealth Management
Your Investment Options, Managed Investment Service, Financial Planning
“Sam Tisbury is looking after my Financial and Estate Planning to my entire satisfaction. It's such a joy to interact with such a bright, articulate and professional advisor. SWM and Sam come highly recommended.”
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Manders Financial Services
“Manders Financial Services is easy to find on the A303 towards Chard from Ilminster. They have plenty of parking space. Disabled access, wealth of experience within the team from Mortgages, Pensions and Investment advice. comprising of a private cl...”
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Cooper Associates
Corporate Planning, Corporate Pensions, Pension Reform
“Jordan was fantastic through the whole Journey, you can tell when people care and that was Jordan. Really knowledgeable and a pleasure to talk too! Also Thank you for the Welcome hamper!”
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The Financial Detectives
- Will
- Stress
- Financial Advice
“I can thoroughly recommend these guys if you are self employed and have had a 'challenged and varied' income over the last couple of years! Andy has always managed to find us a mortgage deal and Nikki has kept us updated and informed with its progres...”
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Seddons Estate Agents, Cullompton
- Property
- Communication
- House
“Rob and his team provided an excellent service right through marketing and viewing to the final sale. Rob gave guidance and suggestions throughout and kept us up to date on progress, actively trying to overcome all issues that arose.”
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Invest Southwest Independent Financial Advisers
Pensions & Retirement Planning, Bespoke Products & Services, Protect Yourself & Your Family
“We have used Invest Southwest for many years now for mortgages and writing our wills. Matt is friendly, professional, trustworthy and has always had our best interests at heart. This year for our remortgage we had the pleasure of Benson advising us o...”
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Bagborough Accountancy
- Knowledge
“Michael has supplied his accountancy expertise to myself over many years & I've always thoroughly appreciated his personable, efficient & timely responsiveness / approach to any accountancy / tax related queries I've had. I highly recommend Michael &...”
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Lloyd & Whyte
- Policy
- Home
“i would recommend anyone who is finding renewal of their home or high net car insurance difficult ,or pricey ,to contact Lloyd Whyte before committing elsewhere.
Miles not only saved me money on my previous brokers quotes ,but was also able to offe...”
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Scott Rowe Solicitors
Probate and Estate Admin, Personal Injury Claims, Family and Children
“I recently used Scott Rowe Solicitors for conveyancing, I used Cally Trenchard at the Chard Branch and would recommend her to anybody looking for conveyancing work.”
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Bluebell Financial Management
Lasting Power of Attorney, Attendance Allowance, Concierge Service
“I fully recommend Bluebell Financial Management!
Carolyn explained the process of setting up Lasting power of Attorney thoroughly and made the whole process seamless.
Thank you.”
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Quantock Analytical
Investing For IHT Mitigation, Investments For Family Trusts, Pension Transfers
“Very impressed with the honest, realistic and helpful observations that Mike was able to provide me with when I supplied him with my latest pension statements and we subsequently discussed by phone. If, like me, you have an innate distrust of Finan...”
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Nexus IFA
Pensions, Mortgage Services, Financial Protection
“My Wife and I are always made welcome when we visit.”
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Hawksmoor Investment Management
“Excellent and reliable service.”
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My Money People
“Quality food. Tasty !”
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1st Financial Group
- House
- Mortgage
“My Husband and I renewed our mortgage for the first time so we had no idea where to even begin. After hearing what a nightmare it is renewing mortgages I was worried however Soussan has been absolutely brilliant as well as providing fantastic commu...”
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Laura Joyce Wealth Management
- Company
“She is a great listener and understands how important it is for companies like ours to have investment in green sustainable funds. She has always been available when we have needed her and understands our B Corp journey I would recomend Laura's servi...”
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Medical & General Independent Financial Advisers
- Meeting
- Tax
- Mortgage
“Jonathan Burden provided useful impartial advice regarding retirement planning, touching briefly on mortgage provision and income protection. He offered a remote meeting via Zoom and provided a follow-up email summary with links to resources. Would r...”
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Paul Fenton Financial Services
“Fantastic professional service. Very quick, very smooth and easy to understand when you don't know nothing about financial things.Always keeping you updated with what is going on. fantastic customer service,would highly recommend.”
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Corrival Capital Management
What We Do, For Advisers, For Clients
“One of the very best decisions I have made in my life has been to entrust Nick Skelhorn of Corrival with my hard-earned retirement fund. Though I'm a bit long in the tooth, I can find instant information in an easy to read format via the computer, p...”
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Heritage Independent Financial Consultancy
“Thank you to Jon and Ethan who sorted out my mortgage for me in record time. They took all of the stress and anxiety away from me, and were extremely thorough in making sure everything was easy to understand. I would highly recommend.”
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Mitchell's Chartered Accountants
“Couldn't be happier with our service we have been provided with, special thankyou to James!”
Retirement Planning and Investment Management Services in Wellington Cost Estimates
Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Typical price range is based on
490 cost profiles
Why these companies made our list
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