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Best Financial Advisors in Wellington

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

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Generation Wealth Limited

Generation Wealth Limited

(1)
“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.”
In Business Since 2015
4 The Old Water Mill, Lower Westford, Wellington TA21 0DJ
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MJC Financial Planning

MJC Financial Planning

(2)
Investments, Equity Release, Insurance
“Ian is extremely helpful, knowledgeable and friendly. All the staff are. I would really recommend him.”
22 South St, Wellington TA21 8NS
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Emericks Financial Services

Emericks Financial Services

“Our aim is to help individuals and businesses to achieve their financial goals. We believe our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a p...”
The Loft, 5-7 South St, Wellington TA21 8NR
Featured

Whether you are looking to buy a house, build up a nest egg for later in life, or protect your family against unexpected events, our IFAs, pension experts and investment advisers offer advice spanning investments, savings, mortgages, protection and retirement planning. We are committed to putting our clients at the heart of everything we do, and work hard to develop long-term relationships based on mutual trust and respect. We achieve this by ensuring that we fully understand the individual needs of each client, and by implementing tailored financial plans to address those needs.

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Chetwood Wealth Management

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.”
60 High St, Wellington TA21 8RD
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Bluebell Financial Management

Bluebell Financial Management

(9)
Lasting Power of Attorney, Attendance Allowance, Concierge Service
“A very professional service offered in helping us fill out a very detailed health form. Carolyn did a zoom call with us and listened carefully to my dad before filling in the form on his behalf. Her advice and subsequent help has taken a lot of press...”
Serving Wellington Area
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
98.4 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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Manders Financial Services

Manders Financial Services

(5)
  • Team
“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...”
Serving Wellington Area
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Cooper Associates

Cooper Associates

(50)
Corporate Pensions, Corporate Planning, Pension Reform
“I have been very impressed with Cooper Associates, the professionalism of the documents that I have received, speed of service, and the ambience of the offices when we visited.”
In Business Since 2022
40, St. James Buildings, St James St, Taunton TA1 1JR
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The Financial Detectives

The Financial Detectives

(50)
  • Remortgage
  • Will
  • Phone Call
“Dan and Nikki helped me get a remortgage and transfer of equity so I could buy out my ex and have the house in my name. They were both so helpful, professional and knowledgeable. They were brilliant and I will recommend them to anyone who needs finan...”
62a Station Rd, Taunton TA1 1NX
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Seddons Estate Agents, Cullompton

Seddons Estate Agents, Cullompton

(49)
  • Property
  • Communication
  • House
“The whole team at Seddons have been incredible for us throughout both our sale and purchase! They were super efficient and always there for every question or query I had! I cannot recommend them highly enough! Thank you all!”
Remote Consultations Available
In Business Since 2001
Serving Wellington Area
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Bagborough Accountancy

Bagborough Accountancy

(10)
““Michael was fully involved in negotiating the purchase of an owner - managed business in 2014 and is a key member of the team always professional, reliable and proactive, providing meaningful financial information promptly and sound business advice....”
Family Business
Transparent Fees & Pricing
2 The Crescent, Taunton TA1 4EA
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Invest Southwest Independent Financial Advisers

Invest Southwest Independent Financial Advisers

(14)
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...”
In Business Since 2006
12 Hammet St, Taunton TA1 1RZ
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Scott Rowe Solicitors

Scott Rowe Solicitors

(8)
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.”
Transparent Fees & Pricing
Serving Wellington Area
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Lloyd & Whyte

Lloyd & Whyte

(9)
“Excellent Broker and provide high spec insurance. Also always very good to deal with, come back quickly with answers to questions, and easy to get hold of my phone or email. Can be a touch on the costly side but you get what you pay for. Overall ve...”
In Business Since 2002
Affinity House, Bindon Rd, Taunton TA2 6AA
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Chedzoy Butterworth Accountants & Business Advisers

Chedzoy Butterworth Accountants & Business Advisers

VAT, Personal & Inheritance Tax, Wealth Management & Financial Services
“As a team, we are able to offer expertise help in Accounting - to include Corporate SME owner managed businesses, non-corporate for sole traders, partnerships and LLP's, personal taxation, corporate taxation, payroll, VAT, business advice, wealth man...”
Transparent Fees & Pricing
2 Chartfield House, Castle Street, Taunton TA1 4AS
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Quantock Analytical

Quantock Analytical

(3)
Investing For IHT Mitigation, Investments For Family Trusts, Pension Transfers
“I used Quantock for advice on a defined benefit pension. Mike was efficient no nonsense and a pleasure to deal with. The transfer went through considerably easier than I expected. I highly recommend Quantock Analytical”
4 Castle St, Taunton TA1 4AS
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Sully & Co

Sully & Co

(2)
Making Tax Digital, Cloud and Digital Services, Accounting Software
“Wonderful company to use. Staff are very friendly but also professional. Highly recommend them!”
Serving Wellington Area
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Nexus IFA

Nexus IFA

(1)
Pensions, Mortgage Services, Financial Protection
“My Wife and I are always made welcome when we visit.”
Serving Wellington Area
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Robson Financial

Robson Financial

(4)
“Would recommend to anyone. Very friendly, professional and willing to help with any problems.”
Serving Wellington Area
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Heritage Independent Financial Consultancy

Heritage Independent Financial Consultancy

(3)
“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.”
In Business Since 2016
SCOTT HOUSE, Cook Way, Taunton TA2 6BG
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Mitchell's Chartered Accountants

Mitchell's Chartered Accountants

(2)
“Couldn't be happier with our service we have been provided with, special thankyou to James!”
St. Johns House, Castle St, Taunton TA1 4AY
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Hawksmoor Investment Management

Hawksmoor Investment Management

(1)
“Excellent and reliable service.”
Fitzwarren House, Queen St, Taunton TA1 3UG
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1st Financial Group

1st Financial Group

(10)
  • 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...”
In Business Since 2017
1 Prockters Farm, Taunton TA2 8QN
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Laura Joyce Wealth Management

Laura Joyce Wealth Management

(6)
“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...”
Ground Floor, Kitsilano, Broad St, Wrington, Bristol BS40 5LD
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Paul Fenton Financial Services

Paul Fenton Financial Services

(1)
“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.”
Serving Wellington Area
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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
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Typical range $2007 to $5519 is based on 490 cost profiles.

Why these companies made our list

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