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Impartial Financial Management

(18)

Property
Remortgaging
Team

“Impartial financial management have been amazing throughout. Nathan has always been happy to help and ready to answer a call anytime I've never. 5* service and I would highly recommend”

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Absolute Wealth Management

(9)

Confidence
Advice

“Pete has always been excellent at responding and answering my questions promptly. I trust him completely in looking after my investments. He is very professional and approachable and I have recommended his company to others”

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Andow Ellis

(9)

Team
Knowledge

“Tim is a very amenable chap and knows his stuff, he is willing to think outside the box and has helped ELM Legal Services through some difficult times.Thanks Tim”

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Blue Wealth

(8)

To Respond to Any Enquiries You Submit to Us.

“I am very appreciative of the expertise and professionalism provided recently by the team at Blue Wealth, particularly Mason and Dan. They clearly understood my worries and aims, produced an excellent plan, then executed it promptly. Great service, t...”

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Cardens

(6)

“Cardens have always been highly professional and a pleasure to deal with in setting up our pension and savings portfolios which have shown very satisfactory growth during the last 10 years. Long may this continue!”

Featured

Morning! It’s Monday again and sunny in Bristol This morning we were day dreaming about what we’ll do when we get our ‘normal’ weekends back again. It mainly involves avoiding the house chores, having cooked breakfast and a flat white in Boston Tea Party and a long walk around the Tyntesfield House gardens. On lockdown TV we’ve started watching the new series (3) of West World. It’s a science fiction western based on the 1973 film written and directed by Michael Crichton – who also wrote Jurassic Park. And it’s one of those series which turns your head inside out. You definitely need to concentrate. The plot twists are great... Today’s financial fun fact. Why do we use the terms ‘bull’ and ‘bear’ market? According to Investopedia one reason could be that bulls attack by bringing their horns upward (the market is on the rise). And bears attack by swiping their paws downward (the market is declining in value). Today’s photo is Toby the Border Terrier (and office dog) enjoying a walk in the sunshine and the spring flowers. Well, enjoying a walk anyway.

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Harold Stephens

(2)

“We, my wife Gene and I, saw Harold Stephens on the BS9 magazine (Bristol) while looking for a solicitor to advise on making our Wills and decided to make an appointment and met Richard Higgs who took us through and advised what was needed. He was ver...”

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Church Financial Services

(4)

“We chose Nick Bradley to handle our remortgage for us having previously dealt with his father who handles pensions for the company. From the start Nick has been thorough, patient and professional. The conveyancing team we had to deal with were less t...”

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Adam Cockerham Fpfs - Chartered Financial Planner

(50)

Mortgage
Future
Knowledge

“Adam provided an excellent service and advice for us. We found him very knowledgeable, approachable and definitely had our best interests at heart. He is a good communicator and was able to translate for us financial jargon into proper English. We...”

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Unividual | Bath Financial Advice

(50)

Knowledge
Future
Family

“We've just breathed a large sigh of relief, having secured our first mortgage thanks to the help of Unividual financial advisor Simon Hicks. Both myself and my partner are unconventional financial cases so in turn were expecting a complicated slog, ...”

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William Dixon & Associates

(42)

Risk
Mortgage
Family

“A truly professional team, always there at the drop of a hat to provide expert help. Personally deal with claims and see them through to the end during difficult times. Total experts in their field and wouldn't trust anyone else with my investments”

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Future Wealth Management - Bath

(38)

Fund
Understand
Options

“At a recent annual review of my mums ( who is 91) investments, Nick & Will explained everything in simple understandable terms. It is always a pleasure meeting in relaxed welcoming environment. I can not speak highly enough of them. Thanks and looki...”

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Wise FS

(22)

Home Mover, Residential Remortgage, Buy to Let Remortgage

“Kit, Sophie and Anna were great and super helpful! They answered any questions I had through the process of buying my first home and finding me the best mortgage offer to suit me. Thanks again guys!”

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Platinum House

(18)

Team
Professional
Market

“Stuart and the team recently helped me with my first mortgage. It all seemed to get so complicated that I'm not sure what I would have done without their guidance and support!”

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Montgomery Charles Wealth Management

(21)

Sound
Communication
Company

“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.”

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Wiltshire Wealth

(26)

Options
Understand
Future

“We received excellent financial advice and were made aware of aspects we hadn't considered. Dan is an excellent communicator and is an expert in his field. Positive Responsiveness, Quality, Professionalism, Value”

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Chilvester Financial

(14)

Sound
Retirement

“Chilvester are a great bunch. I've always been sceptical about how independent this kind of advice really is. But these guys are set up the right way. Their people are salaried, not commissioned. While they always deliver on their promises. You needn...”

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Alpha House Wealth Management

(10)

Financial Planning & Wealth Management, Who we Look After

“The service I receive from Alpha house financial services through Michael are excellent he is very helpful and only recommends the best options to me and explains everything to myself and my wife thoroughly.”

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Mogers Drewett Solicitors

(10)

Suggestion
Father
Advice

“I am so lucky that I followed my friend's suggestion and had Dear Martin Pratley as my solicitor. I cannot have been happier anymore. Martin is an excellent solicitor and Mogers Drewett is a very good agancy. Martin is responsible and gave me many s...”

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Ferris & Culverwell

(9)

Equity Release, Life Insurance, Mortgages

“Very helpful advice given in a friendly informal meeting. Rob was approachable and able to answer all my pension queries in a straightforward way. I would thoroughly recommend booking an appointment if you want advice about pension options.”

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Cary Independent Mortgage Services

(18)

First Time Buyers
Remortgage

“Phil has been our mortgage adviser for several years now. He is reliable, efficient, timely, approachable, thorough, professional yet friendly. Always interested and keen to help wherever possible.....and patient! I would definitely recommend his exc...”

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Hallmark Later Life Lending Limited

(17)

Financial
Professional
Advice

“I would definitely recommend employing Mike Hoare for Financial advice. He is a personable man and easy to talk to. I found him always available for any query I had and he kept me updated throughout the time he acted for me. Very pleased I found him.”

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Rachel's Bookkeeping Services

(11)

VAT

“I find Rachel so helpful and very experienced. A pleasure to work with and extremely patient when I come across issues that I struggle with. Rachel is definitely professional and will give you the time to understand any quires that you may have. S...”

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Matheson Charles

(10)

Independent Financial Adviser
Financial Gain
Integrity

“I highly recommend Matheson Charles for financial advice and guidance, especially the services provided by Toby Bain. Our family's personal experience with Toby has been outstanding, and we have confidently referred him to numerous clients and friend...”

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Combined Financial Strategies

(1)

Why Choose Cfs?, Testimonials, Awards

“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...”

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

Best Financial Advisors in Westbury

The highest-rated Financial Planning & Wealth Management companies out of 37 vetted & reviewed in the Westbury area.

Impartial Financial Management

Absolute Wealth Management

Andow Ellis

Blue Wealth

Cardens

Harold Stephens

Church Financial Services

Adam Cockerham Fpfs - Chartered Financial Planner

Unividual | Bath Financial Advice

William Dixon & Associates

Future Wealth Management - Bath

Wise FS

Platinum House

Montgomery Charles Wealth Management

Wiltshire Wealth

Chilvester Financial

Alpha House Wealth Management

Mogers Drewett Solicitors

Ferris & Culverwell

Cary Independent Mortgage Services

Hallmark Later Life Lending Limited

Rachel's Bookkeeping Services

Matheson Charles

Combined Financial Strategies

Retirement Planning and Investment Management Services in Westbury Cost Estimates

Why these companies made our list

Wealth Management Advisors near Westbury

Popular in Westbury