Weston-super-Mare

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Weston-super-Mare
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Best Financial Advisors in Weston-super-Mare

The highest-rated Financial Planning & Wealth Management companies out of 53 vetted & reviewed in the Weston-super-Mare area.

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Crane Williams Independent Financial Advice

Crane Williams Independent Financial Advice

(7)
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“Lucid FS helped me look at the various options available to me when my deal with my existing mortgage company came to an end. As a result I saved money each month which I wouldn't have done without their help. Would highly recommend Tom and the team”
Serving Weston-super-Mare Area
Featured

We are delighted to announce the opening of our meeting room above The Birdwell Clinic in Long Ashton! Pop in for a coffee and a chat about how we can help with all aspects of financial planning, from retirement planning and investing to mortgage and insurance advice. We look forward to meeting you soon!

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Bowmore Financial Planning Limited

Bowmore Financial Planning Limited

“Bowmore Asset Management is recognised as the one of UK's fastest growing discretionary management firms. We firmly believe that our growth is due to our agility, with the ability to respond swiftly to changing markets and our clients' changing needs...”
In Business Since 2019
Serving Weston-super-Mare Area
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Ramsay & White

Ramsay & White

(50)
  • Future
  • Residential
  • Company
“Chris Holt and Lynsey Roper were fantastic throughout the mortgage process. They managed to find a very good mortgage deal given the current market conditions and their diligence and support was excellent. I can't fault them and Ramsey and White, hig...”
In Business Since 2018
Ground Floor 5, Oaktree House, Pontprennau, Cardiff CF23 8RS
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Rockwealth Cardiff Financial Adviser

Rockwealth Cardiff Financial Adviser

(6)
  • Retirement
  • Team
  • Understanding
“We had our first full year review, at home with Matt. It was a very easy, and thorough review, conducted in an easy but informative manner. Looking forward to another year of a busy but enjoyable retirement.”
Transparent Fees & Pricing
Brunel House, 2 Fitzalan Rd, Cardiff CF24 0EB
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Hutton's Law

Hutton's Law

(10)
Crime & Regulatory, Family Law, Wills, Probate & Wealth Management
“Hutton's Law managed the conveyancing of my home superbly. Professional, friendly and responsive, their service warrants a five star review. In-spite of the premier service offered, their costs are competitive. Highly recommended.”
2 Scott Ct, Ocean Way, Cardiff CF24 5HF
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M Raza & Co Accountant Cardiff

M Raza & Co Accountant Cardiff

(50)
Company Secretarial, VAT, Pension Auto Enrolment
“Have been using M Raza & Co as my accounting firm for almost a year and their service has been impeccable. Very organised, always happy to answer questions and endeavour to make time for you! Brilliant service that I hope to stay with for a long time...”
Free Initial Consultation
Serving Weston-super-Mare Area
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Premier Financial Solutions - Cardiff Financial Advice

Premier Financial Solutions - Cardiff Financial Advice

(50)
  • Jargon
  • Turbulent
  • Business
“Andy is a real jewel in the financial services and I would highly recommend his company for a professional outfit that ticks all the boxes making sure you are well informed of your finances. On a side note he makes great coffee!!”
372 North Rd, Cardiff CF14 3PB
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RWB Wealth

RWB Wealth

(32)
Investing, Other Services, Mortgages
“Chris has given me invaluble advice and I've recommended him to friends and family. Its so refreshing to work with someone so down -to-earth, open and straigh-forward.”
In Business Since 2019
Transparent Fees & Pricing
Regus House, Cardiff Gate Business Park, Malthouse Ave, Pontprennau, Cardiff CF23 8RU
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Hartley Ross

Hartley Ross

(27)
  • Questions
  • Outcome
  • Sound
“Explaining in simple terms how best to invest money in a safe and productive manner, and making the processes stress free, also Daniel is always available to assist and offer advice Positive Responsiveness, Quality, Professionalism, Value”
In Business Since 2016
Transparent Fees & Pricing
15 Neptune Ct, Vanguard Way, Cardiff CF24 5PJ
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Young Mortgage and Protection

Young Mortgage and Protection

(16)
  • Home
  • Knowledge
  • Stress
“I would highly recommend Young Mortgage and Protections because we had a great experience with them. They were very good , disponibile and helpful in every step ,with their advice and their experience. Thank you to Paula and Olivia who looked after...”
30+ Years Experience
Emergency Services
Family Business
Serving Weston-super-Mare Area
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Silver Oak Financial Solutions

Silver Oak Financial Solutions

(45)
  • Decision
  • Email
  • Knowledge
“Highly impressed with Ben Warren of Silver Oak in recently facilitating an interest only mortgage to help finance our house purchase and handling our investments generally. A very professional, pro-active but un-intrusive service. Positive Responsive...”
Serving Weston-super-Mare Area
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Sanctuary Chartered Financial Planners

Sanctuary Chartered Financial Planners

(21)
Inheritance Tax Planning, Retirement Planning, Wills
“Gareth is always communicative and has demonstrated a robust knowledge of the many different aspects of wealth management each and every time we've spoken. I am very confident that I have gone to the right place for advice and will happily recommend ...”
Free Initial Consultation
5 Neptune Ct, Vanguard Way, Cardiff CF24 5PJ
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Clifton Asset Management Plc

Clifton Asset Management Plc

(33)
  • Communication
  • Future
  • Options
“A highly professional service which is been tailored to my needs and been delivered brilliantly by David and Elaine. Thank-you for your patience, advice and time during this process. Positive Responsiveness, Quality, Professionalism”
The Pavilions, 69-71 Macrae Rd, Ham Green, Pill, Bristol BS20 0DD
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Buzz Financial

Buzz Financial

(23)
  • Communication
  • Expertise
  • Professional
“Phil explained everything to us very clearly during our initial consultation, and Kate was incredibly efficient, and acted promptly to secure our mortgage offer in a very short period of time. We would highly recommend Brookfield Finance Positive Res...”
209 Milton Rd, Milton, Weston-super-Mare BS22 8EG
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GS Verde Accountants

GS Verde Accountants

(24)
M&A Taxation, Corporate Finance, Tax - Restructuring
“Coming from a corporate background where I had professionals to advise me, to running my own business was a minefield of paperwork, regulations and deadlines. Vincent Ventures not only guided me through the initial months but have provided a subseque...”
In Business Since 2021
Coupons & Offers
Serving Weston-super-Mare Area
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Invest Southwest Independent Financial Advisers

Invest Southwest Independent Financial Advisers

(17)
Investment Advice, Mortgage Advice, Savings Advice
“Matt provieded me with easy to understand mortgage advice that I didnt find when using previous mortgage advisers. Being a first time buyer i found the thought of mortgages and savings a bit daunting, After speaking with Matt i was much more confiden...”
In Business Since 2012
The Hive, 6 Beaufighter Rd, Weston-super-Mare BS24 7DH
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Accounted For

Accounted For

(16)
Bespoke Quote Builder
“Excellent communicators providing accurate up to date information. Through the COVID crisis they anticipated problems their clients might experienced and provided excellent advice and support free of charge. Positive Responsiveness, Professionalism”
River Bridge Business Centre, Rhymney River Bridge Rd, Cardiff CF23 9FP
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Mike Smith IFA

Mike Smith IFA

(8)
Equity Release, Retirement, Investments
“I can highly recommend Mike Smith IFA , he has looked after all of my Life Insurance , Business Insurance , Personal Pensions and financial matters for almost 14 years . Consistently professional advise at all times . Ashley Pope .”
Free Initial Consultation
Serving Weston-super-Mare Area
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Watermark Wealth Management Limited

Watermark Wealth Management Limited

(18)
How Do We Add Value?, Individuals, Business Owners
“Peace of mind We have been investing for a number of years initially we tried 4 different financial advisors , who after we had areed to invest through them we then heard practically nothing. Mark and his team are quite the opposite. They have alway...”
In Business Since 2019
Serving Weston-super-Mare Area
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Ross Mitchell Wealth Management

Ross Mitchell Wealth Management

(26)
  • Personal Financial
  • Goals
  • Consolidation
“Ross has give me some fantastic advice and guidance. Very reassuring, professional and friendly. I couldn't ask for a better financial advisor! Highly recommended.”
In Business Since 2017
25 The Rise, Llanishen, Cardiff CF14 0RB
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TD Financial

TD Financial

(15)
  • Financial Advice
  • Information
  • Question
“I have found the service from Ashley (tdfinancial) to be prompt, professional and informative to assist in the management of my personal pension. Ashley is very reactive to market change and reactive to flexibility for future changing needs.”
James William House, 9 Museum Pl, Cardiff CF10 3BD
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Abacus Associates Financial Services

Abacus Associates Financial Services

(7)
Family Matters, Small Business and Self-Employed, Financial Planning
“Extremely helpful & useful advice from Lindsey, and didn't charge me a penny either. I can't recommend this company highly enough. Very professional. Positive Responsiveness, Quality, Professionalism, Value”
Serving Weston-super-Mare Area
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Alton Wealth Management

Alton Wealth Management

(26)
  • Pensions
  • Future
  • Questions
“I would highly recommend Alex's services if your in the market for a mortgage advisor. Alex was a huge help negotiating our way through a difficult re-mortgage with the help to buy scheme. Alex's knowledge put me at ease and was able to answer any qu...”
Serving Weston-super-Mare Area
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Six Q Financial Planning

Six Q Financial Planning

(10)
  • Financial Markets
  • Company
  • Financial Advisor
“We were with with Andrew for many years before he set up 6Q Financial Planning. His advice has been invaluable in bringing us to our present comfortable position in our retirement. I would happily recommend 6Q to anyone considering their future secu...”
Serving Weston-super-Mare Area
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Retirement Planning and Investment Management Services in Weston-super-Mare Cost Estimates

Minimum cost
£1227
Maximum cost
£10416
National Average
£3676
Avg Per Hour Rates
£369
£2451
£6740
Fair price range is based on 468 cost profiles
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Average Cost £3676
Minimum cost £1227
Maximum cost £10416
Avg Per Hour Rates £369

Fair range $2451 to $6740 is based on 468 cost profiles.

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