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.

Michelle Strelley Financial Advisor

Michelle Strelley Financial Advisor

(17)
  • Remortgage
“First class service helping me find the right mortgages; standard, and buy-to-let. Made things so much easier and took all the strain out of the searching. Also very helpful with day to day queries, real problem solver. Thanks Michelle!”
In Business Since 2020
8 Lawrence Weston Rd, Lawrence Weston, Bristol BS11 0JE
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Crane Williams Independent Financial Advice

Crane Williams Independent Financial Advice

(7)
Cookies, Terms & Conditions, Privacy Policy
“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
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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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Accounted For

Accounted For

(14)
Bespoke Quote Builder
“Very well mannered accountants,always helpful when you need help with any accounting issues and always on the ball with your end of year tax return so thank you for all you've done, most recommended 👍.”
Coupons & Offers
Riverbridge Business Centre, Rhymney River Bridge Rd, Cardiff CF23 9FP
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Old Mill Accountants & Financial Planners - Wells

Old Mill Accountants & Financial Planners - Wells

(11)
  • Expert
““Andrew Page (my Financial Advisor) is consistently attentive, professional and relevant to the range of questions I raise aligned to the goals I have personally set ahead of retirement.””
Family Business
Serving Weston-super-mare Area
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Carlson Wealth Management

Carlson Wealth Management

(5)
“Steve initially helped me out by evaluating and resolving some pension issues that I was concerned with. I thought I wasn't paying in enough and Steve showed me, through his analysis, that my pot was big enough. He helped me reinvest it in a better s...”
Regus House, Cardiff Gate Business Park, Malthouse Ave, Pontprennau, Cardiff CF23 8RU
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Amg Wealth Solutions

Amg Wealth Solutions

(4)
“We've used AMG for our last few mortgages. Gary has been fantastic with his advice, always on hand to answer questions and a pleasure to deal with. As they take their fees from the lenders it's also completely free. Couldn't recommend them highly en...”
7 Heol-Y-Deri, Cardiff CF14 6HA
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Hutton's Law

Hutton's Law

(6)
Crime & Regulatory, Family Law, Wills, Probate & Wealth Management
“My thanks to all at Huttons Law for a positive result, resolving a complicated issue. I have dealt with several firms over the years so I have experience of the good, the bad and the ugly. I would highly recommend Huttons Law, professional, efficie...”
2 Scott Ct, Ocean Way, Cardiff CF24 5HF
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RWB Wealth

RWB Wealth

(30)
Investing, Corporate Advice, Mortgages
“True professionals that have advised on all of my personal and business finances, introduced protection schemes and implemented investment strategies. Always at the other end of the phone to offer ongoing advice and support. Thanks Chris and team.”
In Business Since 2019
Regus House, Cardiff Gate Business Park, Malthouse Ave, Pontprennau, Cardiff CF23 8RU
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Brookfield Finance

Brookfield Finance

(22)
  • Mortgage
  • Team
  • Communication
“Phil and the team delivered an excellent service, highly responsive and patient with all of my questions, they were also accommodating of my change in circumstance and last minute requests. I highly recommend Brookfield Finance for expert mortgage su...”
In Business Since 2016
209 Milton Rd, Milton, Weston-super-Mare BS22 8EG
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M Raza & Co

M Raza & Co

(30)
  • Books
  • Responsive
  • Company
“Faraz has been an absolute dream to work with. He made our transition go very smoothly and is always very prompt answering any queries and questions. I couldn't have asked for a better accountant. Nothing is ever too much for him unlike past experien...”
Serving Weston-super-mare Area
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Invest Southwest

Invest Southwest

(15)
Investment Advice, Mortgage Advice, Savings Advice
“Myself and my husband recently went through the mortgage application process with Matt Duncan, he got us a great deal with a great lender. His advice, patience and knowledge was invaluable throughout the entire process. He was very friendly but profe...”
In Business Since 2012
The Hive, 6 Beaufighter Rd, Weston-super-Mare BS24 7DH
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Penguin Wealth Planners

Penguin Wealth Planners

(14)
  • Pensions
  • Team
  • Investment
“Following a re commendation form a friend, I arranged a meeting with Oliver (Ollie). He immediately made me feel relaxed and in safe hands. He and his colleagues have always been helpful, professional and keep me informed every step of the way. I ca...”
In Business Since 2010
Transparent Fees & Pricing
Penguin House, Raleigh walk, Brigantine Pl, Cardiff CF10 4LN
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Silver Oak Financial Solutions

Silver Oak Financial Solutions

(29)
  • Experience
  • Knowledge
  • Mortgage
“Excellent service from Ben at Silver Oak today, all questions answered with no jargon and the knowledge that follow up advice is available. Very reassuring. Thank you Ben!”
Serving Weston-super-mare Area
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Watermark Wealth Management Limited

Watermark Wealth Management Limited

(14)
How Do We Add Value?, Individuals, Business Owners
“As a long-standing client of Watermark Wealth Management, we have found their expert advice invaluable for both our company's and personal affairs. As a team, they are able to offer a full compliment of services that cover company & personal pension...”
In Business Since 2019
Serving Weston-super-mare Area
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Johns Jones & Lo

Johns Jones & Lo

Struggling With Your Tax Return?, Starting Out in Business?
“Whatever your needs, we can help. Johns Jones & Lo is a firm of Chartered Accountants based in Llanishen, Cardiff and Caerphilly offering accounts, taxation and business advisory and support services to a wide range of businesses and individuals.”
Transparent Fees & Pricing
Free Initial Consultation
16 Lambourne Cres, Llanishen, Cardiff CF14 5GF
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Positive Independent Financial Planning

Positive Independent Financial Planning

(1)
“Matt is very knowledgeable and provided sounds advise. I would recommend.”
Emergency Services
12 Stoke Park Rd, Bristol BS9 1LF
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Britton Associates Wealth Management

Britton Associates Wealth Management

(17)
  • Communication
  • Questions
“Would highly recommend Britton associates to anyone. We dealt with Gary and he was brilliant. Really informative, professional and great communication with us. Definitely use again.”
Serving Weston-super-mare Area
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Sanctuary Financial Planning

Sanctuary Financial Planning

(2)
Retirement Planning, Wills & Estate Planning, Investments
“We have worked with Gareth and the team at Sanctuary Financial Planning for a number of use. They've helped us with everything from finding the best mortgage renewal rates, porting mortgages, and applying for new mortgages - making the process swi...”
Free Initial Consultation
15/16 Neptune Ct, Vanguard Way, Cardiff CF24 5PJ
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Moulani Accountancy

Moulani Accountancy

(10)
“Moulani accountancy have been dealing with my business finances for 2 years and by far they're the best firm I dealt with. Five starts for efficiency, availability to discuss queries, providing advice and information in a lay-terms and more important...”
CHARTERED Certified
84 Woodville Rd, Cardiff CF24 4ED
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Young Mortgage and Protection

Young Mortgage and Protection

(5)
“Great and efficient service. Absolutely amazing team. Thank you Paola for making the progress so easy and enjoyable. I highly recommend Paola and her team :)”
30+ Years Experience
Emergency Services
Family Business
Serving Weston-super-mare Area
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EST Group

EST Group

(5)
Wealth Management, Accounting, HR
“I met with Lauren for the first time today. Such a knowledgeable lady. So easy to talk to. I wouldn't hesitate to recommend Lauren and EST Accountants. I am so glad I have chosen them to manage my new business accounts.”
Henstaff Court, Llantrisant Rd, Cardiff CF72 8NG
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Abram Partnership

Abram Partnership

(5)
Protection, Investments, Mortgage & General Insurance
“Thank you to Chris from Abram Partnership Ltd - Bristol for helping me set up my health insurance. Chris was efficient and made sure that all of my health conditions were listed but underwritten so I can return after 5 years with a problem if I ne...”
41 Avonridge, Llanishen, Cardiff CF14 9AU
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GS Verde Accountants

GS Verde Accountants

(24)
  • Knowledge
  • Tax
  • Accountancy
“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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Retirement Planning and Investment Management Services in Weston-super-mare Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Fair price range is based on 468 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Fair range $2007 to $5519 is based on 468 cost profiles.

Why these companies made our list

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