Best Financial Advisors in Weymouth

The highest-rated Financial Planning & Wealth Management companies out of 55 vetted & reviewed in the Weymouth area.

James Young Associates

James Young Associates

(40)
  • Pension
  • Mortgage
  • Knowledge
“Highly recommended Ben Mills at James Young Associates. Ben has been incredibly helpful with my mortgages and is super knowledgeably and problem solving with challenging situations. Thank you Ben x”
30+ Years Experience
Family Business
106A Radipole Ln, Southill, Weymouth DT4 9RT
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Money Matters FS

Money Matters FS

(10)
  • Pension
“I have every confidence with Money Matters FS Ltd looking after my investments . I am planning to talk to them about other investments which I need advice with . I'm very pleased with the service I received .”
30+ Years Experience
5 Park St, Weymouth DT4 7DQ
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Pennywise

Pennywise

(6)
Pension Planning, Savings & Investments, Equity Release
“Brilliant service, been with Pennywise/PhIl Sims from my previous purchase and stayed with them for this new one. I could not have been happier with the service provided, there where multiple complications (not caused by them) which lead to 3 diffe...”
1 School St, Weymouth DT4 8NH
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Holt Financial Services

Holt Financial Services

(2)
Savings, Retirement Planning, Personal, Business & Mortgage Protection
“Ben Holt was extremely helpful, knowledgeable, and friendly . I have no hesitation in recommending this Company and would use them again should the occasion arise.”
20+ Years Experience
Hall, Lynch Lane Offices, Egdon, Lynch Ln, Weymouth DT4 9DN
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Chesil Financial Planning - Financial Advisers Weymouth

Chesil Financial Planning - Financial Advisers Weymouth

(6)
  • Pension
“I would not hesitate to recommend Chesil Financial Planning. Kirsty is fantastic and goes above and beyond with her advice and communications. Our whole family uses Chesil and they look after us very well.”
Offers Financing Options
Lynch Lane Offices, Lynch Ln, Weymouth DT4 9DN
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Nicholas Carroll & Financial Associates

Nicholas Carroll & Financial Associates

(1)
“Nick is an excellent financial advisor, no question or job too much, he has collected my pensions gathered from years and employment gone by and put them together in a more manageable and results driven way making my future, one that has a focus and...”
Lynch Lane Offices, Weymouth DT4 9DN
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True Potential

True Potential

4 Avocet Cl, Chickerell, Weymouth DT3 4NR
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PJ Aiken

PJ Aiken

4 Trinity St, Dorchester DT1 1TT
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Gillinghams Independent Financial Advisers

Gillinghams Independent Financial Advisers

(1)
“Great staff team always welcoming and knowledgeable.”
Transparent Fees & Pricing
Serving Weymouth Area
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Poundbury Wealth Management

Poundbury Wealth Management

(5)
“We have known Tim and his wife Katy, for a number of years. They are charming people and Tim has looked after our investments very well. He clearly has a good knowledge of his 'field' of expertise and judging by the number of happy clients at his Chr...”
Alan Wing House, 34A Holmead Walk, Poundbury, Dorchester DT1 3GE
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Kennedy Legg

Kennedy Legg

Self Assessment Tax Returns, New Client, Payroll Services
In Business Since 2010
10 Prince of Wales Rd, Dorchester DT1 1PW
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The Wilcox Young Partnership

The Wilcox Young Partnership

30A South St, Dorchester DT1 1BY
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Fhoenix Financial Services

Fhoenix Financial Services

In Business Since 2005
Serving Weymouth Area
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Stanfield Financial Planning

Stanfield Financial Planning

30+ Years Experience
Offers Financing Options
Serving Weymouth Area
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Baggette + Co Wealth Management

Baggette + Co Wealth Management

(50)
  • Knowledge
  • Pension
  • Market
“Trusting someone with your money can be a daunting task but I was completely put at ease and knew I was in safe hands right from the start. I would highly recommend to anyone!”
Transparent Fees & Pricing
North House, Braeside Business Park, Sterte Ave W, Poole BH15 2BX
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Albert Goodman Chartered Accountants

Albert Goodman Chartered Accountants

(46)
  • Efficient
  • Sale
  • Happy
“Sophie Baker did a wonderful job guiding me through the TRS authorisation process. Thank you for your patience! Positive Responsiveness, Quality, Professionalism, Value”
Transparent Fees & Pricing
Family Business
Serving Weymouth Area
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PSH Mortgages

PSH Mortgages

(50)
  • Options
  • First Time Buyer
  • Product
“James was outstanding, his reassurance was invaluable in this stressful process! I would recommend to anyone, particularly first time buyers. Thank you!”
21 Charborough Cl, Lytchett Matravers, Poole BH16 6DJ
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Charlwood IFA - Independent Financial Advisers

Charlwood IFA - Independent Financial Advisers

(50)
Inheritance Tax Planning, Wealth Management, Investments
“Have no hesitation is recommending the team at Charlwood who have really looked after me since moving to them a couple of years ago and in my view offer a different and more proactive approach Positive Responsiveness, Professionalism, Value”
In Business Since 2006
35 Seamoor Rd, Westbourne, Bournemouth BH4 9AE
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Apex CB Financial Planning

Apex CB Financial Planning

(44)
  • Questions
  • Understanding
  • Future
“I am delighted with my dealings with Apex. Everything his always explained in terms that even I can understand and I am never made to feel that I am asking a stupid question. Any communications are always answered very quickly.”
In Business Since 2009
Suite 2 Jellicoe House, Station Rd, Holton Heath, Poole BH16 6HX
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Ballantine Wealth Management

Ballantine Wealth Management

(50)
  • Understand
  • Pensions
  • Knowledge
“I just had an initial conversation with Joe Stephenson, he was really helpful, gave me some useful advice and was honest and open about the services they provide. Thanks Joe :)”
Serving Weymouth Area
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Lentune Mortgage Consultancy

Lentune Mortgage Consultancy

(33)
  • Property
  • Knowledge
  • Service
“Excellent service, would recommend to anyone, kept in regular contact with me and ensure I received the best service possible, will definitely be using in the future.”
Emergency Services
Serving Weymouth Area
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Harbour Equity Release

Harbour Equity Release

(27)
  • Informative
  • Understand
  • Expertise
“Chris was recommended to me by a friend as someone who could hopefully help with my parents financial situation. He was really helpful when I called and ran me through the options that were potentially available. As he is not tied to any particular f...”
In Business Since 2020
127 Pilsdon Dr, Poole BH17 9HT
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Ideal Financial Solutions

Ideal Financial Solutions

(20)
  • Team
  • Mortgage
  • Informative
“Marcus and the team have been helping me with our pensions and mortgages for a number of years. It is always hard deciding who to go to within financial services but Ideal Financial Solutions take everything in hand and I trust them implicitly with t...”
In Business Since 2005
150 Wimborne Rd W, Wimborne BH21 2DU
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Ian Futcher Financial Adviser at Quilter Financial Advisers

Ian Futcher Financial Adviser at Quilter Financial Advisers

(9)
  • Pension
“Ian has been very professional in his dealings with me and always very keen to explain matters when I have sought more information. Since investing my pension pot with him, it has grown very well and I am very pleased with the results. We shall be sw...”
In Business Since 1995
Emergency Services
24 Salisbury Rd, Poole BH14 0DP
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Retirement Planning and Investment Management Services in Weymouth Cost Estimates

Minimum cost
£1213
Maximum cost
£10299
National Average
£3635
Avg Per Hour Rates
£365
£2424
£6664
Fair price range is based on 255 cost profiles
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Average Cost £3635
Minimum cost £1213
Maximum cost £10299
Avg Per Hour Rates £365

Fair range £2424 to £6664 is based on 255 cost profiles.

Why these companies made our list

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