Best Financial Advisors in Weymouth

“We have used Pennywise for all of our financial planning for the past five years and they have always delivered an affordable, fantastic and professional service.”

“A good accountant is worth every penny. That is certainly true for Casterbridge Hardy LLC. I can highly recommend them.”

“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.”

“Thank you so much to the team at Money Matters, especially Vicki. They managed to sort out a mortgage for myself and my partner when we didn't think it was possible!! We would definitely recommend their services and we be going back when our remortg...”

“Blueberry have always been extremely helpful when dealing with my pensions”

“With a presence in Dorset's county town for over forty years, we at P J Aiken Limited pride ourselves in offering our clients a personal, bespoke, and professional service, as every client is different and unique. We look forward to working with you;...”

“A wide range of services are offered including: Accountancy, Taxation, Business and Financial Planning. As we pride ourselves on having good working associations with some of the UK's top VAT and Taxation consultants, we don't believe you will find a...”

“Our aim is to help individuals and businesses to achieve their financial goals. 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 practical pl...”

“Cato Strategic offers a wealth of experience combined with a broad knowledge of corporate finance strategy and execution, management structure, reporting systems, financing techniques and corporate governance.”

“Our ongoing service is personal to you and ensures we keep your goals at the forefront of your financial planning. If you agree to our ongoing service, because life is full of surprises and changes we will meet with you regularly to review your plan ...”

“I have been a client of Baggette Wealth for nearly 20 years. Keith has also assisted my parents and grown up children in all aspects of financial planning. Knowledge and attention to detail are second to none. Would highly recommend their services.”

“I deal with BKB on both a personal and professional basis, given that we deal with interconnecting clients and firms, and have always found all their staff to be both extremely personable as well as knowledgeable. The biggest compliment I can pay ...”

“This is the best financial planning company by far! I've been with them for over 15 years now with great bespoke advice and planning. I wouldn't go anywhere else.”

“David Boyce of Bright Future Financial is extremely personable, professional and efficient and gave me all the information I needed in a clear concise, understandable way that provided clarity about my options, has allowed me to make informed decisio...”

“The whole pension process was explained in a way that I could understand giving me a clear understanding of what the process was to enable me to access my pension and what the long term plan would be. I feel that I have now a good understanding of w...”

“5 years ago I very suddenly found myself widowed knowing nothing about the investments my husband had as he had always dealt with them. Fortunately I had a very good friend who recommended me to Charlwood IFA. I found all the staff very kind, u...”

“We used Will during a very stressful 6 months of being let down by hone owners. Previous advisors couldnt/wouldn't help us due to our recently changed circumstances. Will was very helpful and professional while never over promising. He helped us secu...”

“We have been with Albert Goodman for many years. They have always been extremely helpful, understanding and supportive. If we have any questions they are extremely quick to respond, whether by email or phone and go beyond my expectations to assist w...”

“We came to Michael just with question if we are going to be able to buy a house with our financial situation. Couple months later we end up in our own home with good mortgage offer and insurance and everything. Michael took care of absolutely everyth...”

“I cannot praise Marcus and his team highly enough for the job they did in arranging our mortgage. At all times I was kept informed of where we were with the application and he explained clearly the repayment breakdown and ensured that the repayments ...”