Best Financial Advisors in Whitstable

“I've benefitted from Ryan Davies' advice both regarding pension investments and health insurance. He is very reliable, responsive and diligent. I'm careful regarding whom to trust and having looked into the company carefully, I feel completely confid...”

“I can bring together a wealth of experience and technical expertise covering all areas of advice from basic insurance to complex tax saving and mitigation schemes. Whatever the advice is needed for, I'll make sure you understand the solutions and als...”

“Highly recommend Women's Wealth. Their advisors take the time to understand you and what your financial goals are and empower you to make your own choices by clearly explaining their analysis and information about different options. I love that it f...”

“Just when I thought I was never going to get a mortgage due to the high restraints of the lenders, Lee and Spencer, pulled it out of the bag. We now complete on 23rd February. Lee has been a constant support throughout the process and I cannot speak ...”

“Quick, very friendly and super professional. Definitely recommend”

“We have used Toni 3 times now each time moving house. We have always had such brilliant advice and support along the way. I always recommend Toni and would use him again. He has also helped us with with our home insurance and life insurance, which ta...”

“Joe was excellent, arranging the mortgage in principle ahead and then keeping it under constant review up until the new date. He resubmitted our application each time the interest rate dropped saving us money each time. His communication is superb an...”

“If you are seeking any kind of financial advice I would highly recommend Willow Financial Planning. Such a friendly and helpful team who all work together to help you. A special thank you to John Hayley who sorted out my pension fund. He was so warm ...”

“I have over the past 20 years invested my pension savings with Dukes Financial. Initially through the amalgamation of a number of pension pots. These were invested in Ethical funds in a SIPP which was converted to a Wrap. These investments over time ...”

“We used Ian (The bearded mortgage broker) through AIMS for both our life insurance policy and mortgage (1st time buyers), and he was exceptional! Nothing was too much trouble, and he was always at the end of the phone or email to answer our questions...”

“I highly recommend using Huggins Wealth Management. Paul is an incredibly knowledgeable Financial Planner who is friendly and provides straight forward advice that is easy to understand. Excellent service”

“Always a pleasure to speak and deal with Sharon, very professional and reliable! x Positive Responsiveness, Professionalism”

“Acorn Bowman, ie Lewis and Jack, have recently completed financial arrangements for both ourselves and a friend and all processes were explained very clearly and thoroughly and were concluded very efficiently. We are very happy to recommend their se...”

“We used this accountant for the first time this year and highly recommend her services. She was supremely professional, friendly and sorted our tax return quickly . It's great to find someone so close to home who we can trust to do a great job . We w...”

“Jeremy Smith from Aitana was amazing throughout the whole process, I couldn't thank him enough for his support! I would highly recommend him.”

“I've gone to Chris regarding my pension options and I know I can trust him to sort it out.”