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Ascot Lloyd

(50)

Mortgage Advice, Book Today, Inheritance Tax & Estate Planning

“Jo has taken the time to assess our needs and provided confidence that our preference for sound sustainable investments can be accommodated. She has also given my husband advice on managing his pension and now we feel better prepared for the future!”

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Gator Accounting

(50)

My Business
Questions
Phone

“Jake has been great in doing my self assessment. Quick and efficient. Answering all the question, and not making one feel awkward. Great to know is a call or email away. I would highly recommend to anyone. Gator is the way :)”

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John Whyte Equity Release Sussex

(50)

How Does the Equity Release Application Process Work?, Equity Release, Is Equity Release Safe?

“First contacted John a couple of years ago for advice which he gave making sure I understood everything. This year I contacted him again regarding equity release and again he was very helpful, made sure I understood everything and kept on top of the...”

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Carpenter Box Financial Advisers

(50)

Auto Enrolment, Cash Management, Business Finance Finder

“As a family seeking solutions for care finance we found the advice and assistance in setting up Mum for life was really helpful. The service offered is clearly laid out and we were kept informed of progress.”

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Gaia Financial Limited

(21)

Professional
Information
Advice

“Couldn't Thank Paul enough for his service. Made everything easy to understand, very polite and just all round great to deal with! Thanks again Paul! Positive Quality”

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Progeny

(1)

Financial Planning, HR Consultancy & Advice, Corporate Legal Services

“First rate investment advice!”

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Darren Crabb Wealth Management

(2)

“Very informative and helpful, Darren has been a great help we would definitely recommend”

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Sussex Retirement Planning

“Access to advice is essential when preparing for, and throughout retirement, particularly as most people rely so heavily on investments to finance their spending in retirement nowadays. We believe that you should be able to contact an adviser wheneve...”

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McMillan Wealth Consultants

(20)

Pension
Mortgage
Income

“Tom Price has been fantastic in all my interactions with McMillan Wealth, from our very first consultation I could tell he seriously knows his stuff and I feel very much in safe hands with everything he advises and recommends. I'll be returning to Mc...”

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Umbrella Bookkeeping

(3)

“I have worked with Umbrella Bookkeeping for over 5 years and the introduction to our business was complicated by the fact that the previous bookkeeper had lost track of our business finances. Gersha, had to work very hard to bring us up to date and h...”

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Pjco - Peter Jarman

(50)

Work
Information
Meeting

“I booked a free discovery call with Peter to discuss the pros and cons starting a LTD company given my specific circumstances. Peter was friendly, knowledgeable, and gave me a clear idea of how to move forward with my business. I would definitely rec...”

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McCreath Financial Partners

(50)

Efficient
Pension
Expertise

“Robin at McCreath Financial Partners has been amazing when it came to sorting out my recent re-mortgage. Robin was very good at keeping me informed on progress and was at the end of the phone when ever I needed to contact him and was always quick at ...”

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Atkinsons Chartered Accountants

(41)

Success
Team
Self Employed

“Considering I live on a Greek Island all correspondence, email returns and scheduled phone calls are dealt with swiftly and efficiently. I find the process both professional , supportive and friendly. I would happily recommend them to anyone.”

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Metis Wealth

(48)

Sipp
Pension
Planning

“Initially Metis Wealth advised me on the transfer of my pension and set-up of a SIPP. Since 2017 they have been my financial advisers and provide top-quality service and are professional and responsive. Highly recommended.”

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Gwca Solicitors

(48)

Search, Enquiry, Phone

“Amanda has been absolutely fantastic throughout my moving process. With a number of problems along the way she has always gone over and above to ensure my move happened as seemlessly as possible. I'd highly recommend.”

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PRB Accountants Llp

(37)

Business Services, Personal Services

“I have always found PRB to be helpful, efficient and easily accessible via email or telephone and would have no hesitation in recommending their services.”

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David Maslen Financial Services

(48)

Property
Professional
The Future

“I would not hesitate to recommend David Maslen Financial Services. In particular Stuart Gulvin provided me with exceptional mortgage advice. He was always highly professional, courteous and willing to answer any and every enquiry I had. Look no furth...”

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Burnand Brazier Malcolm Wilson

(37)

Search, Enquiry, Phone

“I have instructed Burnand Brazier Malcom Wilson Solicitors in several areas: including conveyancing, lease extension, drafting of my will, landlord / tenant advice, and general legal advice. They are approachable, efficient and very helpful - partic...”

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Wellesley

(29)

Knowledge & Resource, Personal Finance Advice, My Wellesley

“As a consultant with a Ltd Company Ian Howard has assisted me greatly. Some of the options Ian has made me aware of have enabled me to manage my Company income more closely. He has also assisted me on my personal pensions too. Very grateful with the ...”

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Brighton Financial

(36)

Picture
Understand
Meeting

“Marco was extremely responsive helpful and patient, he gave a lot of advice in an easily digestible format, and has a great understanding of pensions and financial products. I would recommend his services. Positive Responsiveness, Professionalism, V...”

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JPS Wealth Management

(50)

Questions
Pension
Options

“I would highly recommend JPS. Jayna and Eva are incredibly knowledgeable, helpful and attentive. I've received impeccable service and would not hesitate to use their services again in the future. Thank you Jayna and Eva!”

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This is “one of the most important moments in the history of women at the Olympic Games, and in sport overall” according to Thomas Bach, President of the International Olympic Committee (IOC). For the first time in Olympic history, women athletes have as many places in the Games as male athletes. This 50:50 allocation means the Paris 2024 Olympic Games is the first Olympics ever to achieve fully equal representation for both women and men in the arena! #paris2024 #olympics #olympicgames #genderequality...

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Family Law Partners

(32)

Feel
Advice
Children

“Hazel was very knowledgeable about Armed Forces pension sharing after divorce. She was open and fair with her charges and I cannot recommend her highly enough. Positive Responsiveness, Quality, Professionalism, Value”

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Shaun Hart Chartered Financial Planner

(16)

Portfolio
Knowledge
Service

“Shaun has looked after my family's finances for some time so when I was in a position to need advice and to invest, he kindly welcomed me into his client base. Shaun is kind, professional and genuinely caring and honest.”

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Rockwealth Brighton IFA

(15)

Ethics
Financial Adviser
Goals

“Although I have personally managed specialist equity investment portfolios and been actively involved in the investment world, I have been happily working with Steven for over 15 years. The investment process that he employs captures the investment r...”

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Average Cost	£3711
Minimum cost	£1238
Maximum cost	£10514
Avg Per Hour Rates	£373

Best Financial Advisors in Worthing

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

Ascot Lloyd

Gator Accounting

John Whyte Equity Release Sussex

Carpenter Box Financial Advisers

Gaia Financial Limited

Progeny

Darren Crabb Wealth Management

Sussex Retirement Planning

McMillan Wealth Consultants

Umbrella Bookkeeping

Pjco - Peter Jarman

McCreath Financial Partners

Atkinsons Chartered Accountants

Metis Wealth

Gwca Solicitors

PRB Accountants Llp

David Maslen Financial Services

Burnand Brazier Malcolm Wilson

Wellesley

Brighton Financial

JPS Wealth Management

Family Law Partners

Shaun Hart Chartered Financial Planner

Rockwealth Brighton IFA

Retirement Planning and Investment Management Services in Worthing Cost Estimates

Why these companies made our list

Wealth Management Advisors near Worthing

Popular in Worthing