View Profile

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!”

i

View Profile

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...”

i

View Profile

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.”

i

View Profile

Progeny

(1)

Financial Planning, HR Consultancy & Advice, Corporate Legal Services

“First rate investment advice!”

i

View Profile

Darren Crabb Wealth Management

(2)

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

i

View Profile

Sussex Retirement Planning

i

View Profile

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 ...”

i

View Profile

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.”

i

View Profile

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.”

i

View Profile

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...”

i

View Profile

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 ...”

i

View Profile

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!”

Featured

If you’re coming up to retirement and thinking of making a large pension withdrawal, talk to a JPS Wealth Management Adviser about spreading the withdrawal over two or more tax years. This will minimise your Income Tax liability. The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances #TaxSmartPlanning #RetirementPlanning #TaxYearEnd...

i

View Profile

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...”

i

View Profile

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.”

i

View Profile

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...”

i

View Profile

Foundation Financial Planning

(11)

Corporate Services, Tax Planning, Mortgages

“Contacted FFP through their website for financial & pension advice and Gianni contacted me only an hour later to see how he could help. After providing him with relevant documents he called me the next day, explained everything in an easily understan...”

i

View Profile

Objective Wealth

(12)

Mortgage Adviser
Communication
Pension Fund

“We came to Jack for some mortgage advice and he's been the best mortgage broker we've dealt with before. He's made the process hassle free for us, been very clear and professional with communication and keeping us up to date. Highly recommend. Positi...”

i

View Profile

Mid Sussex Mortgages

(13)

Professional
First Time Buyers
Questions

“I can highly recommend the services of Chris French and Mid Sussex Mortgages. Attention to detail, professionalism, support through the complex process and friendliness were all key hallmarks of my experience with the company. A first class service...”

i

View Profile

Wise Monkey Financial Coaching

(14)

Become a Financial Coach, Training Q&as, Personal Finance Seminar Series

“Simonne has provided me with financial coaching since my divorce 10 years ago. We initially met a few times to draft plans and ever since I have returned to her as and when my circimstances changed. Simonne is genuinely interested and kind and makes ...”

i

View Profile

Foxgrove Associates

(2)

“Hi James, I want to take this opportunity to thank you for your financial advice. When you recently did a complete financial review for me, you explained everything in a very simple and easy to understand way. Although I wanted to invest money immedi...”

i

View Profile

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...”

i

View Profile

Pebble Independent Financial Services

(2)

Mortgages, Investments, Retirement Planning

“Pebble Financial are an efficient and forward thinking team of experts. If you are looking to safeguard your income then I suggest that you look to this company for advice.”

i

View Profile

Pembroke Financial Services

(14)

Team
House
Equity Release

“We would like to say a massive thank you to Keith, Paul and Julie for the excellent service and advice we received during the process of our Equity Release. We would highly recommend Pembroke Financial Services. Paula and Paul”

i

View Profile

Engage Wealth Management

(14)

Team
Investment
Key Person Insurance

“They did an extensive research for me when I needed to review my pension pots. I feel I am set for the future now with a good pension scheme, thanks to their professional service.”

i

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

John Whyte Equity Release Sussex

Carpenter Box Financial Advisers

Progeny

Darren Crabb Wealth Management

Sussex Retirement Planning

McCreath Financial Partners

Atkinsons Chartered Accountants

Metis Wealth

David Maslen Financial Services

Wellesley

JPS Wealth Management

Brighton Financial

Shaun Hart Chartered Financial Planner

Rockwealth Brighton IFA

Foundation Financial Planning

Objective Wealth

Mid Sussex Mortgages

Wise Monkey Financial Coaching

Foxgrove Associates

McMillan Wealth Consultants

Pebble Independent Financial Services

Pembroke Financial Services

Engage Wealth Management

Retirement Planning and Investment Management Services in Worthing Cost Estimates

Why these companies made our list

Wealth Management Advisors near Worthing

Popular in Worthing