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Albert Goodman Chartered Accountants

(44)

Efficient

“Albert Goodman have been handling my personal tax affairs for many years. I have always found them to be professional, efficient, and very pleasant people to deal with. I can recommend their services without reservation. Bill Watkins”

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Michael Hawkins - Mortgage & Financial Adviser

(50)

“Michael has been very patient with us and was always there in case weve got questions. I dont know if we are the longest client he has handled so far due to the complexity of our situation but we had pull it through because of him. God bless! Rizah a...”

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Adanac Financial Services

(1)

Trust Registration, Retirement Planning, Equity Release Planning

“Easily the best around.”

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Blue Fox Wealth

(3)

“Very good financial advisor,really helped out my mother with her pensions and Investments.”

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Ivan Rendall & Co

“Our broad range of specialisms and expertise means that we are able to offer bespoke services with tailored advice to all our clients. This was a hugely important factor in Stephen's decision to sell the business to Old Mill, as it not only means all...”

Featured

It was great to attend and witness the ‘Cream of Devon’ at the 2024 Devon County Show. Old Mill's Phil Kirkpatrick and Bradley Causey were delighted to be invited to judge the agricultural trade stand category, in which the Devon Federation of Young Farmers' Clubs were a worthy winner. They also had the enviable task of sampling the various food & drink businesses displaying their produce and gave awards to The Exmoor Feasting Company, Thunderflower and Baker Tom's. The county show showcases the very best of Devon. From enterprising small food businesses to farmers showing award-winning cattle, it was superb to be involved with the day. The show continues to go from strength to strength, which is great news not just for Devon agriculture but the whole local community.

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Samantha Thorpe Wealth Management

(1)

“Sam is so approachable and easy to talk to, you need this when discussing your personal finances. She knows so much and helps you feel safe knowing that the plans you make are right for you.”

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Gillinghams Independent Financial Advisers

(1)

“Great staff team always welcoming and knowledgeable.”

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Manders Financial Services

(5)

Team

“Manders Financial Services is easy to find on the A303 towards Chard from Ilminster. They have plenty of parking space. Disabled access, wealth of experience within the team from Mortgages, Pensions and Investment advice. comprising of a private cl...”

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Ballantine Wealth Management

(50)

Savings
Pensions
Understand

“Leighton Ballantine was recommended to us earlier this year, and we have been very impressed with the service so far. Having someone knowledgeable and trustworthy to guide us through pensions and savings has been incredibly beneficial. We feel confid...”

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Lentune Mortgage Consultancy

(28)

Future
First Time Buyers
Knowledge

“We were put onto Stuart through a family friend. Despite Stuart being at the other end of the country to us, he guided us expertly to the best mortgage for us, and was invaluable in dealing with the building society, especially as we had a very tight...”

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Planit Future Financial Limited

(28)

Trust
Knowledge
Children

“Rhiannon Gogh has been extremely helpful and knowledgeable and gave us very good advise regarding our Will, Discretionary Trust and Letter of Wishes. I highly recommend Rhiannon to anyone looking for professional advise, especially families with SEN...”

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Cary Independent Mortgage Services

(18)

First Time Buyers
Remortgage

“I am grateful that Phil was recommended to me by a family member. He has been so friendly and supportive through my dealings with him. Being able to contact Phil outside usual office hours was incredibly beneficial. I will 100% use Phil again when I ...”

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Find Peace Of Mind

(11)

Mortgage
Team

“The service provided by Emily and her team is excellent. It is personal and very professional. Emily has managed our finances for six years and we have total confidence in her.”

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KWL Wealth Management

“We provide financial advice to private individuals, businesses and trustees. Our team have the industry qualifications and expertise needed to provide advice across the wide range of financial products and services. We are based in Wiltshire, Somerse...”

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Your Financial Planning

(3)

“James helped us to organise our finances in the run-up to our retirement. With his guidance, and advice, I feel confident that we are achieving what we want to from our savings.”

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Paul Fenton Financial Services

(1)

“Fantastic professional service. Very quick, very smooth and easy to understand when you don't know nothing about financial things.Always keeping you updated with what is going on. fantastic customer service,would highly recommend.”

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Pretwood Chartered Certified Accountants

(3)

Payroll, CIS & Auto-Enrolment, Business Tax, Bookkeeping & VAT

“Super service”

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Bright Future Financial Planning & Wealth Management

(1)

“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...”

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Church House Investment Management

“Investors should be aware that past performance is not a reliable indicator of future results and that the price of shares and other investments, and the income derived from them, may fall as well as rise and the amount realised may be less than the ...”

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Eva Wealth Management For Women

“At Eva Wealth, we firmly believe in liberating women to take control of their own financial future. We want to help women to better understand their financial choices and to deal with the unique challenges they may face. In our experience, many women...”

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Blackmore Vale Financial Services

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Hamdon Financial Services

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Simply Advice

(1)

“Excellent service, thoroughly recommended!”

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Pates & Pates Financial Solutions

“So, it makes sense to talk to someone who can guide you through the complexities of the ever-changing financial services markets. Our adviser has years' experience in helping both private and business clients to achieve their financial goals. Based i...”

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Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Yeovil

The highest-rated Financial Planning & Wealth Management companies out of 37 vetted & reviewed in the Yeovil area.

Albert Goodman Chartered Accountants

Michael Hawkins - Mortgage & Financial Adviser

Adanac Financial Services

Blue Fox Wealth

Ivan Rendall & Co

Samantha Thorpe Wealth Management

Gillinghams Independent Financial Advisers

Manders Financial Services

Ballantine Wealth Management

Lentune Mortgage Consultancy

Planit Future Financial Limited

Cary Independent Mortgage Services

Find Peace Of Mind

KWL Wealth Management

Your Financial Planning

Paul Fenton Financial Services

Pretwood Chartered Certified Accountants

Bright Future Financial Planning & Wealth Management

Church House Investment Management

Eva Wealth Management For Women

Blackmore Vale Financial Services

Hamdon Financial Services

Simply Advice

Pates & Pates Financial Solutions

Retirement Planning and Investment Management Services in Yeovil Cost Estimates

Why these companies made our list

Wealth Management Advisors near Yeovil

Popular in Yeovil