A comprehensive list of South East based financial consultants and advisers offering pension, mortgage, insurance, tax and financial planning & management financial advice services. Read unbiased reviews of local IFAs.
recommended
At The Mortgage Bubble, we are dedicated to offering you a comprehensive and personalized experience, ensuring your financial needs are met from start to finish.
Josh Mills — I had a the pleasure of dealing with both Joe's from the Mortgage Bubble, both supplied outstanding service and helpful advice
recommended
We are an independent financial advice firm based in Hove, East Sussex. We aim to help more people engage with their finances, understand their options and secure their own financial future.
Judit Ruckes — 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
recommended
We appreciate that everyone’s financial situation is unique to them and we spend a lot of our time with our clients, discussing their requirements in full detail to ensure we create a bespoke solution which is suitable for you personally. Making sure we never adapt to a “one size fits all” approach.
Nigel Kirby — I've worked with Leon for a few years now, who has at every step been professional and good quality in his approach to my
recommended
Founded in 1972, Rotherwood Insurance Consultants has been providing independent financial advice for nearly fifty years. Why use an Independent Adviser? An independent financial advisor can provide truly impartial advice. This means that we are free to select the best financial products for your needs from the whole market, and we are NOT tied or obligated to any specific provider. Key Philosophy
Carl McMullen — I contacted Rotherwood as I had numerous investments and needed help in making investment decisions and making them for tax
Award Winning Firm - Based in Worthing, West Sussex, Investment Solutions has been providing bespoke, Independent Financial Advice to private clients, solicitors, accountants and companies on all aspects of financial planning for over 32 years.
Paul Thomas — Spoke to ivan on a free half hour consultation regarding inheritance taxes I found him very helpful, if I need any help regarding
AMR was established in 1992 followibg the merger of four smaller firms of financial advisers. As well as being an established firm of Independent Financial Advisers, AMR offers an investment portfolio & fund management service headed by Martin Dover. This service is one of the things that sets AMR apart from most other IFAs.
Compare the latest lifetime mortgage rates with our free tools. As we’re not linked to any one lender, we’re able to recommend the product which works best for clients, not just the one that pays us the most commission.
Frank Shaw — Adam Goddard at Unleash Equity and his support team provided excellent advice (and were able to walk on water) in arranging
HALCYON WEALTH IS... …a client focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells. Our fundamental objective is to provide a holistic approach to financial planning by providing an unrivalled, personal client service proposition that is bespoke to each individual and specific to both their current circumstances and future
Matthew — I was looking to set up a pension plan as I had been given a generous allowance from my company. James advised on product
Services Include: Retirement Planning; Your Pension options at retirement; Tax efficient Pensions advice; A review and analysis of all your existing pension schemes; Workplace Pensions and Auto-enrolment; Tax-efficient Investments; Savings plans and options; Full Financial Planning; Mortgages; Insurances types and options; Equity Release Lifetime Mortgages; Long Term Care Planning; Inheritance Tax
Lauren Carrera — Adam was very generous with his time. He gave us free advise over a 30 minute telephone call as he didn't think we needed
We always treat our clients as we, ourselves, would like to be treated. Modern Wrap technology drives our unique, actively managed, risk graded investment strategies and significantly reduces the paperwork mountain for our clients and has improved our unique investment proposition and our ongoing service offering markedly over the past 8 years. This Wrap technology has revolutionised money management
Liz Gray — We used Pembroke Financial for our Mortgage and we have had an excellent service. They guided us through the various mortgage