The 10 Best Financial advisor in Clevedon

18 results found

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  1. 1

    “We have used Phinch for our US tax returns for some years and have always found them expert, efficient and affordable. They also have a useful portal for organising your details and documents, are available to answer questions, and take care of filing returns with the IRS as well. Would sincerely recommend you give them a try.”

    Address: Victoria Road, Clevedon BS21 7SJ, United Kingdom

    Phone: +44 1275 867350

    Website: finchassociates.co.uk

  2. 2

    Six Q Financial Planning

    ★★★★★ 5
    Closed

    “Andrew Cole has been our financial advisor for a number of years. He has always been very professional. His advice has stabilised our financial situation and maintained that position despite any travails of the financial markets. I would highly recommend his company's services.”

    Address: Ladye Bay, Clevedon BS21 7BU, United Kingdom

    Phone: +44 1275 341247

    Website: sixqfinancialplanning.co.uk

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  1. 6

    Fosters Mortgages

    ★★★★★ 5
    Closed

    “Foster mortgages were recommended to me by a friend and I am very thankful he was. Re-mortgaging has never been easier. Neville found me the best deal and was very professional and efficient throughout the whole process. Always available to answer any of my questions. I would 100% recommend and will definitely be using Foster mortgages again.”

    Address: 20 Farleigh Road, Clevedon BS21 7XA, United Kingdom

    Phone: +44 1275 541548

    Website: fostersmortgages.co.uk

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  1. 7

    Mike Smith IFA

    ★★★★★ 5
    Closed

    “I've been working with Mike for a couple of years now and it's always been easy and friendly communication and he's very knowledgeable with all things financial. He consolidated a couple of my pensions and they actually started to see some healthy growth, rather than languishing doing nothing, so I'm very pleased with the results! Would definitely recommend Mike!”

    Address: 30 Clevedon Road, Tickenham, Clevedon BS21 6RA, United Kingdom

    Phone: +44 800 193 1975

    Website: mikesmithifa.co.uk

  2. 8

    Coleridge Wealth Management Ltd

    ★★★★★ 5
    Closed

    “We've been with James for about four years now and he has always been very supportive and given us good clear, advice. He takes a personal interest in us and keeps up to date with what we do. He knows what we need from our investments and makes sensible, well judged suggestions. He gives guidance where needed and always acts with our interests at heart. He makes us feel secure and cared for. His work is timely and he replies to requests speedily. You never feel you are a nuisance.”

    Address: 30 Coleridge Vale Road North, Clevedon BS21 6PR, United Kingdom

    Phone: +44 1275 430024

    Website: coleridgewm.co.uk

  3. 9

    Alma Vale Wealth Management Limited

    ★★★★★ 5
    Closed

    “Will has been my pension advisor for a number of years, he is very professional and knowledgeable. We meet once a year for updates on how my pension is progressing, plus any changes that need to be made and what to expect when my retirement comes round. Basically Will makes pensions alot easier to understand, he came to me highly recommended and I would highly recommend him to anyone who needs any financial advice.”

    Address: 65 Clevedon Road, Tickenham, Clevedon BS21 6RD, United Kingdom

    Phone: +44 7791 788924

    Website: almavalewealthmanagement.co.uk

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  1. 10

    Star Legal

    ★★★★☆ 3.9
    Closed

    “I have recently used Star legal for a purchase of my first home in Portishead, my solicitor was Kayleigh Boyce who was nothing short of Excellent. Proactive, knowledgeable and easy going, she made the process effortless and made what was a stressful time as as easy as possible. I wouldn't hesitate to use her again when I decide to sell and I have already referred her to anyone who will listen. Thanks again Kayleigh and her team.”

    Address: 11 Alexandra Road, Clevedon BS21 7QH, United Kingdom

    Phone: +44 1275 877277

    Website: star-legal.co.uk

  2. 11

    J Edward Sellars

    ★★★★☆ 4.5
    Closed

    “This team are fantastic listeners ! We have dealt personally with both Tom and Jacob - they are equally patient with our many questions and very knowledgeable about not only our meagre finances but also the wider impact of UK and world events. Always a pleasure - thank you.”

    Address: Kennmoor Road, Avon, Clevedon BS21 6TZ, United Kingdom

    Phone: +44 1934 875919

    Website: jesellars.co.uk

  3. 12

    Abacus Money Management Limited

    ★★★★☆ 3.9
    Closed

    “I have dealt with Noel Greaves for over 16 years . I trust him implicitly and with his sound financial help live a very comfortable life style . His staff are extremely professional attentive and friendly. I have no hesitation in recommending his Financial Services.Michael Maxwell . Tewkesbury”

    Address: 8 Kenn Road, Clevedon BS21 6EL, United Kingdom

    Phone: +44 800 840 7111

    Website: abacusmml.co.uk

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  1. 13

    Phoenix Accounts Tax Advice

    ★★☆☆☆ 2.7
    Closed

    “Nick and his team are outstanding and highly professional. He has served as my accountant for the past ten years, and I have never been let down. Like any reputable accounting firm, the entire team is articulate, knowledgeable, professional, and incredibly friendly. I am thoroughly satisfied with the service provided, and I wholeheartedly recommend placing your trust in this company.”

    Address: 3a Kenn Road, Clevedon BS21 6UW, United Kingdom

    Phone: +44 1934 237970

    Website: phoenixtax.co

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