Browse financial advisor in Clevedon. Use this directory to compare ratings, reviews, photos, opening hours, addresses and contact details. 18 results in Clevedon. Average rating 4.5/5 based on 207 reviews & ratings.

Directory overview

  • 18 Total businesses
  • 4.5 Average rating
  • 61% With reviews
  • 44% With photos
  • 3 Open on weekends

Rating distribution

How many businesses fall in each rating band (rated only).

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  1. 1
    Photo of Finch & Associates | Accountants Clevedon - Unit 505 Park Wy, Worle, Weston-super-Mare BS22 6WA, UK

    Finch & Associates | Accountants Clevedon

    ★★★★★ 5 (43 Reviews) Well rated Closed

    “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: Unit 505 Park Wy, Worle, Weston-super-Mare BS22 6WA, UK
    Phone: +44 1275 867350
    Website: finchassociates.co.uk
  2. 2
    Photo of Six Q Financial Planning - White Lodge, Ladye Bay, Clevedon BS21 7BU, UK

    Six Q Financial Planning

    ★★★★★ 5 (11 Reviews) 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: White Lodge, Ladye Bay, Clevedon BS21 7BU, UK
    Phone: +44 1275 341247
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  1. 8
    Photo of Fosters Mortgages - 20 Fairleigh Rd, Clevedon BS21 7XA, UK

    Fosters Mortgages

    ★★★★★ 5 (19 Reviews) Well rated 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 Fairleigh Rd, Clevedon BS21 7XA, UK
    Phone: +44 1275 541548
    Website: fostersmortgages.co.uk
  2. 9
    Photo of Mike Smith IFA - 30 Clevedon Rd, Tickenham, Clevedon BS21 6RA, UK

    Mike Smith IFA

    ★★★★★ 5 (15 Reviews) Well rated 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 Rd, Tickenham, Clevedon BS21 6RA, UK
    Phone: +44 800 193 1975
    Website: mikesmithifa.co.uk
  3. 10

    J Edward Sellars

    ★★★★☆ 4.6 (14 Reviews) 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: Avon, The Drive House, Manor Farm, Kennmoor Rd, Clevedon BS21 6TZ, UK
    Phone: +44 1934 875919
    Website: jesellars.co.uk
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  1. 11
    Photo of Coleridge Wealth Management Ltd - Workspace, ❒ Channel Court, 8 Hill Rd, Clevedon BS21 7NE, UK

    Coleridge Wealth Management Ltd

    ★★★★★ 5 (3 Reviews) 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: Workspace, ❒ Channel Court, 8 Hill Rd, Clevedon BS21 7NE, UK
    Phone: +44 1275 430024
    Website: coleridgewm.co.uk
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  1. 17

    Star Legal

    ★★★★☆ 3.9 (47 Reviews) 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: The Reading House, 11 Alexandra Rd, Clevedon BS21 7QH, UK
    Phone: +44 1275 877277
    Website: star-legal.co.uk
  2. 18
    Photo of Phoenix Accounts Tax Advice - 4, Yeo Bank Business Park, Kenn Rd, Clevedon BS21 6UW, UK

    Phoenix Accounts Tax Advice

    ★★★☆☆ 2.9 (25 Reviews) 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: 4, Yeo Bank Business Park, Kenn Rd, Clevedon BS21 6UW, UK
    Phone: +44 1934 237970
    Website: phoenixtax.co
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