The 30 Best Financial advisor in Sevenoaks

47 results found

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  1. 1

    Citrus Financial Management Ltd

    ★★★★★ 5
    Open

    “Karen and Phoebe helped me with great and honest advice with my old school pension. What can I say except that five stars are not enough to rate the professional advice and assistance given. The world today is, unfortunately, full of the wrong or misleading advice. But not at Citrus what you get is honest and straight forward. So thank you all for your help, and at least a seven stars rating would be closer”

    Address: Chevening Road, Chipstead, Sevenoaks TN13 2RY, United Kingdom

    Phone: +44 1732 834834

    Website: citrusfinancial.co.uk

  2. 2

    CA Financial Services

    ★★★★★ 5
    Open

    “I had a great experience with CA Financial Services. Craig helped me to merge 4 pensions into 1. Craig looked into my previous pensions and outlined the risk profile which was way too low for my age and how I would prefer to manage my risk (higher risk level). Craig provided a couple of recommendations and was able to answer all my questions before I made my decision. I would highly recommend - Craig has a wealth of knowledge.”

    Address: 74 West End, Kemsing, Sevenoaks TN15 6QE, United Kingdom

    Phone: +44 1732 617950

    Website: cafinancialservices.co.uk

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  1. 4

    SN Financial Sevenoaks

    ★★★★★ 5
    Open

    “I can highly recommend SN Financial Services. In October 2019 I contacted the branch in Droitwich to enquire about a Remortgage. The service I received was excellent, Astra and Sam were very professional and personalised in their approach towards my individual finacial situation. Astra in particular, carried out thorough research of suitable lenders and provided me with detailed information and quotes to compare possible options for me. Communication was excellent, I was kept informed of each step and stages that followed in my application that lead to the successful outcome of a mortgage offer. I am very happy that I chose SN Finacial services and would certainly contact them again in the future with any other finacial services I needed.”

    Address: 46 Holly Bush Lane, Sevenoaks TN13 3TL, United Kingdom

    Phone: +44 1732 926255

    Website: snfinancial.co.uk

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  1. 10

    Sheena Parker Wealth Management

    ★★★★★ 5
    Open

    “Sheena was extremely helpful and provided clear, professional advice on my pension. She offered great guidance and made everything easy to understand. The service was excellent from start to finish, and I would highly recommend her. I’ll definitely be using her services again.”

    Address: 17 Kippington Road, Sevenoaks TN13 2LJ, United Kingdom

    Phone: +44 7939 529373

    Website: partnership.sjp.co.uk

  2. 11

    Rebate My Tax Ltd

    ★★★★★ 5
    Open

    “I was provided a top quality service from the rebate my tax app. I was recommended by a friend and i can only say i wish i had used them in previous years. They were always quickly responsive to any questions i had. The app was easy to use and i was very happy with the outcome of my tax return.”

    Address: Sevenoaks TN14 7AA, United Kingdom

    Phone: +44 20 3637 8114

    Website: rebatemytax.com

  3. 12

    Robert Ryder

    ★★★★★ 5
    Open

    “Highly professional, prompt and a senior lawyer. From the moment, I called him on the phone, he was happy to provide time within the hour, had everything waiting for me (documents printed on high quality paper and stamped), and went miles beyond the minimum requirement to provide additional advice. He was happy to join a conference call with the other overseas lawyer and offer professional counsel to complete the process correctly. The result of this advice helped not only to save time and money but also the assurance of doing the right thing in the right way on time, without any surprises on costs or delays in process. I am very happy to highly commend his services as a notary.”

    Address: 7 Breething Road, Dunton Green, Sevenoaks TN14 5GU, United Kingdom

    Phone: +44 7920 273037

    Website: robertrydernotary.com

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  1. 13

    Foxgrove Associates

    ★★★★★ 5
    Open

    “James at Foxgrove Associates is very helpful with a great wealth of knowledge, who has given me great advice on a variety of financial matters in the passed and I will not hesitate to go to him in the future or recommend him to anyone who needs help.”

    Address: 2a Bradbourne Road, Sevenoaks TN13 3PY, United Kingdom

    Phone: +44 1732 746188

    Website: foxgroveassociates.co.uk

  2. 14

    Strategic Wealth Management

    ★★★★★ 5
    Open

    “I have been a client with Strategic Wealth for 10 years and found them to be a professional and client focused provider. They are responsive and accessible with a real desire to understand your financial life goals and work with you to make them achievable within your financial income. I was introduced to SWM by a referral and have been pleased with the service provided. Hence my review and recommendation for you to make contact and see if they are the right fit for your financial planning.”

    Address: High Street, Seal, Sevenoaks TN15 0EG, United Kingdom

    Phone: +44 1732 760000

    Website: strategicwealth.co.uk

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  1. 20

    Self Employed Accounts Ltd

    ★★★★★ 5
    Open

    “Highly recommend! Self employed accounts have been taking care of my business for almost 2 years now and I wouldn't go anywhere else. Friendly, professional, always get and answer. My partner and brother in law have also moved their businesses to them and are very happy.”

    Address: Station Road, Otford, Sevenoaks TN14 5QY, United Kingdom

    Phone: +44 1959 524150

    Website: selfemployedaccounts.co.uk

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  1. 23

    Yes Accounting Limited

    ★★★☆☆ 3.4
    Open

    “We were one of the original Yes Accounting clients and were introduced to them through a supplier. At the time we had an enormous amount of problems with our bookkeeping and the way our accounts were being presented. We also decided that we wanted to be in cloud as a business too. Not only did they untangle the situation we were in but have since brought a whole host of good governance to our business as well as assisting us with producing cash forecast that helped us raise over £900k in equity funding and also over £65k back in R&D tax relief. I cannot fault them.”

    Address: Watery Lane, Kemsing, Sevenoaks TN15 6PW, United Kingdom

    Phone: +44 1732 760854

    Website: yesaccounting.co.uk

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