The 30 Best Financial advisor in Plymouth

“Darren has helped my family and I for a number of years successfully navigating us through sensitive and difficult times. He and his company are reassuring and easy to deal with explaining everything in layman terms giving us confidence and peace of mind. I have recommended Darren and his team to others who have had the same experience.”

“Jack has been my Financial Adviser for a while. He is very easy to get along with and very knowledgable so I feel totally comfortable with him. If you’re looking for a kind and helpful adviser, I wouldn’t hesitate to recommend Jack.”

“We recently bought our first home with Clive from Clan financial and were blown away with the advice and supper we received. Clive was always super responsive and gave the best advice. As first time buyers who had no experience and knowledge with the process, Clive made the process so much less stressful for us. We couldn’t recommend him enough!”

“We give all five stars to the team who really deserve it, especially the mortgage advisor Nick who did his job professionally, was constantly in touch even after working hours. We were very nervous, because it was our first mortgage, but despite all this Nick managed to find the right words at the right time, reassuring us that everything would be fine. In the end, everything happened and we received the keys to our house. Thank you very much for making our dream come true.”

“Can’t thank the company and especially River enough for helping me secure my first mortgage. He has been faultless in answering all of my many questions and taken a lot of the pressures of buying your first home away with his detailed and quick responses. Would definitely recommend using River if you want a friendly and supportive experience. Thank you.”

“Charlie is absolutely brilliant! I can’t recommend him highly enough. He is completely trustworthy and professional and puts you at ease with great advice and understanding on such important decisions. Thank you Charlie”

“I have just successfully purchased my first house, a daunting process made much simpler with the knowledge and expertise of James Matheson. A mortgage advisor who I wouldn’t hesitate to recommend to anyone. Thank you James, look forward to the next one.”

“Spoke to Oliver to get some complimentary advice relating to family wealth planning. Despite the fact that it was unlikely to result in any business Oliver gave considered and good advice and spent time in finding out the details that we needed.”

“I have used Jonathan Tucker's services now for several years and have had consistent good results. Clear and meaningful conversations and regular updates with good advice. Mr Tucker leaves me feeling relaxed and confident that our affairs are in sound and caring hands. Year after year we seem to be "doing well" and Mr Tucker's approach challenges us to think hard about what we want and he always delivers with ease and no dramas. His offices are equally approachable and helpful if and when I cannot reach him personally - which is rare.”

“We used SWLaw for equity release, and what can be a life-changing process was explained in detail, with excellent professionalism. Any questions were responded to in a timely manner (and there were many!) and everything was submitted in hard copy for our perusal. We did not feel pressured, but our decisions were made with the benefit of all the facts. We can not recommend them highly enough.”

“Currently living 30 miles from Plymouth, we made the decision to be near to secondary schools for our teenage children & bought a second home in Plymouth. Les researched and provided us with various options on available mortgages which best suited our needs; with a wealth of experience in the area he was able to provide absolute clarity on all aspects which we were unsure about. He was extremely understanding when the first house we were hoping to buy fell through just days before we were due to exchange contracts. Furthermore, when we eventually found and bought another house, Les deducted his initial fees from the final invoice, unlike the solicitors and mortgage lenders who we had to pay twice! Les provided a professional yet friendly service throughout, we couldn't have done this without his help and can't thank him enough.”

“Brilliant service, kept well informed throughout. Highly recommend”

“Good advice given in comfortable surroundings. Helen is easy to talk with, and certainly doesn't "talk down" to those less well versed in financial problems. Advice has always been sensible and helpful and the following letter serves as a useful reminder of the points covered in face to face talks.”

“I was looking for a Financial Advisor to help sort out my pension and was recommended Ryan May. After several meetings I found him to be most helpful, providing honest and sound advice. Nothing was too much trouble for him to guide me through the various options so that I fully understood the pros and cons of various policies which can be confusing to those not fully conversant with the various schemes. I would not hesitate to recommend him”

“Thanks to James for his great review. His knowledge and experience has given me confidence in my finances for the future. I would highly recommend his services.”

“Dealt with Anthony, Julie and Joe, I cannot explain how amazing they all were and I know I was not the easiest to deal with. Can not recommend them enough!!”

“I have been a client of Goodman’s Financial Planning for over 5 years. The team offer an outstanding, transparent service which is so essential when you entrust your finances. They are specialists in all aspects of financial planning and work closely with you with a holistic, collaborative approach to ensure your aims and objectives for your future are met. They understand circumstances change. The annual meeting is of great reassurance; it shows your situation in a number of formats that make it easy to understand. This allows you to plan and adapt - especially if your circumstances have changed ( as mine did in August 2023 when I broke my leg). I was able to access advice and guidance to help me make some key financial decisions and gave me peace of mind at a time when I was managing my own unforeseen, health challenges. You meet other clients each year and receive a regular briefing through their great magazine UNLEASHED. I have no hesitation in recommending Goodmans Financial Planning who are based across the South West.””

“V professional Explained everything clearly and always available to answer any questions or help with any issues that arose”

“Friendly, reliable, professional and extremely knowledgeable. I would highly recommend Trafalgar Mortgage and Financial Services to anyone. They helped my wife and I through the process of buying our new home.”

“Paul was a brilliant advisor from start to finish, he was very attentive and catered to our exact needs. Everything was dealt with efficiently and in a professional manner, nothing was too much trouble. We felt very at ease during the process thanks to Paul. I would definitely recommend Paul and Curwins to assist finding you the best mortgage and helping to process your application!”

“My experience with this firm, in particular Will was above my expectations from start to finish. Everything was done with speed and there was great communication throughout the whole process ensuring everything was clear and well organised. Will was fantastic and I would highly recommend him and the firm for the future.”

“Emma has been very professional and has a great foundation of knowledge. She has made me feel very comfortable and has been very helpful!”

“Martyn has been exceptional throughout the process of a very difficult purchase of a property for a mixed commercial/residential Morgage, Martyn’s expertise in this area was clear from the forefront, available for advise and guidance throughout, Martyn has dedicated his time to ensure we find the right Morgage and where possible has pushed for the reduction in interest rates to ensure we achieve the best value for money up until completion. Martyn comes highly recommended and has been a pleasure throughout.”

“I used this company for years when I had my business in plymouth and john was always clear and concise and friendly but also so professional. To the point where I'm now taking on a hotel in Torbay and I will travel to Plymouth to use nigel Webster and Co as I have complete confidence in them and john.”

“Paul Northmore from Manning & Co was recommended to us some years ago. Over that time he has provided excellent advice, guidance and service. He is our first port of call when needing financial advice and would thoroughly recommend.”