Showing the top 5 rated and reviewed Financial Advisers and Mortgage Brokers near Corsham (out of 536)

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127 reviews

52 recent reviews

4.8 out of 5

Matthew Dixon

Hartsfield

127 reviews

52 recent reviews

Top Rated 2024

Matthew Dixon

Hartsfield

0330 038 8942

I've been working in the Financial Services sector for nearly 18 years, spending 14 years in Retail and Privat...

I've been working in the Financial Services sector for nearly 18 years, spending 14 years in Retail and Private Banking, followed by moving into the Financial Advice Industry. I ...

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Corsham (3.22 miles away)

Independent Financial Adviser

Verified since October, 2021

Free one hour initial consultation

Savings/pensions: Over £250,000

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Pension Transfers - Non Specialist

+ 2 more

Top Rated 2024

187 reviews

50 recent reviews

4.8 out of 5

Rachel Henley

Fidelius Wealth Management

187 reviews

50 recent reviews

Top Rated 2024

Rachel Henley

Fidelius Wealth Management

0330 038 8942

I joined Fidelius in 2020 when Chartered Financial Management (UK) Limited was acquired by the Fidelius group....

I joined Fidelius in 2020 when Chartered Financial Management (UK) Limited was acquired by the Fidelius group. I am a Chartered Financial Planner with over 25 years experience in F...

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Bath (8.81 miles away)

Independent Financial Adviser

Verified since December, 2023

Free 30 minute initial consultation

Savings/pensions: Any level

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Insurance & Protection

Top Rated 2024

72 reviews

23 recent reviews

4.9 out of 5

John White

Hartsfield

72 reviews

23 recent reviews

Top Rated 2024

John White

Hartsfield

0330 038 8941

I’m an independent financial planner based in the South West. I have more than 29 years’ industry experience a...

I’m an independent financial planner based in the South West. I have more than 29 years’ industry experience and have been advising for more than 15 of those years. I specialise in...

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Corsham (3.22 miles away)

Independent Financial Adviser

Verified since May, 2019

Free one hour initial consultation

Savings/pensions: Over £250,000

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Inheritance Planning

+ 2 more

Top Rated 2024

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123 reviews

65 recent reviews

5 out of 5

Conner Mckay

Heritage Financial Consultancy Ltd

123 reviews

65 recent reviews

Top Rated 2024

Conner Mckay

Heritage Financial Consultancy Ltd

0330 038 8940

I have worked at Heritage Financial Consultancy Ltd since May 2021 and have been advising on Mortgages and Fin...

I have worked at Heritage Financial Consultancy Ltd since May 2021 and have been advising on Mortgages and Financial Protection since May 2022. Its never been a more important ti...

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Trowbridge (8.61 miles away)

Limited Mortgage Adviser

Verified since June, 2023

Mortgage value: Any level

Services offered:

Mortgages

Insurance & Protection

Top Rated 2024

44 reviews

25 recent reviews

5 out of 5

Miles Robinson

Home Group Financial Ltd

44 reviews

25 recent reviews

Top Rated 2024

Miles Robinson

Home Group Financial Ltd

0330 038 8938

Miles is our Founder & Advising Director of Home Group Financial and has vast experience in Mortgage, Protecti...

Miles is our Founder & Advising Director of Home Group Financial and has vast experience in Mortgage, Protection and Insurance industry, both as a Mortgage & Protection Adviser and...

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Corsham (0.11 miles away)

Limited Mortgage Adviser

Verified since April, 2023

Free 30 minute initial consultation

Mortgage value: Over £50,000

Services offered:

Mortgages

Insurance & Protection

Top Rated 2024