Showing the top 5 rated and reviewed Financial Advisers and Mortgage Brokers near Taunton (out of 339)

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139 reviews

1 recent reviews

4.8 out of 5

Jack Cooper

Cooper Associates Wealth Management Ltd

139 reviews

1 recent reviews

Top Rated 2024

Jack Cooper

Cooper Associates Wealth Management Ltd

0182 342 9131

At Cooper Associates Wealth Management Ltd, our approach is to treat every client as our only client. We do no...

At Cooper Associates Wealth Management Ltd, our approach is to treat every client as our only client. We do not impose unnecessary ‘client criteria’, such as a minimum level of wea...

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Taunton (0.24 miles away)

Restricted Financial Adviser

Verified since September, 2018

Savings/pensions: Any level

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Inheritance Planning

+ 1 more

Top Rated 2024

218 reviews

19 recent reviews

5 out of 5

Daniel White

White Financial Services

218 reviews

19 recent reviews

Top Rated 2024

Daniel White

White Financial Services

0182 342 9131

I have been in financial services since 2004, launched White Financial Services in 2013 and have been listed i...

I have been in financial services since 2004, launched White Financial Services in 2013 and have been listed in VouchedFor's top rated adviser guide, as published in the media, eve...

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Taunton (1.63 miles away)

Independent Mortgage Adviser

Verified since February, 2022

Free one hour initial consultation

Mortgage value: Over £100,000

Services offered:

Mortgages

Equity Release

Insurance & Protection

Top Rated 2024

198 reviews

19 recent reviews

4.9 out of 5

Simon Cutler

Blackdown Financial

198 reviews

19 recent reviews

Top Rated 2024

Simon Cutler

Blackdown Financial

0182 342 9131

I have been 'Top rated' by Vouched For each year since 2015, and am proud to be one of the most voted for Inde...

I have been 'Top rated' by Vouched For each year since 2015, and am proud to be one of the most voted for Independent Financial Advisers in the Taunton area with nearly 200 client ...

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Taunton (0.14 miles away)

Independent Financial Adviser

Verified since December, 2015

Free one hour initial consultation

Savings/pensions: Over £100,000

Mortgage value: Over £100,000

Services offered:

Investments and Savings

Pensions

Mortgages

Retirement income (annuities, drawdown)

+ 5 more

Top Rated 2024

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79 reviews

38 recent reviews

4.9 out of 5

Christo Nation

Cooper Associates Wealth Management Ltd

79 reviews

38 recent reviews

Top Rated 2024

Christo Nation

Cooper Associates Wealth Management Ltd

0182 342 9099

Christo is Associate Director of the Wealth Management division. He specialises in providing financial plannin...

Christo is Associate Director of the Wealth Management division. He specialises in providing financial planning and investment advice to both business and private clients, helping ...

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Taunton (0.24 miles away)

Restricted Financial Adviser

Verified since October, 2023

Savings/pensions: Any level

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Inheritance Planning

Top Rated 2024

91 reviews

17 recent reviews

5 out of 5

Emma Hamilton

Blackdown Financial

91 reviews

17 recent reviews

Top Rated 2024

Emma Hamilton

Blackdown Financial

0182 342 9141

I am a whole of market mortgage and protection adviser, having worked in financial services since 1994. With o...

I am a whole of market mortgage and protection adviser, having worked in financial services since 1994. With over 27 years of industry experience, I have a wealth of knowledge in m...

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Taunton (0.14 miles away)

Independent Mortgage Adviser

Verified since July, 2021

Mortgage value: Any level

Services offered:

Mortgages

Equity Release

Insurance & Protection

Top Rated 2024