Money Matters: Discover the Best Financial Advisers in Wiltshire

Montgomery Associates is a 50-year family-run business offering independent financial advice and discretionary investment management. With a 50-year history, we help clients to invest in their future. About Interested in reading our Newsletters and Market Updates? Find out more. We provide a personalized service tailoring our advice to each client's specific needs. With over 20 years' experience, we have built a reputation for being approachable, well-informed, and committed to providing the best support and advice to our clients and their families. Our clients value our clear and concise communication, and we enjoy building lasting relationships. Since nearly all new clients come to us by word of mouth recommendation, we consider this to be one of the greatest endorsements of all.

Anderson Wealth Management is a family-run, independently owned financial services firm based in Wiltshire, offering a wide range of specialist services including advice on investments, insurance, inheritance tax, pensions, and retirement planning, as well as mortgage planning from the whole of the market. Our team of expert advisers provide high-quality, personalized services to private individuals and business owners, helping them achieve their financial goals and secure their financial futures. With a focus on building long-term relationships with our clients, we provide regular reviews and updates to ensure our clients' financial plans remain on track.

At Chilvester, we provide expert and unbiased financial advice to individuals and businesses, helping you make the most of your money. Our team of consultants offers a wide range of advice on topics such as mortgages, investments, pensions, tax planning, and more. We take the time to understand your goals and objectives, and work alongside you to ensure you're on track to achieve them. With no sales targets and no jargon, you can trust our advice to be tailored to your needs.

At Gresham Financial, we understand that your finances are personal and individual to you. Our independent financial advisers work with you to determine your financial and lifestyle goals, and put together a thoroughly researched financial plan to help you achieve them. Our services cover comprehensive financial planning, retirement planning, inheritance tax mitigation, investments, and protection. We offer a free one-hour initial meeting to get to know you and for you to see how we work.

Hurst Financial Consultancy is a professional independent financial advisor based in Salisbury, Wiltshire, specialising in providing expert advice on a wide range of subjects to assist with personal financial planning. With a team of experienced financial advisers, they offer tailored advice on financial products and services to individuals and businesses. They pride themselves on giving straightforward, transparent advice and aim to help clients secure their financial future. The company has years of experience in the financial services industry and has built a reputation for providing high-quality, personalized service to their clients. With a focus on modernity and proactivity, the team at Hurst Financial Consultancy is committed to giving their clients the best possible outcomes and experiences.

Golden Gate Financial Planning & Wealth Management is a trading name of Golden Gate IFA Ltd, providing a wide range of financial services, including pensions, savings, investments, retirement planning, long-term care, inheritance tax, wills, and cash flow modelling to individuals and families. Our experienced and approachable advisors work closely with clients to help them achieve their financial goals, providing jargon-free advice and guidance throughout the process.

Kennet Financial Services LLP is an independent financial advisory firm based in Devizes, Wiltshire, offering a range of financial planning services, including pensions and retirement planning, wealth management, investment strategy, family protection, long-term care, and tax and estate planning. Our experienced and trustworthy advisers, David Kinch and Ben Trow, provide expert guidance to help clients achieve their financial objectives in a tax-efficient and easily maintained manner. We strive to build long-term relationships with our clients, founded on trust, transparency, and a commitment to clear and uncomplicated solutions. With over 10 years of experience, our team has a reputation for trust, reliability, and the ability to explain complex financial concepts in an easy-to-understand manner. We use our expertise to cut through the jargon and provide tailored solutions to meet the unique needs of our clients.

Imperial House Limited was formed to supply a professional and personal service to clients seeking independent financial advice. We pride ourselves on understanding your needs and future desires and working with you to achieve those goals. We aim to keep all of our explanations simple and use lots of everyday concepts to avoid financial jargon, ensuring you understand the benefits, risks and costs of any product or service we recommend. Our team of advisers and support staff build long term relationships with our clients, and in order to ensure continuity of advice we aim for you to keep the same adviser when using Imperial House.

Marshwood Financial Services Ltd is an impartial financial advisor practice providing advice on all areas of financial planning. We help with pension and investment advice, mortgage advice, and offer a free initial consultation with no obligation. With experienced and regulated financial and mortgage advisers, we assist with financial planning and home finance needs.

Gray & Associates is a firm of independent financial advisors specialising in providing advice on pensions, investments, Inheritance Tax planning, wealth and personal protection. With experience going back over 40 years, Gray & Associates is firmly positioned to provide independent financial advice to private clients. Based near Chippenham in Wiltshire, we understand the major financial decisions you make will have significant and life-changing consequences. We provide impartial, unbiased and objective independent financial advice with a view to protecting and enhancing our clients' wealth and sense of well-being.