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BEST RATED CHELMSFORD, UK FINANCIAL SERVICES

3 Best Financial Services in Chelmsford, UK

Expert-recommended Top 3 Financial Services in Chelmsford, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

rockwealth - Chelmsford Financial Services - Portrait
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ROCKWEALTH

(4.8 Score)
Saxon House, 27 Duke Street, Chelmsford CM1 1HT, UK Directions

Since 2025

Speciality:

✓Financial Planning ✓Holistic Financial Reviews ✓Financial Masterplan Preparation ✓Cash-flow Forecasting ✓Income and Expenditure Analysis ✓Net-worth Calculations ✓Goal Tracking ✓Scenario Planning and What-if Modelling ✓Risk Profiling ✓Tax Strategy Recommendations

“2026 Highlights: rockwealth is led by Dylan Ellis, Director and Financial Planner. The firm promotes an evidence-based investment approach informed by more than 60 years of academic research, with globally diversified portfolios providing exposure to over 10,000 companies. Their financial planning process begins with a free, no-obligation discovery meeting, followed by a tailored Financial MasterPlan, implementation and ongoing support. The firm highlights cash-flow forecasting, goal tracking, scenario modelling, annual reviews, pension consolidation, drawdown planning and tax-efficient withdrawals. It also offers online consultations and meetings at clients' homes or other locations across Essex.”

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Registration 1045813

Price:

Financial Masterplan £2,000
Ongoing Advice Wealth Accumulators Per Year £3,750 - £11,500
Ongoing Advice Retired Clients Per Year £3,750 - £12,500
Ongoing Advice High-Net-Worth Complex Per Year £11,500+

Contact:

01245 415979

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Bainlye Drake Wealth - Chelmsford Financial Services - Financial Advisor Image
Bainlye Drake Wealth - Chelmsford Financial Services - Financial Consultant Image
3+ YEARS ON TBR
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BAINLYE DRAKE WEALTH

(4.7 Score)
Victoria House, Victoria Road, Chelmsford CM1 1JR, UK Directions

Since 2018

Speciality:

✓Financial Planning ✓Retirement Planning ✓Pension Advice ✓Pension Consolidation ✓Defined Benefit Pension Advice ✓Final Salary Pension Schemes ✓State Pension Guidance ✓Occupational Pensions ✓Personal Pensions ✓Stakeholder Pensions ✓Pension Transfer Advice ✓Pension Transfer Specialist Advice ✓Income Drawdown ✓Annuity Options ✓Savings Advice ✓Investment Advice ✓Investment Risk Guidance ✓Investment Options ✓Auto Enrollment ✓Workplace Pension Advice ✓Employer Auto-enrollment Responsibilities ✓Mortgages ✓Mortgage Products ✓Equity Release

"Bainlye Drake Wealth aims to help individuals and businesses achieve their financial goals. Simon Drake is the Financial Planner of the firm. He took his first financial planning exam in 1993 and has been involved in various financial services ever since. Simon Drake joined EB Associates Group in 2012 and is a Chartered Financial Planner, a Fellow of the Personal Finance Society, and a Pension Transfer Specialist. The team at Bainlye Drake Wealth is committed to putting their clients at the heart of everything they do and helping you achieve your goals. Their approach is straightforward: you tell them about your current situation and financial objectives, and they develop a practical plan to help you meet them. You can schedule your complimentary consultation today and take the first step towards achieving your goals. They believe they can have a positive financial impact on your future self. They do that by putting you at the heart of everything they do, by using their talented team of people to get the most positive outcome for you, by using the latest technology and ideas, and by listening first and speaking last.

2026 Highlights: Bainlye Drake Wealth helps you create a plan that ensures financial security and the freedom to enjoy the life you’ve earned with personalized guidance and support."

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Registration 813928

Contact:

01245 979000 0345 009 1969

Mon-Thu: 9am - 5:30pm
Fri: 8am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

Advance Wealth Limited - Chelmsford Financial Services - Financial Advisor Image
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ADVANCE WEALTH LIMITED

(4.7 Score)
The Mise Centre, Broomfield Place, 189 Main Road, Broomfield, Chelmsford CM1 7EQ, UK Directions

Since 2009

Speciality:

✓Independent Financial Advice ✓Personal Financial Planning ✓Retirement Planning ✓Pension Advice ✓Workplace Pension Advice ✓Personal Pension Advice ✓Defined Contribution Pension Guidance ✓Existing Pension Reviews ✓Pension Consolidation Guidance ✓Pension Retirement Income Planning ✓Retirement Cash-flow Modelling ✓Retirement Income Scenario Planning

“2026 Highlights: Advance Wealth Limited is an independent financial advice firm based in Broomfield, Chelmsford. They help people plan pensions, investments, protection and longer-term finances with clear, regulated advice. They provide personal advice after they have taken time to understand your circumstances, what you want to achieve, and what you need. Advance Wealth Limited considers products and solutions from across the market when they advise you, subject to their permissions. They explain fees, risks and what they can and cannot advise on before you agree to proceed.”

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Registration 06765526

Contact:

0333 121 2129

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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ROCKWEALTH REVIEWS

I’ve spoken to a few advisers over the years, but Dylan was the first person to make financial planning feel straightforward. He explained my pensions and investments clearly, answered all my questions and helped me understand what I should be focusing on going forward. A great service and someone I’d happily recommend to anyone in Chelmsford looking for financial advice.

Really glad I got in touch with Dylan! He helped me make sense of my pensions and investments and gave me a much clearer understanding of where I stand financially. Dylan was friendly, knowledgeable and easy to talk to. If you’re looking for straightforward financial planning advice in Chelmsford, I’d highly recommend him.

We’ve recently worked with Dylan on our financial planning and it’s made a huge difference to how we view our future. He helped us bring everything together - pensions, investments, and our overall plan - and showed us clearly how things could look over time, which was incredibly reassuring. I particularly liked how approachable and easy everything was to understand. Nothing felt rushed or overly complicated. Would definitely recommend Dylan to anyone in Chelmsford looking for clear, honest financial advice and long-term planning.

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BAINLYE DRAKE WEALTH REVIEWS

Very professional trustworthy company , approachable and understanding with all my financial requirements, I am confident that I will now have a comfortable retirement thank to Alefa and he's team's expertise, In my opinion choosing BDW to manage my funds was the best financial decision for me, highly recommended.

This is a fantastic Business. We have known these guys a long time and it’s hard to find and start trusting someone with your personal affairs. These guys are so lovely passionate and focused on helping their clients. They really do care about your needs worries and concerns and always on hand helping answering any questions and reassuring as and when needed. We are so happy we found them they are absolutely brilliant and we cannot recommend them highly enough.

Alefa has been assisting us with our finances for many years now, i can highly recommend his commitment and awareness to looking after your future goals.

ADVANCE WEALTH LIMITED REVIEWS

My wife and I have recently started taking advice from Advance Wealth on Pension drawdown and Investments, I have found the team there to be very efficient and Chris has helped guide us along this very complex path and put our minds at rest over some very important decisions. He has taken the time to listen and build a plan around our needs and goals. Only time will tell how things work out, but I feel confident that we have made some good decisions.

Chris and his team offer a very professional advisory service and have looked after our pensions for many years. Providing regular reviews to ensure our contributions are invested in the best place according to our risk acceptance. Genuinely nice people to deal with too.

Part of our yearly Pension and Financial Review. Chris Clark was personable, professional and clear in his advice. Would happily recommend Chris and Advance Wealth.

TBR® Inspection Score Report

ROCKWEALTH Total Inspection Points: 114/120
Acknowledgements: 8
Business Images: 8
Complete Info: 8
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Pricing: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

BAINLYE DRAKE WEALTH Total Inspection Points: 113/120
Experience: 7
Business Hours: 9
Business Images: 9
Complete Info: 9
Website Standard: 9
Acknowledgements: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Service Diversification: 10
Website Source: 10

TBR® Inspection Score Report

ADVANCE WEALTH LIMITED Total Inspection Points: 112/120
Acknowledgements: 8
Complete Info: 8
Current Evaluation: 8
Experience: 9
Reviews Study: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Website Source: 10
Website Standard: 10
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