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BEST RATED ROCHESTER, MEDWAY, UK FINANCIAL SERVICES

3 Best Financial Services in Rochester, Medway, UK

Expert-recommended Top 3 Financial Services in Rochester, Medway, 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!

Hall and Costello Wealth Management Ltd.
Hall and Costello Wealth Management Ltd.
Hall and Costello Wealth Management Ltd.
Rochester, Medway financial services Hall and Costello Wealth Management Ltd. video
3+ YEARS IN TBR
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HALL AND COSTELLO WEALTH MANAGEMENT LTD.

(4.8 Score)
Unit 4, The Barn, 2 Oakleigh Grove, Cliffe Woods, Rochester, Medway ME3 8GY, UK Directions

Since 2013

Speciality:

✓ Investment Planning ✓ ISAs ✓ Junior ISAs ✓ Unit Trusts ✓ Growth and Income Portfolios ✓ Discretionary and Stockbroking Services ✓ Offshore Investments ✓ Investing for Income ✓ Investment Bonds ✓ Retirement Planning ✓ Maximising Your Pension Fund ✓ Planning Your Retirement ✓ Nearing Retirement ✓ Self-Invested Pension Plans ✓ Employed ✓ Employer ✓ Self-Employed ✓ Trustees ✓ Protection Planning ✓ Inheritance Tax ✓ Gifts ✓ Protection Planning ✓ Later Life Planning ✓ Long Term Care ✓ Estate Administration ✓ Wills and Powers of Attorney ✓ Professional Trustee Services ✓ Corporate Services ✓ Pension Reform ✓ Corporate Planning ✓ Shareholders ✓ Employee Benefits

“Hall and Costello Wealth Management Ltd specialise in structuring your finances for the benefit of all your family. Ben Hall is the chief executive officer of the firm. At Hall and Costello, their team of experts is here to support you in your financial journey, whatever stage you are at. They aim to help you better manage the small things that will significantly impact your future. With their unrivalled client-focused approach, Hall and Costello are dedicated to building strong relationships with their customers and their families, planning for today and the future. With a multi-talented team of exceptionally skilled professionals, they pride themselves on offering comprehensive financial services. Their proactive attitude to financial advice empowers you to plan your long-term goals while taking control of your short-term finances.

2025 Update: They promise to provide a one-to-one confidential service but go above and beyond to arrange face-to-face meetings. Over 2,000 people are supported by Hall and Costello Wealth Management Ltd.”

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Registration 09010635

Contact:

01622 538360 07545 193712

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

TBR® Inspection Report:

Castlerock Wealth Management
Castlerock Wealth Management
Castlerock Wealth Management
4+ YEARS IN TBR
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CASTLEROCK WEALTH MANAGEMENT

(4.8 Score)
26 High Street, Rochester, Medway ME1 1PT, UK Directions

Since 2007

Speciality:

✓ Investment Planning ✓ Retirement Planning ✓ Protection Planning ✓ Corporate Services ✓ Mortgages and Specialist Banking ✓ Exploring Intergenerational Wealth Management ✓ ISAs ✓ Junior ISAs ✓ Unit Trusts ✓ Portfolio Solutions ✓ Discretionary and Stockbroking Services ✓ Offshore Investments ✓ Investing for Income ✓ Investment Bonds ✓ Inheritance Tax ✓ Gifts ✓ Later Life Planning ✓ Long Term Care ✓ Estate Administration ✓ Wills and Powers of Attorney ✓ Professional Trustee Services ✓ Maximising Your Pension Fund ✓ Planning Retirement ✓ Nearing Retirement ✓ Self-Invested Pension ✓ Helping Loved Ones Onto the Property Ladder

“Castlerock Wealth Management specialises in providing face-to-face financial advice to individuals, trustees, and businesses. Darren Jones is the principal of the firm. He graduated with a Law Degree in 2001 and joined Barclays Wealth as an independent financial adviser, formerly Woolwich Independent Financial Advisory Service (WIFAS). The company was founded with the philosophy of providing an invaluable resource to those individuals who are time-limited and need professional advice. Their wealth professionals provide bespoke investment, retirement, estate planning, taxation, and protection advice. They place a strong emphasis on making complex decisions easy for clients. They eliminate the complexity, provide clarity, and make decision-making easy.

2025 Update: They offer wealth management advice to individuals, trustees and businesses. Their team of wealth professionals put great emphasis on client care to deliver a genuinely client-focused offering.”

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Registration 08931306

Contact:

020 3330 0940

Mon-Fri: 9am–5pm
Sat & Sun: Closed

TBR® Inspection Report:

Direct Financial Planning
Direct Financial Planning
Direct Financial Planning
Rochester, Medway financial services Direct Financial Planning video
5+ YEARS IN TBR
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DIRECT FINANCIAL PLANNING

(4.7 Score)
2A Galleon Way, Lower Upnor, Rochester, Medway ME2 4GX, UK Directions

Since 1991

Speciality:

✓ Wealth Management ✓ Business Protection ✓ Equity Release ✓ Financial Planning ✓ Mortgages ✓ Pensions ✓ Savings and Investments ✓ Taxation ✓ Protection

“Direct Financial Planning is a director by Phil Cross and a chartered financial planner for the firm. As independent advisers, Direct Financial Planning's clients benefit from their ability to offer advice on the broadest range of products and services. Whether it be investment advice, retirement planning, inheritance tax planning, or simply reducing costs, they have many years of experience finding the most suitable solution for their clients' needs. Call or email them today; they'll be pleased to help you. They appreciate that financial advice is a sensitive and important area; the best results are achieved with a high level of understanding and respect for your objectives and aspirations.

2025 Update: They have 34 years of experience in the financial services industry. They offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.”

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Registration 04709132

Contact:

01634 730800

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

TBR® Inspection Report:

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HALL AND COSTELLO WEALTH MANAGEMENT LTD. REVIEWS

What can I say! Siobhan started helping us over 2 years ago, when we initially started looking. Financially wasn't quite viable at the time, but she offered loads of advice to help improve the situation. She has worked tirelessly over and over with us, getting bits in place, even though we missed out on a few properties by being out bid. Finally we are getting on the ladder. Siobhan has been such a huge help throughout this whole process, she's been patient, informative and extremely professional. With out her none of this would of been possible. I highly recommend Hall and Costello, their professionals are second to none.

I used Hall&Costello Wealth Management for my mortgage. From start to finish I cannot fault their service. Casey was the perfect mortgage advisor, he removed all the stress from the process, answering all correspondences rapidly and providing friendly professional support. Would highly recommend to anyone. Thank you.

Very detailed and accommodating. They consider not only your current situation but also what might be coming up in future. A full suite of wealth management products are provided with clear explanations for their recommendations. Couldn't recommend more.

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CASTLEROCK WEALTH MANAGEMENT REVIEWS

Castlerock was introduced to me and my partner by a family member who had been taking financial advice and investing her savings via Darren Jones very satisfactorily for almost 10 years. Initially, we invested our savings under the guidance of Darren in 2008. Having seen the results he was able to obtain for us, I brought together my various pension plans, which were performing badly, and invested via Darren. This has brought about a significant improvement We find Darren and his Company extremely successful in the operation, management and development of our investments, so much so that he is now our financial adviser on all matters and have recommended him to several of our friends.” Mr M C Sanus & Mrs C W Miller – West Mersea.

Fantastic people. Excellent knowledge, they do what they do really well, without fuss in a professional manner. Really pleased.

DIRECT FINANCIAL PLANNING REVIEWS

I realised I had a passive IFA and in view of my pending early retirement I needed to find a more ‘tuned-in’ IFA. Philip completely reorganised my investments and pensions which resulted in a boost to income and investment returns. I have been very satisfied with the outcome. Obviously Philip cannot control the direction of markets but he does extremely well in providing the protection on investments that suits me and my attitude to risk across a number of products.

I would have no hesitation at all in recommending Phil to provide high quality, detailed and innovative financial planning advice. He has advised me for a number of years now on a wide range of affairs and really invests the time to understand your position and objectives, and works to provide the best solution. Overall, a very impressive service.

Over the years I have been associated with Phil he has given me invaluable advice and together we are now managing a wide range of my financial requirements, from investments and Pensions through to social impact planning. I am pleased to recommend Phil for these reasons and above all for his integrity and professionalism.

TBR® Inspection Score Report

HALL AND COSTELLO WEALTH MANAGEMENT LTD. Total Inspection Points: 115/120
Experience: 8
Business Hours: 9
Complete Info: 9
Website Standard: 9
Acknowledgements: 10
Business Images: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Service Diversification: 10
Website Source: 10

TBR® Inspection Score Report

CASTLEROCK WEALTH MANAGEMENT Total Inspection Points: 114/120
Experience: 8
Social Media: 8
Business Hours: 9
Complete Info: 9
Acknowledgements: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Service Diversification: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

DIRECT FINANCIAL PLANNING Total Inspection Points: 113/120
Acknowledgements: 8
Complete Info: 8
Business Hours: 9
Social Media: 9
Website Standard: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Page Maintenance: 10
Service Diversification: 10
Website Source: 10
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