BEST RATED » ROCHESTER, MEDWAY » 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 face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. Only the bee's knees!

DIRECT FINANCIAL PLANNING (UK) LTD

2A Galleon Way, Lower Upnor, Rochester, Medway ME2 4GX Directions

Since 2003

Here’s The Deal:
"
Direct Financial Planning (UK) Ltd is a financial planning firm in Upnor, England. Phil is a chartered financial planner and company director of Direct Financial Planning (UK) Ltd. He Phil started his career in the building industry as a Quantity Surveyor, and sticking with the numbers theme, he moved into the financial services sector in 1989, now nearing 28 years’ experience. He aims to provide the best quality independent advice to his clients. Having attained status as a Chartered Financial Planner, he continues to study, ensuring that knowledge is key to a fast-moving industry's best advice. Phil works with the press at a national and local level, with articles published regularly."

SPECIALITY:
Wealth Management, Business Insurance, Equity Release, Financial Planning, General Insurance, Health Insurance, Life Assurance, Mortgages, Pensions, Taxation, Savings & Investments

Registration 04709132

[email protected]

directfp.co.uk

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

TBR® Inspection Report:

APOLLO PENSION & INVESTMENT ADVISERS

Christchurch House Beaufort Court, Sir Thomas Longley Road, Rochester, Medway ME2 4FX Directions

Since 1994

Here’s The Deal:
"
'Apollo Pension & Investment Advisers' is a financial planning firm in Rochester. The firm was founded in 1994 by Chris Barker. He is a chartered financial planner and principal of the firm. Chris has been providing financial services in this area for over 42 years. He also has experience in investment and pension advice. He is a drawdown/income withdrawal expert and pension transfer, specialist. Sam Secomb and David Elson are also financial planners at the firm. They are pleased to be leading the way in giving experience and ethical standards to financial services endorsed by their professional body."

SPECIALITY:
Pensions, Investments, Annuities, Mortgages, Pension Review, Equity Release Products & Options

[email protected]

apolloifa.co.uk

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

TBR® Inspection Report:

LONDON & COUNTY FINANCIAL ADVISORS

39 Swale Road, Rochester, Medway ME2 2TT Directions

Since 1997

Here’s The Deal:
"
'London & County Financial Advisors' is a financial planning firm, and they are part of Quilter Financial planning. They have over 24 years of experience helping individuals and business clients attain their financial goals. Rob Winter is a financial adviser and principle of 'London & County Financial Advisors'. Rob has worked in the financial services business for more than 20 years. With in-depth experience earned in mortgage broking, corporate roles, and asset management under his belt, he became a financial planner and adviser in 1997. Rob and his team are happy to accommodate an appointment at any of their locations, at your home or remotely. 'London & County Financial Advisors' has offices in Rochester, Ramsgate and London. They cover Kent and the Home Counties and serve clients nationwide."

SPECIALITY:
Personal and Company Pensions, Investments, Mortgages, Plan for Your Retirement, Protect Your Family & Company

Registration 10359622

[email protected]

londonandcountyfa.com

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

TBR® Inspection Report: