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> Rochester
Contributor

69%

MATCH FOR YOU

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4.7out of 5

Harry Masson

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Healthcare, Equity Release, Saving for children, Annuities, Auto Enrolment
I have 17 years’ experience within the Financial Services sector dealing with clients. I deal with all ages and types of clients both individual and... Read More
Serves clients with: Any level of wealth
Harry's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

63%

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4.4out of 5

Ian Painter

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% clients advised in each area  :

Investments

89%

Annuities

26%

Pensions

74%

Insurance & Protection

11%

Later life planning

16%
We provide a comprehensive wealth management and financial planning service encompassing specialisms in Investment, Estate Planning, Trust and Pension... Read More
Serves clients with: Over £250k of investable assets or household income
Ian's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

50%

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4.6out of 5

Graham Steed

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% clients advised in each area  :

Investments

82%

Annuities

23%

Pensions

82%

Insurance & Protection

36%

Later life planning

9%
Although our office is in Rayleigh Essex, most of my clients are in the Shenfield, Brentwood and Chelmsford areas (and of course in London) and we als... Read More
Serves clients with: Any level of wealth
Graham's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

49%

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4.8out of 5

Paul Wallis

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Services:  General Financial Planning, Investments & Savings, Tax Planning, Pension and Retirement, Equity Release, Annuities
Paul is an IFA and the Managing Director of Paul Wallis Financial Solutions Limited. He has over 20 years’ experience in the Financial Services Indu... Read More
Serves clients with: Any level of wealth
Contributor

48%

MATCH FOR YOU

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4.8out of 5

Steven Hotham

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Services:  General Financial Planning, Investments & Savings, Tax Planning, Pension and Retirement
How much is enough? How much will you need to carry on living the live you have, or to start living the life you want? Specialising in lifestyle finan... Read More
Serves clients with: Over £250k of investable assets or household income
Contributor

48%

MATCH FOR YOU

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4.9out of 5

James Etheridge

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Offshore investing, Saving for children, Annuities
We provide financial advice to private clients and business owners, helping them to build a financial strategy that focuses on the lifestyle they want... Read More
Serves clients with: Over £50k of investable assets or household income

Latest client reviews of Rochester IFAs

Is very approachable and responds to emails promptly. For someone who was suddenly faced with havin....e and offered sound advice, but I did not feel pressured into doing something I did not want to do.    Read More
Sylvia Taylor
My wife and i have had our financial affairs dealt with by Harry for for the best part of a decade a....mmending him to anyone who needs sound, honest ,plain speaking advise, without feeling pressurised.    Read More
Clive De Lorme

Can't find the right Rochester IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Rochester.

Dave WellerOsborne Weller Ltd
Michael BerryKent Mortgage Solutions Ltd
Paul WaterhouseThe Waterhouse Group
Steve CoatesStar Financial Solutions Limited
Leigh FowerakerDoyle & Leigh Financial Services Ltd
Andrew MoorePortal Financial Services LLP
Roger BoormanCIB Wealth Management LLP
Alan MycockC.I.B Life & Pensions Limited
Looking for a different Independent Financial Advisor (IFA) in Rochester? Search by name