Find the Best Financial Advisers in Ely

Browse financial advisers serving Ely, from specialists in personal financial planning to advisers supporting business owners. Review their advice services and client feedback, then contact suitable professionals about your financial goals and consultations.
Optimum IFA provides bespoke financial planning and investment management services to private and business clients. Established in 1995, the firm prioritises integrity, transparency, and client-centric advice, offering expertise in pensions, protection, estate planning, and corporate financial solutions. With Chartered Financial Planners and decades of combined experience, they deliver tailored strategies for long-term financial security.
Investment Planning Pension Advice Life Assurance
Excellent service Friendly professionals Clear explanations
MIAB
Stevenage, SG1 (39.6 mi)
26 Years
Emergency
7 reviews
MIAB
Stevenage, SG1 (39.6 mi mi)
26 Years
Emergency
7 reviews
MIAB specialises in tailored insurance solutions for healthcare professionals across the UK. Our core offering includes practice insurance, locum coverage, and medical indemnity policies designed to mitigate sector-specific risks. Backed by partnerships with leading insurers and Lloyds of London syndicates, we prioritise flexibility, affordability, and comprehensive protection.
Practice Insurance Locum Insurance Medical Indemnity
Exceptional service Prompt responses Competitive pricing
JLM Wealth Management provides independent financial advisory services specialising in retirement planning, investment management, and wealth preservation. Based in Hitchin with a London office, we serve clients across Hertfordshire, Buckinghamshire, and Cambridgeshire. Our client-first approach ensures unbiased advice tailored to individual financial objectives.
Pension Planning Investment Management Mortgage Advice
Excellent at his job Dedicated and valuable advice Proactive approach
8 reviews
JLM Mortgage Services Ltd
Hitchin, SG5 (38.9 mi mi)
24 Years
8 reviews
JLM Mortgage Services provides independent mortgage advisory services across the UK. We specialise in first-time buyer schemes, buy-to-let portfolios, complex income cases, and high-value loans. Our client-centric approach combines regulatory compliance with access to exclusive mortgage deals.
First Time Buyer Mortgages Buy to Let Financing Remortgaging Solutions
Smooth process Tailored solutions Expert guidance
Dartington Wealth Management is an FCA-regulated financial advisory firm offering personalized investment, pension, and wealth management solutions. Our Chartered professionals provide transparent, client-focused advice across East Anglia, specializing in retirement planning, tax-efficient wealth transfer, and business financial protection. We combine local expertise with whole-market access to deliver tailored strategies that evolve with clients' changing needs.
Pensions Investment Management Protection Insurance
Excellent and quick service Amazing patience and knowledge Professional and responsive team
Premier Plus
St Neots, PE19 (26.0 mi)
29 Years
7 reviews
Premier Plus
St Neots, PE19 (26.0 mi mi)
29 Years
7 reviews
Premier Plus is an independent financial advisory firm in St Neots, offering expert mortgage, pension, and protection services. We prioritise long-term client relationships through tailored financial solutions. Our team combines local knowledge with nationwide expertise to support clients throughout life's financial journey.
Mortgages Equity Release Pensions Planning
Exceptional service Professional support Personalised approach
Cathedral Independent Financial Planning provides impartial financial advice to individuals and businesses across Bedfordshire, North London, and Oxfordshire. We specialise in retirement planning, mortgage advice, investment management, and protection insurance, helping clients achieve their financial goals. Our independent status allows us to select products from the entire market to meet individual needs.
Financial Planning Mortgage Advice Retirement Planning
Excellent communication Fantastic service Increased retirement pension
Cambridge Independent Financial Planning
King's Lynn, PE33 (24.7 mi mi)
38 Years
Not rated yet
Cambridge Independent Financial Planning provides bespoke financial advisory services specialising in mortgages, wealth management, and retirement planning. The firm offers independent, whole-of-market advice tailored to individual client needs, leveraging over 35 years of combined experience and advanced financial tools. Their client-focused approach ensures transparent, jargon-free guidance for personal and business financial strategies.
Mortgages Wealth Management Inheritance Tax Planning
Trusted advisors Personalised service Transparent fees
Not rated yet
Lifetime Financial Solutions
Norwich, NR13 (45.1 mi mi)
21 Years
Not rated yet
Lifetime Financial Solutions provides independent financial advisory services to families, business owners, and retirees across East Anglia and the UK. With over 50 years of collective expertise, we offer tailored solutions including mortgage advice, equity release, retirement planning, and business financial strategies. Our FCA-regulated services prioritise client-centric, unbiased guidance to secure long-term financial stability.
Mortgage Advice Equity Release Retirement Planning
Great advice Top-rated Long-term relationships
Stamford (36.4 mi) Stevenage (39.6 mi) Norwich (45.1 mi) Cambridge (15.2 mi) King's Lynn (24.7 mi) Peterborough (25.1 mi) St Neots (26.0 mi) Saffron Walden (26.3 mi) Biggleswade (31.5 mi) Bishop's Stortford (35.3 mi)