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The 5 Best Financial Advisors in Bangkok

The 6 Best Financial Advisors in Bangkok

Expertise

We looked at the expertise of these financial advisors to determine if their team has the experience and skill to provide good financial advice.

Variety of Services

Next, we checked out the different services to offer to evaluate their ability to give other services related to their customer’s financial management.

Customer Satisfaction

We then conducted surveys to find out if customers are satisfied with the service they received.

Rates

Lastly, we evaluated the rates of the services offered to verify if customers got their money’s worth.

1. Deloitte Thailand

Deloitte Thailand
SERVICES Adult and Assurance, Consulting, Financial Advisory, Risk Advisory, Tax, Legal Consulting
WEBSITEhttps://wwww.deloitte.com/th/en.html
ADDRESSAIA Sathorn Tower, 23rd – 27th Fl., 11/1 South Sathorn Road, Yannawa, Sathorn, Bangkok 10120, Thailand
CONTACT DETAILS+66 2 034 0000
OPERATING HOURSMonday to Friday, 8:30 AM to 5:30 PM, closed on Saturday and Sunday
Google Reviews4.5/5
Facebook Reviews4.4/5
Total reviews4/5
Score consistency 4/5
Expertise 4/5
Variety of Services5/5
Customer Satisfaction4/5
Rates4/5

Pros

  • International presence
  • Experienced financial team
  • Excellent variety of services

Cons

  • Late email response for some customer concerns

Individuals looking to avail a variety of financial and business-related services from a company with an international presence should check out what Deloitte Thailand has to offer.

This company traces its way back 175 years so we are no longer surprised that it has built quite a reputation locally and across the globe. We were also impressed that Deloitte serves almost all of the Fortune Global 500 companies.

With such a rich history and myriad international connections, Deloitte has assembled for itself a strong team of professionals. Most of them gained their knowledge and experience through international collaborations.

This ensures that their employees are highly skilled and well-versed in the different aspects of financial management.

These professionals handle a variety of services for Deloitte which range from auditing, consulting, and financial advisory. 

What really drew our attention though was that their financial management services also include forensic services which can help companies navigate business crises and controversies.

Customers we spoke with lauded the firm’s commitment to professionalism and commitment to data privacy. A lot of our respondents also liked the knowledge exhibited by Deloitte financial advisors.

One minor issue raised by a client, however, was the long wait time to get an email response from the company’s customer care department. This could just be caused by the volume of emails received by Deloitte on a daily basis.

All in all, we think customers got good value for money when they signed up for Deloitte services because of the company’s expert financial team and good quality services.

2. Principal Asset Management Co. Ltd

Principal Asset Management Co. Ltd
SERVICES Mutual fund, private fund, provident fund
WEBSITEhttps://www.principal.th/
ADDRESS44 อาคาร ธนาคารซีไอเอ็มบี ไทย ชั้น16 Lang Suan Road Lumphini, Pathum Wan, Bangkok 10330, Thailand
CONTACT DETAILS+66 2 686 9500
OPERATING HOURSMonday to Friday, 8:30 AM to 5:00 PM, closed on Saturday and Sunday
Google Reviews4/5
Facebook Reviews5/5
Total reviews4/5
Score consistency 4/5
Expertise 4/5
Variety of Services4/5
Customer Satisfaction4/5
Rates4/5

Pros

  • Good variety of services focused on investments
  • Excellent expertise from varied industries

Cons

  • Calls made to the company sometimes get disconnected

Businesses and private individuals who want to make sure that they are making the right kinds of investments should consider the services of Principal Asset Management Co. Ltd.

This financial advising firm focuses more on the investment side of financial management. As such, we think this company is perfect for corporations and individuals looking to grow their money through stock investments.

To help customers achieve these investment gains, Principal Asset Management Co. Ltd offers three fund management services which are the mutual fund, provident fund, and private fund management services.

We think these services offered by the firm are an excellent business strategy to get private individuals and corporations to start investing their money based on their unique needs and goals.

In terms of expertise, we found that the team managing the firm is composed of different professionals coming from different fields of study with years of experience. To us, this is a big plus for customers since it guarantees reliability and skill in fund management.

Clients consistently praised the quality of service they received from the company. Our respondents also found the expertise of the firm’s financial advisors to be quite impressive.

On the flip side, some customers claim that reaching the company via telephone was quite challenging. One even commented that when he tried to call the firm up, the call simply got disconnected.

All things considered, we think the services of Principal Asset Management Co. Ltd. are worth every penny due to its combination of quality service and financial management expertise. 

3. American International Tax Advisers

American International Tax Advisers
SERVICES Individual and business financial and tax advising
WEBSITEhttps://aitaxadvisers.com/
ADDRESSFloor Unit #2107, 142 21st, Khwaeng Khlong Toei, Klongtoey, Bangkok 10110, Thailand
CONTACT DETAILS+66 94 681 9734
OPERATING HOURSMonday to Friday,  8:30 to 5:00 PM, closed on Saturday and Sunday
Google Reviews4.2/5
Facebook Reviews5/5
Total reviews4/5
Score consistency 4/5
Expertise 4/5
Variety of Services4/5
Customer Satisfaction4/5
Rates4/5

Pros

  • Experienced financial advisors
  • Comprehensive tax management services
  • International presence

Cons

  • Services are mostly limited to financial and tax management only

Those in need of financial management services pertaining mostly to taxes should consider the services of American International Tax Advisers.

With more than 25 years of experience, this firm promises to assist its customers even when handling tricky situations relating to taxes. Aside from resolving individual and business tax issues, we were impressed by the other services offered by the company.

These include audits, past due returns, permanent establishment, transfer pricing, and incorporations in US and Australia. To provide all these services, American International Tax Advisers hired skilled and experienced fund management experts.

As such, the firm ensured that its management team is composed mainly of accountants, financial analysts, and international relations experts. We can’t help but agree that having such credentials inspires confidence in clients!

We spoke with some of the firm’s clients and most of them found the expert services of  American International Tax Advisers to be quite commendable. One customer even claimed that their services were so good, they even got a tax refund.

Unfortunately, one respondent reported that the company botched its services resulting in two years’ worth of tax refiling. We can’t blame the company or the customer though, as each taxation issue presents a unique problem on its own.

We think that, ultimately, the cost of services of American International Tax Advisers is very competitive. This is considering the expertise the company brings and the fact that their services can save customers some serious amount of money in the long run. 

4. Baker Tilly Thailand

Baker Tilly Thailand
SERVICES Audit advisory, tax advisory, business accounting, financial advisory, HR consulting
WEBSITEhttps://bakertilly.co.th/#
ADDRESSSathorn City Tower, 175 S Sathon Rd, Thung Maha Mek, Sathon, Bangkok 10120, Thailand
CONTACT DETAILS+66 2 679 5400
OPERATING HOURSMonday to Friday, 9:00 AM to 6:00 PM, closed on Saturday and Sunday
Google Reviews4.7/5
Facebook Reviews5/5
Total reviews4/5
Score consistency 4/5
Expertise 4/5
Variety of Services4/5
Customer Satisfaction4/5
Rates4/5

Pros

  • Multi-sectoral background of its team
  • Fantastic variety of services which include HR consulting 

Cons

  • Departments are located on different floors of the building

Next, we have Baker Tilly Thailand, a financial management service provider offering local and international services to its clients across the globe.

Baker Tilly Thailand has some of the most competent managers in the industry. However, what really impressed us was the varied and multi-sectoral backgrounds of their team members.

The company’s executive chairman has experience in the fields of hotel management, manufacturing, agriculture, finance, leasing, and construction. We could just imagine the expertise and knowledge he brings to the table when offering financial advice to clients!

Another big plus for customers is Baker Tilly Thailand’s variety of services. The company does not only focus on financial advising but also on other corporate processes such as HR Consulting and Performance Optimization.

In terms of customer satisfaction, all the respondents we spoke to said that it was a pleasure working with the team from Baker Tilly Thailand. They also lauded the skill and expertise of the company’s financial advisors.

One small concern raised by a client, however, was that the different departments of Baker Tilly Thailand located in the same building didn’t have direct access to each other.  This can lead to reduced collaboration and teamwork for the firm.

This collaboration issue, though, is mainly due to the way the company’s headquarters is designed. The departments simply can’t all be on the same floor at all times.

Considering all the positive points of Baker Tilly Thailand, we think this financial management company offers very consumer-friendly services. Customers couldn’t go wrong if they availed of financial services from this firm.

5. Kudun and Partners Company Limited

Kudun and Partners Company Limited
SERVICES Corporate mergers and acquisitions, capital markets, foreign and direct investment, business restructuring, banking, and finance
WEBSITEhttps://www.kap.co.th/
ADDRESS23rd Floor, Units C&F, Gaysorn Tower, 127, 127 Ratchadamri Rd, Lumphini, Pathum Wan, Bangkok 10330, Thailand
CONTACT DETAILS+66 2 838 1750
OPERATING HOURSTuesday to Friday, 9:00 AM to 6:00 PM
Google Reviews5/5
Facebook Reviews5/5
Total reviews4/5
Score consistency 5/5
Expertise 5/5
Variety of Services4/5
Customer Satisfaction4/5
Rates4/5

Pros

  • The knowledgeable and skilled legal team
  • Good variety of legal and financial services
  • Professional and responsive staff

Cons

  • Legal and financial advice go hand-in-hand

For customers who need financial and legal services, Kudun and Partners Company Limited should be one of the top options for its expertise and variety of services.

This firm isn’t just a financial management company but a law firm providing expert legal and financial advice. It goes without saying that its members are not just lawyers but also multi-skilled professionals with experience from different industries.

With such a powerhouse team, we think that the variety of services offered by Kudun and Partners Company Limited is in good hands. These services include financial management, dispute resolution, tax and transfer pricing, and intellectual property.

Customers all had good things to say about the services they received from the company. One client said that the firm’s lawyers had a good grasp of the law and that he felt like he got sound legal and financial advice.

Other clients liked the responsiveness of the company when contacted. Another respondent noted that he really felt the award-winning status of Kudun and Partners Company Limited because of the very professional service he received.

For us, though, customers who only need financial advice may want to choose a different firm. This is primarily because Kudun and Partners Company Limited lawyers mostly manage a combination of legal and financial management issues.

However, customers who need financial advice with some added legal recommendations should definitely check out Kudun and Partners Company Limited to get expert and quality services that are worth their time and money.

6. Investment For Expats

SERVICES Investments
Pensions
Tax
Property
UK Expats
US Expats
WEBSITEhttps://investmentsforexpats.com/
ADDRESSBangkok, Thailand, Bangkok
CONTACT DETAILS+66830899321
+447855670703
[email protected]
OPERATING HOURSMonday – Friday, 8:30 AM – 5:00 PM
Google Reviews5/5
Facebook Reviews5/5
Total reviews5/5
Score consistency 5/5
Expertise 5/5
Variety of Services5/5
Customer Satisfaction5/5
Rates4/5

Pros

  • MFID-regulated services and professionals
  • Offers free pension and portfolio review
  • Reduced paperwork for clients

Cons

  • Rates of his services aren’t readily stated on their website

Investment For Expats is a company that provides clients with a wide range of investment services that specifically accommodates various types of individuals and common situations that the said service is in demand such as property and pensions.

We like that he offers a free pension or portfolio review along with inclusive and highly comprehensive investment plans to make the whole package more cost-effective and well-covered.

Furthermore, their professionals are MiFID regulated and possess a global network of clients which says a lot about their credibility, experience, and reliability in the field which is always on industry standards.

Note though that clients may need to inquire further for more information when it comes to their rates and fees which clients can feel free to contact for this.

Overall, with their comprehensive and holistic range of services, helpful and practical resources available online, and accommodating and reliable team of professionals, we highly recommend that clients check them out.

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