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Barrie Dean Financial Management
Protection, Retirement Planning, Wealth Management
“Fantastic service, very personal and make the whole thing very simple. Thanks Barrie.”
Best Financial Advisors in Aldershot
The highest-rated Financial Planning & Wealth Management companies out of 62 vetted & reviewed in the Aldershot area.
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Whiteleys Chartered Certified Accountants
Annual Accounts Partnerships and Sole Traders, Business, Independent Financial Services
“"It is always a pleasure meeting with you at the premises of Whiteleys, as the reception is extremely friendly and courteous and you put your clients at ease. If you should ever need any letters of recommendation, please do not hesitate to call on us...”
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Roxborough Wealth Management
- Experience
- Mortgage
- Information
“Would highly recommend Roxborough. Could not thank Stephanie enough for all the help and guidance she gave us to buy our first home. Trusted every advice that she gave even months before we started house hunting. She kept us up to date with our mortg...”
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Delaunay Wealth Management
“Delaunay Wealth came highly recommended via a member of our family. Since placing our investments with Delaunay Wealth we are pleased to note that, despite current market conditions we have still seen profits this year to date. We would (and do) reco...”
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Bespoke Independent Financial Advisers Limited
Protection, Financial Planning, Investements & Savings
“I had worked for many years with an International Corporation and in my last years was becoming disappointed with changes being implemented to the Pension scheme of which I had been a member since the late 1980's. The company were implementing a new ...”
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Dentons Wealth
Mortgages and Equity Release, Investments, Later Life Planning
“A thoroughly professional and personal service from take-on and ever since. Sue and the Dentons team care deeply about the advice they give and do so in an unbiased and objective manner. I transferred several employer pension schemes and would trust ...”
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Milton Independent Financial Advisors
Pensions, Mortgages, Equity Release
“Stuart and Katie were outstanding during the mortgage application that they managed for us. They were both professional and personable and kept informed every step of the way. They even went over and above to deal with additional queries that we had ...”
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Switchfoot Wealth Limited
“Nothing but positivity and praise for Switchfoot Wealth and Seb, whose professionalism and approach to the needs of me and family is exemplary. One of the most patient and adaptable people I have had the pleasure of meeting - can't recommend enough, ...”
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Littlewick Wealth Management
“Having just successfully transferred my pension from my previous provider using William Cox of Littlewick Wealth Management Ltd I wanted to share my experience of working with Will to achieve this end. At my first meeting with Will I was impressed by...”
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Bramley Financial Planning
“Rupert has been wonderful for me and my family. I had many pension and retirement issues that he has cleaned up, explained to me in great detail, and got me working towards the goals in my life. Wouldn't be where I am without his help.”
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Alexander James Wealth Solutions
Investments, Retirement Planning Specialist, Inheritance Tax Planning
“Katie has been amazing! She has helped me every step of the way. Being a first time buyer I thought it was going to be a very daunting experience but it's really been a stress free experience, Katie had a huge part to play in that. You can tell Katie...”
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Lloyds Independent Financial Services
- First Time Buyer
- Options
“Lloyds Independent Financial Services was recommended to my by my friend. I used their services 3 times in the last 4 years during house moves and for insurances. Each time I checked their recommendation independently - just to make sure I get the be...”
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Michael Usher Mortgage Services
- Property
- Team
- Financial
“With very good service.Staff were very helpful and they have a very good team work.Highly recommended.Keep up the good work.Our Broker Mark Bateman really helps us a lot in our journey finally having a second property, thanking him for his patience a...”
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Elm Financial Management - Independent Financial Advisers
- Team
- Wills
- Understanding
“The most important aspect in using Elm Is that I feel I can trust Tristan and his team absolutely and that they will at all times represent my best interests in accordance with my risk profile. Although I have used them for investments only, with the...”
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Bluesky Chartered Financial Planners
- Modelling
- Pensions
- Confidence
“We first approached BlueSKY nearly 4 years ago when we were seeking independent financial advice as to when we might be able to retire. Rob met with us and after thorough investigation of our pensions and accounts produced a report for us outlining o...”
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Hazelwood Financial Services
- Product
- First Time Buyer
- Phone
“Unfortunately I can only give 5 stars, otherwise I would have given 10!
Being new to the UK and the UK systems when it comes to buying a house, mortgage, buying processes, Dave Hunt has been incredibly helpful from begin to the end. Nothing, really ...”
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The Surrey Mortgage Broker
- Product
- Financial
“My wife and I have used Richard's mortgage services for almost 20 years. In that time he has brokered both residential and buy to let products. His expertise is much valued and is always centred around our financial best interests. This was never mor...”
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Unavida Wealth Management
Wealth Acceleration For Business Owners, Investment Planning, Retirement Planning
“At a time when we were challenged by the pressures of the kids heading off to university and an economy in turmoil we were in urgent need of finding a trustworthy advisor who could help us through a tough time. On meeting Ray, we felt both informed a...”
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Knight Frank Finance
- Products
- Market
- Bridge Loan
“I would just like to say a big thank you to Andrew Johnson for helping us with our financing needs when buying our new property. The service was first class from beginning to end. Andrew is clearly very experienced in the market, very quickly and tho...”
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Money Ways UK
- Honest
- Mortgage
- Insurance
“We needed some help applying for a mortgage as my fiance's income included commission and bonus. Mike was recommended to us and was really helpful finding products which met out needs both in terms of accepted income and also affordability. We ran in...”
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Pennymatters
- Experience
- Remortgage
- Products
“Really excellent service from Matt Bloom, he was able to find us a much better mortgage deal for our house move than other advisors we had looked at. He was professional and efficient throughout the whole process and we will soon be recommending him ...”
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Flying Colours
Inheritance Tax & Estate Planning, Financial Lifestyle Planning, Later Life & Long-Term Care Planning
“I would happily recommend Flying Colours as they recently assisted me with locating and reviewing a large number of separate Pension Schemes, which I had accumulated during my working career. This was a daunting task, which I'm sure many people are f...”
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Affordable Financial Planning Services
- POA
- Wills
- Knowledge
“Like most people I found the thought of making a will very scary. Gill was amazing, I knew what I wanted but didn't know how to explain. My meeting with Gill was relaxed and Gill understood what I wanted and talked me through all my options she also ...”
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Goddard & Co
Consultancy & Systems Advice, Overview, Support Services
“I have used this company's services for more than eighteen years after getting my fingers burned quite badly by my greedy first accountancy firm. I have invariably been treated with courtesy and attentiveness by the staff, many of whom are senior and...”
Retirement Planning and Investment Management Services in Aldershot Cost Estimates
Minimum cost
£1215
Maximum cost
£10314
National Average
£3640
Avg Per Hour Rates
£366
£2427
£6674
Fair price range is based on
355 cost profiles
Why these companies made our list
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