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Best Financial Advisors in Alton

The highest-rated Financial Planning & Wealth Management companies out of 46 vetted & reviewed in the Alton area.

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Murdoch Asset Management

Murdoch Asset Management

(3)
“A very professional company with a thorough and efficient approach to investing. I have had Murdoch manage our personal investments for many years and their service, attention to detail and communication has been superb. Their methods of selecting th...”
6, Oriel Court, Omega Park, Alton GU34 2YT
Featured

Eric Lonergan, lead manager of the M&G Episode Growth fund, is leaving the company at the start of next month after 16 years of service. If this affects you and youā€™d like to discuss our opinion on this fund and how it may or may not continue to fit your investment goals or risk tolerance, please contact us.

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Atticus Financial Planning

Atticus Financial Planning

(2)
“I am very pleased with the sound and professional financial advice that Abraham has provided and will be recommending his services to all my friends and professional contacts.”
In Business Since 2020
Transparent Fees & Pricing
5 Doe Mews, Medstead, Alton GU34 5TG
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Headley Financial Services

Headley Financial Services

(1)
“I highly recommend Headley Financial Services. Phil was friendly, patient and very knowledgable. He explained all our options very clearly but there was no pressure to commit. I wouldn't hesitate to use their services in the future.”
In Business Since 2002
William Curtis House, 25 Lenten St, Alton GU34 1HG
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Smith Pearman & Associates

Smith Pearman & Associates

In Business Since 2019
4 Windsor Cl, Windsor Park, Alton GU34 2TW
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Capital Planning Partner

Capital Planning Partner

Southern Life House, 22A Normandy St, Alton GU34 1BX
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PMN Financial Management - Chartered Financial Planners

PMN Financial Management - Chartered Financial Planners

Accessibility, Cookie Policy, Privacy Policy
“You acknowledge and agree that it is your responsibility to keep secure and confidential any passwords that we issue to you and your authorised employees and not to let such password(s) become public knowledge. If any password(s) become known by some...”
In Business Since 2010
B4 Endeavour Place, 11Coxbridge Business Park, Alton Rd, Farnham GU10 5EH
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Buckle & Partners

Buckle & Partners

“Buckle & Partners are a family run business with over 100 years' experience in financial planning, spanning three generations and multiple entities. We call what we do for our clients, Happiness Management. Why? Because a great life is about more tha...”
100+ Years Experience
Family Business
4, Elles View Barns, Alton Rd, South Warnborough, Hook RG29 1FD
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Porter Garland Limited

Porter Garland Limited

(35)
  • Questions
  • Team
  • Financial
“Having only worked with Porter Garland for a short period of time, they have managed to quickly highlight some concerning errors as a result of other accountants. Tom and his team are reactive and efficient with the services they provide. I wish we...”
Serving Alton Area
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GQ Independent

GQ Independent

(26)
  • Phone
  • Pension
  • Advice
“GQ Independent have been handling our financial affairs including private pensions for many years and we have always found them extremely efficient and friendly. If you need clarification or advice they respond quickly to emails or phone calls. I can...”
30+ Years Experience
Free Initial Consultation
The Granary Hones Business Park, Waverley Ln, Farnham GU9 8BB
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Barrie Dean Financial Management

Barrie Dean Financial Management

(2)
Retirement Planning, Wealth Management, Savings & Investments
“I wanted to express my heartfelt thanks for your outstanding support in arranging life insurance for my husband and me. Your expertise has given us a peace of mind, especially as parents to our young children. From our first meeting to finalising ...”
8 Northbrook Rd, Aldershot GU11 3HE
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De Mellow & Co

De Mellow & Co

(21)
  • Understanding
  • Financial Advisor
  • Information
“We're so very happy with the financial advice being given to us by Richard Polson, he's well informed and knowledgeable and we feel he always has our best interests at heart when making his recommendation for the best way ahead and protecting and adv...”
In Business Since 1999
Serving Alton Area
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Switchfoot Wealth Limited

Switchfoot Wealth Limited

(4)
“The concept of pensions and investments is not everyone's bag, it's one of those things that can always be dealt with tomorrow; MaƱana. There are choices to be made, choices which need a level of understanding. I approached a financial advisor and af...”
147 Frimley Rd, Camberley GU15 2PS
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Collingbourne Wealth Management | Financial Planning Experts

Collingbourne Wealth Management | Financial Planning Experts

(1)
“Collingbourne have been managing my finances for coming up to a year now. I initially came to them with a lopsided portfolio of US tech stocks amassed while I was working in California. Collingbourne formulated a strategy for repatriating the shares,...”
In Business Since 2003
45 Southgate St, Winchester SO23 9EH
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Redwood Financial, Droxford, Hampshire

Redwood Financial, Droxford, Hampshire

(50)
  • Pension
  • Business
  • Team
“Steve has been advising us on our financial situation for over 20 years and I feel that he has never imposed his thoughts on our decision making. He is knowledgeable, helpful and very professional. We have recommended several friends and acquaintan...”
In Business Since 2014
Family Business
Transparent Fees & Pricing
St Clairs Farm, Wickham Rd, Southampton SO32 3PW
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Hazelwood Financial Services

Hazelwood Financial Services

(50)
  • Financial Advice
  • The Future
  • First Time Buyer
“Dave was extremely helpful walking through the various options for both new mortgage, remortgage of a buy to rent and life insurance keeping us regularly updated. Highly recommended.”
Coupons & Offers
Serving Alton Area
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Lloyds Independent Financial Services

Lloyds Independent Financial Services

(50)
  • Informative
  • Property
  • Options
“Highly recommend Mark, being a first time buyer we had no idea on the whole process. Mark made everything easy and answered any questions. Thanks so much!”
Family Business
19 The Old Orchard, Farnham GU9 8UR
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Michael Usher Mortgage Services

Michael Usher Mortgage Services

(50)
  • Advice
  • Knowledge
  • Team
“Great advisor, took the time to explain everything clearly, as we were first time buyers. Advisor always on the end of the phone if needed. Couldn't be happier!”
In Business Since 2015
Family Business
Serving Alton Area
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The Surrey Mortgage Broker

The Surrey Mortgage Broker

(50)
  • Matter
  • Products
  • Remortgage
“Absolutely brilliant service from Richard. Worked hard, bent over backwards and got us a mortgage offer sorted out. An absolute gentleman he kept us informed and up to date with how things were progressing. Good sense of humour and a credit. Would re...”
20+ Years Experience
GOSTREY HOUSE, Union Rd, Farnham GU9 7PT
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Money Ways UK

Money Ways UK

(50)
  • Company
  • Honest
  • Mortgage
“We have used Mike's services in order to arrange a remortgage on our house. Big decisions like mortgages can sometimes seem overwhelming but Mike's approachable nature coupled with professional financial knowledge and a genuine sense of honesty and i...”
20+ Years Experience
19 Camp Rd, North Camp, Farnborough GU14 6EN
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Origen Financial Services

Origen Financial Services

(50)
Inheritance Tax and Estate Planning, Pensions and Retirement Planning, Financial Protection
“Origen Financial Services have been our financial advisor for the past 15 years and we have been delighted with the way in which our finances have been managed. Our advisor, Mark Ryan, has consistently provided sound guidance and consequently our fun...”
Second Floor, Ascent 4, 2 Gladiator Way, Farnborough GU14 6XN
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Alresford Financial

Alresford Financial

(50)
  • Brokers
  • Informative
  • Mortgage
“As first time buyers and after finding the perfect house, we were in need of expert financial advice. Mike gave us as much time as we needed explaining everything in detail and was incredibly supportive. He made what could of been a stressful situ...”
10+ Years Experience
Serving Alton Area
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Asset Harbour

Asset Harbour

(31)
  • First Time Buyer
  • Mortgage
  • Insurance
“HARRY WEBBER A MASTER!, amazing professionalism, unique work ethics, excellent communication, once you speak to him you know you are in safe hands. I could give 10 šŸŒŸ if I could. Highly recommended!!! ā€œAsset Harbour Mortgagesā€, marvellous team a...”
In Business Since 2009
Serving Alton Area
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All Aspects Financial

All Aspects Financial

(27)
Mortgages & Protection, Retirement Planning and Pensions, Tax Planning
“I can highly recommend All Aspects Financial. They've assisted me with many different areas of my financial life, from planning to insurance and investments making significant improvements. I've really appreciated their personable, professional appr...”
Hanover House, Bishop's Green, Newbury RG20 4HT, Newbury RG20 4HT
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Christopher Jones Wealth Management

Christopher Jones Wealth Management

(22)
Pensions, Estate Planning, Investment Planning
“My wife and I were introduced to Eliot and Robin the Christopher Jones team in 2019, they provided us some initial recommendations and advise that has since proven to be extremely accurate and solid in the way of results. Eliot and Robin are always ...”
Family Business
4 Stonemasons Court, Parchment St, Winchester SO23 8AT
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Retirement Planning and Investment Management Services in Alton Cost Estimates

Minimum cost
Ā£1004
Maximum cost
Ā£8529
National Average
Ā£3010
Avg Per Hour Rates
Ā£302
Ā£2007
Ā£5519
Fair price range is based on 331 cost profiles
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Average Cost Ā£3010
Minimum cost Ā£1004
Maximum cost Ā£8529
Avg Per Hour Rates Ā£302

Fair range $2007 to $5519 is based on 331 cost profiles.

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