Best Financial Advisors in Andover

Handpicked from 52 vetted & reviewed Financial Planning & Wealth Management firms in the Andover area, explore the top 5 standout choices among the selected group of 24 finalists.

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Richard Pearce Wealth Management

(4)

Retirement Planning, Investment Planning, Protection Planning

“Richard explained everything in a clear and understandable manner If your looking for Honest and Trustworthy advise I highly recommend Richard Pearce Wealth Management Positive Professionalism”

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Templegate Financial Planning

(20)

Equity Release, Mortgages, Long Term Care Planning

“Mark provided advice during a recent redundancy. He helped me to estimate my current and future financial needs, then presented solutions that provided me with income and security. His clear and pragmatic advice helped me through a challenging situat...”

Featured

With over three decades of experience, Templegate Financial has established an impeccable legacy of trust and expertise. Our team of skilled financial advisors have brought a wealth of knowledge to clients across Andover, Newbury, Winchester, Marlborough, Salisbury, and surrounding areas since 1991. Whether you’re of working age, planning for or enjoying your retirement, Templegate can offer you tailored financial advice and solutions for your fiscal security from the initial consultation stage through to implementation and beyond! Visit our website to discover why we’ve become the trusted financial advisory service across Hampshire, Wiltshire, Berkshire and Surrey.

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Weystone Financial

(15)

Advice
Insurance
Professional

“Brilliant service from John, Ash and Holley. Made the process of getting a mortgage easy and understandable. Quick and knowledgeable responses to any questions we had.”

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Butler Financial Solutions

(1)

“I asked Nick Butler to help my husband, and I set up a mirror will and trust during the first wave of the Covid 19 pandemic in 2020. Nick is patient, professional and thorough. He believes and succeeds in creating long term relationships with his cli...”

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Marshall Wills and Trusts

“At Marshall Wills and Trusts, our mission is to provide peace of mind to our clients through comprehensive and reliable estate planning services. We ensure our mission is reflected in every interaction by offering personalised consultations, leveragi...”

Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score

97 (100)

Minimum Reputation Rank

98.3 Percentile

All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.

Read our methodology

Prominent finalists

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CMD Independent Financial Advisers

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Sunnymead Financial Planning

“Our promise at Sunnymead is to understand and focus on that detail and ultimately set out a clear financial plan, so you know what your hard work is leading to. Once you have a plan, we will ensure that through regular reviews and continuous monitori...”

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Winchester Investment Solutions

(13)

Professional
Advisor
Knowledge

“My wife and I have been using Winchester Investment Solutions for years. We have been very impressed with Chris' and Dawn's handling of our financial affairs. We have confidence our investments are in safe hands. They provide a professional, informat...”

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Mark Woodruff - Chartered Financial Planner

(50)

Family
Knowledge
Understand

“I knew I had to move my small private pension pot and was introduced to Mark Woodruff. I was taken through all the details carefully and Mark was patient and in no way 'pushy'. The admin support was seamless and easy. I am keeping my faith in the gro...”

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Jensen Wealth Management Limited

(7)

Explanations

“We are very happy to have Chris dealing with our finances. His advice is always clear and focused on our best interests, and I would have no hesitation in recommending his services.”

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Verve Financial

(50)

Mortgage Protection, First Time Buyer Joint Mortgage, Lifetime Mortgage

“Gary was my first and only mortgage adviser and has always been very helpful in keeping me up to date and informing me of the current market etc, which was very helpful as a first time buyer. Always efficient and informative. Definitely recommend!”

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J Finance

(50)

Remortgage
Patient
House

“Teresa helped my partner and I buy our first house and was just incredible. She explained everything so clearly and was always quick to help us with issues and queries we had. Definitely recommend using JFinance, they're great!”

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Alresford Financial

(50)

Family
Honest
Informative

“Michael was extremely helpful in relation to our financial situation. We appreciated his honesty & insights as to the different options that were available to us & at no point felt that we were pressurised to take any particular direction. Positive R...”

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Christopher Jones Wealth Management

(24)

Estate Planning, Investment Planning, Pensions

“THANK YOU! You have a good week too! Its such a pleasure to deal with you all as you are all so efficient 😊 Please pass my congratulations, and heartfelt thanks on to Christopher for creating such a high quality team…it is a rare thing in this...”

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All Aspects Financial

(28)

Optimise, Mortgages & Protection, Tax Planning

“Thank you so much to John and Michael who have both been very knowledgeable and helped me step by step though the process of getting my mortgage and other finances into place.”

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Choice Financial Solutions

(30)

Remortgaging
Application
Communication

“Excellent company. Ben was recommended by a friend and has been nothing short of outstanding and made the whole process much easier. Highly, highly recommended.”

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Numeric Accounting - Chartered Accountants Salisbury

(21)

Audit Services, Tax Investigation, Accounting For Start-Ups

“We approached the team at Numeric when we required as a business to become less reactive and more proactive in our approach to the business and finances. The team are friendly, professional, efficient and effective. Positive Responsiveness, Quality, ...”

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Annetts & Orchard

(20)

First Time Buyer
House
Information

“We would highly recommend Annetts & Orchard for mortgage advice - Will was particularly helpful and reassuring, answering all our first time buyer questions!”

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Essential Wealth Management & Advice

(18)

Chartered and Independent Financial Advice, Your Financial Book

“Essential Wealth provide our family with professional guidance and "peace of mind". For over 10 years the team have supported us in all investment and pension decisions, through planned meetings and the odd call where necessary. They are super effici...”

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Trustmark Law

(11)

Heather Bateman, Where to Store Wills, Lasting Power of Attorney

“I was recommended by a friend to use Trustmark Law , my concerns has always been loosing my home of £400k to care fees and IHT. Trust Mark Law have help and assisted me by reducing my liabilities. Excellent Sevice highly recommend them”

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Highclere Wealth

(9)

Growth, Premium, Family Office

“Since using Highclere Wealth I have had good advice with clear communication and strong understanding of my personal situation. Deane has responded to my phone calls about any question no matter how small. He has given reassurance when needed and enc...”

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Close Brothers Invoice Finance

“"When we initially approached them we had a turnover of £800k, this has now risen to £4.5m and we are projected to achieve £5.5m to £6m next year. None of this would have been possible without the fantastic support and flexibility we have received fr...”

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Dixon Financial Planning

(4)

Life Insurance, Inheritance Tax Planning, Business Finance

“Spoke to Andy to help set up a life insurance policy. He offered great help and advice and arranged the whole thing at an even better rate than even the company offered me direct! Definitely recommend for hassle free and useful help and advice.”

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Grosvenor Birch Limited

(8)

Meeting
Understand
Pension

“Thankyou Grosvenor Birch! For many years now we have enjoyed a top level of responsive, detailed and thoroughly helpful advice regarding financial affairs and investments. Meetings are relaxed and individualised, and Elaine and her team seem always a...”

Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Andover

Handpicked from 52 vetted & reviewed Financial Planning & Wealth Management firms in the Andover area, explore the top 5 standout choices among the selected group of 24 finalists.

Richard Pearce Wealth Management

Templegate Financial Planning

Weystone Financial

Butler Financial Solutions

Marshall Wills and Trusts

CMD Independent Financial Advisers

Sunnymead Financial Planning

Winchester Investment Solutions

Mark Woodruff - Chartered Financial Planner

Jensen Wealth Management Limited

Verve Financial

J Finance

Alresford Financial

Christopher Jones Wealth Management

All Aspects Financial

Choice Financial Solutions

Numeric Accounting - Chartered Accountants Salisbury

Annetts & Orchard

Essential Wealth Management & Advice

Trustmark Law

Highclere Wealth

Close Brothers Invoice Finance

Dixon Financial Planning

Grosvenor Birch Limited

Retirement Planning and Investment Management Services in Andover Cost Estimates

Why these companies made our list

Wealth Management Advisors near Andover

Popular in Andover