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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

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”
43 Barley Rd, East Anton, Andover SP11 6GB
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Templegate Financial Planning

Templegate Financial Planning

(17)
Equity Release, Mortgages, Long Term Care Planning
“Mark has been our trusted adviser for many years and we have no hesitation in recommending him. Following his advice, we have moved our ISA portfolio to a different provider to get a better deal and bought into AIM shares to reduce our IHT liability...”
46 East St, Andover SP10 1ES
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Weystone Financial

Weystone Financial

(14)
  • Professional
“These guys at Weystone are the most friendly, down to earth people that you are sure to trust - their service is very efficient plus you aren't left on hold for long periods of time - customer service is at the heart of everything that they do. They ...”
Suite 443, Andover House, George Yard, Andover SP10 1PB
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It's the Money Guy

It's the Money Guy

(2)
Personal Loans, Insurance, Sport Insurance
“Adam was fantastic and sorted out our family bills. Easy to do and service was totally free for us to utilise. Highly recommended”
Transparent Fees & Pricing
In Business Since 2017
38 Bridge St, Andover SP10 1BW
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Page and Page - Independent Financial Advisers

Page and Page - Independent Financial Advisers

(2)
“Used Page and Page for years now, always great advice. Saved me so much money.”
In Business Since 1998
Page and Page House, 40a High St, Andover SP10 1NF
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
99 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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Butler Financial Solutions

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...”
Suite 540, Andover House, George Yd, House, Andover SP10 1PB
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Marshall Wills and Trusts

Marshall Wills and Trusts

Wessex Suite, Union House, 7 Union St, Andover SP10 1PA
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CMD Independent Financial Advisers

CMD Independent Financial Advisers

Prospect Farm, Andover SP11 7DA
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Sunnymead Financial Planning

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...”
Family Business
Offers Financing Options
163 South St, Andover SP10 2BT
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Essential Wealth Management & Advice

Essential Wealth Management & Advice

(18)
Essential Wealth Portfolio Service, Essential Wealth Management Service, Chartered Financial Advice
“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...”
Unit 1-2/Great Farm Barns, Newbury RG20 0BP
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Griffins Financial Solutions

Griffins Financial Solutions

(3)
“Helpful and professional service so far. I would recommend.”
Elizabeth House, 13-19 London Rd, Newbury RG14 1JL
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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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Harridge Financial Services

Harridge Financial Services

(3)
“Cain Thomas was very professional and helpful to me as a first-time buyer. I would recommend his services”
In Business Since 2011
Serving Andover Area
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MW & Partners Wealth Management

MW & Partners Wealth Management

(50)
  • Knowledge
  • Family
  • Understand
“Mark was recommended to me via a friend. I cannot thank Mark and his team enough; as someone who has been stressed about my pension, I felt he was looking after me, as well as my money. I have received fantastic customer care, and I have every faith ...”
Coupons & Offers
Serving Andover Area
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Verve Financial

Verve Financial

(50)
Mortgage Protection, First Time Buyer Joint Mortgage, Lifetime Mortgage
“I would recommend Verve Financial for anyone in need of a mortgage consultant. Gary was there to support me and mop up the errors of another mortgage company, which luckily saved me a few hundred pounds each month. Needless to say, I will never look ...”
In Business Since 2020
Wiltshire, 137 Bulford Rd, Durrington, Salisbury SP4 8HA
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J Finance

J Finance

(50)
  • Remortgage
  • Efficient
  • Communication
“From the very beginning and all the way through the process Janusz provided clear, knowledgeable, and well researched answers to all our queries, even questions outside of his expertise. I would highly recommend J finance.”
6A London Rd, Newbury RG14 1JX
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Alresford Financial

Alresford Financial

(50)
  • Family
  • Informative
  • Equity Release
“Mike was not only easy to talk with but he grasped very quickly what I needed from him, and on the spot he did exactly what I required and got the information to me in a speedy manner. I would not hesitate to use his services again, thanks Mike.”
10+ Years Experience
Serving Andover Area
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All Aspects Financial

All Aspects Financial

(27)
Optimise, Mortgages & Protection, Tax Planning
“Michael has provided a great service and support so far in our financial journey and quest to get on the property ladder. I would highly recommend him to anyone looking to be more financially savvy or for a specific financial need.”
Hanover House, Bishop's Green, Newbury RG20 4HT, Newbury RG20 4HT
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Choice Financial Solutions

Choice Financial Solutions

(30)
  • Remortgaging
  • Communication
  • Company
“Great personal service, great communication and always happy to help. Choice Mortgage solutions and Ben Kany as a consultant, was a great find. Highly recommended.”
In Business Since 2004
Serving Andover Area
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Christopher Jones Wealth Management

Christopher Jones Wealth Management

(22)
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...”
Family Business
4 Stonemasons Court, Parchment St, Winchester SO23 8AT
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Numeric Accounting - Chartered Accountants Salisbury

Numeric Accounting - Chartered Accountants Salisbury

(21)
Property Investment, TAX Investigation, Wealth Management
“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.”
Transparent Fees & Pricing
The Portway Centre, 1 Old Sarum Park, Old Sarum, Salisbury SP4 6EB
Featured

What is Wealth Management? Wealth Management is all about aiming to sustain and grow long-term wealth. It describes the process of financial planning and includes specialist advice on specific financial services that have the potential* to achieve financial goals and meet aspirations. This can include estate planning, legal advice, accounting and tax advice, investment advice, mortgage advice, pensions and planning for retirement, protecting your business and your family, and general saving advice for the future. Click to read more.

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Annetts & Orchard

Annetts & Orchard

(18)
  • Questions
  • Mortgage
“Buying my first home has been the most daunting experience to date, but the assistance i have received from both Will and Tom has been exceptional. From my first meeting i felt assured that they had the knowledge and expertise to help and guide me th...”
Family Business
31 Castle St, Salisbury SP1 1TT
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Winchester Investment Solutions

Winchester Investment Solutions

(13)
  • Professional
  • Advisor
  • Financial
“Since transferring to WIS a few years ago, I have been absolutely delighted with the highly professional investment advice and service from Chris and Dawn. Quality of communication and speed of response to queries are outstanding - just what I need ...”
Orchid House, Lanham Ln, Winchester SO22 5JS
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Highclere Wealth

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...”
In Business Since 2020
7 Lower Woodspeen Court, Newbury RG20 8BL
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Retirement Planning and Investment Management Services in Andover Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Typical price range is based on 479 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Typical range $2007 to $5519 is based on 479 cost profiles.

Why these companies made our list

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Wealth Management Advisors near Andover

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