View Profile

Waverley Financial Services, Chartered Financial Planners

(29)

Pensions
Questions
Patient

“All round great service, We have known and used Tim for many years a friendly person to help you out with your financial woes :) Positive Responsiveness, Quality, Professionalism, Value”

i

View Profile

Fortem Financial Management

(17)

Questions
Mortgage
Pension

“I have worked with Fortem for a number of years and been pleased with the professionalism of the team and my adviser. I happily recommend them to friends and keep up the good work!”

i

View Profile

The Mortgage Hut - Basingstoke

(3)

“Fantastic team, My application was dealt with professionally from start to finish.”

Featured

🏠 Is your fixed-rate mortgage term coming to an end? It's time to explore your options! 🕒✨ As your fixed-rate period draws to a close, you might be wondering what comes next. Don't worry – we're here to help you navigate this transition smoothly. With interest rates fluctuating, now is the time to review your mortgage and ensure you're on the most suitable deal for your financial situation. Whether you're considering remortgaging to secure a new fixed-rate term or exploring other options, our team of experts is here to guide you through the process. We'll work closely with you to understand your needs and help you find the most suitable mortgage solution that fits your budget and goals. Don't wait until it's too late – get in touch with us today to discuss your options and secure peace of mind for the future! 📊💼 Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it.

i

View Profile

Rosemount Financial Solutions

(4)

“A huge thank you to Mr Visham Jawahur as he managed to get our mortgage approved super efficiently. He was very thorough, guided us well, professional & kept us informed at all stages. We are very grateful to him as we are now one step closer to buil...”

i

View Profile

Leonna Salmon Financial Planning

(1)

“Had a great meeting with Leonna recently, she was very professional, explained everything in great detail and couldn't have been happier with how it went. Would give 100 stars if I could. Definitely recommend.”

i

View Profile

Symmetry Corporate Finance

Outsourced Finance Services, Business Sales, Management Buy Outs

“All our clients are different. That's why all our projects are entirely bespoke to their solutions. We take the time to really listen to our clients and understand their aspirations and where they sit within their industry. We always strive to give h...”

i

View Profile

Clarion Invest

“Investment in property or “bricks and mortar” can be very attractive. Having the security of a physical asset provides comfort, whilst in some cases can provide regular income through rent or leasing.”

i

View Profile

V A T Advisory Services

“Whether it is help with a tricky property deal, support in a dispute with HMRC, advice on the VAT status of a new product, a regular point of contact for a multitude of queries, or a speaker on VAT for a course or conference, we can undoubtedly assis...”

i

View Profile

M&D Wealth Management

“When dealing with clients Stuart aims to help them make the most of their financial resources and help deliver their long-term financial goals and aspirations through comprehensive and considered financial planning. The world of financial products ca...”

i

View Profile

Baker Tilly

“Explore results from our survey with 300 media industry business leaders focusing on workforce, sustainability, innovation reliefs, funding and exit planning.”

i

View Profile

Lloyds Independent Financial Services

(50)

Insurance
Options
House

“A great and honest financial advisor who provided me with detailed information on how to handle my investments and pension plans, highly recommended! Positive Responsiveness, Quality, Professionalism, Value”

i

View Profile

Michael Usher Mortgage Services

(50)

First Time Buyers
Team
Property

“Matt and Natalie did a fantastic job helping to arrange our mortgage. As first time buyers the process appeared quite daunting. Matt went through our options clearly and secured us a great deal. The team were always quick to respond and knowledgeable...”

i

View Profile

Pennymatters

(49)

Investments, Protection, Mortgages

“Professional, prompt and reliable. Daniella is amazing. If you're looking for a mortgage I couldn't recommend PennyMatters enough. Keep it up! Positive Responsiveness, Quality, Professionalism, Value”

i

View Profile

The Surrey Mortgage Broker

(50)

First Time Buyer
Remortgage
Market

“Richard has provided me with an amazing service. His support has been invaluable to be able to get my mortgage. Very knowledgable, sensible and thorough and excellent communication at all time. I would not hesitate to continue working with him.”

i

View Profile

Money Ways UK

(50)

Options
Mortgage
House

“Mike Daniels is an excellent financial advisor. Completely transparent, which means a lot, and knows his products; despite interest rates rising he sorted our remortgage with only a small increase in monthly repayments. He also sorted our pensions a...”

i

View Profile

J Finance

(50)

Felt
Team
House

“I've been dealing with J Finance for a number of years and always found them helpful and responsive. The advice given has been good and they have always made financial tasks easier to deal with. A wonderful team who are always on hand to help.”

i

View Profile

Premier Financial Services

(50)

Rates
Advice
Market

“If you take a mortgage, you need an advisor. And if you need an advisor, Paul is your guy. He was recommended to me by a friend and lived up to the high praise. Knowledgable, prompt, and laid out clear recommendations. Just what I needed.”

i

View Profile

Bluesky Chartered Financial Planners

(44)

Report
Pensions
Future

“I have had dealings with Mark and others in the Bluesky team for almost eight years and would not hesitate to recommend them as professional, expert and trustworthy.”

i

View Profile

Origen Financial Services

(50)

Pensions and Retirement Planning, Financial Protection, Retirement Options

“Excellent service from Origen. They look after our Pensions and our contact Leon Hunt is professional and meets up with us on a one to one every year or when required. He is always prompt to reply to any queries. Our yearly meetings are informative a...”

i

View Profile

Asset Harbour

(50)

Patient
Professional
Team

“Andrew was absolutely brilliant! He was meticulous when it came to arranging my mortgage. His efficiency is second to none, and he is a real asset to Asset Harbour! Thank you!”

i

View Profile

Alresford Financial

(50)

Knowledge
Mortgage
Informative

“Fantastic service. I have used Alresford Financial for both personal and professional reasons and have always been very impressed. Positive Quality, Professionalism”

i

View Profile

Roxburgh Financial Management

(50)

Products
Mortgage
Policies

“I have been engaging the services of Roxburgh FM since 2017 and have had Gary Webb as my contact throughout this time. I think this long standing relationship is testament alone to his ability to manage clients as well as the overarching guide to Rox...”

i

View Profile

Porter Garland Limited

(39)

Understand
Team
Company

“Thomas and the team at Porter Garland are true professionals on every level. Having recently moved our business accountancy to them we found them to be hugely accommodating and made the process very easy. The whole team are a pleasure to deal with an...”

i

View Profile

Flying Colours

(32)

Costs
Pension
Risk

“My wife and I both have accounts set up to manage ISAs and personal pensions, following detailed discussions on our requirements and establishing risk profiles. Ongoing advice has been good and costs are competitive. Very positive experience so far.”

i

Average Cost	£3710
Minimum cost	£1238
Maximum cost	£10510
Avg Per Hour Rates	£373

Best Financial Advisors in Basingstoke

The highest-rated Financial Planning & Wealth Management companies out of 33 vetted & reviewed in the Basingstoke area.

Waverley Financial Services, Chartered Financial Planners

Fortem Financial Management

The Mortgage Hut - Basingstoke

Rosemount Financial Solutions

Leonna Salmon Financial Planning

Symmetry Corporate Finance

Clarion Invest

V A T Advisory Services

M&D Wealth Management

Baker Tilly

Lloyds Independent Financial Services

Michael Usher Mortgage Services

Pennymatters

The Surrey Mortgage Broker

Money Ways UK

J Finance

Premier Financial Services

Bluesky Chartered Financial Planners

Origen Financial Services

Asset Harbour

Alresford Financial

Roxburgh Financial Management

Porter Garland Limited

Flying Colours

Retirement Planning and Investment Management Services in Basingstoke Cost Estimates

Why these companies made our list

Wealth Management Advisors near Basingstoke

Popular in Basingstoke