Best Financial Advisors in Basingstoke

Handpicked from 33 vetted & reviewed Financial Planning & Wealth Management firms in the Basingstoke area, discover the top 5 elite providers among the selected group of 24 finalists.

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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.”

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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”

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The Mortgage Hut - Basingstoke

(3)

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

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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!”

Featured

Putting you in contact with your money in as many ways as possible is one of our main priorities when it comes to financial advice for our clients. Not only do we provide one to one financial advice to our clients, we also like our clients to have online access & access to their app to view their St James’s Place ISAs and St James’s Place pensions. We put you in touch with your money so you know why and what it is doing.

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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...”

Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score

97 (100)

Minimum Reputation Rank

99.1 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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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...”

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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...”

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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.”

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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...”

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Baker Tilly

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

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GQ Independent

(26)

Individual
Pension
Advice

“I have received pensions advice with Rita Mallorca over several years. Rita is not only an excellent practitioner who helped me with some very tricky issues but is also highly personable and lovely to deal with.”

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Winchester Investment Solutions

(13)

Family
Knowledge
Professional

“Chris has looked after our pensions for over 15 years now, and I would not hesitate recommending him due to his professionalism and knowledge. His caring but uncomplicated approach has always been most welcome. Thank you so much Chris. Positive R...”

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Accountwise

(4)

Financial Coaching, Business Planning, Tax Planning and Advice

“I have used Accountwise for almost 2 years now. They are very professional and responsive to any needs we have for our small business. They have guided us through various important phases as we have grown and gave clear and precise training on the ac...”

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Switchfoot Wealth Limited

(4)

“I have just had my first introductory call with Seb from Switchfoot Wealth. I was instantly impressed with Seb's professionalism, calm demeanour, patience, and the way he takes time to explain things in simple terms - something which is incredibly us...”

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Creative Lifestyle Planning

(10)

Pension
Financial Advice

“Really pleased with our retirement planning which has taken place with Matt, really thorough and made the process really simple and easy to understand. I'm really pleased that he was recommended to me and I have also passed his details onto others! P...”

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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”

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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...”

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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”

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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.”

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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...”

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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.”

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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.”

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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.”

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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...”

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

Best Financial Advisors in Basingstoke

Handpicked from 33 vetted & reviewed Financial Planning & Wealth Management firms in the Basingstoke area, discover the top 5 elite providers among the selected group of 24 finalists.

Leonna Salmon Financial Planning

Waverley Financial Services, Chartered Financial Planners

The Mortgage Hut - Basingstoke

Fortem Financial Management

Rosemount Financial Solutions

Symmetry Corporate Finance

V A T Advisory Services

Clarion Invest

M&D Wealth Management

Baker Tilly

GQ Independent

Winchester Investment Solutions

Accountwise

Switchfoot Wealth Limited

Creative Lifestyle Planning

Lloyds Independent Financial Services

Michael Usher Mortgage Services

Pennymatters

Premier Financial Services

Money Ways UK

J Finance

The Surrey Mortgage Broker

Bluesky Chartered Financial Planners

Origen Financial Services

Retirement Planning and Investment Management Services in Basingstoke Cost Estimates

Why these companies made our list

Wealth Management Advisors near Basingstoke

Popular in Basingstoke