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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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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!”

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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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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...”

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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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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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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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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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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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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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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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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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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...”

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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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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”

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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...”

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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!”

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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...”

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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.”

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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

Premier Financial Services

Money Ways UK

The Surrey Mortgage Broker

J Finance

Origen Financial Services

Bluesky Chartered Financial Planners

Alresford Financial

Roxburgh Financial Management

Asset Harbour

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