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Best Financial Advisors in Basingstoke

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

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Rosemount Financial Solutions

Rosemount Financial Solutions

(4)
Mortgages, Investments, Protection
“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...”
In Business Since 2006
House 2, Rosemount, 4 Chequers Rd, Basingstoke RG21 7PU
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The Mortgage Hut - Basingstoke

The Mortgage Hut - Basingstoke

(3)
“Fantastic team, My application was dealt with professionally from start to finish.”
7 Church St, Basingstoke RG21 3QG
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Waverley Financial Services, Chartered Financial Planners

Waverley Financial Services, Chartered Financial Planners

(8)
  • Pension
“Tim was very approachable and friendly. He was very informative on a level that the layman could understand. He gave very good advice and talked through my options regarding my pension in a very professional yet personal perspective.”
12 Waverley Ave, Basingstoke RG21 3JN
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Fortem Financial Management

Fortem Financial Management

(8)
“The advice given is always thorough and professional. The company really listen to the needs of their clients and seek the best possible solution. Would not hesitate to recommend them.”
Unit 7, Faraday court, Rankine Rd, Basingstoke RG24 8PF
Featured

We finished our 2022 Financial Education program for businesses this week and already have bookings for 2023. Offering financial advice in Basingstoke as well as Financial Education helps people understand their money and when you understand it, you can control it. With the cost of living crisis, financial education has never been so important and we are delighted to be able to offer this to all.

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Leonna Salmon Financial Planning

Leonna Salmon Financial Planning

(1)
“I have used Leonna for a few years now, solid advise and great value for money. Couldn't recommend highly enough”
Offers Financing Options
10 Park Ln, Old Basing, Basingstoke RG24 7HE
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V A T Advisory Services

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...”
In Business Since 2007
Worting House, Church Ln, Basingstoke RG23 8PX
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Clarion Invest

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.”
View Point, Basing View, Basingstoke RG21 4RG
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M&D Wealth Management

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...”
20+ Years Experience
Offers Financing Options
37 Milkingpen Ln, Old Basing, Basingstoke RG24 7DL
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All Aspects Financial

All Aspects Financial

(13)
Corporate Services, Retirement Planning, Tax Planning
“Michael's financial advice and insight has proven to be invaluable in organising our affairs. I would attribute this to his forensic attention to detail and willingness to take the time to really delve deep! Highly recommended.”
Hanover House, Bishop's Green, Newbury RG20 4HT, Newbury RG20 4HT
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Christopher Jones Wealth Management

Christopher Jones Wealth Management

(10)
Pensions, Estate Planning, Investment Planning
“My wife and I have been dealing with Christopher for about 15 years. His help and advice, as well as his friendly manner, has been extremely beneficial to us during that time. I thoroughly recommend him and his company to any one.”
4 Stonemasons Court, Parchment St, Winchester SO23 8AT
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Milton Independent Financial Advisors

Milton Independent Financial Advisors

(3)
Mortgages, Protection, Pensions
“Stuart and Katie were outstanding during the mortgage application that they managed for us. They were both professional and personable and kept informed every step of the way. They even went over and above to deal with additional queries that we had ...”
Venture House, 2 Arlington Square, Downshire Way, Bracknell RG12 1WA
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Assets Accounting

Assets Accounting

(2)
International, Accounting, Personal Tax
“Having worked with various accountants in the past I came to Andrew and Assets Accounting for the completion of recent my tax return. Needless to say Andrew was helpful 'over and above' my expectations providing advice and support in a calm and cons...”
Serving Basingstoke Area
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Switchfoot Wealth Limited

Switchfoot Wealth Limited

(4)
“The concept of pensions and investments is not everyone's bag, it's one of those things that can always be dealt with tomorrow; Mañana. There are choices to be made, choices which need a level of understanding. I approached a financial advisor and af...”
28 Upper Hale Rd, Farnham GU9 0NS
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Lloyds Independent Financial Services

Lloyds Independent Financial Services

(30)
  • Patient
  • Options
  • Remortgage
“For a first time buyer, getting a mortgage was very daunting. Mark assisted me with any queries I had, big or small and was incredibly helpful. He found the best deals and talked me through every option thoroughly. Would definitely recommend.”
Family Business
19 The Old Orchard, Farnham GU9 8UR
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Michael Usher Mortgage Services

Michael Usher Mortgage Services

(30)
  • Advice
  • Team
  • Patient
“Without Matt at Michael Usher, I would have struggled to get a mortgage on my own. He didn't stop until he found a lender to ensure I kept my home, very efficient and friendly, I am very grateful.”
In Business Since 2015
Family Business
Free Initial Consultation
Serving Basingstoke Area
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Bluesky Chartered Financial Planners

Bluesky Chartered Financial Planners

(30)
  • Pensions
  • Understand
  • Modelling
“I've been using Bluesky's services for about 4 years now and have been impressed by their friendly and highly professional working style. Jeremy carefully gained an understanding of my financial matters and aspirations, and as a result, the actions h...”
20+ Years Experience
Chalfont Cl, Earley, Reading RG6 5SY
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J Finance

J Finance

(29)
  • Family
  • First Time Buyers
  • Professional
“Service has been impeccable and swift. I've received communications / guidance about my mortgage application from the beginnning to finish. Great team. Daniel is awesome!”
6A London Rd, Newbury RG14 1JX
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The Surrey Mortgage Broker

The Surrey Mortgage Broker

(25)
  • Product
  • Financial
“Richard has been a huge asset to us, we have processed all our mortgages through him for the past 7 years. His information is clear, his communication clear and just generally great attitude, positivity and helpful.”
20+ Years Experience
GOSTREY HOUSE, Union Rd, Farnham GU9 7PT
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Unavida Wealth Management

Unavida Wealth Management

(20)
Investment Planning, Wealth Planning, Wealth Acceleration For Business Owners
“Having been with UnaVida for the past 10 years, now in these troubled times we have complete confidence leaving our financial affairs in Ray's capable hands.”
In Business Since 2014
4 Beech Ct, Wokingham Rd, Hurst, Reading RG10 0RQ
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Pennymatters

Pennymatters

(30)
  • House
  • Remortgage
  • Communication
“I have worked with PennyMatters for a number of years, over a range of different activities including new purchase, additional borrowing, renewals and always received a high level of professional service and support throughout.”
Building 329, Doncastle Rd, Bracknell RG12 8PE
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Money Ways UK

Money Ways UK

(30)
  • Market
  • Mortgage
  • Knowledge
“I was recommended to Mike by a friend and i'm so glad I used him. Mike was so down to earth and easy to speak to and made my mortgage process understandable - especially as I was a first time buyer! I will be using Mike again!!”
20+ Years Experience
19 Camp Rd, North Camp, Farnborough GU14 6EN
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Flying Colours

Flying Colours

(21)
Financial Lifestyle Planning, Retirement & Pensions Planning, Inheritance Tax & Estate Planning
“I have been very happy with Flying Colours. The service is great and always tailored to your needs. The products have been good and I would have no hesitation in recommending to friends and family, in fact I have!”
In Business Since 2019
Free Initial Consultation
1301, Ocean House, The Ring, Bracknell RG12 1AX
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Affordable Financial Planning Services

Affordable Financial Planning Services

(21)
  • Wills
  • Knowledge
  • POA
“Gill made the daunting task of making a will an easy process. She was very informative, kept in touch promptly and was very approachable. We would totally recommend her company.”
Transparent Fees & Pricing
Family Business
Serving Basingstoke Area
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Goddard & Co

Goddard & Co

(20)
Back Office Support, Overview, Compliance Services
“Peter and his team at Goddard & Co have been my accountant for 15 years, dealing with all my business and personal financial affairs over that time. They are a highly competent and professional firm and always a pleasure to deal with. David Boyd”
Transparent Fees & Pricing
Serving Basingstoke Area
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Retirement Planning and Investment Management Services in Basingstoke Cost Estimates

Minimum cost
£1238
Maximum cost
£10510
National Average
£3710
Avg Per Hour Rates
£373
£2474
£6801
Fair price range is based on 437 cost profiles
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Average Cost £3710
Minimum cost £1238
Maximum cost £10510
Avg Per Hour Rates £373

Fair range $2474 to $6801 is based on 437 cost profiles.

Why these companies made our list

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