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Best Financial Advisors in Chichester

Handpicked from 66 vetted & reviewed Financial Planning & Wealth Management firms in the Chichester area, explore the top 5 leading options among the selected group of 24 finalists.

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Cathedral Wealth Management

Cathedral Wealth Management

(8)
Investment Planning, Inheritance Planning, Corporate Advice
“Super customer service and excellent results. I moved my fund to Brad 2 years ago and I am so pleased I did. 5*”
Hills Barn, Appledram Ln S, Apuldram, Chichester PO20 7EG
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Marchwood IFA

Marchwood IFA

(18)
  • Professional
  • Questions
“Hamish conducted a full review of my pension and following that I instructed him to move my entire pension to the recommended provider. The process was efficient and professional throughout. Good old fasioned service delivered in a modern way.”
44 North St, Chichester PO19 1NF
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Lewis Brownlee Financial Services

Lewis Brownlee Financial Services

(13)
Retirement, Estate Planning, Equity Release
“I asked Lewis Brownlee to help me organise my pensions about two years ago and I've been consistently delighted by their responsiveness, professionalism and my ROI. Can't say fairer than that.”
Appledram Barns, Birdham Rd, Chichester PO20 7EQ
Featured

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Arcturus Wealth Management

Arcturus Wealth Management

(7)
  • Knowledge
  • Investment
“I have been with Arcturus Wealth Management since 2011 which speaks for itself. Excellent customer service with quick response to queries. Most importantly, I trust their advice which is always honest and in the best interests of the customer. I will...”
In Business Since 2015
Metro House, Northgate, Chichester PO19 1BJ
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MJB

MJB

(1)
Protection, Inheritance Tax, Alternative Investments
“I felt compelled to write a review on MJB Partnership and specifically Mark Gordon. Mark has been our family IFA for a number of years and just recently he performed a raft of changes to they way we look at our pensions and finances. Following his ad...”
Dukes Court, Bognor Rd, Chichester PO19 8FX
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
98 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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The Chichester Accountants

The Chichester Accountants

(14)
  • Team
  • Company
“I have worked with Jon Phillmore and Geoff Frost of Blue Spire for many years and have enjoyed a very professional and fruitful partnership. They have served primarily as my company auditors but have also provided considerable added value by way of i...”
In Business Since 2014
Cawley Priory, S Pallant, Chichester PO19 1SY
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CPN Investment Management

CPN Investment Management

(2)
“The service provided by CPN is excellent. I have always had excellent annual returns and whenever I phone or email the company I receive a first class service. Would recommend highly.”
In Business Since 2020
All saints Church, W Pallant, Chichester PO19 1TD
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Pension Partner

Pension Partner

(5)
“Contacted and very trustworthy. Please go ahead with using their service without any fears.”
Chichester PO19 1PR
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1to1 Paraplanning

1to1 Paraplanning

“"1to1 Paraplanning have previously worked with our back office system and quickly assimilated The Fry Group's advice process, including cash flow modelling and risk/capacity for loss analysis. Just as importantly, their additional support has helped ...”
Metro House, Chichester PO19 1BE
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Raymond James, Chichester

Raymond James, Chichester

“As one of over 3,000 branches of Raymond James internationally, Raymond James, Chichester, combines the strength and stability of a secure international financial services organisation, with the personal service of a local branch where the team have ...”
100+ Years Experience
The Old Coach House, 14 W Pallant, Chichester PO19 1TB
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Mellor Wealth

Mellor Wealth

Unit 1, Park Farm Chichester Rd, Arundel BN18 0AG
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Peek & Co

Peek & Co

(1)
“1st class accountants that provide a great service”
119 High St, Selsey, Chichester PO20 0QB
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Acclaimed Independent Financial Group

Acclaimed Independent Financial Group

The Granary, Madam Green Business Centre, High St, Chichester PO20 2DD
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Wild + Wild Wealth Management

Wild + Wild Wealth Management

“Peter has been managing my investments for over four years, which has allowed him to understand my personal circumstances. During this period I have developed complete confidence in his ability to consistently provide clear, sound and trustworthy adv...”
The Granary, Oak Ln, Chichester PO20 7FD
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Greenwood Wealth Solutions

Greenwood Wealth Solutions

“Welcome to Greenwood Wealth Solutions Peter Greenwood FPFS, FCCA, TEP, SOLLA, is one of the most qualified UK financial advisers. He is a Fellow status Chartered Financial Planner, a non-practising Chartered Certified Accountant, a full member of the...”
Martlett House, St John's St, Chichester PO19 1UU
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Objective Wealth

Objective Wealth

(8)
  • Mortgage Adviser
“We came to Jack for some mortgage advice and he's been the best mortgage broker we've dealt with before. He's made the process hassle free for us, been very clear and professional with communication and keeping us up to date. Highly recommend.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2019
Serving Chichester Area
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Podium Financial

Podium Financial

(15)
Retirement Planning, Investment Planning, Estate Planning
“I needed the advice of a Financial Advisor for the management of my pension fund. I have found Darryl to be very professional and personable to communicate with, and have absolute confidence as a consequence, of Podium Financial handling the complic...”
Serving Chichester Area
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Paul Murray Investments

Paul Murray Investments

(5)
Advisory Stockbroking Services, Retirement Solutions, Cash Flow Planning
“Paul was very helpful in giving me financial advice. He is very knowledgeable and most importantly trustworthy.”
108 Marmion Rd, Southsea, Portsmouth, Southsea PO5 2BB
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SMR Solicitors - Bognor Regis

SMR Solicitors - Bognor Regis

(4)
Services For Business, Services For Individuals
“Lovely friendly and efficient staff.”
In Business Since 2001
1, The Precinct, W Meads Dr, Bognor Regis PO21 5SB
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Citi Partners Chartered Accountants

Citi Partners Chartered Accountants

(1)
Secretarial Services, Business Disputes, Business Accounting
“Citi Partners, have been my accountants for several years. Dealing with them has been an absolute pleasure. Sibtain has helped me with some complex tax issues with great thoroughness and professionalism. He is an experienced accountant and a honest p...”
In Business Since 2013
1-6, City Buildings, Commercial Rd, Portsmouth PO1 4BD
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MMO

MMO

(6)
New Business Planning & Forecasting, Financial Business Review, Acquisition, Disposal & Merger Consultancy
“MMO look after me and my business to the highest level. They are always helpful with my many many questions. Sam is such a valuable part of my business, Thank you”
Serving Chichester Area
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Country Wealth

Country Wealth

(2)
Advice For Businesses, Personal Insurance, Investments
“Chris at Country Wealth was kind enough to spend time explaining different options and potential directions with no sell or bias. Knowledgeable and professional - he will consider your personal situation and current portfolio and advise accordingl...”
Free Initial Consultation
Serving Chichester Area
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Global Financial

Global Financial

“Good”
Transparent Fees & Pricing
In Business Since 2008
Serving Chichester Area
FAQs
Why should I choose Global Financial Ltd and not a different company?
We are a local company and we aim to ensure that your specific needs are dealt with in an individual way, by creating your own bespoke lifestyle financial plan. We concentrate on what you want to achieve, rather than merely choosing a product or tax wrapper for you.
Why do you need so much information from me?
If we are to work together, we see this as a long-term partnership, so we like to be truly informed on all of your financial affairs and aspirations, to ensure we can provide the best possible financial planning to you from our very first meeting.
Do I have to come to your office or will you visit me?
Ideally, we would like a meeting either over Zoom or at our offices, but we will meet you at your offices or home if that is more convenient or appropriate.
Is there a client portal?
You are able to log into our Client Portal with your own secure client code. This will enable you to see the latest valuations and documents that we have available to us. You can also update some of your own personal details, should a change occur (such as an email address) together with seeing previous Financial Planning Reviews.
More info can be found on the FAQ page of our website.
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Worley Financial Associates

Worley Financial Associates

(3)
“Tom keeps us up to date with regular reviews. He explains the options that are available to us and the potential consequences. He acts promptly when actions are requested. On a personal level he is approachable and friendly.”
Offers Financing Options
24 Cadnam Rd, Southsea, Portsmouth, Southsea PO4 9JT
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Retirement Planning and Investment Management Services in Chichester Cost Estimates

Minimum cost
£1193
Maximum cost
£10130
National Average
£3575
Avg Per Hour Rates
£359
£2384
£6555
Typical price range is based on 463 cost profiles
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Average Cost £3575
Minimum cost £1193
Maximum cost £10130
Avg Per Hour Rates £359

Typical range $2384 to $6555 is based on 463 cost profiles.

Why these companies made our list

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