Best Financial Advisors in Christchurch
The highest-rated Financial Planning & Wealth Management companies out of 38 vetted & reviewed in the Christchurch area.
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Other Services, Pension, Insurance
“St Bart's Finance Ltd is a very professional yet caring company.
From my initial inquiry concerning Retirement income planning and appointments with Ben James, I truly felt that I was listened to and that Ben worked with me taking time in discussi...”
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Heritage Investments
- Options
- Goals
- Pension
“I have dealt with Heritage for a few years now and have always found them approachable friendly and timely.
They manage to keep things simple, they explain things in an understandable way, needed because the business is not simple.”
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Lovegrove Financial Solutions
- Mortgage
- Pensions
- Financial Advice
“What a breath of fresh air to meet Stuart. First time I have visited a financial adviser. Stuart put me at my ease straight away and went over backwards to give me the best possible advice. I would not hesitate in recommending to any of my friends....”
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MFP Wealth Management - Chartered Financial Planners
- Planning
- Retirement
- Tax
“We undertook a life planning exercise with Justin which enabled us to identify what is most important to us, and for MFP to recommend a financial plan which was tailored to our specific circumstances. All the advice that we receive is explained clear...”
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Libertas Financial Planning
“Thoughly recommend Paul Burdett”
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Watson Wealth Consultancy
- Family
- Mortgage
- Service
“Simon was extremely professional, very knowledgeable and provided a range of solutions which worked for me. I would have no hesitation in recommending him to friends and family!”
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Msiva
“MSIVA provided me with a caring and professional service.
The result of my claim was better than I had expected and they were with me through the whole process.
I could not be more pleased and would recommend them to anyone.”
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AFH Wealth Management
“We have taken financial advice from Darryl for over 15 years. He has always been reliable, dependable, knowledgeable, straight-talking and a pleasure to deal with, he has provided us with what has proved to be sound advice. I would not hesitate to re...”
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Holborn Assets
Employee Benefits, Mortgages, Retirement Planning
“It may seem an obvious thing to say but our clients are our business, so naturally when selecting advisers to work with only the most qualified and experienced need apply. The majority originate from the tough regulatory regime of the UK where excell...”
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Hanlon Kneller & Associates
“Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dre...”
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Keyplan Wealth
- Financial Advisor
- Life
- Understand
“Exceptional Pension Advice. I had an appointment with Alex Today, a clear expert in his field, presented in a clear manner. Offering a personable approach. Other benefits included ISA Advice too. Will continue to use his services for ever more.”
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Light Cason Associates
Inheritance Tax, Pensions, Investments
“We are situated in an old bank at 1123 Christchurch Road, Bournemouth. We are happy to welcome new and existing clients to our offices or, subject to your location, we will visit you at home or your office to discuss your requirements. Please”
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Seymour Keogh
Employee Benefits Management, Tax Planning, Business Disaster Recovery Plans
“We realise not all these areas may be applicable, we're here to offer ongoing advice and support to help you establish the most suitable plan for your circumstances which is as flexible and adaptable as you need it to be for your business and into re...”
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Baggette + Co Wealth Management
- Options
- Number
- Market
“Steve Foster has visited me at home for five years . I have regular updates with paperwork to show my finances. Steve explains everything reassures any concerns going forward , giving professional knowledge and guidance with efficient action on any c...”
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Rockstone Mortgage & Financial Advice
- Stress
- Communication
- House
“Stacey helped us when buying our first home. She was really helpful and friendly, explained everything to us, and took care of everything to get us a good deal. When our first purchase fell through she went through the entire process again and put in...”
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PSH Mortgages
- Insurance
- Future
- Product
“Honestly of the best decisions I made in the house purchasing journey. I was originally struggling to get my unique pay situation through the mortgage journey when James stepping in from Payne Spencer Harris Financial Advisers and found a better deal...”
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Apex CB Financial Planning
- Stupid
- Risk
- Future
“Chris has been advising me for around 15 years and I consider that during that time he's provided me with good guidance. He's helpful in suggesting options and making recommendations on ways to achieve what I want to. He's reassuring when circumstanc...”
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Charlwood IFA - Independent Financial Advisers
Inheritance Tax Planning, Investments, Pensions and Retirement Planning
“After 11 years, and becoming increasingly dissatisfied with our previous IFA, we were seeking a change to a company who were more flexible and aligned with our requirements. After careful research of Charlwood and two in-depth meetings with Martyn Ch...”
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Lonsdale Wealth Management
Life Assurance & Protection, Mortgages, Inheritance Tax Planning
“A team that puts the client first. We get personal service from a trusted independent advisor with a wealth of knowledge and expertise. Recommend highly.”
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Assured Private Wealth
Savings and Investments, General Insurance, Lasting Power of Attorney
“Excellent service from Paul. He took the time to explain everything I need to know about making a will and once the process was complete, I had a few questions and he very kindly telephoned me and answered all my queries. Oh and a very good price too...”
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Artema
- Future
- Questions
- Information
“1 year in and we couldn't be happier with the services Artema team are providing us.
Yuval has built a team of professional, knowledgeable and responsive experts, providing top notch advice and a very positive experience as a client.
It's great...”
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Wimborne Financial Services
- Research
- 2023
“We worked with Andrew to obtain a mortgage and insurance and he was absolutely brilliant. Our circumstances were a bit complicated and there were various hairy moments with the property chain, and Andrew's knowledge and efficiency really helped, he w...”
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Roche Wills & Trusts
Business Succession, Trusts & Bloodline Planning, Power of Attorney
“Thank goodness - an expert than speaks in a language I understand without complicated jargon. Not knowing anything about this other than I knew I had a need, Natascha's explained the products and service on offer in lay-person terms, in a calm and fr...”
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Harbour Equity Release
- Questions
- Service
- Expertise
“Until my first meeting with Chris I only had vague idea of how equity release worked. He explained the whole process from beginning to end. I had total confidence in him, his patient approach made the process seemless.
I would have no hestation i...”
Retirement Planning and Investment Management Services in Christchurch Cost Estimates
Why these companies made our list
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