Best Financial Advisors in Christchurch

The highest-rated Financial Planning & Wealth Management companies out of 38 vetted & reviewed in the Christchurch area.

St Barts Finance Bournemouth

St Barts Finance Bournemouth

(48)
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...”
99 Old Christchurch Rd, Bournemouth BH1 1ER
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Heritage Investments

Heritage Investments

(13)
  • 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.”
Free Initial Consultation
Transparent Fees & Pricing
24 Bargates, Christchurch BH23 1QL
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Lovegrove Financial Solutions

Lovegrove Financial Solutions

(18)
  • 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....”
2 Wick Ln, Christchurch BH23 1HX
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MFP Wealth Management - Chartered Financial Planners

MFP Wealth Management - Chartered Financial Planners

(13)
  • 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...”
10 Falcon Dr, Mudeford, Christchurch BH23 4BA
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Libertas Financial Planning

Libertas Financial Planning

(2)
“Thoughly recommend Paul Burdett”
8-10 Christchurch Rd, Bournemouth BH1 3NA
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Watson Wealth Consultancy

Watson Wealth Consultancy

(11)
  • 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!”
In Business Since 2023
24 Purewell, Christchurch BH23 1EP
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Msiva

Msiva

(1)
“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.”
30+ Years Experience
784 Christchurch Rd, Boscombe, Bournemouth BH7 6DD
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AFH Wealth Management

AFH Wealth Management

(3)
“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...”
Free Initial Consultation
Suite 7, Brearley House, 278 Lymington Rd, Highcliffe, Christchurch BH23 5ET
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Holborn Assets

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...”
Transparent Fees & Pricing
Family Business
In Business Since 2001
Floor 1, Suit 3&4, Telephone House, 18 Christchurch Rd, Bournemouth BH1 3NE
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Hanlon Kneller & Associates

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...”
36 Bargates, Christchurch BH23 1QL
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Keyplan Wealth

Keyplan Wealth

(6)
  • 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.”
31Footners Lane, Burton, Christchurch BH23 7NT
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Light Cason Associates

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”
40+ Years Experience
1123 Christchurch Rd, Bournemouth BH7 6BQ
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Seymour Keogh

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...”
Family Business
In Business Since 2020
1105 Christchurch Rd, Bournemouth BH7 6BQ
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Roche Wills & Trusts

Roche Wills & Trusts

(30)
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...”
Free Initial Consultation
In Business Since 2020
Serving Christchurch Area
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Baggette + Co Wealth Management

Baggette + Co Wealth Management

(50)
  • 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...”
Transparent Fees & Pricing
North House, Braeside Business Park, Sterte Ave W, Poole BH15 2BX
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Rockstone Mortgage & Financial Advice

Rockstone Mortgage & Financial Advice

(50)
  • 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...”
Serving Christchurch Area
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PSH Mortgages

PSH Mortgages

(50)
  • 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...”
21 Charborough Cl, Lytchett Matravers, Poole BH16 6DJ
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Apex CB Financial Planning

Apex CB Financial Planning

(44)
  • 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...”
In Business Since 2009
Suite 2 Jellicoe House, Station Rd, Holton Heath, Poole BH16 6HX
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Charlwood IFA - Independent Financial Advisers

Charlwood IFA - Independent Financial Advisers

(50)
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...”
In Business Since 2006
35 Seamoor Rd, Westbourne, Bournemouth BH4 9AE
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Lonsdale Wealth Management

Lonsdale Wealth Management

(50)
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.”
Serving Christchurch Area
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Assured Private Wealth

Assured Private Wealth

(40)
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...”
Serving Christchurch Area
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Artema

Artema

(32)
  • 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...”
Serving Christchurch Area
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Wimborne Financial Services

Wimborne Financial Services

(33)
  • Research
  • 2023
  • Email
“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...”
Transparent Fees & Pricing
Serving Christchurch Area
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Harbour Equity Release

Harbour Equity Release

(27)
  • 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...”
In Business Since 2020
127 Pilsdon Dr, Poole BH17 9HT
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Retirement Planning and Investment Management Services in Christchurch Cost Estimates

Minimum cost
£1213
Maximum cost
£10297
National Average
£3634
Avg Per Hour Rates
£365
£2423
£6663
Average price range is based on 444 cost profiles
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Average Cost £3634
Minimum cost £1213
Maximum cost £10297
Avg Per Hour Rates £365

Average range $2423 to $6663 is based on 444 cost profiles.

Why these companies made our list

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