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Lovegrove Financial Solutions

(15)

“Andy and Stuart have been absolutely fantastic. I really didn't know what I was doing and they have walked us through a re-mortgage, financial protection and pensions. Couldn't recommend more highly”

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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...”

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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...”

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Heritage Investments

(2)

“Excellent they certainly go the extra mile and continue to be there when required highly recommended”

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Libertas Financial Planning

(2)

“Thoughly recommend Paul Burdett”

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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.”

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Keyplan Wealth

(2)

“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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Insight Property Finance

“INSIGHT Property Finance Limited registered in England and Wales – company number 14139269. INSIGHT Property Finance Limited's registered address is 10 Heath Road, Walkford, Christchurch, BH23 5RH. INSIGHT Property Finance Limited are a registered Da...”

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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

(21)

Charities

“Professional from start to finish. Solutions only attitude was my takeaway from Baggette & Co. Highly recommend to anyone looking to go down the wealth management route.”

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Rockstone Mortgage & Financial Advice

(30)

Patient
Products
House

“Stacey was so helpful throughout every step of the process. No matter the question she was able to answer it or go and find out for us. Having someone so friendly and efficient to guide us through one of the most stressful experiences was brilliant. ...”

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BKB Accountants

(14)

Personal & Business Tax, Bookkeeping, Payroll & Support, Financial Planning

“Alistair and his team at BKB are quite simply the best accountants I know of. Luckily, we were recommended them by a mutual contact and I would certainly pass this testimonial on to my trusted friends and contacts as well. Will is a talented book-kee...”

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Blue Sky Financial Planning

(2)

Health and Wealth, Business Owners, Inherited Wealth

“Excellent staff and excellent service. Would highly recommend.”

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Headstart Financial Planning

(1)

“Friendly , professional staff . Great service”

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Apex CB Financial Planning

(30)

HM Armed Forces, Corporate Services, Saving & Retirement Services

“Chris Ryan came into our school twice to deliver inspiring and interesting workshops to our Year 7 and 8 children. The material was excellent, engaging and well-matched to our children's abilities. Every child left having gained knowledge and insigh...”

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St Barts Finance

(29)

Insurance, Pensions, Investments

“We had the pleasure of working with St Barts Finance and can confidently say that they represent the best in the industry. They are the safe pair of hands you need to look after your interests. A special shout out to Maria Bolger and Taylor Shahi fro...”

Featured

Now is a great time to review your finances – whether it’s your savings and investments, mortgages or insurance policies.nnLet's focus on loans and credit cards.nnRising interest rates can push up the repayments on any debts, including bank loans, car finance and credit cards. nnIf you have a personal loan or car finance agreement, you probably agreed a fixed deal – so the latest rate rise is unlikely to affect you until the term of the agreement comes to an end.nn#loans #creditcards #interestrates...

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Charlwood IFA - Independent Financial Advisers

(30)

Inheritance Tax Planning, Investments, Pensions and Retirement Planning

“Charlwood IFA have managed my assets for many years. They are responsive to my requests and, indeed, often make strategic proposals without my asking. Whenever I need to play the "Bank of Mum and Dad", the money for the youngsters arrives swiftly. I ...”

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Payne Spencer Harris Financial Advisers

(30)

Solicitors
Property
Mortgage Advisor

“James and Mandy have been absolutely amazing in helping me and advising me in every step of the process of applying and getting the best mortgage option for my situation. Super professional, very quick at replying and always friendly and helpful. Hig...”

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Lonsdale Wealth Management

(30)

Life Assurance & Protection, Mortgages, Inheritance Tax Planning

“My husband and I both believe we have received an excellent service from Stewart at Lonsdale Wealth Management in Ringwood. Our financial situation was thoroughly investigated and we received professional but easily understandable advice about invest...”

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Independent Mortgage Solutions

(30)

Professional
Market
Costs

“Once again outstanding service from Simon who always puts me at easy when organising my mortgage. I would highly recommend Independent Mortgage Solutions to anyone considering buying a property. A great responsive team ensures that all your needs are...”

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Ideal Financial Solutions

(19)

Insurance
First Time Buyers
Pensions

“I have been a client of Ideal Financial Solutions for many years and I've always received excellent service. Marcus has grown my pension portfolio over the years and I look forward to receiving the financial reward when I retire. I wouldn't hesitat...”

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Ian Futcher Financial Adviser at Quilter Financial Advisers

(9)

“Getting financial advise for my pensions was a worry for me, I thought it would be difficult and complicated. Not so with Ian Futcher , an extremely down to earth and personable chap, who explained my options in an easy and clear way . I would have n...”

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Assured Private Wealth

(24)

General Insurance, Protection, Pensions

“I found this company to be very helpful,polite and professional at all times . Paul was very informative and helped with all my questions and responded to my emails quickly.Thanks Paul.”

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Average Cost	£3634
Minimum cost	£1213
Maximum cost	£10297
Avg Per Hour Rates	£365

Best Financial Advisors in Christchurch

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

Lovegrove Financial Solutions

MFP Wealth Management - Chartered Financial Planners

AFH Wealth Management

Heritage Investments

Libertas Financial Planning

Msiva

Keyplan Wealth

Light Cason Associates

Insight Property Finance

Seymour Keogh

Baggette & Co Wealth Management

Rockstone Mortgage & Financial Advice

BKB Accountants

Blue Sky Financial Planning

Headstart Financial Planning

Apex CB Financial Planning

St Barts Finance

Charlwood IFA - Independent Financial Advisers

Payne Spencer Harris Financial Advisers

Lonsdale Wealth Management

Independent Mortgage Solutions

Ideal Financial Solutions

Ian Futcher Financial Adviser at Quilter Financial Advisers

Assured Private Wealth

Retirement Planning and Investment Management Services in Christchurch Cost Estimates

Why these companies made our list

Wealth Management Advisors near Christchurch

Popular in Christchurch