Best Financial Advisors in Eastleigh

The highest-rated Financial Planning & Wealth Management companies out of 62 vetted & reviewed in the Eastleigh area.

HWB Accountants

HWB Accountants

(5)
Personal Tax Services, Business Tax and Financial Planning, Corporate Finance
“I have found HWB to be very knowledgeable and professional to work with. I would recommend them to others. Our organisation has benefited through engaging HWB as our auditors.”
Free Initial Consultation
In Business Since 2000
Highland House, Mayflower Cl, Chandler's Ford, Eastleigh SO53 4AR
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Aim Independent

Aim Independent

(1)
“Phil Watson & his team are extremely professional and polite. They have continued to provide excellent service year after year. I have used them for several reasons over the years and will return to them again when needed in the future.”
In Business Since 2019
Wessex House, Upper Market St, Eastleigh SO50 9FD
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Dental Financial Associates

Dental Financial Associates

(1)
“Dental Financial Associates are a pleasure to work with - Friendly, efficient, knowledgeable and professional.”
18, Vicarage Farm House, Business Park, Winchester Rd, Fair Oak, Eastleigh SO50 7HD
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Butcher & Moody Financial Services

Butcher & Moody Financial Services

(3)
“great services”
In Business Since 2000
11 Tollgate, Chandler's Ford, Eastleigh SO53 3TG
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Oaktree Wealth Management

Oaktree Wealth Management

(1)
“Ben was attentive and efficient in organising my pension needs. I would definitely recommend him to family and friends Positive Responsiveness, Quality, Professionalism, Value”
29 Centaury Gardens, Horton Heath, Eastleigh SO50 7NY
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HWB IT

HWB IT

Personal Tax Services, Business Tax and Financial Planning, Corporate Finance
Free Initial Consultation
In Business Since 2000
Highland House, Mayflower Cl, Chandler's Ford, Eastleigh SO53 4AR
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Redwood Financial, Droxford, Hampshire

Redwood Financial, Droxford, Hampshire

(50)
  • Understand
  • Wills
  • Estate Planning
“Having been with Redwood for many years we are confident that our investments are handled in a professional way, though retaining a personal touch, with Nicola and the rest of the team. I would highly recommend. Charlie Chapell and Brenda Frost.”
Family Business
Transparent Fees & Pricing
St Clairs Farm, Wickham Rd, Droxford, Southampton SO32 3PW
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Solent Financial Services

Solent Financial Services

(40)
Retirement Planning, Savings and Investments, Protection
“Steve managed to obtain a Mortgage Offer at a good rate for our BTL in quick time. As it transpired we sold the property. No hesitation in recommending Steve for his no nonsense no hassle approach to obtaining a mortgage. Positive Responsiveness, Pr...”
Family Business
Remote Consultations Available
Dibles House, 95 Dibles Rd, Warsash, Park Gate, Southampton SO31 9JL
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P&P Invest

P&P Invest

(50)
  • Knowledge
  • Expertise
  • Confidence
“A friend personally recommended Philip Pearson/P&P Invest to me. In the short period that I have been dealing with Philip he has demonstrated excellent understanding of my circumstances and has created a clear strategy to achieve my financial goals....”
In Business Since 2001
Unit 17, Endeavour Building Shamrock Quay, Southampton SO14 5QL
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Rockstone Mortgage & Financial Advice

Rockstone Mortgage & Financial Advice

(50)
  • Communication
  • House
  • Mortgages
“Guy and Harry were excellent when handling the application for our first mortgage, which is a stressful time. They were patient with our many questions and secured us a great mortgage in record quick time. I would highly recommend them as guys you ca...”
Serving Eastleigh Area
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C L Mortgages

C L Mortgages

(50)
  • Remortgage
  • Professional
  • Questions
“Claire, Charlie, Olivia and the team took such good care of me, guiding me through the process of applying for my first mortgage and even providing advice where prudent on the process. It took the nerves out of the experience for me, and made it exci...”
1st Floor, 11 West St, Fareham PO16 0BG
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Alresford Financial

Alresford Financial

(50)
  • Honest
  • Knowledge
  • Informative
“I am so pleased Mike has established an office in Alresford. I trust him implicitly and know his family & professional values will add much to the town's financial & community health. You definitely feel that Mike is working on your behalf and his na...”
10+ Years Experience
Serving Eastleigh Area
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Assured Private Wealth

Assured Private Wealth

(40)
Savings and Investments, General Insurance, Pensions
“Used Assured private wealth to get 2 wills written and lpas setup. The guy we dealt with (Paul) was very good…. Knowledgeable and patient as he guided us the process and helped us choose the package best suited to us. Would definitely recommend this ...”
Serving Eastleigh Area
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Christopher Jones Wealth Management

Christopher Jones Wealth Management

(24)
Estate Planning, Investment Planning, Pensions
“Robin and the team offer a fantastic service. They are always there to give advice and answer questions. Robin keeps you updated of any changes. I have recommended them over the years to family and friends and will continue to do so. Kevin”
Family Business
4 Stonemasons Court, Parchment St, Winchester SO23 8AT
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Choice Financial Solutions

Choice Financial Solutions

(30)
  • Application
  • Communication
  • Company
“Paul at Choice has been an amazing help with mortgages and remortgaging over the last few years, I've recommended him to others and wouldn't go anywhere else!”
In Business Since 2004
Serving Eastleigh Area
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MJN Financial Services

MJN Financial Services

(20)
  • Phone
  • Broker
  • House
“Mel is spot on! Always gives friendly reliable advice. Always answers her phone and put me and my wife at ease through everything finance! I wouldn't use anyone else”
Emergency Services
In Business Since 2017
Findon Rd, Gosport PO12 4EP
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Sterling & Law - Hampshire

Sterling & Law - Hampshire

(12)
  • Planning
  • Team
  • Investments
“Really great company to deal with, especially George and Ian. Their combined knowledge about pension schemes and smart investments is impressive to say the least. I've also attended one of their educational webinars about tax efficient investments, w...”
Free Initial Consultation
Serving Eastleigh Area
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Radcliffe & Co Independent Financial Advisers

Radcliffe & Co Independent Financial Advisers

(22)
Mortgage & Equity Release Service, Investment Management, Pension Planning
“I have been with Radcliffe for four years now after several disappointing experiences with other advisers. It is fabulous to have my future invested with a company that really care about me instead of themselves!!”
Meridians House, 7 Ocean Way, Southampton SO14 3TJ
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Abbotstone Financial Solutions

Abbotstone Financial Solutions

(15)
  • Happy
  • Pension
“Robert has given the necessary time to discuss, review and advise on our pension requirements fully, in a professional and friendly manner and acted upon our instructions through to completion.”
Serving Eastleigh Area
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Bells Solicitors

Bells Solicitors

(9)
“Wouldn't use anyone else. Everyone supportive , friendly and take time to make you feel you are a priority. Excellent through and through . Positive Responsiveness, Quality, Professionalism, Value”
Transparent Fees & Pricing
Serving Eastleigh Area
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Winchester Investment Solutions

Winchester Investment Solutions

(13)
  • Advisor
  • Knowledge
  • Financial
“Chris has been taking care of our financial affairs for upwards of ten years now and we appreciate enormously the personal touch which he provides, and which seems to be lacking from larger establishments. His knowledge of all things financial is ...”
Orchid House, Lanham Ln, Winchester SO22 5JS
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Asset Management Financial Advisers Limited

Asset Management Financial Advisers Limited

(8)
  • Questions
  • Financial Advisor
“I've used Asset Management for about 10 years. I've always found them very professional and I would have no hesitation recommending them to anyone requiring a mortgage or any other financial services.”
Family Business
8, Gaters Mill, Mansbridge Rd, Southampton SO18 3HW
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Dixon Financial Planning

Dixon Financial Planning

(4)
Inheritance Tax Planning, Business Finance, Pension and Retirement Planning
“Spoke to Andy to help set up a life insurance policy. He offered great help and advice and arranged the whole thing at an even better rate than even the company offered me direct! Definitely recommend for hassle free and useful help and advice.”
Transparent Fees & Pricing
Owens Rd, Winchester SO22 6RU
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New Forest Wealth Management

New Forest Wealth Management

(21)
  • Planning
  • Medical Care
  • Pension
“New Forest Wealth management were great in getting my Mortgage sorted. Adam in particular was super helpful, easy to get hold off and really made the process easy for me.”
Serving Eastleigh Area
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Retirement Planning and Investment Management Services in Eastleigh Cost Estimates

Minimum cost
£1228
Maximum cost
£10429
National Average
£3681
Avg Per Hour Rates
£370
£2455
£6749
Typical price range is based on 324 cost profiles
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Average Cost £3681
Minimum cost £1228
Maximum cost £10429
Avg Per Hour Rates £370

Typical range £2455 to £6749 is based on 324 cost profiles.

Why these companies made our list

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