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)
Specialist Tax and Financial Planning, Corporate Finance, International Services
“We recently engaged HWB as our auditors and have found their knowledge and expertise to be extremely beneficial to our organisation. They are very professional, helpful and courteous. We would definitely recommend them to others.”
Free Initial Consultation
In Business Since 2000
Highland House, Mayflower Cl, Chandler's Ford, Eastleigh SO53 4AR
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Langdowns DFK

Langdowns DFK

(8)
Business Journey, Audit, Bookkeeping
“I've been a client of Langdowns DFK now for some 20 years and have always had excellent advice, the team are proactive and very professional, i would absolutely recommend this company.”
In Business Since 2000
Fleming Court, Leigh Rd, Southampton, Eastleigh SO50 9YN
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Asset Harbour Southampton

Asset Harbour Southampton

(10)
“Nicky was an incredible help. I can't thank her enough for the effort she put in securing us a fab rate. I highly recommend going through her and we will definitely be returning!”
Boyatt Wood, 8 Barrington Cl, Eastleigh SO50 4SH
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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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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 2000
Wessex House, Upper Market St, Eastleigh SO50 9FD
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Northover & Co

Northover & Co

(5)
Professional Fee Protection Service, Making Tax Digital (Mtd), Personal Accounting
“Such a joy to work with Northover & Co! A very personal service, quick to respond, but never in a rush; always polite and friendly, and then effective and efficient. Was my best ever experience in the field. I sadly had to leave the UK, but our compa...”
In Business Since 2015
132a Bournemouth Rd, Chandler's Ford, Eastleigh SO53 3AL
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Phil Curl Accountancy

Phil Curl Accountancy

(9)
  • Financial
  • Company
“I had completed my Work experience with Mr.Curl himself and made me feel very welcome and homely whilst there. The Company had taught me very well and I had learn't quite a lot about the different aspects of Accounting and the daily tasks of an accou...”
River Bank House, 65A Bishopstoke Rd, Eastleigh SO50 6BF
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Encompass Financial Management

Encompass Financial Management

(1)
Wealth Builder, Active Wealth, Lifestyle Planning
“I recently had the exceptional fortune of coming into contact with Sean McGonagle of Encompass Financial Management. In an unfortunate situation entirely of my own making, Sean stepped in as a solid, savvy and selfless good Samaritan. Sean kept his c...”
113 Winchester Rd, Chandler's Ford, Eastleigh SO53 2GH
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Oaktree Wealth Management

Oaktree Wealth Management

(2)
“Ben helped me sort out my pensions - really great service. I would recommend him to my family & friends!”
29 Centaury Gardens, Horton Heath, Eastleigh SO50 7NY
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Butcher & Moody Financial Services

Butcher & Moody Financial Services

(1)
“great services”
In Business Since 2000
11 Tollgate, Chandler's Ford, Eastleigh SO53 3TG
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Redwood Financial, Droxford, Hampshire

Redwood Financial, Droxford, Hampshire

(29)
  • Estate Planning
  • Company
  • Information
“Excellent friendly service with positive advice. Made us feel relaxed and at ease with sorting out our pensions. Everything taken care of and explained in detail that was easy to understand. Would recommend.”
Family Business
Transparent Fees & Pricing
In Business Since 2014
St Clairs Farm, Wickham Rd, Southampton SO32 3PW
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Rockstone Mortgage & Financial Advice

Rockstone Mortgage & Financial Advice

(30)
  • Products
  • House
  • Mortgages
“Stacey was so helpful and efficient in getting us a mortgage! She helped take some of the stress out of moving house by doing all the hard work in securing the Mortgage deal. Really friendly and hard working, would definitely recommend!”
Serving Eastleigh Area
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Xebra Accounting

Xebra Accounting

(16)
VAT, Wealth Management, Bookkeeping
“I have been with Xebra for over a year, and I must say the teams advice and work ethic has been fantastic. It has really helped me control the finances in my business and I would recommend Xebra to any other company that wants to get knowledgeable c...”
Remote Consultations Available
Transparent Fees & Pricing
Serving Eastleigh Area
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Christopher Jones Wealth Management

Christopher Jones Wealth Management

(10)
Estate Planning, Investment Planning, Pensions
“Eliot and the team are superb and I rate them highly. Eliot supported me with reviewing my pension & investment options and provided an independant and thoughtful review that allowed me to understand every option available. Top firm and highly reco...”
4 Stonemasons Court, Parchment St, Winchester SO23 8AT
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Asset Management Financial Advisers Limited

Asset Management Financial Advisers Limited

(5)
Quarterly Investment Review, Trusts, Inheritance Tax Planning
“Exactly what I wanted Local, independent, transparent and knowledgeable without the hard selling. Looking forward to keep working with Dave Robertson and Asset Management Financial Advisers”
In Business Since 1998
8, Gaters Mill, Mansbridge Rd, Southampton SO18 3HW
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Sterling & Law - Hampshire

Sterling & Law - Hampshire

(11)
  • Investments
  • Pension Fund
“Excellent. In depth analysis of my situation with regard to maximising income from existing pension fund. Alternative solutions discussed and very good advice provided. Currently working on implementing the best plan for me. Very happy to rec...”
Free Initial Consultation
Serving Eastleigh Area
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Yolo Wealth Management

Yolo Wealth Management

(2)
“Been lovely to work with Angela as our financial advisor - we feel well listened to, well advised, and know we can completely trust her! Thank you!”
14+ Years Experience
Southampton SO14 7DW
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Unity Wealth Management

Unity Wealth Management

(7)
  • Understand
  • Confident
  • Sound
“I found Unity Wealth Management on line via google search . I read the reviews clients had posted & they were all good ones ! On choosing them I found their services very good . The presentation was comprehensive , very clear & easy to understand ,...”
Serving Eastleigh Area
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Eight Wealth Management

Eight Wealth Management

(6)
Tax and Intergenerational Planning, Entrepreneur Initiative, Long Term Care
“After trying many different angles of financial help, I finally feel like we have been listened to and can see a bright and clear future for our finances. I would have no hesitation recommending Eight Wealth Management to anyone.”
Serving Eastleigh Area
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New Forest Wealth Management

New Forest Wealth Management

(5)
“I have been working with Paul over the last few years getting advice both for me personally and also my company. He's always been professional and has shown me how to be more efficient with my finances has always delivered on what he has promised. Wo...”
Serving Eastleigh Area
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Alliott Wingham

Alliott Wingham

(1)
Business Planning and Development, Company Secretarial, Auditing
“I have used Alliot Wingham for 10 years and always been impressed, but their work in this Covid crisis has really given me an even higher respect for them. Marc and Sue lead the operation brilliantly but what has made me write this review is the dedi...”
In Business Since 1999
Serving Eastleigh Area
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Solent Financial Services

Solent Financial Services

(30)
Retirement Planning, Savings and Investments, Protection
“We have used Steve's services for a number of years now. He has made the whole process of remortgaging and moving house so much simpler and just takes all the stress away. I have and will continue to recommend him.”
Family Business
Remote Consultations Available
In Business Since 2009
Dibles House, 95 Dibles Rd, Warsash, Park Gate, Southampton SO31 9JL
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Independent Mortgage Solutions

Independent Mortgage Solutions

(30)
  • Professional
  • Understand
  • Costs
“Simon and Annie were incredible throughout! They explained the process clearly and found us the best mortgage deal. They also assisted us during the conveyancing and were always available. Could not recommend more!”
Serving Eastleigh Area
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Choice Financial Solutions

Choice Financial Solutions

(30)
  • Communication
  • Company
  • Mortgage
“Great personal service, great communication and always happy to help. Choice Mortgage solutions and Ben Kany as a consultant, was a great find. Highly recommended.”
In Business Since 2004
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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