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Best Financial Advisors in Fareham

Handpicked from 48 vetted & reviewed Financial Planning & Wealth Management firms in the Fareham area, discover the top 5 leading options among the selected group of 24 finalists.

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Sterling & Law - Hampshire

Sterling & Law - Hampshire

(12)
  • Pension Fund
  • Investments
“I recently met with Ian, to discuss over a coffee my financial situation as I was looking for a planner and someone to manage my pension. Having set up my own business a few years ago, I had been putting this off and not giving it my full attention....”
Free Initial Consultation
5A, The Gardens, Fareham PO16 8SS
Featured

At Sterling & Law - Hampshire, we offer a range of financial advice for business owners and directors. If you are looking to invest in a pension, mitigate corporation tax, plan for retirement or accumulate wealth our experienced IFAs in Lee-on-the-Solent can help. For a free consultation, visit our website today to send us an enquiry.

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Sarahquirk Wealth Associates

Sarahquirk Wealth Associates

(6)
“We have been customers of Sarah Quirk Associates since their inception. Previously we were customers of Sarah Quirk when she worked with other companies. Sarah, her colleagues and associated professionals, have always given us sound and accurate advi...”
First Floor, Old Curiosity Shop, Wickham Square, Wickham, Fareham PO17 5JN
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Xebra Accounting

Xebra Accounting

(15)
Bookkeeping, Wealth Management, Accounting
“Xebra have turned my life around and streamlined all my businesses, during COVID their advice was excellent and I have already recommended them to others.”
Transparent Fees & Pricing
Remote Consultations Available
5A, The Gardens, Fareham PO16 8SS
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Your Finance Expert

Your Finance Expert

(29)
  • Life Insurance
  • Remortgage
  • Business
“Excellent service, YFE provided us with a great remortgage rate. All the staff that we've deal with are always helpful and great in getting information back. Highly recommend to anyone.”
In Business Since 2019
16-18 Barnes Wallis Rd, Fareham PO15 5TT
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Pure Accounts

Pure Accounts

(29)
  • Tax Returns
  • Email
  • Price
“Excellent service provided by Stuart. He gave clear and simple explanations about what was required and what he was going to do making the whole process very straight forward. If you need an accountant you would be remiss not use him.”
20+ Years Experience
3 Cutlers Ln, Stubbington, Fareham PO14 2JN
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
97.5 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Abbotstone Financial Solutions

Abbotstone Financial Solutions

(15)
“Professional, friendly financial advice. Explains everything clearly and ensures you have all the information needed to make a good decision. Very patient with someone like myself, who has very little understanding of financial matters!”
48 Wickham Rd, Fareham PO16 7JE
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Alliott Wingham

Alliott Wingham

(1)
Pensions and Retirement Planning, Auditing, Specialist Services
“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
Transparent Fees & Pricing
70 High St, Fareham PO16 7BB
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Portland Leonard Curtis

Portland Leonard Curtis

(24)
Cashflow Solutions,
“Our company worked with Portland Business Support and Advise in a complex Members Voluntary Liquidation. We found them to be reliable, hugely efficient and would highly recommend their services. The team are responsive and provided us and our client ...”
In Business Since 2006
1580 Parkway, Whiteley, Fareham PO15 7AG
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Unity Wealth Management

Unity Wealth Management

(7)
  • Meeting
  • Team
  • Understand
“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 ,...”
Unit 7, The Gardens, Fareham PO16 8SS
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Temple Wealth Management

Temple Wealth Management

(2)
Savings and Investments, Advice on Equity Release Schemes, Protection
“I have previously created some artwork for Daniel Prosser and his correspondence and professionalism is outstanding. He clearly takes pride in the service he has to offer this company, for anyone seeking a financial adviser or looking to work alongsi...”
2nd Floor, Artillery House Fort Fareham Ind Site, Fort Fareham Rd, Fareham PO14 1AH
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Meridian Mortgage Solutions

Meridian Mortgage Solutions

(4)
“Mark recently arranged a mortgage for us and was extremely efficient and professional and would definitely use his services again”
Lancaster Court, 8 Barnes Wallis Rd, Fareham PO15 5TU
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MWA Financial Advice

MWA Financial Advice

(2)
“Really pleased I transferred my investments to Prosperity over 5 years ago. At the initial meeting I felt their advisor looked at all aspects of my current financial situation and future expectations. He gave me excellent advice detailing the options...”
Bramble House, 112 Wickham Rd, Fareham PO16 7JH
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Lawrence Clarke

Lawrence Clarke

(1)
“Excellent financial advice and portfolio management. Highly recommended, I have been a client for over 20 years in a personal and business capacity and found their services second to none.”
In Business Since 1999
Little Park Farm Road, Pavilion 2, Fareham PO15 5TD
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Bespoke Wealth Limited

Bespoke Wealth Limited

(8)
  • Mortgage
  • Questions
“Myself and my partner where nervous first time buyers after being let down previously. Neil Sadler was exceptional in every way in putting out minds at ease and finding us the best Mortgage in what is a tricky market. I have already recommended Ne...”
1635 Parkway, Whiteley, Fareham PO15 7AH
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Southern Wealth Associates

Southern Wealth Associates

(4)
Pensions & Retirement Planning, Services Overview, Sustainable Investing
“Sam has been our adviser for 2 years he has our utmost respect and confidence.”
Lancaster Court, 8 Barnes Wallis Rd, Fareham PO15 5TU
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Eight Wealth Management

Eight Wealth Management

(6)
Long Term Care, Entrepreneur Initiative, Retirement Planning
“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.”
1460 Parkway, Whiteley, Fareham PO15 7AF
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David Gallagher Wealth Management

David Gallagher Wealth Management

(7)
“We have been with St James Place for over 30 years and have always had excellent service. Since David took over our account he has been very personable and offers excellent advice. We would certainly recommend him to anyone seeking financial advisor.”
1480 Parkway, Solent Business Park, Whiteley, Fareham PO15 7AF
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David Winter Independent Financial Advisers

David Winter Independent Financial Advisers

Investments, Pensions, Retirement Planning
“Our independent status means that we are not tied to any one company or group of companies. We are able to give you impartial, constructive advice on all aspects of your financial needs, including pensions, investments, retirement planning, inheritan...”
Victoria House, 2 Grove Rd, Fareham PO16 7TE
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James Field Executive

James Field Executive

Adding Value, Bank Advisory & Raising Finance, Merchant Services
“If you have not already worked with us, as an initial introduction we would be very pleased to provide a free, detailed review of your Working Capital structure and an assessment of future business funding requirements.”
In Business Since 2012
5 Standard Way, Fareham PO16 8SS
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Hughes Carne Independent Financial Advisers

Hughes Carne Independent Financial Advisers

Remuneration Options, Introduction, Advice Options
“We are a firm of Independent Financial Advisers, authorised and regulated directly by the Financial Conduct Authority. We aim to help you plan for life's ups – and downs - and to show you that personal finances are more enjoyable than you might think...”
64 High St, Fareham PO16 7BG
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Firmitas Financial Services

Firmitas Financial Services

(3)
“Excellent service very helpful staff.”
West Wing, Just Develop It, 16-18 Barnes Wallis Rd, Segensworth Roundabout, Fareham PO15 5TT
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Doyle & Palmer Wealth Management

Doyle & Palmer Wealth Management

Protection, Savings & Investments, Ethical Investment Strategies
“He is a highly motivated & successful individual, who has high standards of integrity and professionalism. His clients come first and he constantly strives to provide them with the best financial advice & service possible. Well-liked by all who deal ...”
Free Initial Consultation
30+ Years Experience
Remote Consultations Available
Cams Hall Estate, Cams Hill, Portchester, Fareham PO16 8AB
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GDT Wealth Management

GDT Wealth Management

(1)
“A fantastic experience with Will Gilbert at GDT Wealth Management. Showed lots of patience and took time to understand my situation. Excellent knowledge, very professional and it was clear throughout the process that Will always had my best interests...”
Solent Business Park, 1624 Parkway, Whiteley, Fareham PO15 7AH
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Newman Cozens

Newman Cozens

“Many people acquire all manner of financial products over time and can get confused about what they have, why they have it and how it's performing. Where suitable, innovations such as wrap platforms enable you to hold multiple financial products in o...”
Unit C, Fareham Heights, Crofton House, Standard Way, Fareham PO16 8XT
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Retirement Planning and Investment Management Services in Fareham Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Typical price range is based on 410 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Typical range $2007 to $5519 is based on 410 cost profiles.

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