Best Financial Advisors in Fareham

The highest-rated Financial Planning & Wealth Management companies out of 48 vetted & reviewed in the Fareham area.

C L Mortgages

C L Mortgages

(50)
  • Whatsapp
  • Questions
  • Professional
“Clare & the team are amazing. Nothing is too much of an issue, with frequent communication, updates, and solid advice. I cannot recommend these highly enough. I've come back to them over & over, for multiple products and purchases, I've also recommen...”
1st Floor, 11 West St, Fareham PO16 0BG
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Sterling & Law - Hampshire

Sterling & Law - Hampshire

(12)
  • Team
  • Pension Fund
  • Planning
“Due to the Pension disaster in the 1990's whereby my pension fund was 'disallowed' for some footling technical reason and all my contributions for 15 years were returned with minimum interest only, I found myself needing to find a financial adviser. ...”
Free Initial Consultation
5A, The Gardens, Fareham PO16 8SS
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Abbotstone Financial Solutions

Abbotstone Financial Solutions

(15)
  • Pension
  • Happy
“Robert and Georgina do a fantastic job and are pro-active with their help and responses. always happy to refer anyone to them also as I know they always give good solid advice at a reasonable price. Positive Responsiveness, Quality, Professionalism, ...”
48 Wickham Rd, Fareham PO16 7JE
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Temple Wealth Management

Temple Wealth Management

(3)
Savings and Investments, Advice on Equity Release Schemes, Protection
“I recently worked with Simon for assistance with mortgage and personal finance. Great communication, extremely responsive, clearly very knowledgeable and I would highly recommend. Positive Responsiveness, Quality, Professionalism”
2nd Floor, Artillery House Fort Fareham Ind Site, Fort Fareham Rd, Fareham PO14 1AH
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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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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 Positive Professionalism”
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.”
Little Park Farm Road, Pavilion 2, Fareham PO15 5TD
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Newman Cozens

Newman Cozens

(1)
“Attention to detail, sincere commitment to clients, ethical and trustworthy.”
Unit C, Fareham Heights, Crofton House, Standard Way, Fareham PO16 8XT
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Bespoke Wealth Limited

Bespoke Wealth Limited

(8)
  • Patient
  • Mortgage
  • Number
“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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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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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)
  • Financial Advisor
“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
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
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
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
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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G & C Financial Services

G & C Financial Services

In Business Since 2008
6A High St, Fareham PO16 7AN
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Endurance Wealth

Endurance Wealth

7, Quay Side Commerce Centre, Lower Quay, Fareham PO16 0XR
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Professional Connection

Professional Connection

The Square, Wickham, Fareham PO17 5JG
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Lane Financial Management

Lane Financial Management

Tax Planning, Protection Planning, Investments
In Business Since 2003
Cams Hall, Portchester, Fareham PO16 8AB
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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.

Why these companies made our list

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