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MJN Financial Services

(18)

House
Remortgage

“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”

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Elephants Child Advisory

(2)

“We have worked with elephants child for over 5 years now , and they continue to be a trusted partner as we continue our growth story . Their business expertise has really helped our senior leadership team execute the structural changes necessary for ...”

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Redwood Financial, Droxford, Hampshire

(29)

Understand
Feel
Estate Planning

“I cannot thank the staff at Redwood enough, especially Sophie as she has been so patient and caring to my needs. I have found them to be highly professional and efficient in executing their often delicate and personal work. Would highly recommend...”

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Xebra Accounting

(16)

Virtual Financial Advisor, Advisory, VAT

“I cannot thank Zena and Emma enough. They both are incredibly supportive and take their time explaining every step. I have, and will always continue to recommend Xebra Accounting. The best.”

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HWB Accountants

(5)

Specialist Tax and Financial Planning, Human Resources, Audit and Assurance

“Another great year of service from HWB representing Winchester Housing Trust. Michaela, Fiona and her team provide excellent financial support to the trust during the audit process and also an appropriate level of scrutiny to satisfy the governance o...”

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Cathedral Wealth Management

(8)

Inheritance Planning, Protection, Retirement Planning

“Not only does Brad give clear, easy to understand advice and help, he does so much for the local community and supports a number of very worthy charities”

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Sterling & Law - Hampshire

(11)

Investments
Pension Fund

“I had many small retirement pensions that all needed amalgamating. Ian took the details of all the pensions and sorted everything, taking away the headache of not knowing what to do. I have been very satisfied with his advice.”

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Asset Management Financial Advisers Limited

(5)

Inheritance Tax Planning, Quarterly Investment Review, Cash Flow Analysis

“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.”

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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!”

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Unity Wealth Management

(7)

Sound
Understand
Meeting

“We have been with Greg for about 5 years now and it took some time to decide to engage with a financial advisor after having bad experiences with 2 "financial experts" previous. Having searched the internet we decided to meet with Greg for our first ...”

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Eight Wealth Management

(6)

Corporate Financial Planning, Investment Planning, Tax and Intergenerational Planning

“I have been investing with this company for over 20 years . I have complete trust and confidence that my investments will always be their highest priority . After my husband passed away 6 years ago the financial advice that I received from them was ...”

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Alliott Wingham

(1)

Business Support, Accounting, Business Planning and Development

“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...”

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Solent Financial Services

(30)

Equity Release, Protection, Retirement Planning

“Steve has helped manage our finances over the last 9 years. His professional and friendly service at Solent Financial Services Ltd have been excellent and we would highly recommend.”

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P&P Invest

(30)

Expertise
Confidence
Knowledge

“Efficient, trustworthy and reliable with family investments. Kevin communicates quickly during global financial turbulence to maintain growth. I recommend with confidence.”

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Pure Accounts

(29)

Phone
Price
Email

“Can't say enough good things about Stuart at Pure Accounts - great guy, always available to chat, explains everything in simple terms. Would highly recommend to anyone.”

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Portland Leonard Curtis

(24)

, Cashflow Solutions

“I'd highly recommend Portland. We were in a difficult financial state with our startup and unfortunately had to wind up the business. They helped us navigate the situation in a professional and well informed manner to find the best possible outcome.”

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Lewis Brownlee Financial Services

(13)

Pensions, Equity Release, Mortgages

“These guys keep it simple. I needed help with my pension from my previous employer and they have sorted it all out for me and moved it to the risk profile I want. I can certainly recommend them.”

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Your Finance Expert

(29)

Company
Business
Remortgage

“Professional service with quality products. Everything is fully explained in a way you can understand. Would recommend this company for all financial needs.”

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Langdowns DFK

(8)

Personal Journey, Langdowns DFK Cloud Accounting, Business Journey

“My husband and I have been very impressed with the service we've received. Excellent communication, professional, efficient and friendly. Far exceeded our expectations!”

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Abbotstone Financial Solutions

(16)

“We asked Robert if he could have a look at our Pensions for 2 reasons: 1. My Wife had been encouraged by her work financial adviser to amalgamate her pensions into one 2. To make sure we were on the right track for retirement or if we needed to ...”

FAQs

Where are meetings held?

We are happy to meet face to face, either at your home or at a mutually convenient location near Fareham and Winchester. Alternatively, we can hold meetings via Skype, Zoom or FaceTime.

What happens after my initial meeting?

We will advise if we can add value and then provide confirmation of what our fees will be if you choose to proceed. This is entirely bespoke and will be dependent on the work involved.

Are you regulated?

Yes. We are Appointed Representatives of Julian Harris Financial Consultants, and as such are authorised and regulated by the Financial Conduct Authority.

Do you provide ongoing advice?

Absolutely. All ongoing advice is tailored to you, and the costs are commensurate with the work involved. Ongoing advice is provided on a fee basis, which is disclosed and agreed prior to commencement.

Do you take a percentage or are your fees fixed?

We do not take a percentage on initial or ongoing advice. An idea of overall costs will be disclosed to and agreed upon with you after your initial meeting before you decide if you would like us to work with you.

We do have more answers on the FAQ page on our website.

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Asset Harbour Southampton

(10)

“Fabulous service , 100% support the whole way through . Nikki is so dedicated to the services you require , extremely helpful. Would highly recommend.”

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Paul Murray Investments

(5)

Wealth Protection, Cash Flow Planning, Long Term Care Planning

“I have found the whole Paul Murray Investments team to be extremely polite, informative and helpful. Their news letters are really useful. Thanks to you all.”

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2020 Financial

(4)

“I contacted Simon during lockdown to help me with some rather complex retirement planning and subsequent investment advice. Having been let down by another IFA, I found Simon via the internet and placed my trust in him. I have to say that my trust wa...”

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Average Cost	£3669
Minimum cost	£1224
Maximum cost	£10395
Avg Per Hour Rates	£369

Best Financial Advisors in Gosport

The highest-rated Financial Planning & Wealth Management companies out of 59 vetted & reviewed in the Gosport area.

MJN Financial Services

Elephants Child Advisory

Invest In Gosport

Redwood Financial, Droxford, Hampshire

Xebra Accounting

HWB Accountants

Cathedral Wealth Management

Sterling & Law - Hampshire

Asset Management Financial Advisers Limited

Yolo Wealth Management

Unity Wealth Management

Eight Wealth Management

Alliott Wingham

Solent Financial Services

P&P Invest

Pure Accounts

Portland Leonard Curtis

Lewis Brownlee Financial Services

Your Finance Expert

Langdowns DFK

Abbotstone Financial Solutions

Asset Harbour Southampton

Paul Murray Investments

2020 Financial

Retirement Planning and Investment Management Services in Gosport Cost Estimates

Why these companies made our list

Wealth Management Advisors near Gosport

Popular in Gosport