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Independent Financial Services & Wealth Management

(1)

“Darren and IFS have taken care of my financial matters for many years and have always provided excellent customer service. Their expertise and efficiency is second to none and having worked in an industry where I deal with IFA's on a daily basis, dea...”

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Redwood Financial, Droxford, Hampshire

(50)

Pension
Wills
Meeting

“We are grateful for Steve's candid advice and wisdom. In a sea of questions, it was a relief to get a clearer understanding of the factors affecting our decision making process, and a referral to another expert on topics outside of Steve's wheelhouse...”

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Solent Financial Services

(40)

Equity Release, Mortgages, Protection

“The team at Solent Financial Services continually went above and beyond the call of duty, working late into the evening and very early in the morning to secure our mortgage. I've used their other services for my business and have been as equally impr...”

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C L Mortgages

(50)

Solicitors
Professional
Knowledge

“Fantastic service from CL Mortgages once again. This is the 2nd time I've used CL Mortgages for a house purchase and would absolutely use them again and recommend them. The whole process was completely smooth with excellent communication from C...”

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Glanvilles Damant Legal Services

(43)

For You, For Business

“Glanvilles Damant assisted in selling my Late Fathers house. As far as I'm concerned it went without a hitch, found them to be courteous and professional in everything they did. Thank you.”

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Pure Accounts

(46)

Stress
Assessments
Communicator

“I would highly recommend Pure Accounts. Stuart makes the whole self-assessment tax return so easy and painless! Communication is excellent and any queries are quickly answered. Do not hesitate to contact them for all your accounting needs!”

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Christopher Jones Wealth Management

(24)

Pensions, Investment Planning, Estate Planning

“THANK YOU! You have a good week too! Its such a pleasure to deal with you all as you are all so efficient 😊 Please pass my congratulations, and heartfelt thanks on to Christopher for creating such a high quality team…it is a rare thing in this...”

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Marchwood IFA

(24)

Questions
Professional
Information

“I found James Mayne to be very helpful, knowledgeable and responsive to my questions regarding remortgaging, thank you. Positive Responsiveness, Quality, Professionalism”

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George Ide

(18)

Team
Personal Injury
Firm

“I dealt with Paul Lewis to help me get some compensation involving a traffic accident. He did a fantastic job within a year of the accident to get me my compensation and setting up plastic surgery arrangements for me. Will definitely be using this co...”

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The Chichester Accountants

(23)

Team
Company
Payroll

“We have used Blue Spire for the last couple of years for our company accounts. Fast & professional service. A very proficient & knowledgeable team. Would highly recommend to any size business or sole-trader. Positive Responsiveness, Quality, Professi...”

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MJN Financial Services

(20)

Remortgage
House
Insurance

“Loved dealing with Mel. She made the process of buying my first house very easy for me. We were so happy with her service we asked her to do our remortgage a couple of years later.”

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Progeny

(10)

HR Consultancy & Advice, Corporate Legal Services, Financial Planning

“I would highly recommend Lewis Brownlee Financial advisors. They were quick to respond and were very helpful. I found them to be knowledgeable with a good understanding of my personal needs.”

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Xeinadin

(14)

Team
Company

“We've used Xebra for just over a year now and are thrilled with the service provided. We were impressed with level of detail that went into the company return. Would highly recommend! Positive Professionalism”

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Sterling & Law - Hampshire

(12)

Pension Fund
Investments
Company

“Ian Batterbee recently helped my parents with their investments great care was gien to ensure they fully understood as to what they were doing. Positive Professionalism”

Featured

Need estate planning or Inheritance Tax advice?nnTalk to Ian Batterbee today.nnIan is a qualified, accredited estate planner with over 25 years of industry experience.nnAs an estate planner, Ian can help you:nn-- Create a will and form trusts to distribute assets after your deathnn-- Minimise and mitigate Inheritance Tax (IHT)nn-- Appoint legal guardians for minor children or dependentsnn-- Plan for incapacity, and appoint a Lasting Power of Attorneynn-- Navigate complex legal and financial issuesnnIf you feel your estate is liable for IHT, and are keen to protect your assets and loved ones' inheritance, send us a message today.nnWe will be in touch to schedule a consultation. nn#tax #inheritance #family...

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Abbotstone Financial Solutions

(15)

Pension
Happy

“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.”

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Stiles & Company Financial Services Limited T/A Star Wealth

(6)

Protection, Pensions and Divorce, Self Invested Pension Plans

“I met with Liam to discuss my pension schemes and locate them all in one place. From the very first meeting he was the consummate professional and produced excellent reports and advice based upon our discussions. The whole process worked like clock...”

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SMR Solicitors - Bognor Regis

(8)

Services For Individuals, Services For Business

“Absolutely fantastic service provided by Kelly Mitchell and the conveyancing team at SMR Bognor Regis. From start to finish of a property sale and purchase, could not have been in better hands. Kelly's knowledgable, approachable style made the whole ...”

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Cathedral Wealth Management

(7)

Corporate Advice, Inheritance Planning, Retirement Planning

“From my contacts with Cathedral Wealth over the past 7 years not only have I received sound advice on financial matters but such a good personal interest combined with this professional service without being it intrusive & pushy . Always a speedy an...”

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Arcturus Wealth Management

(9)

Knowledge
Tax
Advice

“Arcturus Wealth Management have been my financial advisors since 2007. During this time they have provided excellent service and sound financial advice. They are very knowledgeable and provide regular reviews of customer investment requirements.”

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Paul Murray Investments

(5)

Financial Planning For Charities, Advisory Stockbroking Services, Wealth Protection

“I worked for Paul Murray for 6 years and I can say that he was a fantastic employer. His whole philosophy puts his client's at the centre of the business, which he is very committed to. I highly recommend PMI for Financial Advice.”

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MMO

(5)

Acquisition, Disposal & Merger Consultancy, Financial Business Review, Strategic Business Planning

“This review is based on Emma Jordan* Emma has been our accountant now for enough time that I can safely say my business feels like it's in safe hands, having worked with other accountants previously this is the safest my business has felt. Thank y...”

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Alliott Wingham

(1)

Corporate Finance Services, Company Secretarial, Business Support

“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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Aspen Wealth Management

(1)

“Very efficient courteous and professional, Very pleased.”

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Rotherbrook Financial Planning

(13)

Information
Understand
Options

“I would have no hesitation to recommend Will Currie. Will takes time to explain everything in layman's terms and talks you through everything at your own pace. Will does not 'push' any services on you but talks you through your specific requirement...”

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Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Havant

The highest-rated Financial Planning & Wealth Management companies out of 65 vetted & reviewed in the Havant area.

Independent Financial Services & Wealth Management

Redwood Financial, Droxford, Hampshire

Solent Financial Services

C L Mortgages

Glanvilles Damant Legal Services

Pure Accounts

Christopher Jones Wealth Management

Marchwood IFA

George Ide

The Chichester Accountants

MJN Financial Services

Progeny

Xeinadin

Sterling & Law - Hampshire

Abbotstone Financial Solutions

Stiles & Company Financial Services Limited T/A Star Wealth

SMR Solicitors - Bognor Regis

Cathedral Wealth Management

Arcturus Wealth Management

Paul Murray Investments

MMO

Alliott Wingham

Aspen Wealth Management

Rotherbrook Financial Planning

Retirement Planning and Investment Management Services in Havant Cost Estimates

Why these companies made our list

Wealth Management Advisors near Havant

Popular in Havant