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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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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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De Mellow & Co

(21)

Understanding
Pension
Decisions

“Richard Polson came highly recommended and I can see why. He is a genuine and intelligent man who was of great help with my family's finical advise and my partner and I recent mortgage advise. I couldn't recommend any one one better.”

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Hyde Wealth Management

(11)

Financial Advisor
Understanding

“Stephen has been our financial adviser for the last two years and we have found him very professional, caring and spends time making sure we understand everything and explaining in a way that we fully understand Positive Quality”

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Sarahquirk Wealth Associates

(6)

“We are very impressed with Sarah. She has been a real support and positive influence in our family when thinking about how to invest for the future and plan our lives. Strong supporters!”

Featured

Ten days ago, Alec and Natalie completed their crazy challenge and Skydived 10,000ft, raising a huge £865 for Dementia UK 🪂👏 Alec and Natalie would like to say a BIG thank you to everyone who supported them both, and for all of your generous donations. Watch this space... They both loved it so much, they plan to go even higher next time! 😲 #charityskydive #skydive #10000ft #parachutejump #tandemjump #dementiauk #freefall #firstjump #proud #goskydiveuk...

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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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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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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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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”

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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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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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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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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

Arcturus Wealth Management

De Mellow & Co

Hyde Wealth Management

Sarahquirk Wealth Associates

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

Xeinadin

Progeny

Sterling & Law - Hampshire

Abbotstone Financial Solutions

Stiles & Company Financial Services Limited T/A Star Wealth

SMR Solicitors - Bognor Regis

Cathedral Wealth Management

Paul Murray Investments

Alliott Wingham

Retirement Planning and Investment Management Services in Havant Cost Estimates

Why these companies made our list

Wealth Management Advisors near Havant

Popular in Havant