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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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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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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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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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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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Aspen Wealth Management

(1)

“Very efficient courteous and professional, Very pleased.”

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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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Temple Wealth Management

(3)

Other Services From Temple Wealth, Advice on Equity Release Schemes, Automatic Enrolment & the Workplace Pension

“We were referred to Simon at Temple wealth by family who recommended them and we were so happy with this decision. Simon is absolutely fantastic and a credit to Temple Wealth. Nothing was ever too much trouble and he went above and beyond to help us ...”

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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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Unity Wealth Management

(7)

Team
Sound
Confident

“My wife an I decided to work with Greg and Unity after meeting with a wide range of advisors. Greg and Unity provide a balance of sound advice and good value in a way that was easy to understand, friendly and personal. The meetings have all been ...”

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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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Primary Financial Solutions

(1)

Mortgage Advice, Financial Planning, Development Finance

“during this difficult time of remortgaging, Primary Financial Solutions really look into the best deal with the least hassle for myself on partial furlough and my husband being self employed. They made the journey easy and pain free with me just havi...”

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Dawkins Lewis & Soar Chartered Accountants

(1)

Resources, Additional Services, Account Preparation

“Dawko is amazing”

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Tarr Sheila

(1)

“I was referred to Sheila Tarr by two extremely satisfied colleagues, and upon arrival, realised the mortgage advisor we'd come to see my wife had seen previously in her previous job, and was delighted to see again as she was so good the first time. W...”

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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

Christopher Jones Wealth Management

Marchwood IFA

The Chichester Accountants

MJN Financial Services

Progeny

Sterling & Law - Hampshire

Abbotstone Financial Solutions

Stiles & Company Financial Services Limited T/A Star Wealth

Cathedral Wealth Management

Aspen Wealth Management

Arcturus Wealth Management

Paul Murray Investments

MMO

Temple Wealth Management

Rotherbrook Financial Planning

Unity Wealth Management

De Mellow & Co

Primary Financial Solutions

Dawkins Lewis & Soar Chartered Accountants

Tarr Sheila

Retirement Planning and Investment Management Services in Havant Cost Estimates

Why these companies made our list

Wealth Management Advisors near Havant

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