Best Financial Advisors in Petersfield

The highest-rated Financial Planning & Wealth Management companies out of 56 vetted & reviewed in the Petersfield area.

Stiles & Company Financial Services Limited T/A Star Wealth

Stiles & Company Financial Services Limited T/A Star Wealth

(6)
Mortgages & Equity Release, Protection, Pensions and Divorce
“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...”
Family Business
Buildings, 28, 1 The Spain, Petersfield GU32 3LA
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Rotherbrook Financial Planning

Rotherbrook Financial Planning

(13)
  • Information
  • Understand
  • Options
“Investing in your future finances can be daunting. Will can be trusted to provide excellent professional advice. He has taken time to explain our options in a clear and understandable manner. We would highly recommend Will for financial advice and...”
Offers Financing Options
Antrobus House, 18 College St, Petersfield GU31 4AD
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Protection & Investment

Protection & Investment

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“Whether you are a company looking for the best Pension arrangement for your company and your staff or insurance to protect your key members of staff, or an individual for whom we are researching your best mortgage deal, or arranging your investments ...”
6, Rotherbrook Court, Petersfield GU32 3QG
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Hubert Child Limited

Hubert Child Limited

“An independent family firm, we're proud that many clients have been with us since we first opened our doors almost 30 years ago, and we now advise families across several generations. But while we're true to our founding values, as financial advisers...”
Buildings, 28, 4 The Spain, Petersfield GU32 3LA
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Informed Choice

Informed Choice

“We first contacted Informed Choice approximately two years ago for advice concerning our pensions. We have every confidence that the advice which Shelley has provided is unbiased and well informed. Each of our enquiries has been dealt with in a frien...”
Remote Consultations Available
Transparent Fees & Pricing
Holders Barn, 5 Clarendon Close, Petersfield GU32 3FR
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Duncan Financial Services

Duncan Financial Services

Pensions, Investments, Protection
“Gordon has been providing Financial Advice for over 20 years and before joining the Vision team enjoyed a successful and rewarding career within NatWest, lasting 32 years. After working hard over the past few years Gordon is really pleased and proud ...”
35 Larcombe Rd, Petersfield GU32 3LS
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GQ Independent

GQ Independent

(26)
  • Number
  • Phone Call
  • Individual
“Rita has looked after myself and my family as our IFA for a number of years, always looking after our interests and finances with the utmost of confidence and care, nothing is ever too much trouble. I'd always recommend GQ Independent to anyone needi...”
Free Initial Consultation
30+ Years Experience
The Granary Hones Business Park, Waverley Ln, Farnham GU9 8BB
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Arcturus Wealth Management

Arcturus Wealth Management

(9)
  • Tax
  • Knowledge
  • 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.”
In Business Since 2015
Sussex House, 12 Crane St, Chichester PO19 1LJ
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De Mellow & Co

De Mellow & Co

(21)
  • Partners
  • Understanding
  • Pension
“Chris has been a great wealth management partner for me for many years now, helping me to effectively grow my wealth portfolio over that time. Independent, trusted, professional, proactive and friendly...I always look forward to my meetings with Chri...”
In Business Since 1999
Serving Petersfield Area
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Hyde Wealth Management

Hyde Wealth Management

(11)
  • Understanding
  • Financial Advisor
“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”
22 High St, Botley, Southampton SO30 2EA
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Sarahquirk Wealth Associates

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!”
Serving Petersfield Area
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Redwood Financial, Droxford, Hampshire

Redwood Financial, Droxford, Hampshire

(50)
  • Decision
  • Pension
  • Wills
“Thankyou again to Redwood and Steve, made my mother feel comfortable to enable her to discuss her wishes and needs. Approachable, knowledgeable and informative. I would have no reservations in recommending Redwood.”
Family Business
Transparent Fees & Pricing
St Clairs Farm, Wickham Rd, Droxford, Southampton SO32 3PW
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Lloyds Independent Financial Services

Lloyds Independent Financial Services

(50)
  • Patient
  • Email
  • Insurance
“Mark offered excellent advice and a dedicated service, that he helped us get a much better deal than we had expected and we have recommended him to friends who have agreed that he has gone above and beyond in the service he offers.”
Family Business
19 The Old Orchard, Farnham GU9 8UR
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C L Mortgages

C L Mortgages

(50)
  • Whatsapp
  • Solicitors
  • Professional
“Clare and her team were amazing at arranging my remortgage. Apart from providing the details they needed…I did nothing! They chased everyone for me. Clare really knew her stuff, and advised us of the best option for us. Will be back to see them in 5 ...”
1st Floor, 11 West St, Fareham PO16 0BG
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The Surrey Mortgage Broker

The Surrey Mortgage Broker

(50)
  • Sense of Humour
  • Buy to Let
  • First Time Buyer
“Used Surrey Mortgage Broker for a second time with a buy to let remortgage. Good advice, efficient service and well worth the fee. Will use again and recommend Richard to others.”
20+ Years Experience
GOSTREY HOUSE, Union Rd, Farnham GU9 7PT
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Oculus Wealth Management Godalming - Financial Advisers

Oculus Wealth Management Godalming - Financial Advisers

(46)
  • Financial Management
  • Patient
  • Writing
“Big google shoutout to all at Oculus Wealth Management.The pension advise and management is superb and will be looking for further financial advise in the future. Thank you Oculus.”
11 Wharf St, Godalming GU7 1NN
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Alresford Financial

Alresford Financial

(50)
  • Life Insurance
  • Options
  • Knowledge
“Very impressed with the service I got getting my morgage and the same for my parents getting equity release on there property. Fast in getting back to me with phone calls/emails when working out issues which was important to me !”
10+ Years Experience
Serving Petersfield Area
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Pure Accounts

Pure Accounts

(46)
  • Small Business
  • Stress
  • Assessments
“Absolutely excellent service from Pure Accounts. Very fast response times, competitive prices and is great with advice. Highly recommended. Positive Responsiveness, Quality, Professionalism, Value”
20+ Years Experience
Serving Petersfield Area
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Marchwood IFA

Marchwood IFA

(24)
  • Professional
  • Questions
  • House
“My husband and I have been using this company for mortgage, life insurance and pensions advice since it was formed and have always been very happy with the service received. Positive Responsiveness, Quality, Professionalism, Value”
44 North St, Chichester PO19 1NF
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George Ide

George Ide

(18)
  • Personal Injury
  • Team
  • Firm
“I turned to George Ide to help me deal with a complex Trust issue. The team were extremely helpful, professional and resolved the issue quickly. Very impressed Positive Responsiveness, Professionalism”
Offers Financing Options
50+ Years Experience
Serving Petersfield Area
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The Chichester Accountants

The Chichester Accountants

(23)
  • Company
  • Team
  • Money
“I have worked with Jon Phillmore and Geoff Frost of Blue Spire for many years and have enjoyed a very professional and fruitful partnership. They have served primarily as my company auditors but have also provided considerable added value by way of i...”
Transparent Fees & Pricing
In Business Since 2014
Family Business
Cawley Priory, S Pallant, Chichester PO19 1SY
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MJN Financial Services

MJN Financial Services

(20)
  • House
  • Remortgage
  • Phone
“We had an absolutely great experience with Mel sorting our mortgage, and our life insurance too. She helped us to secure our mortgage within a few days and her communication is excellent. I would have no hesitations recommending Mel. Thank you again!...”
Emergency Services
In Business Since 2017
Findon Rd, Gosport PO12 4EP
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Progeny

Progeny

(10)
HR Consultancy & Advice, Corporate Legal Services, Asset Management
“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.”
Transparent Fees & Pricing
In Business Since 2016
Appledram Barns, Birdham Rd, Chichester PO20 7EQ
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Xeinadin

Xeinadin

(14)
  • Company
  • Team
“Xebra have turned my life around and streamlined all my businesses, during COVID their advice was excellent and I have already recommended them to others.”
Family Business
In Business Since 2018
Serving Petersfield Area
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Retirement Planning and Investment Management Services in Petersfield Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Average price range is based on 422 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Average range $2007 to $5519 is based on 422 cost profiles.

Why these companies made our list

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