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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...”

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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...”

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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 ...”

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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...”

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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...”

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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 ...”

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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.”

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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.”

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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.”

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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 ...”

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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.”

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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 !”

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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”

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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...”

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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”

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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”

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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...”

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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!...”

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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.”

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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.”

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Blackdown Wealth Management

(33)

Family
Future
Mortgage

“Gareth has been absolutely brilliant guiding me through the options for my pension investments. As someone very new to investing he took the time to explain everything thoroughly to me an answer all my questions. Thanks to Gareth and the team for bei...”

Featured

How retirement has changed. It is becoming less common to stop work entirely at 60 or 65. I am seeing more of this in the conversations that I am having with people living in Haslemere and considering their options as they approach retirement. People increasingly use a range of assets, from pensions to property and ISA investments, to fund their retirement. Financial advisers understand the intricacies of taxation and can help you plan for today and the future.

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Sterling & Law - Hampshire

(12)

Investments
Pension Fund
Planning

“Due to the Pension disaster in the 1990's whereby my pension fund was 'disallowed' for some footling technical reason and all my contributions for 15 years were returned with minimum interest only, I found myself needing to find a financial adviser. ...”

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Abbotstone Financial Solutions

(15)

Happy
Pension

“Robert and Georgina do a fantastic job and are pro-active with their help and responses. always happy to refer anyone to them also as I know they always give good solid advice at a reasonable price. Positive Responsiveness, Quality, Professionalism, ...”

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SMR Solicitors - Bognor Regis

(8)

Services For Business, Services For Individuals

“My experience in communicating, or discussing various subjects with Solicitors is very, very limited. With that in mind, my experience with SMR Solicitors, Bognor Regis, was very helpful, provided me with the information I required, and allowed me t...”

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

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

Rotherbrook Financial Planning

Protection & Investment

Hubert Child Limited

Informed Choice

Duncan Financial Services

Redwood Financial, Droxford, Hampshire

Lloyds Independent Financial Services

The Surrey Mortgage Broker

C L Mortgages

Oculus Wealth Management Godalming - Financial Advisers

Alresford Financial

Pure Accounts

GQ Independent

Marchwood IFA

George Ide

The Chichester Accountants

MJN Financial Services

Xeinadin

Progeny

Blackdown Wealth Management

Sterling & Law - Hampshire

Abbotstone Financial Solutions

SMR Solicitors - Bognor Regis

Retirement Planning and Investment Management Services in Petersfield Cost Estimates

Why these companies made our list

Wealth Management Advisors near Petersfield

Popular in Petersfield