Petersfield

Popular Cities

Petersfield
Join as a Pro

Best Financial Advisors in Petersfield

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

View Profile
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
i
View Profile
Rotherbrook Financial Planning

Rotherbrook Financial Planning

(10)
  • Mind
  • Pension
“Will Currie has been excellent throughout our mortgage application. He is careful to listen and to offer thoughtful advice. The service and support he has offered has been prompt, professional and personal.”
Offers Financing Options
Antrobus House, 18 College St, Petersfield GU31 4AD
i
View Profile
Protection & Investment

Protection & Investment

Skip to Main Content, Skip to Primary Navigation, Skip to Footer
“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
i
View Profile
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...”
In Business Since 2014
Buildings, 28, 4 The Spain, Petersfield GU32 3LA
i
View Profile
Informed Choice

Informed Choice

“I stumbled across the Informed Choice Podcast series during the time I was becoming increasingly dissatisfied with the service and value that was provided from a major restricted market wealth manager. Having listened to well over 100 episodes, I beg...”
Remote Consultations Available
Transparent Fees & Pricing
Holders Barn, 5 Clarendon Close, Petersfield GU32 3FR
i
View Profile
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
i
View Profile
GQ Independent

GQ Independent

(26)
  • Team
  • Family
  • Needs
“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
i
View Profile
Sterling & Law - Hampshire

Sterling & Law - Hampshire

(12)
  • Investments
  • Pension Fund
“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. ...”
Free Initial Consultation
Serving Petersfield Area
i
View Profile
Arcturus Wealth Management

Arcturus Wealth Management

(7)
  • Knowledge
  • Financial 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
i
View Profile
De Mellow & Co

De Mellow & Co

(21)
  • Decisions
  • Pension
  • Question
“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
i
View Profile
CPN Investment Management

CPN Investment Management

(2)
“The service provided by CPN is excellent. I have always had excellent annual returns and whenever I phone or email the company I receive a first class service. Would recommend highly.”
In Business Since 2020
All saints Church, W Pallant, Chichester PO19 1TD
i
View Profile
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
i
View Profile
Redwood Financial, Droxford, Hampshire

Redwood Financial, Droxford, Hampshire

(50)
  • Trust
  • Wills
  • Understand
“I recently sought advice from Redwood regarding my Will, and I must say, Steve and the team were exceptional. Steve provided clear and insightful advice, making the process easy to understand. Huge thanks to Steve and the entire team at Redwood.”
Transparent Fees & Pricing
In Business Since 2014
Family Business
St Clairs Farm, Wickham Rd, Southampton SO32 3PW
i
View Profile
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
i
View Profile
The Surrey Mortgage Broker

The Surrey Mortgage Broker

(50)
  • Interest
  • Company
  • Buy to Let
“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
i
View Profile
Alresford Financial

Alresford Financial

(50)
  • Life Insurance
  • Confidence
  • Options
“We have known Mike since 2006 and so many of our friends also know Mike for years , he has been helping us with new mortgages and renewing our mortgages, he is excellent and we never had any problems .”
10+ Years Experience
Serving Petersfield Area
i
View Profile
Oculus Wealth Management Godalming - Financial Advisers

Oculus Wealth Management Godalming - Financial Advisers

(37)
  • Life
  • Understanding
  • Pension
“We have used Elm Financial Management for many years now, they always take the time to explain all aspects of the product and make us really comfortable in using them. I highly recommend Tristan and the team at Elm .”
11 Wharf St, Godalming GU7 1NN
i
View Profile
Parry Hancock

Parry Hancock

(32)
Tax Services, Audit, Personal Journey
“Friendly and efficient as always, very easy to deal with, all my correspondence is online (which is ideal during the pandemic) and a quick turnaround. I intend to use Parry Hancock again for next year's tax return!”
In Business Since 2000
Serving Petersfield Area
i
View Profile
Xebra Accounting

Xebra Accounting

(15)
Wealth Management, Virtual Financial Advisor, Advisory
“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.”
Remote Consultations Available
Transparent Fees & Pricing
Serving Petersfield Area
i
View Profile
Marchwood IFA

Marchwood IFA

(24)
  • Professional
  • Questions
  • House
“Would highly recommend. James was as supportive & helpful throughout our house buying process as you could ask for. Highly responsive & professional, we're so happy with decided to go with him. Thanks again James.”
44 North St, Chichester PO19 1NF
i
View Profile
George Ide

George Ide

(17)
  • Personal Injury
  • Team
  • Firm
“I used this firm many times and I always find the team, in particular Aimee Ellery, very professional and collaborative ready to support us when we have challenges or questions. I recommend them!!!”
Offers Financing Options
50+ Years Experience
Serving Petersfield Area
Featured

Personal Injury Solicitors George Ide’s personal injury team is widely recognised and highly respected for its specialist expertise and success in claiming compensation for clients whose lives have been turned upside down by preventable illness or accidental injury that was not their fault.

i
View Profile
The Chichester Accountants

The Chichester Accountants

(23)
  • Company
  • Team
“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
i
View Profile
MJN Financial Services

MJN Financial Services

(20)
  • House
  • Remortgage
“Mel was brilliant. She sorted out the best way for me to go forward with my mortgage. She sorted out the best mortgage deal for me and guided me through what I needed to do each step of the way. I highly recommend her services and her friendly approa...”
Emergency Services
In Business Since 2017
Findon Rd, Gosport PO12 4EP
i
View Profile
Your Finance Expert

Your Finance Expert

(29)
  • Company
  • Remortgage
  • Life Insurance
“Excellent service, YFE provided us with a great remortgage rate. All the staff that we've deal with are always helpful and great in getting information back. Highly recommend to anyone.”
In Business Since 2019
Serving Petersfield Area
i

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
Embed on your site

Your Embed Code

Click to copy
Successfully copied!
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

Is this page useful? Yes
No
Is there anything wrong with this page?

Wealth Management Advisors near Petersfield

Popular in Petersfield

, ENG
Back To Top