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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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Hubert Child Limited

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Informed Choice

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Duncan Financial Services

Pensions, Investments, Protection

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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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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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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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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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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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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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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...”

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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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Cathedral Wealth Management

(7)

Inheritance Planning, Corporate Advice, Protection

“Excellent local Wealth Management business, knowledgeable, professional and full of integrity, would recommend without hesitation”

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MMO

(5)

Financial Business Review, Acquisition, Disposal & Merger Consultancy, New Business Planning & Forecasting

“MMO look after me and my business to the highest level. They are always helpful with my many many questions. Sam is such a valuable part of my business, Thank you”

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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.”

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Time of Life Mortgages

(3)

“Darren from akpartnership.co.uk was extremely professional and extremely helpful whilst guiding us through the equity release process. Our situation was extremely difficult due to problems our end but Darren persevered and worked tirelessly on our b...”

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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

C L Mortgages

The Surrey Mortgage Broker

Oculus Wealth Management Godalming - Financial Advisers

Alresford Financial

GQ Independent

Marchwood IFA

The Chichester Accountants

MJN Financial Services

Progeny

Blackdown Wealth Management

Sterling & Law - Hampshire

Abbotstone Financial Solutions

Cathedral Wealth Management

MMO

Arcturus Wealth Management

Time of Life Mortgages

Retirement Planning and Investment Management Services in Petersfield Cost Estimates

Why these companies made our list

Wealth Management Advisors near Petersfield

Popular in Petersfield