Best Financial Advisors in Ringwood

The highest-rated Financial Planning & Wealth Management companies out of 45 vetted & reviewed in the Ringwood area.

Lonsdale Wealth Management

Lonsdale Wealth Management

(50)
Long-Term Care, Investment Planning, Inheritance Tax Planning
“My wife and I have dealt with Stewart for over twenty years and throughout this time he has advised, guided and explained to us the various decisions we have made and we really appreciate the personal service he gives us. We would not hesitate to re...”
5, Fridays court, High St, Ringwood BH24 1AB
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Artema

Artema

(32)
  • Number
  • Team
  • Information
“Josh Brown handled our company's migration from QuickBooks to Xero with unparalleled skill and efficiency. From the outset, his friendly demeanor and patience with my queries made the process a breeze. Remarkably, he completed the entire migration wi...”
1a Kingsbury's Ln, Ringwood BH24 1EL
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Smith Hobbs Wealth Management Limited

Smith Hobbs Wealth Management Limited

(3)
“When i didnt know where to turn, Smith Hobbs offered a helping hand and showed me in clear and concise ways, options to help me in a difficult time. I would happily recommend them to everyone, even just for a friendly and informative chat.”
389 Ringwood Rd, Poole BH12 4LT
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Adam James Wealth Management

Adam James Wealth Management

(1)
“Very professional service. Kept us informed at every step. Would highly recommend”
389 Ringwood Rd, Poole BH12 4LT
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Detoxreboot

Detoxreboot

“If you're worried about any aspect of property tax, current or historical, we'll review and sort it for you. We work with families, sole traders, companies, trusts and partnerships, who are based in the UK or most anywhere in the world”
39 David's Ln, St Ives, Ringwood BH24 2AW
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Richard M Taylor Wealth Management

Richard M Taylor Wealth Management

“I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my client...”
25+ Years Experience
Offers Financing Options
16 Broadshard Ln, Ringwood BH24 1RR
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Roche Wills & Trusts

Roche Wills & Trusts

(30)
Wills, Business Succession, Power of Attorney
“My husband & I have recently had the pleasure of having our Wills drawn up by Natascha at Roche Wills & Trusts. Natascha is highly knowledgeable, professional, flexible and went out of her way to work around us, as, for unforseen circumstances, we ha...”
In Business Since 2020
Free Initial Consultation
Serving Ringwood Area
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Bells Solicitors

Bells Solicitors

(9)
“We've recently used this firm for our conveyancing needs and cannot recommend them highly enough. Our solicitor worked very efficiently and speedily and always kept us well-informed of the process. Even when faced with problems in the sale beyond our...”
Transparent Fees & Pricing
Serving Ringwood Area
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New Forest Wealth Management

New Forest Wealth Management

(21)
  • Mortgage
  • Knowledge
  • Information
“Paul Johnson is an exceptional Financial Advisor who provided us with expert guidance on retirement planning, pension management, and business planning. His in-depth knowledge and clear communication made the entire process seamless and reassuring. P...”
Serving Ringwood Area
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The Michelle Sheppard Practice

The Michelle Sheppard Practice

(4)
  • Sound
“Michelle has for many years given me tailored, knowledgeable and honest advice. She always puts my interests first with sound suggestions and was particularly helpful and supportive during a very difficult time after the sad loss of my husband. I wo...”
Glenmore Business Park, Unit G, Stanley Court, 3 Telford Rd, Churchfields Rd, Salisbury SP2 7GH
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Baggette + Co Wealth Management

Baggette + Co Wealth Management

(50)
  • Financial Advisor
  • Pension
  • Options
“Baggette & Co Wealth Management have served as our financial advisors for more than 20 years and they will continue to remain so for the foreseeable future.”
Transparent Fees & Pricing
North House, Braeside Business Park, Sterte Ave W, Poole BH15 2BX
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St Barts Finance Bournemouth

St Barts Finance Bournemouth

(48)
Mortgage, Pension, Other Services
“James and the team have helped us massively through really difficult property sales. They always had our best interests at heart and are great communicators! Couldn't recommend them enough.”
99 Old Christchurch Rd, Bournemouth BH1 1ER
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Rockstone Mortgage & Financial Advice

Rockstone Mortgage & Financial Advice

(50)
  • First Time Buyer
  • Questions
  • Stress
“We have had Stacey as our advisor for some time, and she had been fantastic throughout. I am not exaggerating when I say we are in our house today, in no small part, thanks to her.”
Serving Ringwood Area
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PSH Mortgages

PSH Mortgages

(50)
  • Fee
  • First Time Buyer
  • Insurance
“5Star Service , James was excellent from the start to finish. Communication and organisation was second to none. Would definitely recommend to anyone looking for mortgage advise. Thankyou.”
21 Charborough Cl, Lytchett Matravers, Poole BH16 6DJ
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Apex CB Financial Planning

Apex CB Financial Planning

(44)
  • Options
  • Understanding
  • Stupid
“We have dealt with Chris and his team over many years now, and have always found his advice very helpful when making our financial decisions - very much to our financial benefit!”
In Business Since 2009
Suite 2 Jellicoe House, Station Rd, Holton Heath, Poole BH16 6HX
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Charlwood IFA - Independent Financial Advisers

Charlwood IFA - Independent Financial Advisers

(50)
Wealth Management, Inheritance Tax Planning, Pensions and Retirement Planning
“Have used Charlwood for many years, they have always been proactive and kept me well informed. Regular updates on my situation and checking in with me as circumstances have changed both for me and the world at large.”
In Business Since 2006
35 Seamoor Rd, Westbourne, Bournemouth BH4 9AE
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Assured Private Wealth

Assured Private Wealth

(40)
Protection, Inheritance Tax Planning Adviser, Lasting Power of Attorney
“I was referred to Assured Private Wealth via my membership at Costco UK. I cannot stress too strongly how impressed I was with them and especially the person I dealt with, Paul Buller. He very carefully schooled me through all my questions involved i...”
Serving Ringwood Area
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Wimborne Financial Services

Wimborne Financial Services

(33)
  • Product
  • Mortgage
  • Research
“Would highly recommend Wimborne Financial Services… I have used Wimborne Financial Services for the past 10+ years initially with Matty and then more recently with Andy. On each occasion they have made the mortgage process extremely smooth and eff...”
Transparent Fees & Pricing
Serving Ringwood Area
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Harbour Equity Release

Harbour Equity Release

(27)
  • Patient
  • Understand
  • Questions
“Faced with a situation of needing to change an existing scheme with a more advantageous plan for our aged parents, Chris proved to be excellent in his delivery and support throughout the process. Indeed, he was very understanding and mindful to keep ...”
In Business Since 2020
127 Pilsdon Dr, Poole BH17 9HT
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Heritage Investments

Heritage Investments

(13)
  • Number
  • Advice
  • Goals
“Can't recommend Heritage Investments highly enough. Andrew gave great advice..... exactly what I needed. A very helpful and professional service. Have since recommended Heritage to a friend who also used them and was equally impressed. Thank you! Po...”
Transparent Fees & Pricing
Free Initial Consultation
24 Bargates, Christchurch BH23 1QL
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Ideal Financial Solutions

Ideal Financial Solutions

(20)
  • Expertise
  • Mortgage
  • Team
“Kirsty stayed with us through all the ups and downs to helps us in every way to secure our first home and mortgage! We would not be here now in our new home if it wasn't for her expertise and determination. She gives 110% all the time and has really...”
In Business Since 2005
150 Wimborne Rd W, Wimborne BH21 2DU
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Ian Futcher Financial Adviser at Quilter Financial Advisers

Ian Futcher Financial Adviser at Quilter Financial Advisers

(9)
  • Pension
“Ian became our Financial Adviser 18 mouths ago. He was a tremendous help moving from our previous FA after we relocated to the South Coast from Scotland. We hold meetings face to face or via video throughout the year. Ian is very approachable an...”
In Business Since 1995
Emergency Services
24 Salisbury Rd, Poole BH14 0DP
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Lovegrove Financial Solutions

Lovegrove Financial Solutions

(18)
  • Financial Advice
  • Pensions
  • Mortgage
“Really helpful, very friendly and always available. Stuart and Andy helped me with my pension transfer and my mortgage. I found them both very easy to deal with and the process was straightforward, even during a pandemic. I would highly recommend. ...”
2 Wick Ln, Christchurch BH23 1HX
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Life Matters Financial Planning

Life Matters Financial Planning

(12)
  • Suit
  • Financial Advisor
  • Retirement
“Emily has been working with me for over 15 years during which time I have found her and her team proactive and helpful financial advisors. She has always keep me up to date on investment trends and changes in legislation that may or may not affect in...”
In Business Since 2017
Remote Consultations Available
Transparent Fees & Pricing
Thera House, 45a Commercial Rd, Poole BH14 0HU
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Retirement Planning and Investment Management Services in Ringwood Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Fair price range is based on 322 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Fair range $2007 to $5519 is based on 322 cost profiles.

Why these companies made our list

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