Best Financial Advisors in Salisbury

“Fantastic all round! Can't thank Karen and Gary enough for their help, knowledgeable insight and support throughout. Will definitely use Verve Financial again! Thank you”

“Like solicitors, not all accountants are the same. In the last 25 years, the Salisbury-based law firm I own has used a number of accountants for our specialist audit. Of those, Jon Baggot at Numeric was head and shoulders above the rest. He was ef...”

“It is difficult to convey the quality of service my partner and I have received from Will Sharpe, Mortgage & Protection Adviser at Annetts & Orchard during the recent purchase of our house. Over the last six months he has provided us faultless advice...”

“I contacted Grosvenor Birch Limited for some advice on how to manage my money and income and I wanted a local financial advisor. I've had no experience before in talking to a financial advisor so I didn't know what to expect or how the process worked...”

“I have been with Keith Hartland's financial planning business since my retirement in 2016 and he and his team have always provided me with excellent advice and service.I have reaped the benefit of Keiths experience and knowledge from day one (when he...”

“Using cloud technology, we design and set up systems, accessible at your business and in our offices, so that we can take care of your financial matters remotely, in collaboration with you and your staff.”

“At Optimal Planning, you can be assured of Financial Planning services that meet international standards. Catherine Briers is a Certified Financial Planner professional. We adhere to the UK's 'Chartered Institute of Securities and Investments'code of...”

“As Independent Financial Advisers we have access to the full range of products and services available in the UK as opposed to a Tied Agent or Company Representative who may only advise and offer products from the company they represent. This means th...”

“Work with us to prioritise your financial aims, discover how much is enough to support your goals and create a plan to get you there.”

“Gresham Financial is a well-established company specialising in Investments and Financial Planning based in Salisbury, Wiltshire, which provide their clients with trusted, independent financial advice. The company is authorised and regulated by the F...”

“Straight forward layman and not just legal/tax. Had answers to all my questions. Delivered as promised and on time. I have no hesitation in recommending. Positive Responsiveness, Professionalism”

“Andy Dudley has been so helpful throughout the whole process of purchasing a property with my partner. He is very professional and has a vast knowledge of the mortgage market as well as protection advice. I could not recommend him enough. Miles & ...”

“Mark is helping parents manage an inheritance and wider finances. He organised a long-term care annuity, efficiently and involved us fully throughout. He lifted much anxiety from the household, and we now look forward to Mark's help with everything e...”

“We really couldn't recommend Andy Pursglove our senior mortgage consultant at Weystone enough! We needed help with remortgaging our current house to rent it out and getting a new mortgage on our dream home. Finances were really TIGHT and there was SO...”

“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...”