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Best Financial Advisors in Salisbury

Handpicked from 52 vetted & reviewed Financial Planning & Wealth Management firms in the Salisbury area, discover the top 5 elite providers among the selected group of 24 finalists.

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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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Verve Financial

Verve Financial

(50)
What Are My Remortgage Options?, Fixed Term Employment Contract, Remortgage Interest Only Mortgage
“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”
In Business Since 2020
Wiltshire, 137 Bulford Rd, Durrington, Salisbury SP4 8HA
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Numeric Accounting - Chartered Accountants Salisbury

Numeric Accounting - Chartered Accountants Salisbury

(21)
Accounting Services, Accounting For Established Businesses, Accounting For Start-Ups
“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...”
Remote Consultations Available
The Portway Centre, 1 Old Sarum Park, Old Sarum, Salisbury SP4 6EB
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Annetts & Orchard

Annetts & Orchard

(20)
  • Mortgage
  • Questions
  • Information
“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...”
Family Business
31 Castle St, Salisbury SP1 1TT
Featured

There are many questions you might be asking yourself when it comes to downsizing.nnParticularly later in life, you may need less space or want to access some of the wealth in your property to fund retirement. nnThese five questions will help you think about the type of property that’s right for you. nn_____nnAnnetts & Orchard | Providing integrity, transparency and clarity for over 35 years ✅nn#downsize #retirement #property...

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Ian Futcher Financial Adviser at Quilter Financial Advisers

Ian Futcher Financial Adviser at Quilter Financial Advisers

(9)
  • Pension
“I was put in touch with Ian when I was going through redundancy. Ian helped me navigate that stressful and complicated situation with unfailing positivity. He was unbelievably patient and clearly explained all my options. He helped me to consolidate ...”
In Business Since 1995
Emergency Services
24 Salisbury Rd, Poole BH14 0DP
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
97.8 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Grosvenor Birch Limited

Grosvenor Birch Limited

(8)
  • The Future
  • Company
  • Pension
“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...”
Salt Mill Barn, Old Salisbury Ln, Awbridge, Romsey SO51 0GD
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Four Pillars Financial Planning

Four Pillars Financial Planning

(2)
“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...”
2, Oakridge Office Park, Salisbury SP5 3HT
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Fisherton Consulting

Fisherton Consulting

“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.”
In Business Since 2001
Mills House, Mills Way, Amesbury, Salisbury SP4 7RX
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Foresight Financial Solutions

Foresight Financial Solutions

(9)
  • Pension
  • Questions
“Foresight Financial Solutions have been fantastic and i can't fault them in anyway. The communication is on point, going in depth and explaining everything and being able to answer any question i put to them. Their help and advise is brilliant advi...”
1 Devonshire Rd, Salisbury SP1 3NN
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Gem FS

Gem FS

(2)
“Danielle recently helped me renew my mortgage, which included a tricky transfer of ownership. It felt like interest rates were increasing every other week at that time, and she was still able to lock me in at a very favourable rate. Her advice and...”
4, the bluestone centre, Amesbury, Salisbury SP4 7YR
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Casterbridge

Casterbridge

(2)
“I was struggling to find a discretionary manager that could take on a portfolio that had been invested in poorly by the previous manager and needed an overhaul. Putting the customer first, Casterbridge patiently reworked the portfolio to a risk appro...”
Licensed
Suite 4, Brewery House, 36 Milford St, Salisbury SP1 2AP
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Optimal Planning

Optimal Planning

Wealth Management, Retirement Planning, Divorce Planning
“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...”
Transparent Fees & Pricing
1 Old Sarum Park, Old Sarum, Salisbury SP4 6EB
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The Aaron Partnership

The Aaron Partnership

(5)
“I have worked with Paul McFarlane and his team at the Aaron Partnership for nearly eight years now and I could not recommend them highly enough. Paul found my wife and me a brilliant mortgage product and helped us through numerous house purchases. He...”
Griffin House, Malthouse Ln, Salisbury SP2 7RF
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Hurst Financial Consultancy

Hurst Financial Consultancy

“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...”
Transparent Fees & Pricing
Cheviot House, 73 Castle St, Salisbury SP1 3SP
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Grovely Financial Limited

Grovely Financial Limited

“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.”
46 Shaftesbury Rd, Wilton, Salisbury SP2 0DR
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Gresham Financial

Gresham Financial

“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...”
10 St Ann St, Salisbury SP1 2DN
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I F S Financial Management

I F S Financial Management

8 Manor Farm Barns, Burcombe Lane, Burcombe, Salisbury SP2 0EJ
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Lee Perkes

Lee Perkes

“Lee provides a highly professional and attentive service. Lee is very level-headed and his sound advice and judgement is greatly appreciated, particularly in these challenging times. As a lawyer I am most impressed by, and grateful for, Lee's meticul...”
23b New St, Salisbury SP1 2PH
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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 Salisbury Area
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New Forest Wealth Management

New Forest Wealth Management

(21)
  • Knowledge
  • Team
  • Pension
“All the staff at New Forest Wealth Management have always been so helpful & responsive in dealing with the financial support we have needed over many years of using their services. This has related to financial considerations we have needed to make w...”
Serving Salisbury Area
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Richard Pearce Wealth Management

Richard Pearce Wealth Management

(4)
Financial Planning, Pension Planning, Protection Planning
“I contacted Richard Pearce as I felt I didn't have the right protection in place for my business. Richard completed a thorough review of my business and provided me with the right protection to ensure I am properly protected in all aspects. I have ...”
Serving Salisbury Area
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Assured Private Wealth

Assured Private Wealth

(40)
Inheritance Tax Planning Adviser, Wills, Pensions
“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”
Serving Salisbury Area
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Wimborne Financial Services

Wimborne Financial Services

(33)
  • Mortgage
  • Property
  • Sound
“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 & ...”
Transparent Fees & Pricing
Serving Salisbury Area
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Templegate Financial Planning

Templegate Financial Planning

(20)
Estate Planning, Long Term Care Planning, Mortgages
“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...”
Serving Salisbury Area
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Retirement Planning and Investment Management Services in Salisbury Cost Estimates

Minimum cost
£1205
Maximum cost
£10231
National Average
£3611
Avg Per Hour Rates
£363
£2408
£6620
Fair price range is based on 358 cost profiles
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Average Cost £3611
Minimum cost £1205
Maximum cost £10231
Avg Per Hour Rates £363

Fair range $2408 to $6620 is based on 358 cost profiles.

Why these companies made our list

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