Salisbury

Popular Cities

Salisbury
Join as a Pro

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.

View Profile
Cathedral City Financial Services

Cathedral City Financial Services

(11)
  • Mortgage
  • Life Insurance
“We recently used Graeme at Cathedral City Financial Services to arrange income protection and life insurance for us. He was very thorough in understanding our needs, analysing our finances and searching the market for a range of approaches and produc...”
Longford Farm House, The Old Stables, Salisbury SP5 4EJ
i
View Profile
Verve Financial

Verve Financial

(30)
  • Mortgage
  • Team
  • Calls
“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
i
View Profile
Numeric Accounting Salisbury

Numeric Accounting Salisbury

(17)
Accounting Services, Wealth Management, TAX Investigation
“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...”
Transparent Fees & Pricing
The Portway Centre, 1 Old Sarum Park, Old Sarum, Salisbury SP4 6EB
i
View Profile
Annetts & Orchard

Annetts & Orchard

(18)
  • Mortgage
  • Questions
“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
i
View Profile
Ian Futcher Financial Adviser at Quilter Financial Advisers

Ian Futcher Financial Adviser at Quilter Financial Advisers

(9)
“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
i
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
View Profile
Grosvenor Birch Limited

Grosvenor Birch Limited

(7)
  • Team
“Lewis and the rest of the Grosvenor birch team are a breath of fresh air. I love the way they really have your interests at heart and really help you plan you finances and what you need to do to achieve your goals and think about what really matters ...”
Salt Mill Barn, Old Salisbury Ln, Awbridge, Romsey SO51 0GD
Featured

Yesterday's budget brings large scale changes to tax allowances, affecting income, dividends and capital gains. You might wish to consider your own position and how these changes impact tax efficiency & financial planning.

i
View Profile
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.”
Mills House, Mills Way, Amesbury, Salisbury SP4 7RX
i
View Profile
Sandisons

Sandisons

(1)
Back to Main Menu, Back to Main Menu, Back to Main Menu
“Not the cheapest, but superb service and very professional theres a good saying - YOU GET WHAT YOU PAY FOR!.”
Badger House, Salisbury Rd, Blandford Forum DT11 7QD
i
View Profile
Casterbridge Wealth

Casterbridge Wealth

(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
i
View Profile
The Michelle Sheppard Practice

The Michelle Sheppard Practice

(1)
“Michelle is a Chartered Financial Planner and Fellow of the Chartered Insurance Institute. She is a SOLLA Accredited Financial Adviser.”
St. Mary's House, Netherhampton, Salisbury SP2 8PU
i
View Profile
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
i
View Profile
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
i
View Profile
The Aaron Partnership

The Aaron Partnership

(4)
“Had an extraordinarily positive experience working with Paul McFarlane of the Aaron Partnership, who guided us through acquiring a mortgage. Without his help, the process would have been extremely difficult and he couldn't have done more for us. High...”
Griffin House, Malthouse Ln, Salisbury SP2 7RF
i
View Profile
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
i
View Profile
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
i
View Profile
I F S Financial Management

I F S Financial Management

8 Manor Farm Barns, Burcombe Lane, Burcombe, Salisbury SP2 0EJ
i
View Profile
Gresham Financial

Gresham Financial

10 St Ann St, Salisbury SP1 2DN
i
View Profile
Navigatus

Navigatus

“Time is finite. There are 1440 minutes in every day. That's it. What will you do with yours? Write reports? Call pension providers to get projections? Or talk to your most important client, meet a prospective one, spend time with your family, or perh...”
The Old George Brewery, Rollestone St, Salisbury SP1 1DX
i
View Profile
New Forest Wealth Management

New Forest Wealth Management

(5)
“I was referred to Paul and quite lucky to have had his counsel: professional, responsive, attentive, listened to my needs, and absolutely lacked the typical 'sell, sell, sell' mentality of most wealth advisors, very refreshing, especially for a begin...”
Serving Salisbury Area
i
View Profile
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
i
View Profile
Assured Private Wealth

Assured Private Wealth

(24)
Wills & Trusts, Pensions, Savings and Investments
“Having been given the prognosis of terminal cancer with possibly only weeks left and suddenly realising our wills were 25 years out of date speed was of the essence. I contacted Assured Private Wealth at 4.15 explaining our circumstances, within 20 m...”
Serving Salisbury Area
i
View Profile
Templegate Financial Planning

Templegate Financial Planning

(9)
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
i
View Profile
Bells Solicitors

Bells Solicitors

(7)
“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...”
In Business Since 2000
Transparent Fees & Pricing
Serving Salisbury Area
i
View Profile
Weystone Financial

Weystone Financial

(11)
  • Professional
“Weystone have an incredible ability to hold the highest standard of professionalism whilst having that personal caring touch. This is so hard to come by and Weystone have nailed it. All of our insurances are now with Ash-lee James who, not only has a...”
Serving Salisbury Area
i

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
Embed on your site

Your Embed Code

Click to copy
Successfully copied!
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

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

Wealth Management Advisors near Salisbury

Popular in Salisbury

, ENG
Back To Top