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Redwood Financial, Droxford, Hampshire

(50)

Trust
Understand
Decision

“We had a discovery meeting with Steve regarding Wills. We found him to be very helpful, patient and understanding of the situation in hand. He explained things in simple terms, which we were very appreciative of. Redwood as a team are amazing, hel...”

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Solent Financial Services

(40)

Retirement Planning, Protection, Mortgages

“Steve not only gives great service and advice, also goes the extra mile and thinks out of the box. Clear, concise and meets deadlines, even responds to emails when out of the office on leave. I always recommend Solent Financial to anyone who is loo...”

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P&P Invest

(50)

Returns
Knowledge
Meetings

“Efficient, trustworthy and reliable with family investments. Kevin communicates quickly during global financial turbulence to maintain growth. I recommend with confidence.”

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Assured Private Wealth

(40)

Savings and Investments, Wills, Inheritance Tax Planning Adviser

“We chose Assured Wealth to sort out our wills and Power of Attourney matters. Paul Buller was great at explaining important things to consider and more importantly, why they should be. The whole process from initial start to completion was dealt wit...”

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Choice Financial Solutions

(30)

Application
Company
Mortgage

“Absolutely amazing. Even intervened when the solicitor and lender could not agree with each other and sorted everything out for me on the day. Could not ask for better or more personal service. Will absolutely use again and again. Dan (Salisbury)”

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Radcliffe & Co Independent Financial Advisers

(22)

Mortgage & Equity Release Service, Pension Planning, Holistic Financial Planning

“Katie and Archie have been amazing, always keeping me updated, responding to the pension provider queries (there was a few and a lot I didn't understand) it's resolved and I'm so relieved they were able to help me. I have no problem recommending t...”

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Langdowns DFK

(8)

Business Journey, Langdowns DFK Cloud Accounting, Accountancy Services

“I've been a client of Langdowns DFK now for some 20 years and have always had excellent advice, the team are proactive and very professional, i would absolutely recommend this company.”

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Asset Management Financial Advisers Limited

(8)

Questions
Financial Advisor

“I've used Asset Management for about 10 years. I've always found them very professional and I would have no hesitation recommending them to anyone requiring a mortgage or any other financial services.”

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2020 Financial

(5)

“I contacted Simon during lockdown to help me with some rather complex retirement planning and subsequent investment advice. Having been let down by another IFA, I found Simon via the internet and placed my trust in him. I have to say that my trust wa...”

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Rachel Campbell Associates

(4)

Pensions, , Mortgages

“Used for two property purchases, great service on both occasions and Indianna is a star for always coming back so quickly on the 101 questions asked. We always get a Birthday and Christmas card, its the little things that add to great service.”

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Meridian Corporate Finance

(4)

“It's been my pleasure to work with Darren and the Meridian team for well over 10 years now. During that time I've had first hand experience of the considerable benefits that working with Meridian can bring including. Setting up a new venture. Selling...”

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Yolo Wealth Management

(13)

Taxation, Financial Planning, Savings & Investments

“Angela deserves every star! Her expertise and professionalism made reviewing my pension an absolute breeze. She simplified the process, answered all my questions, and delivered 5-star service throughout. Highly recommend!”

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Ocaris Wealth Management

(6)

Questions
Advice
Pension

“I have found Ocaris to be extremely helpful, knowledgeable and supportive in helping me to gain a better understanding of my financial situation. I cannot thank them enough for their help and support and would definitely recommend their service to an...”

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Straight Talk Financial Planning

(2)

“Absolutely amazing from start to finish. Ollie was extremely patient and understanding in an industry I have no knowledge of! He took care of everything and I am very satisfied that I chose Straight Talk for my pension and future. Thank you!”

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Market Wide

(2)

Insurance, Wealth Management

“Excellent and friendly services”

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Tarr Sheila

(1)

“I was referred to Sheila Tarr by two extremely satisfied colleagues, and upon arrival, realised the mortgage advisor we'd come to see my wife had seen previously in her previous job, and was delighted to see again as she was so good the first time. W...”

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Hargreaves & Co

(1)

Specialisms, Payroll and Real Time Information, Individuals

“I have had 'the absolute pleasure' of working with this family firm of accountants for about 25 years. Simon, Clarrisa, Sarah & the team are all very professional, charming, and cordial. Being dyslexic, I struggle with tax returns, however Hargreaves...”

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Primary Financial Solutions

(1)

Financial Planning, Mortgage Advice, Development Finance

“during this difficult time of remortgaging, Primary Financial Solutions really look into the best deal with the least hassle for myself on partial furlough and my husband being self employed. They made the journey easy and pain free with me just havi...”

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Woodlands Financial Planning

(4)

Understand
The Future

“Excellent advisory services throughout. Detail and explanation of the products and options available were made very clear from the beginning. Would definitely recommend and happily giving this endorsement.”

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Protection & Investment

(10)

Information
Remortgage

“Lorna was extremely helpful and made us feel confident when going through the whole process of buying our first home. Everything was explained beautifully and the process was super smooth thanks to her help!”

FAQs

Do you have a 'typical' type of client?

We work with a range of different clients. From those in their early twenties who are looking to begin their financial planning, through to those in retirement looking to ensure that they have sufficient funds to maintain their lifestyle until the end of their life. We work with very wealthy clients as well as those with more modest means. There really is no typical client. We find that our clients fall into one of a number of categories, each with different needs, but we understand that every client is an individual with unique goals, hopes and ambitions that we help to fulfil.

Are your services only for very wealthy people?

No. Our services have been designed for everyone. Whatever your net wealth, we can help you identify, achieve and maintain your desired lifestyle, simplify your finances and make your investments work harder for you.

Do you advise clients throughout the UK and overseas?

We are based in Totton in Southampton and most of our clients are based in the south of England. But with modern technology it means that we also have some clients in other parts of the UK. Clients based outside of a reasonable commute to our office will typically meet with us via the phone or have virtual online meetings. We do not advise clients based outside of the UK.

How much will it cost me?

Our initial meeting is always free of charge and with no obligation, we then assess how we can help you and inform you of the charges applicable going forward. The cost will depend on the work to be undertaken.

Can you help if I already have a financial adviser/planner?

Yes, we are always pleased to offer a free no obligation first meeting in order to discuss your circumstances and whether our services would suit you better than your existing adviser.

We try to answer commonly asked questions like these on the FAQ page of our website.

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Poolemead Accountants

Corporate Finance, Business Start-up, Accountancy and Bookkeeping

“We first met David Poole when he helped us form our business, many years ago. His assistance has been invaluable in helping us grow, diversify and subsequently sell our business for an eight digit sum. Today the spin off business which employs two do...”

Featured

CORPORATE FINANCE Throughout the life of your business you may need to raise finance to grow, organically or perhaps by acquiring another business. This could be by way of third party investment, traditional bank funding, or a combination of both. At some point, you may want to sell your business, perhaps to your management team, a trade buyer, or a team of third party investors. In all cases, your chances of achieving the best outcome for you and your business are significantly enhanced if you talk to experts who have experience in helping plan and execute many such transactions. Poolemead have that experience. We have helped many businesses raise appropriate funding; we have acted for many clients buying businesses, and for many clients selling businesses.

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Kevin Woods

(4)

“I recently reached the stage in my life when I realised that my best way forward would be to release equity from my house. However this seemed a very daunting and frightening task. However, thankfully, Kevin Woods was recommended to me and I did...”

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Hyde Wealth Management

(11)

Understanding
Financial Advisor

“Stephen has been advising me for a number of years now. His advice is always presented clearly and concisely. Prior to Covid he was happy to travel to meet face to face and more recently has been readily available on the phone to deal promptly with a...”

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Lainston Securities

“We're an independent, innovative team that specialises in property development and asset management. We transform opportunities to deliver their potential – both physically and financially – for the benefit of our clients.”

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Average Cost	£3749
Minimum cost	£1251
Maximum cost	£10621
Avg Per Hour Rates	£377

Best Financial Advisors in Southampton

The highest-rated Financial Planning & Wealth Management companies out of 37 vetted & reviewed in the Southampton area.

Redwood Financial, Droxford, Hampshire

Solent Financial Services

P&P Invest

Assured Private Wealth

Choice Financial Solutions

Radcliffe & Co Independent Financial Advisers

Langdowns DFK

Asset Management Financial Advisers Limited

2020 Financial

Rachel Campbell Associates

Meridian Corporate Finance

Yolo Wealth Management

Ocaris Wealth Management

Straight Talk Financial Planning

Market Wide

Tarr Sheila

Hargreaves & Co

Primary Financial Solutions

Woodlands Financial Planning

Protection & Investment

Poolemead Accountants

Kevin Woods

Hyde Wealth Management

Lainston Securities

Retirement Planning and Investment Management Services in Southampton Cost Estimates

Why these companies made our list

Wealth Management Advisors near Southampton

Popular in Southampton