Southampton

Popular Cities

Southampton
Join as a Pro

Best Financial Advisors in Southampton

Handpicked from 37 vetted & reviewed Financial Planning & Wealth Management firms in the Southampton area, explore the top 5 leaders in their field among the selected group of 24 finalists.

View Profile
Hyde Wealth Management

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...”
22 High St, Botley, Southampton SO30 2EA
i
View Profile
Rachel Campbell Associates

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.”
Unit D, Meadow View, Business Park, Winchester Rd, Upham, Lower Upham, Southampton SO32 1HJ
i
View Profile
Yolo Wealth Management

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!”
18+ Years Experience
3 Crosswell Close, Southampton, GB, SO19 8HE
i
View Profile
Redwood Financial, Droxford, Hampshire

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...”
Family Business
Transparent Fees & Pricing
St Clairs Farm, Wickham Rd, Droxford, Southampton SO32 3PW
i
View Profile
Solent Financial Services

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...”
Family Business
Remote Consultations Available
Dibles House, 95 Dibles Rd, Warsash, Park Gate, Southampton SO31 9JL
i
Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
98.6 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
P&P Invest

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.”
In Business Since 2001
Unit 17, Endeavour Building Shamrock Quay, Southampton SO14 5QL
i
View Profile
Assured Private Wealth

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...”
27, 29 Rumbridge St, Totton, Southampton SO40 9DQ
i
View Profile
Choice Financial Solutions

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)”
In Business Since 2004
2, Manor Farm Offices, Flexford Rd, Southampton SO52 9DF
i
View Profile
Radcliffe & Co Independent Financial Advisers

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...”
Meridians House, 7 Ocean Way, Southampton SO14 3TJ
i
View Profile
Langdowns DFK

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.”
In Business Since 2000
Fleming Court, Leigh Rd, Southampton, Eastleigh SO50 9YN
i
View Profile
Asset Management Financial Advisers Limited

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.”
Family Business
8, Gaters Mill, Mansbridge Rd, Southampton SO18 3HW
i
View Profile
2020 Financial

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...”
Transparent Fees & Pricing
International House, Int'l Business Park, George Curl Way, Southampton SO18 2RZ
i
View Profile
Meridian Corporate Finance

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...”
Coupons & Offers
In Business Since 2007
Unit 4 Manor Farm Offices, Flexford Road, Southampton SO52 9DF
i
View Profile
Market Wide

Market Wide

(2)
Insurance, Wealth Management
“Excellent and friendly services”
In Business Since 2004
1, Northam Business Centre, Princes St, Southampton SO14 5RP
i
View Profile
Straight Talk Financial Planning

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!”
Transparent Fees & Pricing
Unit 10, Chevron Business Park, Lime Kiln Ln, Hardley, Southampton SO45 2QL
Featured

We were invited to Alston House Care Home last week to discuss care home funding, Wills and Powers of Attorney along with Straight Talk Estate Planning. We had a fabulous time and were very well looked after. Even the lunch was spectacular! Look at this dessert! Thank you so much for your hospitality Alston.

i
View Profile
Ocaris Wealth Management

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...”
Mountbatten House, Grosvenor Square, Southampton SO15 2JU
i
View Profile
Primary Financial Solutions

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...”
Unit D, Meadow View, Business Park, Winchester Rd, Upham, Lower Upham, Southampton SO32 1HJ
i
View Profile
Hargreaves & Co

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...”
The Charmwood Centre, Bartley, Southampton SO40 2NA
i
View Profile
Tarr Sheila

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...”
Free Initial Consultation
54 Botley Rd, Park Gate, Southampton SO31 1BB
i
View Profile
Woodlands Financial Planning

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.”
In Business Since 2021
Alpine Rd, Ashurst, Woodlands, Southampton SO40 7AN
i
View Profile
Kevin Woods

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...”
Suite B Ground Floor, Webb House, 20 Bridge Rd, Park Gate, Southampton SO31 7GE
i
View Profile
Protection & Investment

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!”
Free Initial Consultation
49 Hawkers Cl, Totton, Southampton SO40 3GG
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.
i
View Profile
Poolemead Accountants

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...”
39 Chapel Rd, West End, Southampton SO30 3FG
i
View Profile
Lainston Securities

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.”
1st Floor, 14-18 College St, Southampton SO14 3EJ
i

Retirement Planning and Investment Management Services in Southampton Cost Estimates

Minimum cost
£1251
Maximum cost
£10621
National Average
£3749
Avg Per Hour Rates
£377
£2500
£6873
Average price range is based on 352 cost profiles
Embed on your site

Your Embed Code

Click to copy
Successfully copied!
Average Cost £3749
Minimum cost £1251
Maximum cost £10621
Avg Per Hour Rates £377

Average range $2500 to $6873 is based on 352 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 Southampton

Popular in Southampton

, ENG
Back To Top