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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.

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Asset Management Financial Advisers Limited

Asset Management Financial Advisers Limited

(5)
Quarterly Investment Review, Inheritance Tax Planning, Savings & Investments
“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.”
In Business Since 1998
8, Gaters Mill, Mansbridge Rd, Southampton SO18 3HW
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Yolo Wealth Management

Yolo Wealth Management

(2)
“Been lovely to work with Angela as our financial advisor - we feel well listened to, well advised, and know we can completely trust her! Thank you!”
14+ Years Experience
Southampton SO14 7DW
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Redwood Financial, Droxford, Hampshire

Redwood Financial, Droxford, Hampshire

(29)
  • Meeting
  • Estate Planning
  • Wills
“Steve has been advising us on our financial situation for over 20 years and I feel that he has never imposed his thoughts on our decision making. He is knowledgeable, helpful and very professional. We have recommended several friends and acquaintan...”
Transparent Fees & Pricing
In Business Since 2014
Family Business
St Clairs Farm, Wickham Rd, Southampton SO32 3PW
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Solent Financial Services

Solent Financial Services

(30)
Retirement Planning, Protection, Mortgages
“Solent Financial Services have assisted me in acquiring mortgages several times over the last few years. They have been excellent at finding great products to suit my needs and communication is both clear and prompt. I have already recommended them t...”
Remote Consultations Available
In Business Since 2009
Family Business
Dibles House, 95 Dibles Rd, Warsash, Park Gate, Southampton SO31 9JL
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P&P Invest

P&P Invest

(30)
  • Knowledge
  • Confidence
  • Pension
“At last we have found an investment company with whom we can have total trust and confidence when it come to our financial affairs. We have been delighted with the professional and at the same time friendly personal service we have received from the...”
In Business Since 2001
Unit 17, Endeavour Building Shamrock Quay, Southampton SO14 5QL
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
99.6 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
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Assured Private Wealth

Assured Private Wealth

(24)
General Insurance, Pensions, Wills & Trusts
“Outstanding service by Paul, answered all our questions, with some excellent advice & I have no hesitation in giving this good recommendation for his services & at a great price too!👍👍”
27-29 Rumbridge St, Totton, Southampton SO40 9DQ
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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
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2020 Financial

2020 Financial

(4)
“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
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Kevin Woods

Kevin Woods

(2)
Home Reversion Plans, Lifetime Mortgages, Review Your Existing Equity Release Plan
“Kevin has dealt with a few of my clients and every one has been with the upmost professionalism. I would highly recommend Kevin and his team.”
Suite B Ground Floor, Webb House, 20 Bridge Rd, Park Gate, Southampton SO31 7GE
Featured

A Top Brass Equity Release Advisor!nnKevin Woods is not only a highly proficient equity release advisor, he is also a top class musician. An avid player of the Euphonium, when he is not working hard in his office, Kevin can be found rehearsing with the highly acclaimed Wantage band ranked 46th in the world. nnThis weekend, Kevin is taking part in the regional brass band contest with Wantage band playing the baritone horn in the hope that the band will achieve a place in the National Finals to be held later in the year at the Royal Albert Hall in London.nnLet's hope that this Top Brass musician is as successful with his band this weekend as he is in his professional business. All the best to you Kevin!

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Market Wide

Market Wide

(2)
Mortgages, Wealth Management, Insurance
“Excellent and friendly services”
In Business Since 2004
1, Northam Business Centre, Princes St, Southampton SO14 5RP
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A B D S

A B D S

(2)
Bookkeeping, Vat, Pay-Roll & Management Accounts, Auditing, Accounts Preparation
“I've been a client of ABDS for over 9 years now. They manage my company accounts and my personal tax returns. Throughout the 9 years they've been helpful, professional and quick to act on my requests.”
In Business Since 2000
15 Oxford St, Southampton SO14 3DJ
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Straight Talk Financial Planning

Straight Talk Financial Planning

(1)
“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
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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
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Hargreaves & Co

Hargreaves & Co

Specialisms, Payroll and Real Time Information, Individuals
“As our client we like to get to know your business and your personality, and understand what motivates you in order to make both your business and personal lives as tax efficient as possible. We are always investing in new technologies and training w...”
The Charmwood Centre, Bartley, Southampton SO40 2NA
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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...”
In Business Since 2012
39 Chapel Rd, West End, Southampton SO30 3FG
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Radcliffe & Co Independent Financial Advisors

Radcliffe & Co Independent Financial Advisors

(8)
Mortgage & Equity Release Service, Pension Planning, Holistic Financial Planning
“Jack and Amy provide a first class service Nothing is too much trouble. Everything is explained in simple layman's terms. Anyone considering to invest in a private portfolio can be assured that your interests are in safe hands”
Meridians Cross, Meridians House, 7 Ocean Way, Southampton SO14 3TJ
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Right to Buy Advice Service

Right to Buy Advice Service

(1)
“I contacted this company a few years ago and they were extremely helpful. Their fee is more than other companies charge, but I could ask them anything and I eventually bought my property through them. Would definitely recommend.”
Unit 1, Northam Business Centre, Princes St, Northam, Southampton SO14 5RP
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Protection & Investment

Protection & Investment

(4)
“Anyone looking to remortgage or indeed be looking for your first mortgage, I couldn't recommend Lorna highly enough.”
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.
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Northstar Wealth Management

Northstar Wealth Management

(6)
  • Investments
“Very impressed with the warm, professional service. Everything from the personal contact to all the literature and the website which is easy to navigate. I am very happy with the returns from the investments that North Star have set up for me. Will b...”
Ocean Village Innovation Centre, Ocean Way, Southampton SO14 3JZ
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Hyde Wealth Management

Hyde Wealth Management

(6)
  • Investments
“Steve has been guiding me on my pension and how to get the best from it. He is very knowledgeable and is able to convey the information in a way that is understandable (to me!). It is so useful that he is now in Botley, in a very smart office on the ...”
22 High St, Botley, Southampton SO30 2EA
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Oyster Financial Planning

Oyster Financial Planning

(1)
Business Owner, Wealth Management, Financial Planning
“First class service, so friendly and knowledgeable. Highly recommended.”
52 Pylewell Rd, Hythe, Southampton SO45 6AQ
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Threshold Wealth Management

Threshold Wealth Management

(5)
“I had a number of pensions scattered around and it was great to get them into one place and properly managed by Vince. I now have a better understanding of what I can expect from my pensions when I retire.”
In Business Since 2022
The Brookside Centre, 1 Auckland Rd, Southampton SO15 0SD
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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...”
54 Botley Rd, Park Gate, Southampton SO31 1BB
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Prestige Wealth Planning

Prestige Wealth Planning

Open Market Option, Estate Planning, Personal Pensions
“Hello! I am Colin Johnson and as a financial advisor, I am here to offer you a variety of expert financial services, to assist you in solving your financial queries whilst always aiming to give a friendly professional service to all my clients and po...”
Free Initial Consultation
30 Lower Mortimer Rd, Southampton SO19 2HF
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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
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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.

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Wealth Management Advisors near Southampton

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