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Best Financial Advisors in Winchester

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

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Winchester Investment Solutions

Winchester Investment Solutions

(13)
  • Financial
  • Advisor
  • Knowledge
“Excellent service and advice, explained in terms that can be easily understood and Chris has been particularly helpful in steering my investment through the recent Covid related choppy waters Positive Responsiveness, Professionalism”
Orchid House, Lanham Ln, Winchester SO22 5JS
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Rachel Campbell Associates

Rachel Campbell Associates

(4)
, , Pensions
“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
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Christopher Jones Wealth Management

Christopher Jones Wealth Management

(24)
Investment Planning, Estate Planning, Pensions
“I cannot recommend Christopher Jones Wealth Management more highly. Just fantastic - nothing is ever too much trouble, very knowledgeable and the whole team are just brilliant and incredibly efficient.”
Family Business
4 Stonemasons Court, Parchment St, Winchester SO23 8AT
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Dixon Financial Planning

Dixon Financial Planning

(4)
Investments, Pension and Retirement Planning, Inheritance Tax Planning
“If you are looking for good financial advice from a nice guy with good experience then speak to Andy. He is professional, easy to deal with and always looking to add value. Highly recommended for anyone looking for an expert providing honest advice.”
Transparent Fees & Pricing
Owens Rd, Winchester SO22 6RU
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Newbury Building Society

Newbury Building Society

(2)
“Nice staff”
Transparent Fees & Pricing
143 High St, Winchester SO23 9AY
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
98.7 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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Encompass Financial Management

Encompass Financial Management

(1)
Active Wealth, Wealth Builder, Other Services
“I recently had the exceptional fortune of coming into contact with Sean McGonagle of Encompass Financial Management. In an unfortunate situation entirely of my own making, Sean stepped in as a solid, savvy and selfless good Samaritan. Sean kept his c...”
Suite 2B, Poles Copse, Poles Ln, Otterbourne, Winchester SO21 2DZ
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Primary Financial Solutions

Primary Financial Solutions

(1)
Financial Planning, Development Finance, Mortgage Advice
“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
FAQs
What information will you need for a mortgage consultation?
To complete your initial mortgage consultation your Adviser will let you know everything they require from you. Generally, they will need to see the following documentation: Details of existing financial commitments An overview of your income and expenditure Existing mortgage arrangements Details of your credit history (please visit our Credit Reports page if you need help obtaining a report)
What areas do you cover?
We are based in a small village called Upham situated between Southampton and Winchester, however each of our advisors work with clients throughout the UK on a daily basis. Read more about Upham and surrounding areas here
Where are meetings held?
All our advisors are experienced in helping clients over the phone, internet, e.g. Zoom or Teams, and also face-to-face. We have a spacious office with meeting rooms where you can chat with your adviser in private and in comfort.
How do you get paid for your services?
There are various ways in which we might receive payment for our advice and services. We may receive commission from a mortgage lender (known as a procuration fee) or insurance provider. Should we receive any commission, we will disclose this amount to you by way of a mortgage illustration or quotation. We may also receive an introducer fee should we pass your specialist professional adviser. If this happens we also disclose this to you.
What if I have any further queries?
Not a problem. You can email your Adviser or their Administrator and let them know your query. Alternatively, you can call the Office on 01489 876574 and speak to them directly and they will do their best to answer any queries there and then. During busy periods, their may be a short delay.
More information can also be found on the FAQ page of our website.
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Dawkins Lewis & Soar Chartered Accountants

Dawkins Lewis & Soar Chartered Accountants

(1)
Additional Services, Bookkeeping, Tax Returns
“Dawko is amazing”
Unit 40, Basepoint Business Centre, 1 Winnall Valley Rd, Winchester SO23 0LD
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Dental Financial Associates

Dental Financial Associates

(1)
“Dental Financial Associates are a pleasure to work with - Friendly, efficient, knowledgeable and professional.”
18, Vicarage Farm House, Business Park, Winchester Rd, Fair Oak, Eastleigh SO50 7HD
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Collingbourne Wealth Management | Financial Planning Experts

Collingbourne Wealth Management | Financial Planning Experts

(1)
“Collingbourne have been managing my finances for coming up to a year now. I initially came to them with a lopsided portfolio of US tech stocks amassed while I was working in California. Collingbourne formulated a strategy for repatriating the shares,...”
In Business Since 2003
45 Southgate St, Winchester SO23 9EH
Featured

We're here and ready to help.n nJust a quick note to say that throughout the coronavirus / COVID-19 shutdown we are still fully operational. We can offer video / phone meetings and secure communication through our online portal.nIf you’re an existing client you can rest assured we are still looking after your interests every day and you can speak to us any time. If you are taking the opportunity to review your finances / plans or need some guidance and support at this difficult time, we’re here to help. #staysafe#winchesterhampshire#winchesterbusiness #winchesteruk...

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JCF Financial Services Limited

JCF Financial Services Limited

“Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 588378.”
Transparent Fees & Pricing
In Business Since 2017
The Staddlestone Granary, South Winchester Golf Club, Romsey Rd, Winchester SO22 5QX
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HCB Services Limited

HCB Services Limited

“From classic cars and motorbikes to modern vehicles, getting your car registered has never been easier.”
In Business Since 2022
37-39 Southgate St, Winchester SO23 9EH
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Winchester Financial Funding Limited

Winchester Financial Funding Limited

“As a company, Winchester Financial has a very clear and simple vision to add real value to meet the needs of our clients. Our core values are central to the way that we operate with a focused commitment to customer service. So why not let us do the w...”
41 Southgate St, Winchester SO23 9EH
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MH Bookkeeping Services Winchester

MH Bookkeeping Services Winchester

“Monica Howard has provided accounting services in Winchester since 2013. MH Bookkeeping Services has expansive financial knowledge, stays up to date with current legislation and holds the relevant professional qualifications (AATQB). We are equipped ...”
In Business Since 2019
22 Gardiner Rd, Winchester SO22 6FQ
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Buckland Capital Partners

Buckland Capital Partners

“Our current focus is on manufacturing and service businesses including rail, renewable energy and construction. We look to make a positive contribution to the communities where we operate, and we believe that these industries are at the heart of the ...”
20 Jewry St, Winchester SO23 8RZ
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Eric Woodgate & Associates

Eric Woodgate & Associates

25 St Thomas St, Winchester SO23 9HJ
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Westgate Wealth Management

Westgate Wealth Management

“I have returned as a client of SJP after many years. In the short time I have known Louise I have been very impressed with the bespoke advice which is always very clear. Louise is pleasant, responsive and cares about my wishes. I feel listened to and...”
10 Southgate St, Winchester SO23 9EF
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Bells Solicitors

Bells Solicitors

(9)
“Slivan, Jamie, and the team at Bells handled our property sale and purchase transactions professionally and thoroughly, were always prompt with their communications, and generally great to deal with. Would highly recommend”
Transparent Fees & Pricing
Serving Winchester Area
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New Forest Wealth Management

New Forest Wealth Management

(21)
  • Options
  • Mortgage
  • Future
“Recent involvements with New Forest Wealth Management Ltd has been assuredly healthful, the advice needed for a particular arrangement was understandably presented by Grace Keppel. With various Legal and Financial requirements to be considered a most...”
Serving Winchester Area
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Yolo Wealth Management

Yolo Wealth Management

(13)
Protection, Financial Planning, Taxation
“Expertise with a human face. Angela has the support of a wider organisation, but is able to provide an individual service. I am recommending her to my family and friends.”
18+ Years Experience
3 Crosswell Close, Southampton, GB, SO19 8HE
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De Mellow & Co

De Mellow & Co

(21)
  • Understanding
  • Decisions
  • Stress
“I feel confident in the financial advice and information I have received. It is reassuring to know my pension is in safe hands and would highly recommend the experienced team at de Mellow & Co Wealth Management, and Financial Planner Gabriel Hooton”
In Business Since 1999
Serving Winchester Area
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Hyde Wealth Management

Hyde Wealth Management

(11)
  • Understanding
  • Financial Advisor
“Stephen has been our financial adviser for the last two years and we have found him very professional, caring and spends time making sure we understand everything and explaining in a way that we fully understand Positive Quality”
22 High St, Botley, Southampton SO30 2EA
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Richard Pearce Wealth Management

Richard Pearce Wealth Management

(4)
Tax Planning, Pension Planning, Investment Planning
“Richard provided such an amazing service. Nothing was ever too much and he would always reply to my emails and calls promptly. I would recommend Richard to anyone who needs a honest and trust-worthy financial planning manager. He is brilliant at what...”
Serving Winchester Area
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Sarahquirk Wealth Associates

Sarahquirk Wealth Associates

(6)
“We are very impressed with Sarah. She has been a real support and positive influence in our family when thinking about how to invest for the future and plan our lives. Strong supporters!”
Serving Winchester Area
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Retirement Planning and Investment Management Services in Winchester Cost Estimates

Minimum cost
£1198
Maximum cost
£10175
National Average
£3591
Avg Per Hour Rates
£361
£2395
£6584
Average price range is based on 541 cost profiles
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Average Cost £3591
Minimum cost £1198
Maximum cost £10175
Avg Per Hour Rates £361

Average range $2395 to $6584 is based on 541 cost profiles.

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Wealth Management Advisors near Winchester

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