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.

Christopher Jones Wealth Management

Christopher Jones Wealth Management

(10)
Investment Planning, Estate Planning, Pensions
“I have worked with several financial advisors over the years and Eliot, Robin and team are the greatest! They are smart, friendly, responsive, and they have done an excellent job managing our investments!”
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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Winchester Investment Solutions

Winchester Investment Solutions

(12)
  • Family
  • Knowledge
  • Professional
“Chris and Dawn have looked after our family for 2 generations, and provide the most dedicated, homely and comforting service. Yes, with professional and ethical qualities.”
Orchid House, Lanham Ln, Winchester SO22 5JS
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Newbury Building Society

Newbury Building Society

(1)
“Nice staff”
Transparent Fees & Pricing
143 High St, Winchester SO23 9AY
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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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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
98.5 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
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
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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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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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Collingbourne Wealth Management

Collingbourne Wealth Management

“Most business owners and company executives face huge demands on their time, from their professional and family lives. Personal finances can be disparate and unconnected and receive little attention. There is usually no clear overarching plan in plac...”
In Business Since 2003
45 Southgate St, Winchester SO23 9EH
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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...”
113 Winchester Rd, Chandler's Ford, Eastleigh SO53 2GH
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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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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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Eric Woodgate & Associates

Eric Woodgate & Associates

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

Westgate Wealth Management

“We were first introduced to Kaye when she was with the Halifax (Winchester) where, for many years, she gave us very helpful and sound advice. We were very pleased to discover that she was setting herself up with St. James's Place where we hope to con...”
10 Southgate St, Winchester SO23 9EF
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Redwood Financial, Droxford, Hampshire

Redwood Financial, Droxford, Hampshire

(29)
  • Learning
  • Understand
  • Meeting
“Visited Redwood this week for my annual review. Steve gave some great advice and helped me make decisions about my investments and saving. Thank you Steve and the team.”
Transparent Fees & Pricing
Family Business
In Business Since 2014
St Clairs Farm, Wickham Rd, Southampton SO32 3PW
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Xebra Accounting

Xebra Accounting

(16)
Virtual Financial Advisor, Advisory, VAT
“Xebra have turned my life around and streamlined all my businesses, during COVID their advice was excellent and I have already recommended them to others.”
Remote Consultations Available
Transparent Fees & Pricing
Serving Winchester Area
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HWB Accountants

HWB Accountants

(5)
Specialist Tax and Financial Planning, Personal Tax Services, Ixbrl Tagging Service
“Another great year of service from HWB representing Winchester Housing Trust. Michaela, Fiona and her team provide excellent financial support to the trust during the audit process and also an appropriate level of scrutiny to satisfy the governance o...”
Free Initial Consultation
In Business Since 2000
Highland House, Mayflower Cl, Chandler's Ford, Eastleigh SO53 4AR
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Asset Management Financial Advisers Limited

Asset Management Financial Advisers Limited

(5)
Inheritance Tax Planning, Quarterly Investment Review, Trusts
“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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Sterling & Law - Hampshire

Sterling & Law - Hampshire

(11)
  • Investments
  • Pension Fund
“I had many small retirement pensions that all needed amalgamating. Ian took the details of all the pensions and sorted everything, taking away the headache of not knowing what to do. I have been very satisfied with his advice.”
Free Initial Consultation
Serving Winchester Area
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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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Unity Wealth Management

Unity Wealth Management

(7)
  • Sound
  • Understand
  • Confident
“We have been with Greg for about 5 years now and it took some time to decide to engage with a financial advisor after having bad experiences with 2 "financial experts" previous. Having searched the internet we decided to meet with Greg for our first ...”
Serving Winchester Area
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Eight Wealth Management

Eight Wealth Management

(6)
Corporate Financial Planning, Investment Planning, Tax and Intergenerational Planning
“I have been investing with this company for over 20 years . I have complete trust and confidence that my investments will always be their highest priority . After my husband passed away 6 years ago the financial advice that I received from them was ...”
Serving Winchester Area
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New Forest Wealth Management

New Forest Wealth Management

(5)
“I worked with Paul and the team and they were super helpful with my company and personal finances. They supported me in running through lots of different scenarios to assess which were the best options. I've enjoyed working with them and would recomm...”
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.

Why these companies made our list

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