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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.”

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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”

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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.”

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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.”

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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...”

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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...”

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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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,...”

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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Dental Financial Associates

(1)

“Dental Financial Associates are a pleasure to work with - Friendly, efficient, knowledgeable and professional.”

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JCF Financial Services Limited

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MH Bookkeeping Services Winchester

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Buckland Capital Partners

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Eric Woodgate & Associates

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Westgate Wealth Management

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Redwood Financial, Droxford, Hampshire

(50)

Pension
Meeting
Trust

“Steve and his team have been very helpful, understanding and extremely patient regarding our estate planning. I can't fault them or the service we have received to date. We would highly recommend!”

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Solent Financial Services

(40)

Equity Release, Protection, Retirement Planning

“We used Solent Financial Services to find us a mortgage having been recommended by lots of other people. Steve made the process so simple and explained everything. We would absolutely recommend SFS and will definitely use them again in future”

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P&P Invest

(50)

Market
Financial Advice
Returns

“Having had a personal recommendation from a friend my wife and I went to see Philip at P&P Invest about our pensions and retirement plans. All I can say is that all of the advice along with his skills and knowledge of the financial sector has seen ou...”

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C L Mortgages

(50)

Solicitors
Knowledge
First Time Buyer

“The team here really give you an excellent service. Always at hand if you need to ask anything and also doing a great job at keeping you informed. I have absolutely no hesitation in recommending them. First class, thank you!”

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Alresford Financial

(50)

Options
Confidence
Brokers

“Mike provided clear and straightforward advice at the level that I needed without pressure. I have already acted on his advice and am very pleased with the outcomes. I will not hesitate to use Mike's services in the future. Would highly recommend Pos...”

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Assured Private Wealth

(40)

Auto Enrolment, Protection, Wills

“Straight forward layman and not just legal/tax. Had answers to all my questions. Delivered as promised and on time. I have no hesitation in recommending. Positive Responsiveness, Professionalism”

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Choice Financial Solutions

(30)

Informative
Company
Application

“We have used Ben Kany with both of our two moves to help us with finding the right mortgage. Both times he has provided us with a great service and really helpful advice, we would highly recommend him.”

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Templegate Financial Planning

(20)

Long Term Care Planning, Mortgages, Equity Release

“Mark has been our trusted adviser for many years and we have no hesitation in recommending him. Following his advice, we have moved our ISA portfolio to a different provider to get a better deal and bought into AIM shares to reduce our IHT liability...”

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Waverley Financial Services, Chartered Financial Planners

(29)

Understand
Questions
Patient

“All round great service, We have known and used Tim for many years a friendly person to help you out with your financial woes :) Positive Responsiveness, Quality, Professionalism, Value”

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Radcliffe & Co Independent Financial Advisers

(22)

Protection Advice, Pension Planning, Mortgage & Equity Release Service

“I have been with Radcliffe for four years now after several disappointing experiences with other advisers. It is fabulous to have my future invested with a company that really care about me instead of themselves!!”

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Sterling & Law - Hampshire

(12)

Investments
Planning
Team

“Ian Batterbee recently helped my parents with their investments great care was gien to ensure they fully understood as to what they were doing. Positive Professionalism”

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Average Cost	£3591
Minimum cost	£1198
Maximum cost	£10175
Avg Per Hour Rates	£361

Best Financial Advisors in Winchester

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

Christopher Jones Wealth Management

Winchester Investment Solutions

Dixon Financial Planning

Rachel Campbell Associates

Encompass Financial Management

Primary Financial Solutions

Collingbourne Wealth Management | Financial Planning Experts

Dental Financial Associates

JCF Financial Services Limited

MH Bookkeeping Services Winchester

Buckland Capital Partners

Eric Woodgate & Associates

Westgate Wealth Management

Redwood Financial, Droxford, Hampshire

Solent Financial Services

P&P Invest

C L Mortgages

Alresford Financial

Assured Private Wealth

Choice Financial Solutions

Templegate Financial Planning

Waverley Financial Services, Chartered Financial Planners

Radcliffe & Co Independent Financial Advisers

Sterling & Law - Hampshire

Retirement Planning and Investment Management Services in Winchester Cost Estimates

Why these companies made our list

Wealth Management Advisors near Winchester

Popular in Winchester