Are you an adviser? Go to Unbiased Pro
Login

Top 10 Independent (IFAs) & Restricted Financial Advisers in Winchester

Find the best FCA regulated financial advisers in Winchester. Get expert help near you with pensions, investments, retirement planning and more
Winchester, Hampshire
Andy McGrath at Quilter Financial Advisers

Andy McGrath at Quilter Financial Advisers

South wonston
Initial consultation free
FCA verified
Restricted
I am a financial planning consultant offering personalised advice to help you meet your financial goals and objectives. No matter your age or financial position I'm here to help you.
Clients
helped
Recently added
Minimum
wealth
£100k+
Meet the team
Andy McGrath
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Beals Wealth Management.

Beals Wealth Management.

Whiteley
Initial consultation free
FCA verified
Restricted
Trusted financial advice with 30+ years experience. Our expert advisers offer no-obligation consultations - by phone, video or in person. We cover the whole UK: mortgages, pensions, investments, & protection all tailored to your financial goals.
Clients
helped
917
Minimum
wealth
£0+
Meet the team
Paul Janes
James Grant
Mark Hurst
Christine Poynter
Daniel Pyle
+14
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Sheraton Financial Planning Ltd

Sheraton Financial Planning Ltd

Wickham
Initial consultation free
FCA verified
Independent
Shortlisted by the FT Money Management magazine as At Retirement Planner of the Year for 2017 and Winner in 2018.
Clients
helped
123
Minimum
wealth
£50k+
Meet the team
Jason Eldrid
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Saltus Partners LLP

Saltus Partners LLP

Winchester
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1046
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
AJB Wealth

AJB Wealth

New alresford
Initial consultation free
FCA verified
Independent
We provide wealth management and specialist discretionary investment to private individuals and trustees, both in the UK and internationally.
Clients
helped
105
Minimum
wealth
£50k+
Meet the team
Paul Willans
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Expatriate finances
Stockbroking services
Oaktree Wealth Management

Oaktree Wealth Management

Bishops waltham
Initial consultation free
FCA verified
Independent
Local, friendly and unbiased Independent Financial Planning service on all aspects of Pensions, Investments and Protection.
Clients
helped
66
Minimum
wealth
£50k+
Meet the team
Ben Thorpe
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Flying Colours Advice

Flying Colours Advice

Winchester
Initial consultation free
FCA verified
Independent
Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped
20075
Minimum
wealth
£150k+
Meet the team
George Tuck
Liviu Ratoi
David Lemar
Carl Williams
Arthur Childs
+12
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Unity Wealth Management

Unity Wealth Management

Olivers battery
Initial consultation free
FCA verified
Independent
We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
Clients
helped
386
Minimum
wealth
£250k+
Meet the team
Greg Simkin
Sarah Simkin
Jackie Matthews
Yvonne Bartlett
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
Atticus Financial Planning Ltd

Atticus Financial Planning Ltd

Compton and shawford
Initial consultation free
FCA verified
Independent
We believe in the importance of money, not as an end in itself, but as a facilitator of dreams. We charge fixed fees for truly independent advice on retirement, pensions, investments, savings, IHT mitigation, estate planning and protection.
Clients
helped
54
Minimum
wealth
£250k+
Meet the team
Abraham Uys
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Unique Financial

Unique Financial

Winchester
Initial consultation free
FCA verified
Independent
Looking for financial advice that puts you first? At Unique Financial, we're not just about numbers—we're about people. Our experienced advisers take the time to understand what's important to you, crafting personalised financial strategies.
Clients
helped
179
Minimum
wealth
£100k+
Meet the team
Gavin Rampton
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Frequently Asked Questions about Financial Advisers in Winchester