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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
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
173
Minimum
wealth
£100k+
Meet the team
Gavin Rampton
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Unity Wealth Management

Unity Wealth Management

New alresford
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
383
Minimum
wealth
£250k+
Meet the team
Sarah Simkin
Jackie Matthews
Greg Simkin
Yvonne Bartlett
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
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
Fairstone Group

Fairstone Group

Denmead
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
14955
Minimum
wealth
£0+
Meet the team
Paul Lewington
Kofi Butcher
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Warwick Road Financial Services Ltd

Warwick Road Financial Services Ltd

West meon
Initial consultation free
FCA verified
Restricted
We look forward to helping you achieve your financial goals, from building long-term security and planning for retirement to protecting your family and making your money work harder through effective tax planning.
Clients
helped
12
Minimum
wealth
£150k+
Meet the team
Daniel McAuley
Matthew Beard
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Chris Philcox - True Potential Wealth Management

Chris Philcox - True Potential Wealth Management

South wonston
Initial consultation free
FCA verified
Independent
Independent, FCA-regulated financial planning, specialising in pre and post-retirement advice, investment growth, protection and estate planning. We deliver financial planning that is clear to understand, clear in cost and clearly independent.
Clients
helped
332
Minimum
wealth
£250k+
Meet the team
Chris Philcox DipFA
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
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
Douglas Steers & Company

Douglas Steers & Company

Winchester
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10259
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+6
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Unique Financial

Unique Financial

Bishops waltham
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
173
Minimum
wealth
£100k+
Meet the team
Darren Butler
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
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
383
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
Frequently Asked Questions about Financial Advisers in Winchester