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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
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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
107
Minimum
wealth
£50k+
Meet the team
Paul Willans
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Expatriate finances
Stockbroking services
Andy McGrath at Quilter Financial Advisers

Andy McGrath at Quilter Financial Advisers

Winchester
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
19
Minimum
wealth
£100k+
Meet the team
Andy McGrath
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
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
19
Minimum
wealth
£100k+
Meet the team
Andy McGrath
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
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
16010
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
Chris Philcox - Clearly Independent Financial Planning Ltd

Chris Philcox - Clearly Independent Financial Planning Ltd

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
347
Minimum
wealth
£250k+
Meet the team
Chris Philcox DipFA
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Unique Financial

Unique Financial

Colden Common
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
217
Minimum
wealth
£100k+
Meet the team
Mike Shiner
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
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
217
Minimum
wealth
£100k+
Meet the team
Gavin Rampton
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
399
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
Unity Wealth Management

Unity Wealth Management

Wickham
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
399
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
Warwick Road Financial Services Ltd

Warwick Road Financial Services Ltd

New Alresford
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
21
Minimum
wealth
£150k+
Meet the team
Daniel McAuley
Matthew Beard
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
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Frequently Asked Questions about Financial Advisers in Winchester