Top 20 Independent Financial Advisers in Portsmouth South

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  • Accudo Investments Limited

    Southsea
    Friendly and competent service to help you put your finances and investments in order and plan for a comfortable retirement.
    42
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chris Poynton

    Gosport
    Chris is a fully independent and highly experienced Chartered Financial Planner who prides himself on his ability to help his customers achieve their financial goals. Chris looks after a broad range of customers throughout the South of England.
    54
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lane Financial Management Ltd

    Portsmouth
    30 YEARS EXPERIENCE IN FINANCIAL PLANNING - WHOLLY INDEPENDENT - HIGHLY QUALIFIED ADVISERS AT A VERY AFFORDABLE FEE STRUCTURE
    43
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Southsea
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8620
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Keith Whitehead - LJ Financial Planning Ltd

    Portsmouth
    Keith wants to combine his significant investment knowledge in a holistic approach to help his clients achieve their financial goals.
    386
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Southsea
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8620
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cameron Asset Management Limited

    Southsea
    Free Initial Appraisal. Chartered Financial Planner Available.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mather and Murray Financial

    Portsmouth
    Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
    1207
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Arcturus Wealth Management

    Hayling island
    Arcturus. Building your financial security one day at a time. Excellence in investment management, combined with tax-efficient financial planning, are the hallmarks of our service. Hayling Island, Hampshire I West Brompton, London
    21
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ben Middleton at True Potential Wealth Management LLP

    Gosport
    Helping my clients achieve their financial goals is at the heart of my business. I have been in financial services for over 26 years and have a wealth of knowledge and expertise in pensions, including Defined Benefit schemes, and investments.
    55
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Primary Financial Solutions Ltd

    Fareham
    We aim to work with you towards what you want to achieve – simple clear advice is key.
    37
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Paul Chada at True Potential Wealth Management

    Havant
    I have been giving quality, honest advice to my clients for over 25 years. I work with all walks of life, nationwide, helping them to achieve their aspirations in all areas of financial planning, including Defined Benefit/Final Salary advice.
    14
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Jupp Castle Financial Services Ltd

    Waterlooville
    Specialists in pensions, investments, tax planning, mortgages and protection plans. We also have a linked accountancy practice
    152
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Milestone Financial Planning

    Waterlooville
    We are a truly independent, forward thinking company. We have expertise in complex planning, including Defined Benefit transfers, through to Inheritance Tax mitigation, firmly placing your interests at the heart of our business.
    138
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Temple Wealth Management

    Havant
    Looking for Independent Financial Advice for pensions and/or investment planning then you are at the right place. Your first meeting is at no cost to you, to find out more the please contact David Rackham IFA on <phone number hidden>.
    28
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tempus Wealth

    Havant
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Temple Wealth Management Ltd

    Waterlooville
    Our priority is to understand your financial goals and offer advice on products, based on full research, that enables you to reach those goals.
    < 10
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Danamere

    Havant
    Established over 25 years offering personalised advice in all aspects of financial planning including Pensions, Investments, Protection and workplace benefits.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Aspen Wealth Management

    Ryde
    We offer independent financial advice since 2004, bringing together the skills of individuals with many years of experience.
    33
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Deep Blue Financial Limited

    Fareham
    At Deep Blue Financial Limited we are proud to provide an independent, holistic approach to our clients' financial planning needs.
    132
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.