Top 20 Independent Financial Advisers in Romsey And Southampton North

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  • Ascot Lloyd

    Romsey
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    431
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • TRPP Wealth Management

    Romsey
    We give honest, impartial, affordable advice and service which you can trust to meet your needs for life.
    15
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Romsey
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    11425
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Greg Charlton - True Potential Wealth Management

    Romsey extra
    I have over 15 years experience within the financial services industry, putting my clients ambitions and needs at the core of my advice. If you want clear, concise, straight-forward financial expertise and a guiding hand, please do get in touch.
    72
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Winchester
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8679
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Unity Wealth Management

    Olivers battery
    We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
    133
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Unity Wealth Management

    Hursley
    We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
    133
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Chandlers ford
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8679
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Winchester
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5104
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Accudo Investments Limited

    Winchester
    Friendly and competent service to help you put your finances and investments in order and plan for a comfortable retirement.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Financial planning

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  • Merdon Financial

    Chandlers ford
    Providing clients with professional and transparent advice through holistic financial planning and solutions tailored to their needs and objectives.
    39
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Succession Wealth

    Chandlers ford
    Pre & Post Retirement Specialist, 30 years experience, Chartered Financial Planner & Society of Later Life Adviser (SOLLA) . Defined Benefit /Final Salary Pension Transfer FCA GOLD standard service Award
    46
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tenet Financial Services Ltd

    Badger farm
    Based in Reading • Highly qualified - Chartered and Fellow of the Chartered Insurance Institute (CII) • Highly experienced - Working in Financial services & Wealth Management since 2006 • Independent - Advising on whole of market opportunities
    33
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Humboldt Financial

    Winchester
    Integrity. Excellence. Ownership.
    416
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Milestone Financial Planning

    Winchester
    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+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Jigsaw Financial Management

    Chandlers ford
    Professional Independent Financial Advisers with over 50 years experience specialising in Pensions, Investments, Employee Benefits, life assurance and Income Protection.
    183
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Winchester
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    11425
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Chandlers ford
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    11425
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Neil Dixon at True Potential Weath Management

    Chandlers ford
    A Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes.
    New adviser
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Collingbourne Wealth Management Ltd

    Winchester
    Wealth Management and Financial Planning experts for high net-worth families and SME business owners in Hampshire.
    14
    £1m+
    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.