Top 20 Independent Financial Advisers in Southampton

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  • 2020 Financial

    Southampton
    A boutique firm offering tailored Retirement Planning, Investments and Pension Transfer advice. Defined Benefit Transfer Specialists
    < 10
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Southampton
    Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
    30
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • NorthStar Wealth Management Group Ltd

    Southampton
    We are a team of chartered financial planners providing the highest quality independent financial planning and advice.
    243
    £20k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sanctuary Wealth Planning

    Southampton
    I provide clear, trusted and independent financial advice to private clients and small businesses.
    10
    £100k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd.

    Southampton
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    New adviser
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Quilter Financial Advisers

    Southampton
    Financial Advice that is tailored to you. Based on considerable experience in the financial sector. My aim always to help a businesses or individual to take a holistic view of their financial position and help them achieve their objectives.
    31
    £20k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Milestone Financial Planning

    Southampton
    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.
    16
    £100k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Threshold Financial Services Ltd

    Southampton
    Delivering trusted, easy to follow advice to meet your longer term financial objectives. Free initial meeting.
    20
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Colin Hookey Investment Consultants Ltd

    Southampton
    We recognise that every client’s circumstances are unique, we believe that every financial plan should be unique as well.
    10
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Unity Wealth Management

    Southampton
    We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.
    14
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Sheila Tarr Independent Financial Services

    Southampton
    Having worked in the financial services industry for many years, we have come to appreciate the different and wide ranging needs of our clients. We recognise that our success depends on the service we provide for our clients and the reputation we enjoy.
    18
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Solent Financial Services Ltd

    Southampton
    Solent Financial Services Ltd is a family run business providing traditional values such as, honesty, integrity and professionalism.
    28
    £50k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mather and Murray Financial

    Southampton
    Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
    85
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Adam McCarthy at True Potential Wealth Management

    Southampton
    I put my clients interests and financial goals absolutely at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    19
    £100k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Regis Bentley Ltd

    Southampton
    Fully independent and acting for you. We help your money to grow and provide for you, and those you love.
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hampton Financial Services

    Southampton
    Quality Chartered Advice in 3 simple steps: Step 1 – contact us to book a free initial meeting. Step 2 – we will take the time to understand your needs and objectives. Step 3 – receive tailored recommendations and personalised solutions.
    New adviser
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Martin Amer - True Potential Wealth Management

    Southampton
    My clients benefit from expert, quality, value for money advice, together with access to True Potential’s award winning technology and market leading investment strategies.
    New adviser
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Vision Independent Financial Planning

    Southampton
    Chartered Financial Planner specialising in Defined Benefit/Final Salary Pensions, IHT Planning & Investment Planning & Management
    15
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Choice Financial Solutions

    Southampton
    Currently providing easy to understand video conference and online advice for anyone at or near retirement, dealing with divorce or investing for their future.
    92
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Campbell & Raffle IFA Ltd

    Southampton
    An IFA practice focusing on you, the client. We take pride in helping you achieve your financial goals.
    32
    £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.