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Who are the top 10 best financial advisers in Hampshire and Surrey?
Friday 14th May, 2021
Looking for a high-quality financial adviser? It is often hard to know which financial adviser to hire when you live in Hampshire or Surrey, where there are so many financial advisers, it is almost impossible to throw a stick without hitting one.
Unfortunately, it is often hard to distinguish which financial advisers will be most suitable for you, or to determine who offers the best services. And let’s face it; when you’re looking for someone to advise you on your finances, you want to pick someone who knows what they are doing. Often the only thing you have to rely on is the Google Review scores to narrow down your choices.
To help you sort the wheat from the chaff, you should always ask targeted questions of any prospective financial adviser. This will help you to figure out if they’ve got the track record, experience and talent to provide the service that you want. If you are wondering what questions to ask, you may find our article The 10 best questions you should ask your financial adviser useful.
It is also very important to understand the services that the financial advisers offer, as well as the type of service you will require. Are you looking for one off advice in a specific area such as investment, pensions or retirement? Or are you looking for more holistic advice encompassing all areas of your financial life and including an ongoing service?
Once you know enough about what you want, it’s time to start vetting financial advisers in the Hampshire and Surrey area.
My list of the best advisers
Often, when I meet prospective clients, they ask me who my best and strongest competitors in the area are. At Atticus Financial Planning we are never one for shying away from being blatantly honest with respect to our competition and we want our clients to be as informed as possible. Therefore, I have put together a list of some of the companies which have well established practises in the Hampshire/Surrey area, and which I regard as being my main competitors. In the list I have provided a brief description from their own website, a breakdown of the services they provide and the approximate area they operate in.
This list highlights my personal opinion of who the best financial advisers are in Hampshire and Surrey. This list is highly subjective and based on my experience of working in the area and there certainly is no science behind my choices. It is also no guarantee that these advisers will provide you with the quality of service that you require. At the end of the day, you will need to quiz them and decide for yourself, who the most suitable adviser will be.
I do however believe that it provides a good starting point for you to begin your search and will hopefully put you on the path to finding the adviser that is right for you. I hope you find this useful.
Switchfoot Wealth Ltd
“Switchfoot Wealth Team Founded by Sebastian Elwell FPFS TEP, Switchfoot Wealth is an ethical, transparent and client-focused practice that aims to bring the latest best practice in financial planning to a wide range of individuals, businesses and professional services.”
Advice type: Financial Planning, Pensions, Investment, Trust and Estate Planning, Cashflow Planning, Planning for Later Life, Protection
Area: Surrey
Grierson Dickens Ltd
“Grierson Dickens Limited is a fee based Chartered Financial Planning firm with a refreshingly different approach. The hourly fee model which we have operated since 2001 means that we do not need our clients to invest through us in order for us to get paid. Therefore, we can give genuinely impartial advice.”
Advice type: Financial Planning, Pensions, Investment, Trust and Estate Planning, Cashflow Planning, Planning for Later Life, Protection
Area: Surrey
Chapters Financial
“Established in 2004 and based in Guildford High Street, Surrey, we have over three decades of experience in the financial advice profession, dealing in a range of areas to provide you with service and advice for your wealth needs. We have chosen to maintain an independent status (IFA) to ensure that we can offer you a bespoke service, whether looking at your overall financial planning, new plans or reviewing your existing arrangements. We are a Chartered Financial Planners.”
Advice type: Financial Planning, Pensions, Investment, Trust and Estate Planning, Planning for Later Life, Protection, Redundancy and Early Retirement, Divorce Process and Final Settlement
Area: Surrey
Milestone Wealth Management
“Milestone Wealth Management Limited is a small boutique financial planning company located in Fetcham Park House, Leatherhead, Surrey. We offer bespoke independent advice to a small number of clients. Our focus is on providing a relationship based service to clients who are near to, or in retirement. We work with clients and their families via our Private Client Service. Upon joining the service, you will be treated at all times, as an individual with unique needs. We focus on developing a long-term relationship, built on trust. This means that you receive continuity and peace of mind. It will also help us to ensure that we keep you on track with your plan to achieve financial security and enjoy your chosen lifestyle.”
Advice type: Financial Planning, Pensions, Investment, Trust and Estate Planning, Cashflow Planning, Planning for Later Life, Protection
Area: Surrey
Mark Priestley - Partners Wealth Management
“Founded in 2004, Partners Wealth Management is a Partnership. Our definition of a partnership is ‘an enduring relationship based on trust’. This is the approach we bring to our relationships as partners within the business, partnerships with external groups and, crucially, in partnership with our clients.
As such adviser client relationships are not based around the provision of set products but are centered on understanding client’s objectives and tailoring plans, services and portfolios to both meet goals and reduce threats.”
Advice type: Financial Planning, Pensions, Investment, Trust and Estate Planning, Cashflow Planning, Planning for Later Life, Protection
Area: Surrey, Hampshire, West Sussex
Tilney
“At Tilney our investment professionals and financial planners help a wide range of people to achieve an equally wide range of goals and ambitions. Our clients include private individuals, families, charities and professionals, and we look after more than £24 billion on their behalf.”
Advice type: Financial Planning, Pensions, Investment, Trust and Estate Planning, Cashflow Planning, Planning for Later Life, Protection
Area: Hampshire and Surrey
Headley Financial Services
“Established in 1974, we have grown organically through client recommendations, and are very well respected in the community. We believe in treating our clients as we would like to be treated. We are privately owned and the shareholding Directors are working full time in the business. We are financially secure and very prudent. What this means for you is that we will be with you for the long term, if you want us to be! We give creative, thoughtful and ethical advice. The vast experience of our specialists in all areas of financial planning means that we are not limited to textbook solutions. We think outside the box to recommend bespoke and flexible solutions. We work closely with Accountants and Solicitors, where their expertise is required to complement our advice.”
Advice type: Financial Planning, Pensions, Investment, Trust and Estate Planning, Cashflow Planning, Planning for Later Life, Protection, Equity Release
Area: Hampshire
Nigel Green Wealth Management
“By putting clients firmly at the heart of our service we run a genuinely client-focused business. No two clients are the same and therefore we ensure that we understand your personal or business objectives and deliver solutions that are right for you.
We do not provide off the shelf solutions, but instead strive to provide you with a single relationship for all of your financial planning needs. The focus always being to offer the very best service to develop a long-term relationship with you.”
Advice type: Financial Planning, Pensions, Investment, Trust and Estate Planning, Protection
Area: Hampshire
Capital Planning Partners
“Here at Capital Planning Partners we believe in building and maintaining a long-term trusted relationship with our clients. Our philosophy is that providing high-quality personalised advice, coupled with the highest standards of integrity and excellence, gives you — the client — total peace of mind.
Planning for a secure future — whether for yourself, your family or your business — is one of the most important steps you will ever take. It is useful to regularly review your financial situation to take advantage of any developments in legislation and tax law. If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial.”
Advice type: Financial Planning, Pensions, Investment, Trust and Estate Planning, Planning for Later Life, Protection
Area: Hampshire
Sterling and Law IFA
“Sterling & Law Hampshire, part of the Sterling and Law Group, has one clear goal; to help you plan for and realise the financial future you desire.
When working alongside our clients, we enter a process where we take the time to fully understand your life, career, business, family and financial goals.
This allows us to create and deliver a financial, wealth and retirement plan aligned to your own unique objectives.
Sterling & Law Hampshire specialises in providing expert financial planning & wealth management services to a range of people across Hampshire. With offices in Wickham, we are well placed to cover Southampton, Winchester, Portsmouth and all surrounding areas.”
Advice type: Wealth Financial Planning, Pensions and Investments, Estate Planning & Inheritance Tax (IHT), Retirement Planning, Personal and Business Protection, Mortgages and Equity Release
Area: Hampshire