The 30 Best Financial advisor in Fareham

94 results found

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  1. 1

    Firmitas Financial Services Ltd

    ★★★★★ 5
    Closed

    “The whole experience from beginning to the end was flawless, professional & very friendly. There were no hitches,no false promises or unforeseen hurdles. Matt was very approachable,very considerate & very helpful.His communication was second to none,always prompt & helpul.He kept me informed at every stage,taking the hassle & potential stress completely out of the equation. Would I recommend using Luna for any financial planning ? Absolutely & without any hesitation.”

    Address: 16-18 Segensworth Roundabout, Fareham PO15 5TT, United Kingdom

    Phone: +44 800 043 5575

  2. 3

    Abbotstone Financial Solutions LLP

    ★★★★★ 5
    Closed

    “We asked Robert if he could have a look at our Pensions for 2 reasons: 1. My Wife had been encouraged by her work financial adviser to amalgamate her pensions into one 2. To make sure we were on the right track for retirement or if we needed to make any changes now before it was too late. Robert’s advice saved us making a potential financial loss and gave us piece of mind for our future. We will be seeking his advice again soon.”

    Address: 48 Wickham Road, Fareham PO16 7JE, United Kingdom

    Phone: +44 1329 722590

    Website: abbotstonefs.co.uk

  1. 23

    Pure Accounts

    ★★★★★ 5
    Closed

    “Stuart’s service has been excellent from start to finish. As a new business, having to wrap my head around tax returns and the dos and don’ts was challenging. His help has been invaluable. The charges are reasonable and he’s more than willing to clarify any details. 100% recommended.”

    Address: 3 Cutlers Lane, Stubbington, Fareham PO14 2JN, United Kingdom

    Phone: +44 800 316 7602

    Website: pureaccounts.co.uk

  2. 24

    Your Finance Expert

    ★★★★★ 4.9
    Closed

    “just renewed a new mortgage deal professional service from start to finish. Nothing was to much trouble for Stacey, Kristen and of couse Alex for arranging our new life insurance cover. Carnt recommend highly enough this amazing group of friendly but professional people, Will highly recommend to friends and family, thanks again TINA AND KEITH BARTON”

    Address: 16-18 Barnes Wallis Road, Fareham PO15 5TT, United Kingdom

    Phone: +44 1489 667050

    Website: yfexpert.com

  1. 25

    Portland Leonard Curtis

    ★★★★★ 4.8
    Closed

    “We have dealt with Portland for very many years, knowing Carl and Mike of old. More recently, we have also been pleased to work with Steve and now Stewart. We have always found them to be generous with their time - happy to talk through specific cases, when many have not materialised into chargeable work for them. They are knowledgeable and authoritative, but demonstrate humility and sensitivity. They are pragmatic, flexible and reasonable on fees and good attention to detail. We have had very positive feedback from our clients who I have recommended to them and feel comfortable doing so, in the knowledge that I can completely trust them with the client, in every way. They work hard but they also play hard, organising fun events for the professionals they work with, keen (as they are) to build lasting relationships within their network. I certainly wouldn't contemplate working with any other insolvency firm and would thoroughly recommend them to any other professional seeking such assistance. Thank you guys and we look forward to working with you all for many years to come.”

    Address: 1580 Parkway, Whiteley, Fareham PO15 7AG, United Kingdom

    Phone: +44 1489 550440

    Website: portbfs.co.uk

  2. 26

    Helpbox UK

    ★★★★☆ 4.6
    Closed

    “We have been using Helpbox now for a good few years to do all our accounts. We work closely with Jamie, who has always been a pleasure to deal with. He is happy to answer any queries we have and go through things we don't understand to explain what they are till we are happy. He is quick at getting back to us if we call or email. The service we receive from him is outstanding and we look forward to continuing working with him.”

    Address: 203 West Street, Fareham PO16 0EN, United Kingdom

    Phone: +44 23 9238 8003

    Website: helpboxuk.com

  3. 27

    P3 Mortgage Group Ltd

    ★★★★★ 5
    Closed

    “Dealing with Terrina was a pleasure during our purchasing process, as first time buyers she guided us through the whole process and she answered all of our questions in a timely manner. It was a great comfort to know that we were helped through the whole way. We would have no hesitation in recommending Terrina and the P3 group!”

    Address: 4 Meteor Way, Fareham, Lee-on-the-solent PO13 9FU, United Kingdom

    Phone: +44 333 445 7183

    Website: p3mortgagegroup.co.uk

  1. 30

    GDT Wealth Management Ltd

    ★★★★★ 5
    Closed

    “A fantastic experience with Will Gilbert at GDT Wealth Management. Showed lots of patience and took time to understand my situation. Excellent knowledge, very professional and it was clear throughout the process that Will always had my best interests at heart. Everything was explained to me in a clear and straightforward manner. Great to have somebody that I can trust who will work with me both now and in the future. Would certainly recommend sitting down with Will to review your finances !!”

    Address: 1624 Parkway, Whiteley, Fareham PO15 7AH, United Kingdom

    Phone: +44 1489 660610

    Website: gdtwealthmanagement.co.uk