Financial advisor in Romsey

27 results found

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  1. 2

    Voyage Financial Planning

    ★★★★★ 5
    Closed

    “Chris, Sam, Michelle and the team went above and beyond to support us with our first time buyer mortgage application when racing the April 2025 stamp duty changes. Despite the industry overload across the country they successfully turned around our urgent mortgage request at short notice in just a few short days. This enabled us to achieve a miracle two week turnaround from offer to completion. The team couldn’t do enough to guide and support us, answering all sorts of ad hoc queries and ensuring we had full transparency of what was happening with the mortgage provider so that we could co-ordinate other aspects of the move and take the right gambles. This team were pinnacle for us being able to complete on March 31st and we couldn’t have asked for more. If you are looking for an honest, reliable and down to earth team with a responsive and personalised service you will not find better! Thank you so much for everything ☺️”

    Address: Unit 68 Premier Way, Romsey SO51 9AQ, United Kingdom

    Phone: +44 23 8110 2094

    Website: voyagefinancialplanning.co.uk

  1. 10

    Ask About Mortgages

    ★★★★★ 5
    Closed

    “We've used Ask About Mortgages for years, and couldn't be happier! Josh and Matt are polite, hard-working and always get the best mortgage deal, at zero cost to us. We've recommended then to several friends who have all also been delighted with their service. Highly recommended!”

    Address: Winchester Hill, Romsey SO51 7ND, United Kingdom

    Phone: +44 1794 328365

    Website: askaboutmortgages.co.uk

  2. 11

    New Forest Wealth Management Ltd

    ★★★★★ 5
    Closed

    “Grace is a pleasure to work with. They take the time to listen carefully and fully explain all the pros and cons, and potential options. Even when your situation changes, they are always there to offer advice. They make all the charges and fees very clear and I feel very confident that I have made the right choice consolidating my smaller pensions and moving them under the management of Grace at New Forest Wealth Management.”

    Address: Romsey SO51 6AS, United Kingdom

    Phone: +44 23 8124 4266

    Website: newforestwealthmanagement.co.uk

  3. 12

    Ask About Mortgages

    ★★★★★ 5
    Closed

    “Iain and Rachael are both outstanding at there jobs. Not only did Iain manage to get myself and my partner a mortgage through tricky covid times being both self employed he also gave us so much information and confidence that we will be in our first ever home. Rachael was so helpful and went above an beyond to chase all parties to make sure there wasn’t too many hold ups. Without Racheal things would never have gone so smoothly. Without having to prompt Racheal would ring every couple of days with updates and just to check if I needed any help or information. I can’t thank the team enough!!! I will forever recommend and use this company. THANK YOU SO MUCH!!!”

    Address: 36 The Hundred, Romsey SO51 8BX, United Kingdom

    Phone: +44 1794 328365

    Website: askaboutmortgages.co.uk

  1. 14

    Grosvenor Birch Limited

    ★★★★★ 5
    Closed

    “I contacted Grosvenor Birch Limited for some advice on how to manage my money and income and I wanted a local financial advisor. I've had no experience before in talking to a financial advisor so I didn't know what to expect or how the process worked. Sara was really helpful in giving me personal advice, made me feel confident in my choices so far and provided useful information and links. Sara explained the services that Grosvenor Birch offered and we agreed that they weren't right for me at the moment but I wouldn't hesitate to contact Sara again in the future if I'm in a position to use them.”

    Address: Old Salisbury Lane, Awbridge, Romsey SO51 0GD, United Kingdom

    Phone: +44 1794 521550

    Website: grosvenorbirch.uk

  1. 20

    Lollipop Bookkeeping

    ★★★★★ 5
    Closed

    “Lollipop bookkeeping has been doing my accounts since I first opened business a few years ago. I have always found Sam’s service efficient, proactive and flawless. Along with her approachable, knowledgeable, kind and friendly business manner I won’t be going anywhere else. I have recommended LPB to many people and can certainly recommend it to others reading this!”

    Address: 10 Jacobs Close, Romsey SO51 5UZ, United Kingdom

    Phone: +44 7711 791064

    Website: lollipopbookkeeping.co.uk