Financial advisor in Romsey

“Absolutely brilliant and attentive!”

“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 ☺️”

“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!”

“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.”

“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.”

“Very professional and passionate about helping with the mortgage. I would highly recommend using this service.”

“We are very happy with the personal service we have received from the team at Buckleys and would highly recommend to other businesses looking for an approachable, qualified, accountant / adviser.”

“The nicest, friendliest most knowledgeable accountancy team around. Would highly recommend simon and team for a very personal approach. Nothing is ever too much trouble and always have your best interests at heart. Can’t recommend them enough!”