Top 30 Best Financial advisor in Portsmouth
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SBL Financial | Specialist Regulated Mortgage Broker170+ lenders
● Open“If you want a seasoned Mortgage Broker that knows their onions, they don't come better than Sean. I reached out to him first about a potential property purchase when he was on holiday and he broke out his laptop and went to work on the deal right away. He navigated a few twists and turns like Prime CR7 flying down the wings and got us a lender on favourable terms. Completed the purchase today and I couldn't be happier. One major quality is his constant communication - always keeping you in the loop so you are never in the dark about what's going on. I recommend Sean very highly. Thanks Sean! Looking forward to a lot more deals through you!”
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A2B Financial Services
● Closed“Lana and her Colleagues were amazing helping sort our mortgage and insurances. From the very beginning Lana made us feel extremely comfortable and was very responsive to all our queries, even better getting us brilliant deals. I would never go anywhere else and have recommended to many family and friends.”
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Solent Financial Services Ltd (IFA)
● Closed“Steve was extremely helpful and professional in finding a suitable mortgage for my partner and I. He explained our options fully and was always prompt in responding to us. His help definitely made our house buying process a smooth one. We absolutely recommend Steve at Solent FS.”
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Compass Financial Planning & Employee Benefits
● Closed“Outstanding service from both Andy and Carla, going above and beyond in supporting my mortgage application, during such a turbulent time of buying a property they’ve taken a huge amount of stress out of the process. I can’t thank them enough.”
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Worley Financial Associates
● Closed“Tom keeps us up to date with regular reviews. He explains the options that are available to us and the potential consequences. He acts promptly when actions are requested. On a personal level he is approachable and friendly.”
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Lewis Brownlee Financial Services
● Closed“I consulted Alex Welsh in 2019 when I was due to retire. He was able to provide a lot of information as to the best way to make my pension flexible and appropriate for my future requirements. The service he provided was prompt and extremely reassuring to me.”
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Barnden Financial Services
● ClosedGalt Road, Farlington, Moville, Portsmouth PO6 1DS, United Kingdom“We have worked with Paul for a number of years now and it has been a pleasure. Extremely experienced, understanding, patient and friendly, we make sure to recommend to a lot of our client and customers to use his services.”
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Independent Financial Solutions
● Closed“Sound, knowledgeable advice. I trust David Stamp and his team.”
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Independent Financial Services & Wealth Management
● Closed3 Downley Road, Rowland's Castle PO9 2NP, United Kingdom“Darren and IFS have taken care of my financial matters for many years and have always provided excellent customer service. Their expertise and efficiency is second to none and having worked in an industry where I deal with IFA’s on a daily basis, dealing with IFS is a welcome and refreshing change! In all my dealings with IFS I have never once had to chase for anything and just when I start to think I must be about due a remortgage, the letter arrives from IFS reminding me to get in touch! They are always ahead of the game and have a solution at the ready. Highly recommended.”
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MJN Financial Services
● Open“Mel is fantastic nothing is ever to much for her she really makes the effort to get to know you and makes you feel at ease. She was always at the end of the phone or email if needed wouldn't use anyone else!”
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Southsea Financial - Portsmouth Accountants
● Closed1A Auckland Road West, Portsmouth, Southsea PO5 3NY, United Kingdom -
Abbotstone Financial Solutions LLP
● Closed“I have used Robert at Abbotstone for investment advice since 2008. I have always found his advice to be reliable. He takes time to understand my requirements and has stopped me from making impetuous decisions. His charges are reasonable, adaptable and always clearly set out.”
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Prosperity Financial Advisors & Stockbrokers
● Closed“Excellent service, brilliant team. Made me feel very valued when assessing my pension and investments. Very clear and I felt very comfortable with both recommendations and after-service. Cannot rate them highly enough. Well done you guys.”
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Lewis Brownlee Financial Services
● Closed“Thorough, knowledgeable and highly professional. Would definitely recommend.”
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Citygold Financial Group
● OpenPurbrook, Waterlooville PO7 5SY, United Kingdom“Brilliant service every time both btl and commercial finance.. Cheers Darren.. Paul(professional btl/portfolio investor)”
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Firmitas Financial Services Ltd
● Closed16-18 Segensworth Roundabout, Fareham PO15 5TT, United Kingdom“Awesome financial service company. Highly recommend - specifically Celeste and Molly, who are both incredibly professional, supportive and efficient!”
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KSL Accountants & Business Advisors
● Closed“Hi have been with KSL for over 12 years now and every year I am very pleased with their service. Their advice has been invaluable over that time and my business has undoubtedly saved huge sums. Thank you to Kevin and his hardworking team and I look forward to continuing our business relationship for many years to come. I would not hesitate to recommend KSL for all your accountancy needs - (Managing Director - Intelligent IT)”
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AMG Financial Chartered Tax Advisers & Accountants
● Closed“Professional, friendly and really knowledgeable. Went above and beyond.”
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Blue Spire Accountancy & Blue Spire Financial Planning
● Closed“I was shopping around for a descent accountant who also understood the tax rules. Katie Wilson of Blue Spire advised me of the correct vehicle for my company, set it up and gave me a fair price. She always answers her emails quickly.”
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Precision Accounts Ltd Accountancy and Taxation in Hampshire and Surrey
● Open“Caroline has been very helpful and specific about the actions I had to take to sort out my National Insurance voluntary contributions. It took me less than a few hours after our consultation to settle the matter with HMRC. I thoroughly recommend her services.”
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Nexus Independent Financial Advisers Ltd
● Closed“Jim Bolus has always been very helpful and available to talk to me as I now live in Canada and it can be stressful dealing with my money being away so far. I feel the security of the network is very good and reduces the stress of worrying about this significantly.”
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