Financial Planners in Southampton, Hampshire

10 locations found near Southampton
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“Steve advised me on my will, explained everything in plain English so easy to understand.Thank you Steve and all the team for your friendly and professional advice and help.”

5Superb41 Reviews

“Honestly could not say enough good things about this company. Jackie Pike has been exceptional throughout our entire process. From our first purchase falling through, to securing a second one within weeks. She answered any and all queries we had. The only part of the house buying process that hasn't had us ripping our hair out! Jackie took care of everything, 10/10 would recommend to anyone.”

5Superb1 Reviews

“I met with Jacqui via Teams yesterday to discuss my pension options. What to do with my hard earned money after 40 years service was always going to be a difficult decision, but Jacqui immediately put me at ease & was extremely approachable, knowledgeable & helpful. We discussed various options & came to the best option for me; I cannot thank her enough for her help & advice, and would recommend her services to anyone.Thanks Jacqui, you are a star.”

5Superb1 Reviews

“I have been with Threshold Financial services since i brought my first property in 2018.Recently i have managed to secure my next move with them.I would say quick response, maintain professional responsibility at all time and more importantly no delays.Simon Jones particularly understand urgency and always happy to talk and give appropriate guidance to move on quickly on your decision.I will definitely recommend their advice and support.Many Thanks to the whole team for such a good service delivery.”

5Superb1 Reviews

“I was referred to Sheila Tarr by two extremely satisfied colleagues, and upon arrival, realised the mortgage advisor we'd come to see my wife had seen previously in her previous job, and was delighted to see again as she was so good the first time. We've been coming here now for ten years, and can only sing their praises, professional, warm welcoming, knowledgeable, extremely confident analysis and completely neutral advice, for example my last visit they advised a course of action from which they made no revenue whatsoever, how neutral is that? I hate doing finance, I really do, they make it a pleasurable and more than successful experience, an excellent financial firm to deal with, I can't say higher than that really....”

0Na0 Reviews