BEST RATED » BASINGSTOKE DEANE » FINANCIAL SERVICES

Best Financial Services in Basingstoke Deane

Expert recommended Top 3 Financial Services in Basingstoke Deane, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. Only the bee's knees!

LAWSON FINANCIAL MANAGEMENT

5 Chequers Road, Basingstoke Deane RG21 7PU Directions

Since 1990

Here’s The Deal:
"
Lawson Financial Management is a family-run financial planning firm in Basingstoke Deane. The firm has a passion for providing good, clear, unbiased financial advice to clients. They strive to provide personalised financial plans. The firm has been providing independent financial advice for over 30 years in the local community. They specialise in pensions, retirement planning, and investments. David M. Lawson is the principle partner, and Matthew Lawson is the financial consultant of the Lawson Financial Management. David has been providing financial planning services to assist clients in achieving their financial security since January 1987. Lawson Financial Management has an office at 60 Bearwood Road, Wokingham, Berkshire RG41 4SY."

SPECIALITY:
Financial Planning, Pensions, Annuity, Tax-Free Lump Sum, Income Drawdown, Savings and Investments, Insurance and Protection, Inheritance & Estate affairs

[email protected]

lawson-ifa.co.uk

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Mon-Sat: 7am - 7pm
Sun: Closed

TBR® Inspection Report:

WAVERLEY FINANCIAL SERVICES

12 Loddon Court Neville Close, Basingstoke Deane RG21 3HJ Directions

Since 1998

Here’s The Deal:
"
Waverley Financial Services is the financial consultancy firm in Basingstoke, England that provides advice to customers on all areas of financial planning from basic insurance matters to more complicated taxation, Trusts and Pensions. Tim Boyle is a fully qualified chartered financial planner at the Waverley Financial Services who has been working in the financial services industry since 1981. He prides himself on giving straightforward, easy to understand advice and always has his clients' best interests in mind. The majority of his clients are in the Basingstoke and Hampshire region, although he is happy to travel further afield. He likes meeting new people from all types of backgrounds. Waverley Financial Services' mission is to provide an efficient and affordable service."

SPECIALITY:
Pension and Retirement Planning, Tax Benefits, Tax Relief, Employer Contributions, Access to Investing in Funds, Investments, Shares in Companies, Unit Trusts and Open-Ended Investment Company, Corporate And, Government Bonds, Protection, Taxation & Trusts

Registration 460421

ifabasingstoke.co.uk

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Mon-Fri: 9am - 6:30 pm
Sat & Sun: Closed

TBR® Inspection Report:

ROSEMOUNT FINANCIAL SOLUTIONS LTD

Rosemount House, 2-4 Chequers Road, Basingstoke Deane RG21 7PU Directions

Since 2006

Here’s The Deal:
"
Rosemount Financial Solutions Ltd has been providing unparalleled advice on all aspects of financial planning, mortgage broking and business protection since 2006. They pride themselves on the relationships they build with their clients, helping them reach their financial goals. They have built their reputation by giving the required support and advice to customers. The firm supports a national team of highly trained financial advisers who provide professional advice for your financial needs. A friendly and courteous team has the knowledge and relevant expertise to deal with all kind of financial matters. Rosemount Financial Solutions Ltd's head office is located in Basingstoke, Hampshire, and their service cover across the UK."

SPECIALITY:
Mortgages, Pensions, Investments, Personal and Business Protection, Long Term Care, Mortgage Life, Level Term and Whole of Life Assurance, Equity Release, Corporate Financial Advice, Critical Illness & Income Protection

Registration 5676603

[email protected]

rosemountfs.co.uk

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Mon-Fri: 9am - 5pm
Sun: Closed

TBR® Inspection Report: