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BEST RATED BASINGSTOKE DEANE, UK FINANCIAL SERVICES

3 Best Financial Services in Basingstoke Deane, UK

Expert-recommended Top 3 Financial Services in Basingstoke Deane, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

Waverley Financial Services
Waverley Financial Services
6+ YEARS IN TBR
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WAVERLEY FINANCIAL SERVICES

(4.8 Score)
12 Waverley Avenue, Basingstoke Deane RG21 3JN, UK Directions

Since 1998

Speciality:

✓ Pensions ✓ Investments ✓ Taxation and Trusts ✓ Basic Savings ✓ Cash ISAs ✓ Stocks and Shares ISAs ✓ Balancing the Risk ✓ ISA Contributions

“Waverley Financial Services has a mission to deliver an efficient and affordable service. Tim Boyle is the founder and financial planner of the firm. He has worked in financial services since 1981, initially as a financial adviser before becoming an independent financial advisor in 1990, and spent eight years with a small practice in Fleet, Hants. He established Waverley Financial Services in 1998, advising clients on all areas of financial planning, from basic insurance matters to more complex taxation, trusts, and pensions. Tim Boyle holds the Chartered Insurance Institute Advanced Diploma in Financial Planning and has achieved Chartered Financial Planner status. The team at Waverley Financial Services prides itself on providing straightforward, easy-to-understand advice while always keeping clients' best interests in mind.

2025 Update: They provide independent financial advice at a reasonable price. You can contact them to get a free initial consultation.”

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Contact:

07913 910504 01256 437059

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

TBR® Inspection Report:

Fortem Financial Management Ltd
Fortem Financial Management Ltd
Fortem Financial Management Ltd
4+ YEARS IN TBR
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FORTEM FINANCIAL MANAGEMENT LTD

(4.8 Score)
Unit 7, Faraday Court, Rankine Road, Basingstoke Deane RG24 8PF, UK Directions

Since 2017

Speciality:

✓ Investment Planning ✓ Retirement Planning ✓ Protection Planning ✓ Corporate Services ✓ Mortgages and Specialist Banking ✓ Intergenerational Wealth Management ✓ ISAs ✓ Junior ISAs ✓ Unit Trusts ✓ Portfolio Solutions ✓ Discretionary and Stockbroking Services ✓ Offshore Investments ✓ Investing for Income ✓ Investment Bonds ✓ Maximising Your Pension Fund ✓ Planning Retirement ✓ Nearing Retirement ✓ Self-Invested Pension Plan ✓ Employed ✓ Employer ✓ Self-Employed ✓ Trustees ✓ Inheritance Tax ✓ Gifts ✓ Later Life Planning ✓ Long Term Care ✓ Estate Administration ✓ Wills and Powers of Attorney ✓ Professional Trustee Services

“Fortem Financial Management Ltd welcomes you as a client, where they can start your journey and build a strong, long-lasting relationship based on trust and professionalism, putting your goals at the centre of their work. Kevin White is the director of the firm. At Fortem Financial Management, the team prides itself on offering a seamless, bespoke service of the utmost quality, integrity, and professionalism to ensure their clients have a trusting and long-lasting relationship. From their offices in Basingstoke, Hampshire, and Kingsway, London, they work with clients nationwide to help them identify, plan, and achieve their financial goals with advice backed by the award-winning St. James's Place Group.

2025 Update: They specialise in providing high-quality advice on many aspects of wealth management, working with you to help you achieve your financial goals. They provide a wide range of services, whether you are looking to build, grow, protect or preserve your wealth.”

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Registration 10651419

Contact:

01256 634650

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

TBR® Inspection Report:

Blyth Wealth Management
Blyth Wealth Management
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BLYTH WEALTH MANAGEMENT

(4.7 Score)
Worting House Church Lane, Worting, Basingstoke Deane RG23 8PY, UK Directions

Since 2023

Speciality:

✓ Pensions ✓ Savings and Investments ✓ Estate Planning ✓ Retirement Planning ✓ Cashflow Modelling ✓ and Financial Protection

“Blyth Wealth Management has worked with you to create a plan that aligns with your unique goals, dreams, and aspirations. Sarah Blyth is the Chartered Independent Financial Planner of the firm. At Blyth Wealth Management, the team cuts through jargon and financial noise to focus on the important questions. They are committed to fostering a culture of transparency, inclusion, integrity, and education, which puts their clients at the heart of everything they do. They strive to get to know their clients, understand what’s important to them, and form long-term, trusted relationships. The Blyth Wealth Management team places a high value on client feedback, which they use to ensure they continue to understand what clients need and want and provide the highest level of service.

2025 Update: Blyth Wealth Management provides independent advice, which means they provide advice from researching the whole of the market and are not tied to any companies. They are committed to providing professional, high-quality advice and ongoing service and developing the knowledge and skills of their employees. They offer face-to-face meetings locally and online consultations across the UK.”

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Registration 13004111

Contact:

01256 578108

Mon-Fri: 9am - 5:30pm
Sat & Sun: Closed

TBR® Inspection Report:

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WAVERLEY FINANCIAL SERVICES REVIEWS

I have been helped by Mr Tim Boyle in moving my pensions into a sipp and have found the process very simple and easy to understand with his help and behind the scenes work to have made this process a complete success for me. He has also helped in tax planning and as always provided good and reliable advice at all times.

Tim has looked after our pension requirements for over 30 years and we find his advice thorough and invaluable. Apart from being fully qualified, and always up to date with the latest market and financial conditions, he has a wealth of knowledge gained from working many years in the pensions sector. We are so glad we met Tim all those years ago and highly recommend his services.

We highly recommend Tim, he is very helpful and has helped us keep our Savings and Pensions in order. If we have any queries he is always on hand to answer any question. A very friendly person too.

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FORTEM FINANCIAL MANAGEMENT LTD REVIEWS

Fortem have been supporting and providing Aldworth School with Financial Education; they have delivered assemblies and Q & A sessions with our students which have been enlightening and motivating with regards to saving! It has been great to hear students talk about their finances and ask brilliant questions about the differences between debit & credit, savings, mortgages and pensions! The sessions also covered financial security with regards to debt, and also how to keep our money safe. They even made tax sound interesting! - Going through a payslip and the taxes they will pay is so important. Kevin delivered the sessions in a friendly and easy to understand manner, making students feel at ease with asking their questions. The booking process was easy and straight forward, with clear communication and great supportive resources/PowerPoint that we are also going to send out to keep our parents informed too. I would highly recommend Fortem financial education sessions.

Fortem have recently provided financial education to some of our staff and students. The sessions were interesting and engaging and we found them really beneficial. We hope we can arrange further talks for some of our other learners and would highly recommend to anyone looking to learn more about money - thanks so much.

Fortem have helped me with financial education through my company and also helped me with my personal finances. They kept things simple and easy to understand and would be pleased to recommend them to anyone. Kevin always explained things to me in terms that were easily understood and always responded to my emails promptly.

BLYTH WEALTH MANAGEMENT REVIEWS

Sarah has provided my Financial Advice now for a couple of years. She helped me consolidate my pension pots. I can now see pension asset in one place. Sarah is always willing to help and is happy to answer any questions. Her answers are always within the context of my specific situation. I would recommend Sarah and have done so to my friends Keep up the good work Sarah.

We needed to consolidate multiple pension pots and planned on meeting 2 advisors. After meeting Sarah we immediately choose her to help us. Sarah has been excellent providing advice in terms we understood and always available to assist with any questions. We would highly recommend Sarah to anyone looking for financial advice.

I was so confused of what to do with my pension, I called Sarah & from the first phone call she put me at ease. A meeting was planned for the following week & I knew everything was in save hands as Sarah explained everything. I can’t thank her enough & would recommend her service.

TBR® Inspection Score Report

WAVERLEY FINANCIAL SERVICES Total Inspection Points: 116/120
Business Hours: 9
Complete Info: 9
Experience: 9
Social Media: 9
Acknowledgements: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Service Diversification: 10
Website Source: 10

TBR® Inspection Score Report

FORTEM FINANCIAL MANAGEMENT LTD Total Inspection Points: 115/120
Experience: 7
Business Hours: 9
Complete Info: 9
Acknowledgements: 10
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Service Diversification: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

BLYTH WEALTH MANAGEMENT Total Inspection Points: 113/120
Experience: 7
Business Images: 8
Business Hours: 9
Complete Info: 9
Acknowledgements: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Review Analysis: 10
Service Diversification: 10
Website Source: 10
Website Standard: 10
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