3 Best Financial Services in Salisbury, UK

Here’s The Deal:
Annetts & Orchard is an independent financial planning firm in Salisbury. Paul Orchard is the director and Financial Planner of the firm. The team at Annetts & Orchard strongly believes in providing an honest service with clients' best interests at heart. Being independent allows them to adhere to this belief; they can work directly for you, recommending products and providers that match your needs. They strive to be clear about everything, from the fees they charge to the scope and scale of how they work with you. Their role as Financial Advisers is to provide clarity, showing you what you have, what you need, and how to achieve your goals. Their service is clarity-focused, ensuring you understand every suggestion and implication. They offer a refreshing, transparent approach, helping clients plan for the future with peace of mind in the present.

Here’s The Deal:
Foresight Financial Solutions is one of the leading financial consultancy firms in Salisbury. Dominic Batty is the Financial Planner of the firm. He has been affiliated with St. James's Place since 2012 and established his business in 2022. Before this, he worked with various banks, building societies, a large UK-based insurer, and a SIPP provider. The Foresight Financial Solutions team provides holistic, targeted financial planning and advice, ensuring clients benefit from year-round access to their services. They keep things simple, handling the technical planning on behalf of their clients. While offering comprehensive advice, they also specialise in retirement planning, creating robust, goals-focused retirement plans and regularly stress testing them to help clients meet their long-term retirement objectives. Their expertise enables clients of all ages to plan for retirement strategically.

Here’s The Deal:
Windsor Financial Services Independent Financial Advisers is a well-known financial planning firm in Salisbury. With many years of experience, they provide practical financial planning advice to individuals, families, and businesses in Salisbury, Wiltshire, and the surrounding areas. Their independent financial advice covers various services, including investments, savings, pensions, and protection. The team is dedicated to placing clients at the heart of their practice, developing long-term relationships by understanding each client's unique needs and creating tailored financial plans to meet those needs. They offer specialist advice for self-employed individuals and small businesses, including bookkeeping, accounting, and tax return preparation. Additionally, they collaborate with other professional advisers, such as mortgage experts, solicitors, and accountants.