3 Best Financial Services in Southampton, UK

Here’s The Deal:
Redwood Financial Family Wealth and Estate Planners Ltd is an award-winning financial planning firm with certified Financial Advisers and Estate Planners based in Portsmouth and Southampton. They are committed to advising clients clearly and professionally. Jasmine Lambert is the managing director of Redwood Financial Family Wealth and Estate Planners Ltd. She qualified as a financial planner in 2008. Steve Blofield is the director of the firm, and he has been serving as a financial planner since 1997. The team strives to provide the highest quality financial planning to help families grow, protect and enjoy their wealth. Redwood is a multi-award-winning business renowned for providing clear and professional advice in plain English. They are members of the Trading Standards ‘Buy with Confidence’ Scheme and the Society of Will Writers. The firm offers free public information webinars & seminars and free will, savings & investment review.

Here’s The Deal:
Assured Private Wealth Ltd is an independent financial consultancy based in Southampton. They offer independent financial advice to individuals, families, and businesses across the UK. While addressing short-term issues, they focus on medium to long-term aspirations. They aim to provide expert estate planning advice and other services, such as pensions and inheritance tax planning, tailored to your needs. The initial introduction process allows them to gather information about your finances, prospects and hopes for the future. Working together, they develop a practical plan to help you achieve your long-term objectives while setting short. to medium-term goals. They offer a free, no-obligation introduction with an honest and upfront assessment of your finances, goals, and aspirations.

Here’s The Deal:
P&P Invest is one of the leading financial planning firms in Southampton. They thoroughly assess your situation, wishes, aims, and other factors relevant to your financial position. They then compare the performance, features, value, and costs of all products on the market to identify the most suitable options for you. Building a high level of trust and understanding between you and your adviser is central to their service. Therefore, they ensure you always speak to the same adviser during each consultation and whenever you contact them about your financial affairs. They offer a range of fee structures, including fixed fees or fees based on the value of your portfolio. Regardless of your chosen structure, you can be assured their advice will be 100% independent and impartial. They provide a free initial consultation with no obligation.