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BEST RATED WINCHESTER, UK FINANCIAL SERVICES

3 Best Financial Services in Winchester, UK

Expert-recommended Top 3 Financial Services in Winchester, 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!

Christopher Jones Wealth Management Ltd
Christopher Jones Wealth Management Ltd
Christopher Jones Wealth Management Ltd
5+ YEARS IN TBR
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CHRISTOPHER JONES WEALTH MANAGEMENT LTD

(4.9 Score)
4 Stonemasons Court, Parchment Street, Winchester SO23 8AT, UK Directions

Since 1987

Speciality:

✓ Personal Pension Planning ✓ Pension Consolidation ✓ Flexible Access Drawdown ✓ Pension Tax Planning ✓ Pension Investment Analysis ✓ Investment ISA ✓ Investment Bonds ✓ Unit Trusts and OEICs ✓ Onshore and Offshore Investments ✓ Environmental ✓ Social and Governance Investing ✓ SIPPs ✓ Retirement and Personal Pension ✓ Inheritance Tax ✓ Will Writing ✓ Powers of Attorney

“Christopher Jones Wealth Management Ltd is a family-run business that is founded by Christopher Jones. He started his career in wealth management in 1987. After working with Lloyds Banking Group and Zurich in various capacities, he founded a wealth management firm in Winchester. At Christopher Jones Wealth Management, the team relish opportunities to help clients make sound financial decisions for their future and that of their loved ones. They have recognised the strength and value of the family business and what that means for existing and new clients. Responsible ownership comes naturally to the team, and they consistently deliver high standards. Christopher Jones Wealth Management Ltd believes its clients value their long-term outlook, stability, accountability, and continuity in service, which form the fundamentals of their structure in a highly regulated space. Their advice process ensures positive and valued outcomes. They fully consider the needs and objectives of their clients, making sure to get to know and understand them as individuals. Their client-first approach and ongoing personal service underpin the success of their business.

2025 Update: The firm is authorised and regulated by the Financial Conduct Authority.”

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Registration 12417001

Contact:

01962 896611

By Appointment

TBR® Inspection Report:

Winchester Investment Solutions Ltd
Winchester Investment Solutions Ltd
Winchester Investment Solutions Ltd
5+ YEARS IN TBR
CALL CONTACT

WINCHESTER INVESTMENT SOLUTIONS LTD

(4.8 Score)
Orchid House, Lanham Lane, Winchester SO22 5JS, UK
Directions

Since 2009

Speciality:

✓ Investment Management Advice ✓ Holistic Financial and Inheritance Tax Planning ✓ Personal Pensions ✓ ISAs ✓ Self-Invested Personal Pensions ✓ Trusts

“Winchester Investment Solutions Ltd is owned by Chris Downing. Their team is highly experienced in managing individuals' and businesses' wealth, providing a unique wealth management service where they minimise risks and maximise returns through careful, proactive asset selection. What truly sets them apart from other advisers is their commitment to adapting to market changes and responding to market conditions, keeping your investments ahead of others with a forward-thinking approach and adding true value to their clients. Winchester Investment Solutions Ltd aims to provide the best possible outcomes by staying ahead of market movements and making informed decisions. They manage all existing investments, pensions, and new money while offering financial planning and specialist inheritance tax advice.

2025 Update: They also offer a free initial Zoom meeting and Phone call.”

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Registration 6841260

Contact:

01962 849154

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

TBR® Inspection Report:

Ayling Financial Wellbeing
Ayling Financial Wellbeing
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AYLING FINANCIAL WELLBEING

(4.7 Score)
The Soke, 12 Chesil Street, Winchester SO23 0HU, UK Directions

Speciality:

✓ Investment Planning ✓ Retirement Planning ✓ Protection Planning ✓ Corporate Services ✓ Mortgages and Specialist Banking ✓ Exploring 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 ✓ Corporate Planning ✓ Shareholders ✓ Employee Benefits ✓ Corporate Pensions ✓ Tax Mitigation ✓ Exit Strategy

“2025 Update: Ayling Financial Wellbeing is led by principal Bruce Ayling. He helps individuals, families & businesses achieve financial wellbeing. He provides financial advice to individuals and businesses in and around Winchester, London and the South East, in order to plan, grow and protect wealth. His advice is personal and face-to-face, comprehensive and tailored, to meet your individual needs and help achieve your objectives and aspirations. The team also offers clear, detailed advice on all aspects of corporate finances, from employee pensions and benefits packages to Key Person insurance.”

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Contact:

7802 888 925

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

TBR® Inspection Report:

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CHRISTOPHER JONES WEALTH MANAGEMENT LTD REVIEWS

The team at Christopher Jones Wealth Management have been managing my personal financial investments and my companies investment portfolio for a number of years, Eliot, Robin and the team have a proven track record of providing timely, factual and easy to understand financial planning, help and guidance though a number of recent volatile economic times. They have always ensured that our investments are in the safest place possible for the current climate and are always on hand to explain and advise on the best route for investing. The testament to any investment decision is if it continues to show growth and CJP are masters in ensuring that client money is well protected.

We have used this company for a number of years and they have guided us throughout our retirement process. Elliot has been with us at every step and advised us regarding our investment choices, optimising our returns through difficult times and going the extra mile to visit us after our relocation to South Wales. Would recommend their service very highly. Many thanks to Elliot and all of the team for their dedication. Nick & Laura Rothery

We've been using Christopher Jones Wealth Management for about 10 years now. We are very pleased with the way our pension and investments have been looked after despite some global stormy situations. We are very happy to recommend Christopher and his team to any prospective new clients.

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WINCHESTER INVESTMENT SOLUTIONS LTD REVIEWS

My wife and I have been using Winchester Investment Solutions for years. We have been very impressed with Chris' and Dawn's handling of our financial affairs. We have confidence our investments are in safe hands. They provide a professional, informative and friendly service.

Excellent advice and service, Chris now looks after my personal pension plus all of our investments all of which have returned a substantial return in these testing times. We feel very confident & comfortable knowing Chris is looking after our investments , As a company there communication skills and the ability to predict the market is quite outstanding. We would highly recommend Winchester Investment Solutions to everyone including friends and family.

Chris Downing has been my Financial Advisor for the past 16 years. During that time he has provided a substantial tax free income for me. He explains complicated matters very clearly and is patient in answering questions. I have recommended him to friends and family and would have no hesitation in doing this again.

AYLING FINANCIAL WELLBEING REVIEWS

Had an initial call with Bruce to start looking at financial planning around retirement. I felt that Bruce gave very balanced advice on different approaches and the risks involved. Have decided to move on to the next stage and work up a more detailed retirement plan with help from Bruce.

Our yearly meetings with Bruce are always practical and helpfull. He is able to explain in simple terms some complicated financial matters and make everything clear and trustworthy. I strongly recommend as Bruce truly has your interest at heart.

Great morning session with Bruce from Ayling Financial Wellbeing. Our annual financial assessment was thorough, informative, and certainly helps our future thinking. All supported by Bruce who is both knowledgable, and personable, and importantly follows through. Thank you.

TBR® Inspection Score Report

CHRISTOPHER JONES WEALTH MANAGEMENT LTD Total Inspection Points: 117/120
Social Media: 8
Complete Info: 9
Acknowledgements: 10
Business Images: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Service Diversification: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

WINCHESTER INVESTMENT SOLUTIONS LTD Total Inspection Points: 116/120
Experience: 8
Business Hours: 9
Complete Info: 9
Acknowledgements: 10
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Online Appointment: 10
Review Analysis: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

AYLING FINANCIAL WELLBEING Total Inspection Points: 112/120
Acknowledgements: 9
Business Hours: 9
Business Images: 9
Complete Info: 9
Contact Info: 9
Current Evaluation: 9
Reviews Accuracy of : 9
Reviews Study: 9
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Standard: 10
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