Financial advisers in Portsmouth.
Portsmouth is home to a major Royal Navy base. Armed forces pensions are valuable, complex, and treated differently from civilian schemes when a marriage ends — they are worth taking specific advice on.
Advisers covering Portsmouth
Aylin Jones DipFA CeMAP CeRER
Temple Wealth
Your Financial Partner For Life – Chartered Financial Planners serving personal and corporate clients across Hampshire and Dorset.
Also covering Havant, Fareham, Chichester, Waterlooville, Isle of Wight and the rest of the PO area.
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Choose an adviser
See FCA-regulated advisers covering your area. If nobody covers it yet, pick the nearest one. Most work by video call.
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Send a short message
A sentence or two about what has changed. Enquiring is free and there is no obligation.
What people in Portsmouth come to us about
Each of these has a free step-by-step guide you can work through before you speak to anyone.
Divorce and separation
Dividing pensions, deciding what happens to the family home, and checking a settlement leaves you able to live on it.
After a bereavement
Survivor benefits, inherited pensions, probate and inheritance tax, and rebuilding around one income.
Self-employment
Pensions with no employer contributing, protecting an income that stops when you do, and planning an eventual exit.
Worth doing before you speak to anyone
Common questions about advisers in Portsmouth
How do I find a financial adviser in Portsmouth?
Every adviser we list for Portsmouth covers the PO postcode area and is authorised by the Financial Conduct Authority. You can read their profile on this page and make a free enquiry, or search a specific postcode on our main directory if you are on the edge of the area. Whether you search for a financial adviser, a financial advisor or a financial planner, check that they are FCA-regulated before you share anything.
Which areas near Portsmouth are covered?
The PO postcode area also takes in Havant, Fareham, Chichester, Waterlooville and Isle of Wight. Advisers listed here generally work across the whole area rather than only in Portsmouth itself, and much of the work can be done remotely.
Do I need to be in Portsmouth to use an adviser listed here?
No. Most advisers now work by video call as readily as in person, so the practical question is usually whether you want to meet face to face rather than how far away they are. If you would prefer someone closer, tell Helena your postcode and she will tell you honestly what the nearest option is.
What will it cost?
Making an enquiry through Helena is free and carries no obligation. Advisers set their own fees — hourly, fixed-fee or a percentage of what they manage — and should explain their charges clearly before you agree to anything.