Financial advisers in Southampton.
The SO area covers Southampton, Winchester and much of central Hampshire. Maritime and healthcare employers are prominent locally, and NHS pensions in particular need specialist valuation before any settlement is agreed.
Advisers covering Southampton
Also covering Eastleigh, Winchester, Romsey, Lyndhurst, Hythe and the rest of the SO area.
What people in Southampton 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 Southampton
How do I find a financial adviser in Southampton?
Every adviser we list for Southampton holds a place in the SO 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.
Which areas near Southampton are covered?
The SO postcode area also takes in Eastleigh, Winchester, Romsey, Lyndhurst and Hythe. Advisers listed here generally work across the whole area rather than only in Southampton itself, and much of the work can be done remotely.
Do I need to be in Southampton 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.