BEST LOCAL RATED

FINANCIAL SERVICES

SOUTHAMPTON

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Expert recommended Best Local Rated Financial Services in Southampton. All of our Financial Services face a rigorous Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. Only the best in Town, the crème of the crop, the best things since sliced bread ! Only the best local rated businesses make our lists. If you know any business that you think should be on our lists please feel free to submit them on the above links.

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P&P Invest

Unit 17, Endeavour Building Shamrock Quay, Southampton SO14 5QL, United Kingdom
What We Offer:

The advisers at P&P Invest have been successfully advising individuals and companies on financial matters for over 20 years. Three quarters of the firm’s clients have been with P&P Invest for over 10 years. P&P senior adviser, Philip Pearson, is a Fellow of the Personal Finance Society, a position held by less than 1% of financial advisers in the UK. The Fellowship is awarded by the Chartered Institute of Insurance (CII) in recognition of attaining the highest levels of qualification, experience and expertise in financial services. P&P Invest is fully authorised and regulated by the Financial Conduct Authority (FCA) to provide clients with tailored, individual investment and financial services, drawing on approved market intelligence resources. P&P Invest are also fully approved Chartered Financial Planners under the governance of the CII.

SPECIALITY:

Financial Accounting, Risk and Compliance, Technology

Established Since :

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REVIEWS

For over 10 years Kevin successfully managed various Trusts assets with me. Always available to discuss individual and different requirements either on the telephone, with written reports and at least in half yearly meetings. Being so impressed he has also handled my personal assets / investments in a like vein for which I am immensely grateful. Makes my retirement far more relaxed knowing all is in good hands. He deals professionally with all my “suggestions”!! No hesitation in recommending P & P to others.
I had no real history of investing before I was put in touch with P & P Invest following a redundancy at work. They were able to explain my immediate options and help me add security to my families new situation. Over the years they have made excellent suggestions about retirement planning at a risk level that matched my requirements. Having now been retired for 7 years, I can thoroughly recommend them for their professionalism, friendliness and knowledge over the years. Many thanks to all, particularly Kevin whom we dealt with from day one.
Philip Pearson has been our financial adviser for almost ten years. He clearly has a great depth of knowledge and has given us well reasoned advice. He has a good understanding of the financial markets and our investments have performed well as a result. We have been very happy with the advice we have received and have no hesitation in recommending his services.
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Hilton-Baird Group

Woollen Hall, Castle Way, Southampton SO14 2AW, United Kingdom
What We Offer:

The Hilton-Baird Group provides cash flow and risk management solutions to SME and corporate businesses as well as banks, independent lenders and Insolvency Practitioners from across the UK and Europe. Comprising a commercial finance brokerage, debt collection agency and risk management experts, collectively we have helped thousands of businesses to improve their cash flow, manage their risk and achieve their objectives since 1997. As the UK’s trusted independent commercial finance broker, Hilton-Baird Financial Solutions has helped thousands of businesses to conquer their cash flow challenges by introducing the most suitable funding solutions on the market. We are totally independent and with expertise across the commercial finance market and specialist knowledge of the invoice finance sector.

SPECIALITY:

Financial Accounting, Risk and Compliance, Technology

Established Since : 

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REVIEWS

Massive shout-out to John! His professional advice within two days helped recover the debt which had been there for three years. Amazing! Highly recommend.
We’d been having trouble collecting a fairly large debt that had been owed to us for a couple of years. Even though we had a County Court money judgement (a CCJ) for it that still didn’t mean we were actually able to just collect or recover what was owed to us!
Just spoke to John at HBCS. Never had to recover unpaid invoice before but the advice given was absolutely superb. Clear direction of how to claim back a £1200.00 invoice. Thank you Hilton-Baird. I will be recommending you.
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Asset Management Financial Advisers Limited

8, Gaters Mill, Mansbridge Rd, Southampton SO18 3HW, United Kingdom
What We Offer:

sset Management Financial Advisers Ltd offer a forward thinking and innovative approach to financial planning, underpinned by Independent Financial Advice. We are based in Hampshire with offices in Southampton, Winchester and Bishops Waltham, and for over 30 years our number one priority has been – and continues to be – ensuring that our clients are in the best possible financial position to secure their long-term future. Our Mission is to help our clients make sound financial decisions through relationships with our advisers based on professionalism, trust and the utmost integrity. We have built our business around our clients. We treat our clients as unique individuals and our highly qualified team of advisers are committed to establishing their needs and delivering tailored solutions in a cost effective manner using leading edge technology.

SPECIALITY:

Financial Accounting, Risk and Compliance, Technology

Established Since : 

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REVIEWS

I must confess to being pretty incompetent financially, but even if you understand the ins and outs of investment and financial management better than I do, I believe that being helped by real expertise is important. You’ll get that from Asset Management. I got a bit more than that; Bruce McKendrick of Asset Management located a pension, that in my ignorance, I didn’t know I was due – he did this, and sorted it, all in one meeting! I’ll always be grateful for that, it made a difference to my life.
I’ve used Asset Management for about 10 years. I’ve always found them very professional and I would have no hesitation recommending them to anyone requiring a mortgage or any other financial services.
Local, independent, transparent and knowledgeable without the hard selling. Looking forward to keep working with Dave Robertson and Asset Management Financial Advisers.

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