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Financial advisers · Portsmouth

5 companies · updated daily

Portsmouth currently has 5 Financial advisers companies listed. Top-rated: Abbotstone Financial Solutions LLP. Browse ratings, addresses and contact details below.

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Financial AdvisorInvestment serviceFinancial plannerMortgage brokerLife Insurance Agency
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David Waters Financial Planning Consultant
David Waters Financial Planning Consultant
Portsmouth · Financial advisers
5.0(8)
Abbotstone Financial Solutions LLP
Abbotstone Financial Solutions LLP
Portsmouth · Financial advisers
5.0(23)
Sterling & Law - Hampshire
Sterling & Law - Hampshire
Portsmouth · Financial advisers
4.9(11)
Paul Murray Investments
Paul Murray Investments
Portsmouth · Financial advisers
4.8(4)
David Winter Independent Financial Advisers Ltd
David Winter Independent Financial Advisers Ltd
Portsmouth · Financial advisers
4.8(25)

How much does Financial advisers cost in Portsmouth? (2026 price guide)

An initial financial planning consultation is often free or low-cost, but ongoing advice is typically charged as a percentage of assets under management, usually around 0.5-1% per year, or as a fixed fee of £500-£1,500 for a one-off pension or investment review. Complex financial plans covering multiple goals can cost £1,500-£3,000 or more.

Costs depend on the complexity of your financial circumstances, whether ongoing reviews are included, the size of assets being advised on, and whether the adviser is restricted or independent, with independent financial advisers (IFAs) sometimes charging more for access to the whole market. Cashflow modelling and retirement planning tend to require more time than a single product recommendation.

Always ask for the total cost in pounds rather than just a percentage figure, and confirm whether ongoing advice fees continue after the initial recommendation.

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