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Asset Management Financial Advisers Limited

Asset Management Financial Advisers Limited

5.0(13 reviews)See reviews ↓·Southampton

What customers say

Based on genuine customer reviews

Southampton clients describe a financial advice practice where personal service and clear explanations recur throughout the feedback. Will Neal is singled out for the patience and kindness shown to people who had long delayed sorting out their pensions, with several noting that he made complicated matters easy to follow and helped them reach decisions they were happy with. His calm handling of a trust wind-up, made difficult by an investment house, is also mentioned, as is the speed with which he responds to enquiries.

Rav Rai is named for keeping clients informed about how their investments are performing, while Dave Robertson is associated with an approach described as local, independent and transparent, free of hard selling. Bruce McKendrick is credited with locating a pension one client had not known was due and resolving it in a single meeting. Ian Jones is praised for professionalism and a caring manner. Expertise with mortgages, junior ISAs and savings questions comes up repeatedly, alongside reliability and a friendly, unhurried style of communication before and after each piece of work.

Reviews

Reviews are taken from publicly available sources.

CT
Cheryl Torrance12 March 2026

I would highly recommend Will Neal who helped me sort out my pensions. I had been putting off sorting them out for a long time as I just didnt understand pensions. Will was excellent, he was so patient, kind and understanding and explained everything easily and helped me to make the right decisions. I am very happy with my outcome, so thanks once again

AM
Andy Mills31 August 2025

William Neal assisted us in dealing with the disbandment of a trust. The matter was made overly complex by the investment house and without Will's steady hand I think we would still be stuck in the mire. Will is calm, clear and responsive. I have no hesitation in recommending Will.

JS
John Sidhu13 October 2024

We have had excellent service from AMFA specially from Rav Rai he is always available, explains how our investment is doing fantastic service

CW
Caroline Webb10 October 2024

Rav Rai at AMFA has been a very accessible, helpful and informative regarding my assets. When setting up, I found the whole financial investments process very confusing. I had several discussions and meetings with Rav which was followed up by printed estimated financial forecast for me to fully understand and my mind was put at rest. Since my initial set up, Rav has kept in touch via email, text and phone calls to discuss my assets and is readily available to answer any questions that arise. I would thoroughly recommend Rav Rai @ AMFA to look after your assets.

DM
Derek Melville5 August 2024
JH
Jenny Hadland1 August 2024

I cannot speak highly enough of Will Neal from AMFA independent financial advisors. He is friendly,professional and hugely knowledgeable.He explains things brilliantly and inspires confidence.Nothing seems to be too much trouble. I highly recommend.

RS
rhona stevens30 April 2024

I have been using Assett management for many years.For the past 3 years my personal advisor has been Will Neal and WOW. Will has and continues to give an extremely personalized service He goes far above and beyond my expectations. If ever I have the slightest queerie or question Will is there.He addresses every enquiry immediately. He really is an outstanding young man .

Financial advisers in Southampton compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 6 businesses in this category in Southampton are compared.

RankProviderRatingReviewsOpen Sat.
1P&P Invest★ 5,054No
2Asset Management Financial Advisers Limited (this page)★ 5,013No
3NorthStar Wealth Management★ 5,08No
42020 Financial Ltd★ 5,07No
5Thirteen Partners★ 5,02No
Contact
+442380420606www.assetmanagement.co.uk8, Gaters Mill, Mansbridge Rd, Southampton SO18 3HW
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed