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David Winter Independent Financial Advisers Ltd

David Winter Independent Financial Advisers Ltd

4.8(25 reviews)See reviews ↓·Portsmouth

What customers say

Based on genuine customer reviews

Retirement planning and investment management are the services that dominate the accounts, with much of the comment centring on the pension arrangements of clients approaching or entering retirement. Rob, named repeatedly by those leaving feedback, is credited with making intricate financial subjects comprehensible, so that clients grasp the choices open to them and move forward with assurance. Investment guidance is a point that comes up often, with several customers saying they acted on it promptly and felt their money was in capable hands. Annual reviews are likewise described as valuable, with future wealth management options laid out in a way that leaves people secure about the longer term.

Several reviewers highlight the communication they received, describing Rob as approachable and quick to respond both during and between meetings. The wider office team is also called professional, efficient and helpful, including by clients who have remained with the firm for more than ten years. Newer clients report being made welcome and kept well informed, while longer-standing ones mention recommending relatives and friends who are equally satisfied. Pension consolidation and investment planning are the tasks most often discussed, and it is the handling of these that reviewers single out for comment.

Financial AdvisorInvestment serviceLife Insurance Agency

Reviews

Reviews are taken from publicly available sources.

LS
Lindsay Stephen6 July 2026

Rob explained all my options in detail and answered all the many questions thoroughly. I feel confident in the advice given and look forward to seeing my pension grow.

LD
Leslie Davies3 July 2026

I'm very pleased to have had Rob's advice since deciding to do something with my collection of personal and workplace pensions. Rob explained everything very clearly. Also the people that we have met in the office have been great. The whole process has gone smoothly and the communication from Rob second to none. I'm now 3 days into retirement, enjoying it and very content with my choice to get in touch with David Winter IFA

VG
Valerie Gray3 June 2026

We are so delighted with all the help and advice that Rob has offered us over the last couple of years. We are not the biggest of investors but we are treated with great support and dignity each time we go for a consultation. Even when we have found it difficult to express our fears regarding the market, we have always been met with sympathy and full understanding, which leads to a very rich and meaningful discussion. I cannot recommend this company enough - they have literally pulled us out of a very distressing situation and improved our retirement lifestyle dramatically. We cannot thank Rob and the team enough.

F
Fareport3 June 2026

I can't recommend Rob highly enough. Since taking over management of my pension, he has given me real peace of mind about my financial future and retirement planning. Rob has a fantastic ability to explain complex financial matters in a clear, straightforward way, making it easy to understand the options available and feel confident in the decisions being made. He is always approachable, responsive and happy to help, not only with pension-related matters but with wider financial questions too. It's reassuring to know that my finances are in safe hands, and I genuinely value the support, advice and professionalism Rob provides. I would have no hesitation in recommending him to anyone looking for a knowledgeable, trustworthy and personable financial adviser.

SW
Sandra Wilson21 April 2026

My meeting with Rob was very good. Rob discussed and explained my options fully. I am very happy to have David Winter as my financial advisors

DH
Dave Humphreys26 February 2026

It really was a pleasure talking to Rob at David Winter. He explained everything very well and answered all my questions so I understood and knew I was making the right decisions with my investments. Thank you.

SW
Steve Watts18 February 2026

I have used David Winter for a number of years and the team have been very helpful in managing my investments to support me through retirement. Tge annual review with Rob this month highlighted how well their advice has been! Highly recommended.

Financial advisers in Portsmouth compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Portsmouth are compared.

RankProviderRatingReviewsOpen Sat.
1Abbotstone Financial Solutions LLP★ 5,023No
2David Waters Financial Planning Consultant★ 5,08No
3Sterling & Law - Hampshire★ 4,911No
4Paul Murray Investments★ 4,84No
5David Winter Independent Financial Advisers Ltd (this page)★ 4,825No
Contact
+441329280661www.davidwinterifa.co.ukVictoria House, 2 Grove Rd, Fareham PO16 7TE
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed