Financial advice in Southampton

Tell us what advice you need. We review your enquiry before discussing a suitable Southampton or remote adviser.

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We aim to acknowledge your enquiry within one working day and update you on the next step within two working days.

The Bargate on Southampton High Street — Southampton

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What would you like help with?

Retirement & pensions

Compare pension and retirement planning specialists.

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Investments

Understand client minimums, planning depth and ongoing costs.

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Business owners

Find advisers who work with founders and owner-managed businesses.

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Professionals & families

Compare service models for professionals and families.

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An older couple enjoying time together in a garden — Plan the life as well as the money

Finding the right experience around Southampton

Southampton serves a broad Hampshire advice market, with professional, maritime, business-owner and retirement needs spanning the city and nearby Winchester, Eastleigh and the wider Solent area.

Southampton, Eastleigh and nearby Hampshire can form one practical face-to-face advice market. Remote advice can broaden specialist choice when geography is less important.

What to compare before choosing

Southampton in context

The local-authority figures cover the Southampton council area. Each figure shows the period it covers.

Planning for retirement

Residents aged 65 or over: 14%

Southampton · ONS 2025

If retirement is your reason for seeking advice, ask how the adviser plans withdrawals and reviews your income over time.

Questions for a retirement adviser

Planning around your work

Self-employed share of people in work: 14.9%

Southampton · Census 2021

If you work for yourself, ask how pension contributions fit with variable income and business commitments.

Advice when you are self-employed

Property and your wider finances

Average house price: £235,362

Southampton · ONS · June 2026

If your plans involve selling or inheriting a home, ask how the adviser considers property alongside savings and pensions.

Planning after a property sale

Area averages do not describe your own finances or determine whether you need advice. See the full figures and sources.

Know what you will pay, and what it covers.

Ask for initial advice and ongoing charges separately, including any minimum fee. Compare the cost in pounds and check which other charges apply.

What firms include in their published prices

Illustrative annual adviser fee£3,750a year

0.75% of £500,000

Example only. Initial advice, platform, fund and product charges are excluded. This is not a quote.Use the fee calculator

Your questions about advice in Southampton

How do I choose a financial adviser in Southampton?

Check regulation first, then compare specialism, client type, minimum assets, service style and fees.

Should I include Winchester and Eastleigh?

Yes where travel is practical. The wider Hampshire market can provide stronger specialist choice.

How much does a Southampton financial adviser cost?

There is no standard Southampton rate. Compare the actual initial and ongoing pound cost and the work included.

Can I use a remote adviser?

Yes. A remote adviser elsewhere in the UK may be appropriate if their specialist experience fits your needs better.

Helpful guides

Do you need a financial adviser for a pension?Retirement decision guide How pension adviser fees workCompare pension costs Financial advice after an inheritanceInherited wealth guide Turn adviser percentages into poundsUse the fee calculator

Tell us what you need help with.

Advisedly will review your enquiry and contact you about the next step. When you request an introduction, you agree that we may share your details with the financial advice firm we select for your enquiry.

Start an enquiry

We aim to confirm that we have received your enquiry within one working day and update you on the next step within two working days. Working days are Monday to Friday, excluding bank holidays.

How enquiries are reviewed

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Consider nearby places alongside the experience and meeting arrangements you need.

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Local information and sources

Full local figures and how to read them

The local-authority figures cover the Southampton council area. Each figure shows the period it covers.

Population: 259,230
Residents aged 65 or over: 14%
Self-employed share of people in work: 14.9%
Average house price: £235,362
Disposable income per person: £20,886
Median weekly pay before tax: £625.10
Selected company registrations: 217
Wider-area company registrations: 525

Company figures are not adviser counts. They count active company registrations in selected business categories (SIC codes 64999, 66190, 70221) and do not show FCA authorisation or whether a business trades locally.

Sources: Companies House · ONS population estimates · ONS local statistics · Open Government Licence v3.0.

Employment in Southampton is summarised by the 2021 Census as follows: Human health and social work activities accounts for 17.9% of employment, 3.3 percentage points above the England benchmark. Education accounts for 10.0% of employment, 0.1 percentage points above the England benchmark. Wholesale and retail trade; repair of motor vehicles and motorcycles accounts for 15.6% of employment, 0.6 percentage points above the England benchmark. Among the three sectors shown, Human health and social work activities is 7.9 percentage points higher than Education. These figures show which industries local residents work in. They do not measure demand for financial advice or the number of advisers.

14.9% of people in work are self-employed, while the England comparison rate is 16.9%. The published average house price was £235,362 in June 2026. Gross disposable household income per head was £20,886 in 2024. Gross median weekly pay was £625.1 in 2025. The figures come from different time periods and measure different things. They do not describe the finances of a typical household.

The population figures shown on this page cover the Southampton local authority area. The Office for National Statistics (ONS) estimates 259,230 residents, of whom 14.0% are aged 65 or over. These totals describe that council area and should not be interpreted as a separate Southampton total.

Southampton is mapped to 217 active Companies House registrations in the selected business categories; the Southampton travel-to-work area contains 525. These figures count registered companies in the area. They do not show how many financial advisers work here, whether a company trades locally or whether it is FCA authorised.

Location photograph

Southampton. Photograph by Rob Farrow. CC BY-SA 2.0.