About Financial Advisers Southampton
Match with independent, FCA regulated financial advisers
About Us
At Financial Advisers Southampton, our mission is simple: to help individuals, families, and businesses in Southampton connect with trusted, independent financial advisers who can provide clear, professional guidance.
We understand that financial decisions can be complex and deeply personal. Whether you are planning for retirement, managing investments, protecting your family with insurance, or seeking mortgage advice, finding the right adviser is crucial. That’s why our platform makes it easier to discover local, FCA-regulated professionals who offer a free initial review to understand your needs before any commitment is made.
Who We Are
Financial Advisers Southampton is operated by PS Financial Transactions, a company incorporated in England and Wales (Company Number: 11743679). Our goal is to bridge the gap between those seeking reliable financial advice and advisers who are qualified to deliver it.
Why Choose Us
Southampton-Local focus - connecting Southampton residents with advisers who understand the community and local opportunities.
Independent advisers - we work exclusively with professionals who are not tied to a single provider, ensuring impartial advice.
FCA-regulated - every adviser you are introduced to is authorised and regulated by the Financial Conduct Authority.
Free initial review - start with a no-obligation conversation to see if the adviser is the right fit for your financial goals.
Learn About Our clients
At Financial Advisers Southampton, we work with a diverse range of clients who trust us to provide clear, practical financial advice that fits their lives and goals.
Our Clients’ Financial Expertise
Most of our clients describe themselves as having an average understanding of financial matters. We also work with individuals who are new to financial planning and those with more advanced experience looking for refined strategies.
Household Income
Clients we support typically have household incomes between £30,000 and £100,000 per year. We also advise higher-income households who are looking for sophisticated investment, tax-efficient, and retirement planning solutions.
Mortgage Values
The majority of our clients have mortgage values up to £250,000, though we regularly work with homeowners and landlords managing portfolios exceeding £500,000.
Savings and Investments
Our clients’ savings usually range between £50,000 and £300,000, with many seeking ways to make their money work harder through smart, long-term investment strategies.
Age Groups
We assist clients across all life stages — from those in their 30s and 40s beginning to build wealth, to clients aged 55 and above focusing on retirement planning and income security.
Time as a Client
Many of our clients have been with us for over five years, reflecting the value of our ongoing support and trusted relationships. Newer clients often come to us through personal recommendations or after reading verified reviews on VouchedFor.