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Home Wealth & Asset Management England Southampton

Top Asset Management Companies in Southampton

Ratings Updated: April 5, 2026
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0 Leaders 15 Contenders

21 Companies

Country: England
City: Southampton

List of the Top Southampton Wealth and Asset Management Companies

  • Mint Financial Services Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    10 - 49
    Old Sarum, England

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    15% Wealth & Asset Management
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Securities Brokerage
    15% Stocks Portfolio Management
    10% Actuarial Services

    Mint Financial Services is a Financial Advising & Planning company. Founded in 2019, their team focuses on Financial Advising & Planning.

    Read more
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  • Melmac Solutions Limited Logotype

    5.0 6 reviews
    $25,000+
    Undisclosed
    2 - 9
    Finchampstead, England

    Services provided

    30% Financial Advising & Planning
    35% Blockchain
    35% Cybersecurity

    Focus Areas

    15% Wealth & Asset Management
    30% Debt Consulting
    25% Retirement Planning +2
    15% Actuarial Services
    15% Mortgage & Loan Brokerage

    Melmac Solutions Limited is a company specializing in cybersecurity and financial advising and planning services. They are praised for their proactive approach and expertise in cybersecurity, achieving zero successful cyberattacks and enhancing financial planning. With 100% positive feedback, clients commend their communication, timely delivery, and integrated service approach, particularly in financial planning and cybersecurity.

    See all 6 projects
    5 of 5 Financial Advising & Planning reviews are 5 stars
    $50,000 – $199,999 avg. project cost

    Financial Advising & Planning PROJECT HIGHLIGHT

    Cybersecurity Services for Hardware & Software Company

    5.0 — Melmac Solutions Limited conducted a cybersecurity assessment for a hardware and software company. The team designed a custom security framework and established secure network architecture, among Read more
    Read 5 Reviews

    Industry Experience

    Melmac Solutions Limited has demonstrated strong expertise in various industries including software, retail, financial services, healthcare, and IT services. Feedback highlights their robust cybersecurity measures, financial planning capabilities, and tailored solutions. Clients commend their proactive communication, timely delivery, and understanding of industry-specific challenges. Overall sentiment is positive, with clients emphasizing Melmac's impact on enhancing security and operational efficiency, making them a suitable partner for organizations seeking expertise in these sectors.

    Read All Reviews

    Select Industry to see insights

    Software Retail Financial services Healthcare IT Services

    Average Project Cost Breakdown

    $50,000 to $199,999 (6)

    What Clients Have Said

    Clients consistently highlight Melmac Solutions Limited's competitive pricing and strong value for money. Feedback indicates that their pricing fits client budgets while delivering high-quality services. For instance, one CEO noted that Melmac offered 'good value for cost,' while another client emphasized the alignment of their pricing with project expectations, stating it 'fit our budget.' Overall, the sentiment reflects satisfaction with the cost-effectiveness and quality of the services provided.
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    Canada (1) Finland (1) Hong Kong (1) India (1) Japan (1)
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  • Forefront IFA Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Farnham, England

    Services provided

    75% Financial Advising & Planning
    15% Financial Consulting
    10% Insurance Services & Brokers

    Focus Areas

    55% Wealth & Asset Management
    45% Retirement Planning

    Forefront IFA is a London, England-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Financial Consulting.

    Read more

    Farnham, England

    2 Borelli Yard
    Farnham, England GU9 7NU

    2 - 5

    +4420 807 92784

    See All Locations (3)
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  • E2E Accounting Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    250 - 999
    Oxford, England

    Services provided

    20% Financial Advising & Planning
    40% Accounting
    20% Commercial Financing +1
    20% Financial Consulting

    Focus Areas

    50% Wealth & Asset Management
    50% Debt Consulting

    E2E Accounting, an Accounting company, is headquartered in Oxford, England. Their services include Accounting and Commercial Financing.

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  • Genistar Limited Logotype

    5.0 3 reviews
    Undisclosed
    Undisclosed
    10 - 49
    Caterham, England

    Services provided

    80% Financial Advising & Planning
    10% Finance & Accounting Outsourcing (FAO)
    10% Insurance Services & Brokers

    Focus Areas

    15% Wealth & Asset Management
    45% Mortgage & Loan Brokerage
    20% Actuarial Services +1
    20% Debt Consulting

    Genistar Limited is a financial advising and planning company known for its strong values and excellent communication. Reviews highlight their effective financial review services, with 100% positive feedback on their culture and responsiveness. Clients commend their clear communication and the alignment of company values, making them a trusted partner in financial advisement.

    See all 3 projects
    1 of 1 Financial Advising & Planning reviews are 5 stars
    1 new review for Financial Advising & Planning in past 6 months
    Unknown avg. project cost

    Financial Advising & Planning PROJECT HIGHLIGHT

    Financial Advising & Planning for AI Consultancy

    5.0 — Genistar Limited provided financial advising and planning services for an AI consultancy. The team was tasked with reviewing the client's financial plan and conducting a financial review of their Read more
    Read 1 Review

    Industry Experience

    Genistar Limited has received positive feedback primarily from the Information Technology and Consulting industries. Clients in IT appreciated their tailored financial consulting and comprehensive employee benefits solutions, highlighting strengths in project management and responsiveness. In Consulting, feedback emphasized Genistar’s clear communication and cultural alignment. Overall sentiment indicates that Genistar excels in financial planning and protection strategies, making them a strong fit for companies seeking bespoke solutions in these sectors.

    Read All Reviews

    Select Industry to see insights

    Information technology Consulting

    Average Project Cost Breakdown

    What Clients Have Said

    Clients consistently highlight Genistar Limited's value for money, noting that their pricing aligns well with budget expectations. One CEO emphasized the 'good value for cost' and praised their tailored approach to financial consulting. Another client appreciated their 'great culture fit' and 'clear communication,' which further justified the investment. Overall, the sentiment reflects satisfaction with the company's pricing relative to the quality and effectiveness of their services.
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  • First Choice Finance Consultants Logotype

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    10 - 49
    Slough, England

    Services provided

    10% Financial Advising & Planning
    15% Finance & Accounting Outsourcing (FAO)
    10% Accounting +14
    10% Back Office Outsourcing
    10% HR Consulting
    5% Business Consulting
    5% Call Center Services
    5% Customer Service Outsourcing
    5% Document Digitization & Management
    5% Sales Outsourcing
    5% Transcription
    5% Translation
    2% Application Management & Support
    2% Commercial Financing
    2% Corporate Training & Coaching
    2% Custom Software Development
    2% Finance Law

    Focus Areas

    20% Wealth & Asset Management
    20% Actuarial Services
    20% Debt Consulting +2
    20% Mortgage & Loan Brokerage
    20% Retirement Planning

    First Choice Finance Consultants is a Finance & Accounting Outsourcing (FAO) company founded in 2006. The small team offers Finance & Accounting Outsourcing (FAO) and Back Office Outsourcing.

    Read more

    Slough, England

    34 Kenbury Drive
    Slough, England SL1 5FE

    2 - 5

    +44 20 8133 1971

    See All Locations (2)
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  • Accountancy Enterprise Ltd Logotype

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    2 - 9
    Hayes, England

    Services provided

    35% Financial Advising & Planning
    35% Accounting
    30% Tax Law

    Focus Areas

    15% Wealth & Asset Management
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Securities Brokerage
    15% Stocks Portfolio Management
    10% Retirement Planning

    Accountancy Enterprise Ltd is an Accounting company. Launched in 2023, the company is based in Hayes, England. Their team focuses on Accounting and Financial Advising & Planning.

    Read more
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  • CoCredo Logotype

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    10 - 49
    Great Missenden, England

    Services provided

    20% Financial Advising & Planning
    80% Accounting

    Focus Areas

    15% Wealth & Asset Management
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Securities Brokerage
    15% Stocks Portfolio Management
    10% Actuarial Services

    CoCredo is an Accounting company. In Great Missenden, England, the team specializes in Accounting and Financial Advising & Planning.

    Read more
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  • Accounting People Logotype

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    10 - 49
    Stanmore, England

    Services provided

    20% Financial Advising & Planning
    40% Accounting
    20% Business Valuation Services +1
    20% Financial Consulting

    Focus Areas

    100% Wealth & Asset Management

    Accounting People is an Accounting company in Stanmore, England. The team provides Accounting and Financial Advising & Planning.

    Read more
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  • Fast Growth Consulting Ltd Logotype

    Not yet reviewed

    $5,000+
    $150 - $199 / hr
    2 - 9
    Wallington, England

    Services provided

    33% Financial Advising & Planning
    33% Funding & Investment
    20% Financial Consulting +2
    7% Accounting
    7% Commercial Financing

    Focus Areas

    15% Wealth & Asset Management
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Securities Brokerage
    15% Stocks Portfolio Management
    10% Retirement Planning

    Fast Growth Consulting Ltd is a small Financial Advising & Planning company launched in 2019. Their team focuses on Financial Advising & Planning and Funding & Investment.

    Read more
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  • USP House Logotype

    4.3 2 reviews
    $1,000+
    $50 - $99 / hr
    10 - 49
    London, England

    Services provided

    15% Financial Advising & Planning
    20% Business Consulting
    15% Market Research +5
    15% Marketing Strategy
    10% Digital Strategy
    10% Financial Consulting
    10% Funding & Investment
    5% IT Strategy Consulting

    Focus Areas

    35% Wealth & Asset Management
    35% Debt Consulting
    30% Mortgage & Loan Brokerage

    USP House is a marketing support company specializing in creating compelling marketing strategies and digital campaigns. Reviews highlight their proactive and communicative approach, with 100% of feedback indicating satisfaction with project management and a smooth engagement. While praised for their initiative, occasional assertiveness in service offerings was noted.

    See all 2 projects

    Industry Experience

    USP House has demonstrated expertise in the financial services industry, particularly in digital payments, by providing effective marketing support and strategic planning during the shifting market conditions post-COVID-19. Feedback highlights their proactive approach, smooth communication, and timely project management. Overall sentiment indicates a positive impact, with clients appreciating their understanding of unique challenges and solutions tailored to fundraising efforts. Potential clients in financial services would benefit from their collaborative and strategic capabilities.

    Read All Reviews

    Select Industry to see insights

    Financial services

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients generally perceive USP House as providing good value for money, especially considering their proactive approach and effective project management. One client noted an investment of £2,000 (approximately $2,600 USD) for ongoing marketing support, reflecting a reasonable cost given their positive initial results. However, there are mentions of aggressive upselling tactics, suggesting a need for clear communication regarding service needs to ensure alignment and satisfaction.
    Read All Reviews

    Review Rating from Clients

    3.5/5.0

    Quality

    4.0

    Schedule

    5.0

    Cost

    3.0

    Willing to Refer

    3.5

    In London, USP House is recognized for their effective digital marketing and campaign support for think tanks, demonstrating strong project management and client understanding. Reviewers highlight their proactive approach and goal-oriented service, contributing to ongoing positive results.
    Read Local Reviews
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  • LaSalle Investment Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    1,000 - 9,999
    London, England

    Services provided

    30% Financial Advising & Planning
    50% Business Valuation Services
    20% Commercial Financing

    Focus Areas

    100% Wealth & Asset Management

    LaSalle Investment Management is a large Business Valuation Services company founded in 1980. Their team focuses on Business Valuation Services and Financial Advising & Planning.

    Read more

    London, England

    78 St James’s Street
    London, England SW1A 1JB

    50 - 75

    +44.20.7852.4200

    See All Locations (3)
    View Profile
  • First Wealth Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    London, England

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    Focus Areas

    100% Wealth & Asset Management

    First Wealth is an Accounting and Financial Advising & Planning company founded in 2009. In London, England, the team specializes in Accounting and Financial Advising & Planning.

    Read more
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  • CBRE UK Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    1,000 - 9,999
    London, England

    Services provided

    10% Financial Advising & Planning
    20% Business Valuation Services
    15% Commercial Brokerage Services +6
    15% Commercial Property Management
    10% Business Consulting
    10% Funding & Investment
    10% Interior Design
    5% Architectural Design
    5% Engineering

    Focus Areas

    100% Wealth & Asset Management

    CBRE UK is a Business Valuation Services company. They offer Business Valuation Services and Commercial Brokerage Services and are located in London, England.

    Read more
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  • Tribe Impact Capital Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    London, England

    Services provided

    50% Financial Advising & Planning
    50% Commercial Financing

    Focus Areas

    100% Wealth & Asset Management

    Tribe Impact Capital is a Commercial Financing and Financial Advising & Planning company established in 2016. The agency offers Commercial Financing and Financial Advising & Planning, and is small.

    Read more
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  • Khoob Consultancy Ltd. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    london, England

    Services provided

    25% Financial Advising & Planning
    55% Accounting
    20% Financial Consulting

    Focus Areas

    20% Wealth & Asset Management
    40% Stocks Portfolio Management
    20% Debt Consulting +1
    20% Mortgage & Loan Brokerage

    Accounting company Khoob Consultancy Ltd. Was established in 2013. The team provides Accounting and Financial Advising & Planning and is located in london, England.

    Read more
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  • MH Services Logotype

    Not yet reviewed

    Undisclosed
    < $25 / hr
    2 - 9
    London, England

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Business Consulting +2
    20% Commercial Financing
    20% Finance & Accounting Outsourcing (FAO)

    Focus Areas

    25% Wealth & Asset Management
    25% Debt Consulting
    25% Mortgage & Loan Brokerage +1
    25% Retirement Planning

    Established in 2000, MH Services is a Business Consulting company. The company focuses on Business Consulting and Finance & Accounting Outsourcing (FAO).

    Read more
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  • Simply Tax Advisory Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    London, England

    Services provided

    30% Financial Advising & Planning
    70% Accounting

    Focus Areas

    100% Wealth & Asset Management

    Accounting company Simply Tax Advisory is based in London, England. Their services include Accounting and Financial Advising & Planning.

    Read more
    View Profile
  • Progeny Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    London, England

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Business Consulting +2
    20% Commercial Financing
    20% Financial Consulting

    Focus Areas

    20% Wealth & Asset Management
    20% Debt Consulting
    20% Mortgage & Loan Brokerage +2
    20% Securities Brokerage
    20% Stocks Portfolio Management

    Progeny is a Business Consulting company. The Leeds, England-based firm was established in 2016. Their team offers Business Consulting and Commercial Financing.

    Read more

    London, England

    16 Berkeley Street
    London, England W1J 8DZ

    16 - 20

    +44.20.3909.9617

    See All Locations (4)
    View Profile
  • Bunker Riley Financial Planning Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    London, England

    Services provided

    20% Financial Advising & Planning
    20% Financial Consulting
    20% Funding & Investment +3
    20% Insurance Services & Brokers
    10% Accounting
    10% Market Research

    Focus Areas

    40% Wealth & Asset Management
    30% Mortgage & Loan Brokerage
    30% Retirement Planning

    Bunker Riley Financial Planning is a small Financial Advising & Planning company. Established in 1997, the team focuses on Financial Advising & Planning and Insurance Services & Brokers.

    Read more
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  • Forte Financial LLP Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    London, England

    Services provided

    30% Financial Advising & Planning
    35% Commercial Financing
    25% Financial Consulting +1
    10% Business Consulting

    Focus Areas

    25% Wealth & Asset Management
    50% Mortgage & Loan Brokerage
    25% Retirement Planning

    Forte Financial LLP, a Commercial Financing company, is located in London, England. They specialize in Commercial Financing and Financial Advising & Planning and were established in 2012.

    Read more
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List of the Top Southampton Wealth and Asset Management Companies

  1. Mint Financial Services Logotype

    Mint Financial Services

    $1,000+
    Undisclosed
    10 - 49
    Old Sarum, England

    Ability to deliver

    8.2/40.0
    0/20 Reviews
    2.1/10 Clients & Experience
    6.1/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    15% Wealth & Asset Management
    View Profile Visit Website
  2. Melmac Solutions Limited Logotype

    Melmac Solutions Limited

    $25,000+
    Undisclosed
    2 - 9
    Finchampstead, England

    Ability to deliver

    25.5/40.0
    16.8/20 Reviews
    2.9/10 Clients & Experience
    5.8/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    15% Wealth & Asset Management
    70% Other
    View Profile Visit Website
  3. Forefront IFA Logotype

    Forefront IFA

    Undisclosed
    Undisclosed
    10 - 49
    Farnham, England

    Ability to deliver

    4.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    75% Financial Advising & Planning
    55% Wealth & Asset Management
    25% Other
    View Profile Visit Website
  4. E2E Accounting Logotype

    E2E Accounting

    $1,000+
    Undisclosed
    250 - 999
    Oxford, England

    Ability to deliver

    4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    50% Wealth & Asset Management
    80% Other
    View Profile Visit Website
  5. Genistar Limited Logotype

    Genistar Limited

    Undisclosed
    Undisclosed
    10 - 49
    Caterham, England

    Ability to deliver

    22.1/40.0
    16.8/20 Reviews
    0.2/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    80% Financial Advising & Planning
    15% Wealth & Asset Management
    20% Other
    View Profile Visit Website
  6. First Choice Finance Consultants Logotype

    First Choice Finance Consultants

    $1,000+
    $25 - $49 / hr
    10 - 49
    Slough, England

    Ability to deliver

    5.5/40.0
    0/20 Reviews
    0.6/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    20% Wealth & Asset Management
    90% Other
    View Profile Visit Website
  7. Accountancy Enterprise Ltd Logotype

    Accountancy Enterprise Ltd

    $1,000+
    $25 - $49 / hr
    2 - 9
    Hayes, England

    Ability to deliver

    7.2/40.0
    0/20 Reviews
    2.1/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    35% Financial Advising & Planning
    15% Wealth & Asset Management
    65% Other
    View Profile Visit Website
  8. CoCredo Logotype

    CoCredo

    $1,000+
    $25 - $49 / hr
    10 - 49
    Great Missenden, England

    Ability to deliver

    9.2/40.0
    0/20 Reviews
    2.1/10 Clients & Experience
    7.1/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    15% Wealth & Asset Management
    80% Other
    View Profile Visit Website
  9. Accounting People Logotype

    Accounting People

    $1,000+
    $25 - $49 / hr
    10 - 49
    Stanmore, England

    Ability to deliver

    5.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    100% Wealth & Asset Management
    80% Other
    View Profile Visit Website
  10. Fast Growth Consulting Ltd Logotype

    Fast Growth Consulting Ltd

    $5,000+
    $150 - $199 / hr
    2 - 9
    Wallington, England

    Ability to deliver

    8.4/40.0
    0/20 Reviews
    2.1/10 Clients & Experience
    6.3/10 Market Presence

    Service focus

    33% Financial Advising & Planning
    15% Wealth & Asset Management
    67% Other
    View Profile Visit Website
  11. USP House Logotype

    USP House

    $1,000+
    $50 - $99 / hr
    10 - 49
    London, England

    Ability to deliver

    19.5/40.0
    11.4/20 Reviews
    4.1/10 Clients & Experience
    4/10 Market Presence

    Service focus

    15% Financial Advising & Planning
    35% Wealth & Asset Management
    85% Other
    View Profile Visit Website
  12. LaSalle Investment Management Logotype

    LaSalle Investment Management

    Undisclosed
    Undisclosed
    1,000 - 9,999
    London, England

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    100% Wealth & Asset Management
    70% Other
    View Profile Visit Website
  13. First Wealth Logotype

    First Wealth

    Undisclosed
    Undisclosed
    10 - 49
    London, England

    Ability to deliver

    5.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    100% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  14. CBRE UK Logotype

    CBRE UK

    Undisclosed
    Undisclosed
    1,000 - 9,999
    London, England

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    100% Wealth & Asset Management
    90% Other
    View Profile Visit Website
  15. Tribe Impact Capital Logotype

    Tribe Impact Capital

    Undisclosed
    Undisclosed
    10 - 49
    London, England

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    100% Wealth & Asset Management
    50% Other
    View Profile Visit Website

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