Tailored Financial Advice for individual Clients



Alresford Financial Services

Alresford Financial Services offer ‘whole of market’ independent & unbiased financial advice in Alresford, Winchester & surrounding villages. This means that we will research the entire market for the most competitive and most suitable product. We will always share our research with you so you can easily see why a recommendation has been made.

Before we make any recommendation, a thorough fact find of your situation will be used to best know our clients and ensure advice is tailored appropriately.

We believe in a face-to-face service where possible and are devoted to helping individuals with their financial planning. We also understand that sometimes it may be easier to communicate on the phone or via email and happy to accommodate a client’s preference.

Alresford Financial Services – IFA in Winchester

  • Wealth Management

  • Mortgage Advice

  • Investments

  • Pensions

  • Equity Release

Keeping things simple – no jargon, no false promises – Just simple plain speaking quality advice and great service!


Alresford Financial can help you find a mortgage that is right for you. Whether you are a first time buyer in Alresford or Winchester, or you are re-mortgaging… we can help.

We source the whole market to give you independent and unbiased advice, using our years of experience to make the process as simple as possible.

Independent Financial advisor in Alresford


We believe that everyone’s investment requirements are unique because everyone has different life goals.

By working with us, we will find you a plan that works with you and your life goals understanding market volatility and matching funds to your attitude & appetite for/against risk.

retirement planning


We will advise on the most appropriate plan from Drawdown, SIPS, Stakeholder, Section 32’s, Executive Pension Plans, Personal Pension plans, With Profits & Annuities.

It is important to understand what the benefits of any existing plans are and compare this with what is available elsewhere.

Equity Release


We are an Accredited Member of The Equity Release Council with over 10 years’ experience in helping our clients with lifetime mortgages and home reversion products.

Society of Will Writers


We are members of The Society of Will Writers and can help with basic Single/Mirror Wills, Lasting Powers of Attorney and Property Trusts.


Contact us to arrange a no-obligation appointment to discuss your financial goals and to answer all your questions.

Why choose Alresford Financial Services?

Certified and Accreditted

We are accredited members of  The Equity Release Council and The Society of Will Writers.

Established for over 20 years

We have been providing professional unbiased Mortgage and Pension advice to clients throughout the south since 1999.

Personal Attention

We are devoted to helping individuals with their financial planning and are happy to meet and discuss your requirements.

We will ensure that our clients receive the highest quality financial advice, and where suited, the most appropriate products to meet their specific needs. We are open and honest about all charges from the outset or if commission is paid.

We pride ourselves on providing ongoing service and always aim to maintain long term relationships with our clients. Please see the testimonials provided by our clients which are all verifiable on Google.

Get free expert financial advice

To make a no-obligation appointment, call 01962 798166

I was recommended to Mike by a friend and I’m so glad I used him. Mike was so down to earth and easy to speak to and made my mortgage process understandable – especially as I was a first time buyer! I will be using Mike again!!

Lauren S

Mike was very efficient and guided us in a right way as we were first time buyers. He helped us to get our Mortgage approved in less than a week time and helped us with all formalities. We also made our insurance through him. I would highly recommend Mike if you have any plans to buy house/ insurance/ financial products. Mike is very knowledgeable and humble. Thank you Mike and wish you good luck.

Merlyn M

Excellent! Mike has been exceptionally professional on every occasion we has used his services, offering impartial and honest advise. I’ve recommended him to a number of friends and all have the same positive feedback. Nice guy to do business with!

Danny M

Fantastic service. I’ve returned to Mike for all my financial professional services requirements. He’s extremely prompt, really jovial and offers an excellent advisory service as well. You can call him anytime for advice and if you take up his services you’ll get a fantastic service from him.

Dan B

I received fantastic advice from Michael regarding pension and mortgage investment options. Advice and information was clearly presented which enabled me to feel confident in making my investment choices.

Paula P

I’ve been dealing with Mike for many years with purchases and remortgages. His knowledge and professionalism is always so impressive . He guides you through each application with warmth, professionalism and kindness . He explains everything really well without jargon . I wouldn’t go anywhere else to get a mortgage or financial advice. I would recommend him to everyone whether it’s your first mortgage, or whether you have had lots of mortgages; his knowledge in the financial sector is spot on .

Allie F

Being independent, Mike has access to all the main providers and went through our options in a clear, concise but most importantly friendly manner. He has a great knowledge of the industry and was able to explain the pros and cons of each mortgage provider. Mike processed the application with us and ensured all information was correct; we walked away with a mortgage in principle that day. Follow up calls with the bank for additional information were dealt with by Mike in a timely manner and he chased constantly. Highly recommend!!

Mark W

We needed some help applying for a mortgage as my fiance’s income included commission and bonus. Mike was recommended to us and was really helpful finding products which met out needs both in terms of accepted income and also affordability. We ran into trouble due to Covid 19 and initially planning to a buy a new build, and then switching to another property. Mike always got us what we needed – even with Covid and furlough complications! We’re very happy to have completed on our house last week, and would definitely recommended Mike to anyone looking for help getting a mortgage in the Farnborough area.

Catherine L

We were looking for a Financial Advisor to help with a mortgage application. We found Mike to be reliable, helpful and professional, getting the job done efficiently. Would definitely recommend and use again.


I recently contacted Mike to seek advice around an equity release for my parents. Mike was extremely helpful and knowledgeable of the market and was able to arrange a mortgage rather than a more expensive equity release product. The service provided has been of a very high standard and I will definitely seek further advice from Mike in the future and would highly recommend Mike to friends and others. Many thanks Mike.


Great service and excellent advice for equity release. Would highly recommend. Thanks again!

Jo B

Your property may be repossessed if you do not keep up repayments on your mortgage.
We do not charge you a fee for our mortgage services. We may however receive a commission from a lender should we place business with them.

Advised Financial Limited t/a Alresford Financial is registered in England and Wales no 08966702. Registered office, 3 East Street, Alresford, Hampshire SO24 9RX Authorised and regulated by the Financial Conduct Authority. is entered on the Financial Services Register https://register.fca.org.uk/ under reference FCA 624582 If you wish to register a complaint, please write to info@alresfordfinancial.com or telephone 01962 798166 A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.© Copyright 2023 - Alresford Financial Services | Disclaimer | Cookie Policy | Privacy Policy