Independent financial advice for you, your family and your business.
Pension, investment, mortgage and insurance advice.
Helping to secure and protect the financial future of you and your family.
This is where people come for helpful, friendly and independent financial advice in Southampton.
It’s easy to get started:
Step 1: Get in touch today to book a free appointment with a financial advisor or mortgage adviser
Step 2: Sit down in the comfort of your own home and talk through your plans in detail
Step 3: We research your options and recommend suitable solutions to help you achieve your financial goals
Why come to us for financial advice?
You are the most important person in the advice process and if you are happy with the service we provide we want you to stick around and tell your friends about us.
To help you achieve your financial goals we complete a thorough review of your circumstances, carry out independent research and put forward the most appropriate recommendation.
Our administration office is centrally located in Southampton and our clients are from across the UK.
Receive guidance and advice to help you make important financial decisions.
For independent financial advice and help with your pension, investments, savings, estate planning (IHT etc.), we’re here for you.
Our holistic approach to financial planning enables us to prepare a tailored solution that fits your unique requirements.
We compare mortgages from the whole market to find a solution that fits your needs and budget.
Our years of experience in the industry put us in the ideal position to help you with your mortgage enquiry.
From simple residential purchases & re-mortgages through to more complex commercial requirements, our advisers can assess your needs and talk you through your options.
Protect what matters most.
You can protect the following from the pain, anguish and trauma of financial loss:
- Your family – leave a lump sum or protect their inheritance from tax
- Your pocket – your income is paramount to maintaining your lifestyle
- Your health – receive a lump sum and/or private healthcare
- Your home – don’t forget, accidents do happen
You may have an idea of what you want but do you really know what you need?
We will not sell you something you don’t need but we will make you fully aware of all the available options so you can make an informed decision.
Why seek financial advice?
Without independent financial advice your choices can be limited and you may not have access to the best options available.
A financial adviser in your bank who will only offer the small range of products offered by the bank.
By looking on-line and trying to find your way through a myriad of confusing options, you could make the wrong decision and have no way of complaining.
You could end up out of the scope of the Financial Services Compensation Scheme and have no financial protection against losing your money.
By seeking financial advice from an independent adviser you have access to the full universe of financial products, some of which are only available through an adviser.
You are protected by the Financial Services Compensation Scheme.
There is a clear and structured process for complaining if things go wrong.
You receive help and advice to make sure the right solution is recommended for your unique set of circumstances and preferences.
Your financial adviser will continue to provide advice over the years as your requirements evolve.