Local financial advice in Southampton.
Providing you with independent pension, investment, mortgage and insurance advice for you, your family and your business.
Tell us what you want to achieve and we’ll help build a successful strategy to reach your goals.
Talk to one of our independent financial advisors in Southampton today.
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
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.
Your options may be limited to seeing a financial adviser in your bank who will only offer the small range of products offered by the bank. Alternatively, you could look on-line and try to find your way through a myriad of confusing options, make the wrong decision and have no way of complaining.
You could also 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 stick with you and continue to provide advice over the years as your requirements evolve.
Why seek financial advice from us?
Trust and integrity form the foundation of our approach to providing 1st class financial advice and helps us maintain lasting relationships with our clients.
Our aim is to help you achieve your financial goals by completing a thorough review of your circumstances, carrying out independent research and preparing a well constructed holistic recommendation.
Let’s start building a lasting relationship today.
Offices centrally located in Southampton and servicing Hampshire, Dorset and along the South Coast.