Financial Advice in Southampton – Pension, Investment & Mortgage Advice

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.

Request a Call:

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

Southampton Financial Adviser

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.

Book a free appointment now.

Southampton Mortgage Adviser

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.

Find out more & enquire today.

Life Insurance Southampton

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.

> Request a quote – an adviser will give you a call.

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.

Financial Advice & Mortgage News, Views & Guides

Planning for your long-term future Few of us really have the time or inclination to understand the vast number of different investment products available on the market and consider what the best options are to suit our particular objectives. To do this effectively, it would need to become a full-time job. Managing your ever-changing financial…
Should you review your situation with further changes on the horizon? Inheritance Tax (IHT) affects not just the very rich – other people may be liable without realising it. Few taxes are quite as emotive – or as politicised – as IHT. The structures into which you transfer your assets can have lasting consequences for you and…
The State Pension changed on 6 April 2016. If you reached State Pension age on or after that date, you’ll now receive the new State Pension under the new rules. The aim of the new State Pension is to make it simpler to understand, but there are some complicated changeover arrangements which you need to know about if…
Receiving money, property or valuable items by way of inheritance may not be a desirable way to acquire wealth but it can be life changing. What should you do with your inheritance? The answer to this question is easy but you may need advice to determine ‘how’ you achieve it. The answer to what you…
Entering into a mortgage as a self employed / sole trader can be an uncertain time. Can I get a mortgage if I’m self employed? Is it harder to get a mortgage? Can I borrow as much if I don’t earn the same every month? These are some of the burning questions you may have…