Independent Financial Advice

Control your future with comprehensive financial planning.

Always insist on the very best advice.

Based in central Southampton our independent financial advisers deliver a premier service to clients of all sizes. Book your free initial consultation.

Our areas of expertise include:


Your Financial Adviser

Whether you need help with your first investment or you are planning your approaching retirement we can assist you with helpful, professional advice.

By helping you plan and implement a tailored strategy we aim to build a lasting relationship with you and provide ongoing support and advice as your needs and priorities change.

Book an appointment with one of our advisers in the comfort of your home, at a time that suits you.

Pensions & Retirement Planning:

We are perfectly positioned to provide 1st class, independent pension advice for a wide variety of schemes and circumstances. Whether you are a corporate client or individual you will receive the same high level of service.

Our primary goal is helping you achieve your objective.

For individual clients we will help you to understand your current position, help you map out a plan to achieve your objective and then implement and monitor the performance with regular reviews.

Corporate clients can come to us for help complying with their Workplace Pension legal duties and help with setting up a new scheme or monitoring and administering an existing workplace pension scheme.

Saving & Investing:

Arrange a meeting to discuss your saving and investing objectives with an experienced, professional adviser.

In order to provide you with the very best advice we will conduct a thorough review of your current situation to establish your primary aims and objectives. If they are achievable, based on market conditions and the products available at the time, we will advise and guide you to your goal.

As independent financial advisers we have access to a wide range of products and solutions for a variety of circumstances. There is no ‘one size fits all’ so we tailor our recommendation to suit your specific requirements.

You’re in good hands.

Protection / Insurance:

Don’t leave things to chance. Protect yourself, your family and your assets with appropriate cover.

In the event of unforeseen circumstances even the most carefully planned financial arrangements can fail without adequate protection.

Life cover can ensure your next of kin are taken care of financially by providing funds in the event of death to clear debts, supplement income or mitigate an Inheritance Tax liability.

Income protection, Critical Illness Cover and Private Medical Insurance can ensure you are taken care of and don’t suffer the consequences of financial difficulty that arise from illness or injury.

If something is important to you such as your car, your home or your phone, you will insure it against damage so don’t overlook the most important thing you can protect, yourself.

Wills & Estate Planning:

No matter how complex or straightforward your estate may be the level of service we will provide to you is the same.

A full and detailed understanding of your personal, family and business affairs will help us to provide you with a comprehensive solution tailored to meet your current and ever-evolving, life-long needs.

A regular review of  your affairs is essential to protect your interests and those of your family and beneficiaries. Without proper planning complications can arise leading to high costs for the people you intend to benefit in the event of your death.

Your Will is one of the most important documents you will ever need to produce but without considering all the facts and without fortification through Trusts and careful planning, it may not provide a solid solution.

For help with Wills, Trusts, LPAs (Lasting Power of Attorney) and advice, contact one of our advisers today.

Will Writing is not regulated by the FCA

Residential & Commercial Mortgages:

Like our financial advice, our mortgage advice is first class. With access to the whole market we are able to compare the available options and recommend the most appropriate solution. Whether you are buying your first home, remortgaging for a better deal or investing in Buy-to-Let property our mortgage advisers in Southampton can assist you.

With our diligent mortgage service there should be no surprises. We take time to gather all of the necessary information and thoroughly research the products on offer before making our recommendation. We carry out further checks and agree everything with you before takings things to the application stage.

At every stage in the process we provide you with regular updates so you know what is going on.

Our involvement with 1st class commercial finance brokers puts you in direct contact with the right people to discuss your business needs.

Corporate Advice:

Business clients have access to a wide range of financial products and services including insurance, loans, mortgages, asset finance and factoring.

Protect your business with Key-man Insurance and Shareholder Protection or provide benefits for your employees with Relevant Life cover, group schemes and company pension schemes.

We also work closely with accountants and bookkeepers who can provide you with advice and business support.

Useful Guides
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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…
Legitimate ways in which the 40% tax can be avoided. With careful planning and professional financial advice, it is possible to take preventative action to either reduce your beneficiaries’ potential Inheritance Tax bill or mitigate it out altogether. 1. Make a will A vital element of effective estate planning is to make a will –…