Financial Advisors in Southampton

Helping to secure and protect the financial future of you and your family.

Independent financial advisors in Southampton providing pension, investment, mortgage and insurance advice.

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A place to find helpful, friendly and independent financial advice in Southampton.

It’s easy to get started:

Step 1: Get in touch for a chat or to book a free appointment with one of our financial advisors

Step 2: Tell us your plans and ambitions (by phone, or via online meeting)

Step 3: We research your options and recommend a suitable solution to help you achieve your financial goals

Southampton Financial Adviser

Our Independent Financial Advisors in Southampton provide guidance and advice to help you make important financial decisions.

If you need 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.

An independent financial adviser has access to more options than the advisor in your bank who will only offer the products offered by the bank.

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.

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.

With a regulated adviser there is a clear and structured process for complaining if things go wrong.

Without the correct advice 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 advice you receive help and guidance 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.

Why use us?

Are we any different from other good financial advisers?

Maybe not, but there’s nothing wrong with being the same as other good advisers.

To help you achieve your financial goals we complete a detailed review of your circumstances. No stone is left unturned. We then carry out thorough research and put forward the most appropriate recommendation.

With over 12 years experience in financial services we understand that knowing as much as possible about you, helps us tailor the most suitable solution.

Based in central Southampton and helping people across the South Coast, it is our aim to continue to grow and develop a reputation for excellence.

Rest assured – you are at the very heart of everything we do.

Financial Advice & Mortgage News, Views & Guides

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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…