A B S Financial Planning Limited

Independent 184 Portswood Road, Hampshire, Southampton, SO17 2NJ
FCA verified
11th November 2019
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Regular savings
    • Critical illness
    • Life insurance
    • Estate planning
Meet our advisers
Jane Sandy
Personal Assistant
Piers Clarkson
Graham Shields
Where to find us

184 Portswood Road, Hampshire, Southampton, SO17 2NJ

About us

We specialise in providing a personal and professional service to private clients and small businesses, on a variety of investment and pension products, including inheritance tax planning, ethical investment advice and personal tax planning. We have over 80 years of combined experience coupled with industry acknowledged market leading research.
There is a fee paying option, and costs will be discussed at the first meeting, which is free of charge.

Advice methods
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value