Arcturus Wealth Management

Independent Financial Adviser Basepoint Business Centre Havant, Harts Farm Way, Havant, Hampshire, PO9 1HS
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
8th July 2019
Friendly, experienced advisers with extensive investment (31 years) and pension (35 years) backgrounds. Havant & London offices.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Lump sum
    • Regular savings
Meet our advisers
Dane James Halling Chartered MCSI
Principal
Where to find us

Basepoint Business Centre Havant, Harts Farm Way, Havant, Hampshire, PO9 1HS

Make an enquiry
About us

Arcturus Wealth Management serves a diverse group of clients across Hampshire, the South and South West of the country.

Arcturus' advisers have worked in a senior roles within the financial services industry over the last 35 years.

Arcturus' mission is simple - to help our clients reach their long term financial and personal goals, and to provide them with financial 'peace of mind'.

Our advice to individuals and families covers a broad spectrum, with an emphasis on pensions and retirement planning, strategic investment planning, and estate and inheritance planning. In addition, we're fortunate in being able to draw upon the financial planning, pension and compliance expertise of colleagues at Arcturus' affiliate firm, Priscum Limited.

Our services

Investment Planning - we refer to this as 'strategic' to stress the long term nature of investing. At the heart of our advice is a conservative, patient, value investment style built on decades of experience. We have ample empirical evidence to show this offers the best way, over time, to maximise investment results.

We build bespoke, common sense based, financial plans for our clients, on top of strong investment foundations, that are tax and cost efficient, flexible, diversified and focused on sustainable performance, be it for growth or income or a combination of the two.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0

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