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
10 /10
FCA verified
2nd December 2019
Friendly, experienced advisers with extensive investment and pension backgrounds. Havant & London offices.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Capital gains tax
    • Estate planning
    • Income tax
    • Stockbroking services
Meet our advisers
Dane James Halling Chartered MCSI
What our clients say
I have been with Arcturus Wealth Management since 2011 which speaks for itself. Excellent customer service with quick response to queries. Most importantly, I trust their advice which is always honest and in the best interests of the customer.
AP, Northwood, Middlesex
Arcturus Wealth Management have been my financial advisors since 2007. During this time they have provided excellent service and sound financial advice. They are very knowledgeable and provide regular reviews of customer investment requirements.
JJ, Salisbury
I cannot recommend Arcturus highly enough: their approach is thorough but tactful; wise and honest. Their knowledge of the investment world is based on many years of experience. We approached Arcturus to help us develop a long term investment plan with savings from my husband's pension. Our goal was to protect our capital and to keep it in line with inflation. What could have been a labyrinth of incomprehensible terms and bewildering relationships were made clear and digestible with DH's guidance. It helped us immeasurably when it came to making informed choices about where to invest the money. He brought an enthusiasm to his subject which became infectious - no mean feat when dealing with pensions and savings. He is an energetic, engaged, intelligent analyst of the markets with a great deal of experience to bring to his advice. He carries out thorough research and has a strong network. Those with whom we had contact in the companies he recommended spoke about him very highly indeed.
KS, Norfolk
I feel that I made a wise decision when I chose Arcturus to be my financial adviser. They took full account of my personal circumstances and needs, both current and future and then applied their considerable expertise, knowledge and experience to identify the investment vehicle best suited to my situation. Each step of the way everything has been fully explained and discussed with absolutely no pressure and the whole exercise has been carried out carefully, conscientiously and courteously by an adviser who put me at my ease and whom I have no hesitation in recommending. I look forward to a long and continuing relationship with Arcturus.
JM, Petersfield (Feb, 2017)
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

We build bespoke, common sense based, financial plans for our clients, on top of strong investment foundations. The plans are tax- efficient, flexible, diversified and focused on sustainable performance.

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

Similar advisers near you

Independent Financial Adviser 0.5 mi
- Personal professional service - Adviser with over 30 years experience - At Retirement & Annuity advice a speciality (any £ fund size)
Independent Financial Adviser 0.86 mi
Established over 25 years offering personalised advice in all aspects of financial planning including Pensions, Investments, Protection and workplace benefits.
Independent Financial Adviser 1.64 mi
Specialists in pensions, investments, tax planning, mortgages and protection plans. We also have a linked accountancy practice
Independent Financial Adviser 3.15 mi
I specialise in building long lasting relationships with my clients providing advice based on their goals and aspirations.