Response rating
9.0/10
FCA verified
15th January 2018

Arcturus Wealth Management

Independent Financial Adviser Basepoint Business Centre Havant, Harts Farm Way, Havant, Hampshire, PO9 1HS
First meeting at adviser's own cost
Experienced advisers with offices in Havant & London. Extensive expertise in investments, pensions, retirement planning, inheritance & tax planning.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group pensions
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • EEA
    • Rest of world
Meet our advisers
Dane James Halling Chartered MCSI
Principal
What our clients say
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)
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
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 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. I will continue to invest and grow my money with this top company!
AP, Northwood, Middlesex
Where to find us
About us

Arcturus aims to provide our clients with the highest level of service, investment expertise and personal attention, helping to protect, manage and grow individual and family wealth.

Established in 2011, our registered office is in Central London, and our serviced office is in Havant, Hampshire. Arcturus serves clients across Hampshire, Wiltshire, West Sussex, Middlesex, Norfolk, Surrey and London.

At the heart of our advice is an investment philosophy built on decades of market experience. We focus on producing consistent returns over the long term, and avoiding the extreme ups and downs of financial markets.

Individual equity and manager selection form an essential and hard to replicate part of our advice, alongside industry standard best practice advice on diversification and rebalancing of portfolios.

Working closely with specialist advisers at our affiliated firm, our financial advice to individuals and families covers a wide spectrum, with an emphasis on strategic financial planning, pension reviews, retirement planning, mortgages, estate and inheritance planning.

Arcturus' founder and principal started in the financial services industry over 30 years ago, after 10 years service in the Royal Navy. A full biography of key personnel is sent to prospective clients on initial contact. ( )

Our services

Our financial advice to individuals and families covers a wide spectrum, with an emphasis on strategic financial planning, pension reviews, retirement planning, estate and inheritance planning.

At the heart of our advice is an investment philosophy built on decades of market experience. We focus on producing consistent returns over the long term, and avoiding the extreme ups and downs of financial markets.

At Arcturus, value isn't an investment style, but rather a common sense approach to investing and personal finance. We believe this offers the best way, over long time periods, to maximise investment results while reducing risk.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£250,000
Minimum mortgage value
£250,000

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