Arcturus Wealth Management

Independent Financial Adviser  Arcturus Wealth Management, Basepoint Business Centre Havant, Hampshire, PO9 1HS
First meeting at adviser's own cost
Arcturus. Building your financial security one day at a time. Excellence in investment management, combined with tax-efficient financial planning, are the hallmarks of our service. Havant, Hampshire I West Brompton, London
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Stockbroking services
Response rating
9.3/10
check
FCA authorised
Last authorised 26th October 2020
Meet our advisers
Dane James Halling Chartered MCSI
Partner

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

What our clients say
I’m happy to say outstanding in all regards. I think there should be a new category for "patience with time-constrained, non-responsive customers” - also outstanding!
Mr & Mrs JL, Chichester, West Sussex
Their depth of knowledge and expertise, leads to outstanding personalised financial advice. This combined with good customer service, makes Arcturus Wealth Management a company I can highly recommend to anyone.
Mr NN, Waterlooville, Hampshire
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.
Mr & Mrs AP, Fulham, SW6
I cannot recommend Arcturus Wealth 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.
Mr & Mrs KS, London / Gloucestershire
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.
Mr and Mrs PJ, Salisbury, Wiltshire
The quality of advice is crucial, and this is Arcturus’ greatest strength. Evidently great research and consideration goes into all advice. I am only too happy to speak to anyone about Arcturus’ abilities and strengths.
Mr and Mrs T, Lymington, Hampshire
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.
Mrs JM, Petersfield, Hampshire
Quality of investment advice is very good. Arcturus’ responsiveness to my overall needs has been outstanding.
Mr BP, Northwood, Middlesex
About us

Our approach is to concentrate on building long term relationships with our clients. We get to know what your priorities are, where you want input, and where often you simply want us to 'get on with it'.

We advise on investment portfolios across the full range of investment types, from unit trusts to investment trusts, as well as shares and exchange traded funds. Our focus is on sustainable quality, both funds and equities, which allows one to take a genuine long term, patient approach.

Alongside advising on investments, we advise on key areas of personal financial planning, including pensions, retirement planning and estate and inheritance planning, serving a diverse group of clients in Hampshire, West Sussex, Surrey, Wiltshire and London.

Our services

Your investment plan is unique to you: no 'off the shelf', or outsourced solutions at Arcturus. It is tailored to where you are, both today and looking forward as well, in terms of risk appetite, time horizon and many other considerations, and is designed to evolve incrementally over time.

We encourage you to become familiar with some of the perennial investments that you may get to own for a number of years. Our aim is to have a significant amount of your holdings in long term 'buy and hold' investments; but there will invariably be a flexible, dynamic element, dictated by your preferences and our judgment, as well as by market conditions.

We are committed to ongoing, independent and rigorous research on companies, funds, economics & politics. It takes hard work, dedication, a consistent approach and an underlying set of beliefs.

Without conviction, derived from independent research, as well perspective and experience that can be brought to bear, it is all too easy to be ‘blown off course’. As Peter Lynch, the well known investor has said: 'the real key to making money in investments is not to get scared out of them.'

Where to find us
Head office address: Arcturus Wealth Management, Basepoint Business Centre Havant, Hampshire, PO9 1HS
Service coverage
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.3/10
check
FCA authorised
Last authorised 26th October 2020

Similar advisers near you

Independent Financial Adviser 0.7 mi
Looking for Independent Financial Advice for pensions, investment, or personal or business financial protecting then you are in the right place. Our first meeting is free to establish how we can help you so contact David Rackham IFA on <phone number hidden>.
 
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 1.38 mi
Specialists in pensions, investments, tax planning, mortgages and protection plans. We also have a linked accountancy practice
 
Independent Financial Adviser 1.74 mi
We specialise in helping Pre Retirement Clients and really understand the challenges and issues you face as you approach retirement.