Arcturus Wealth Management

Independent Financial Adviser  Boötes, East molesey, Surrey, KT8 9AJ
First meeting at adviser's own cost
Arcturus’ mission is to help clients reach their long term financial and personal goals. Excellence in investment management, combined with tax-efficient financial planning, are the hallmarks of our service.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Stockbroking services
Response rating
9.0/10
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FCA authorised
Last authorised 20th January 2020
Meet our advisers
Dane James Halling Chartered MCSI
Principal

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 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.
Ms KS, Norfolk
“Quality of investment advice is very good. Arcturus’ responsiveness to my overall needs has been outstanding.” (Mr BP, London - Mar, 2019)
Mr BP, Nothwood, Middlesex
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!
Mr AP, Northwood, Middlesex
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, Hampshire
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’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 and Mrs JL, Chichester, West Sussex
About us

Our approach is to concentrate on building excellent 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 listen intently, then go away to do research and think long and hard, then discuss, design, discuss further; once agreed, we put in place a tax efficient structure - a plan in other words - then atop the 'financial plan' sits a dedicated, flexible, 'investment plan'.

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.

We encourage you to become familiar with some of the perennial investments that we think you will own for many years. Our aim is to have the bulk of your holdings in long term 'buy and hold' investments, but there will always be a flexible element, dictated by your preferences 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 own resources, it is all too easy to be ‘blown off course’.

Finally on our infamous frugality. Everything you have heard is true! We are absolute sticklers on squeezing out excess costs, until the proverbial 'pips' squeak. Opaque, excessive charges and fiddly, hard to understand fees, are the bane of the financial services industry.

The Arcturus aim is to deliver a lean and outstanding service at a fair price.

Our services

In the words of our clients:

“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.”

“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!”

Our difference, in a nutshell:

- Experience (35 years) and perspective
- Results driven (investments)
- Pragmatic, incremental, open minded
- Major emphasis on sustainable investments
- Nimble, efficient, forward thinking on IT
- Highly competitive on fees
- Consistency, dedication to client outcomes
- Growth at a reasonable price investing "GARP'
- Outstanding network of advisers and collaborators

Where to find us

Boötes, 14, Cherry Orchard Gardens, West Molesey, Surrey, KT8 1QY

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 20th January 2020

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