Arcturus Wealth Management

Independent Financial Adviser  St Leonard's Avenue, Hayling Island, PO11 9BW
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FCA authorised
Last authorised 8th August 2022
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. Hayling Island, Hampshire I West Brompton, London
We can advise you on
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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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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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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Critical illness
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Income protection insurance
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Life insurance
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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
Meet our advisers
Mr Dane James Halling Chartered MCSI
Principal
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

A cornerstone of our service is a commitment to independent research. Clear thinking and conviction are prerequisites for long term investment success. We believe in being accountable for our investment advice, and not farming this out to the next person in line. In an industry that loves to complicate, we strive to keep financial advice as simple as possible, but no simpler (to paraphrase Einstein...)

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£101,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

St Leonard's Avenue, Hayling Island, PO11 9BW

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