Arcturus Wealth Management

Independent Financial Adviser  St Leonard's Avenue, Hayling Island, Hampshire, PO11 9BW
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FCA authorised
Last authorised 29th March 2021
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
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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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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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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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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
Meet our advisers
Mr Dane James Halling Chartered MCSI
Partner
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.'

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
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, Hampshire, PO11 9BW

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