Arcturus Wealth Management

Independent Financial Adviser  St Leonard's Avenue, Hayling Island, PO11 9BW
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. 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
Response rating
7.0/10
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FCA authorised
Last authorised 22nd November 2021
Meet our advisers
Mr 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’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
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
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
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
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
We have had an excellent service, excellent advice and a ‘rewarding’ experience from Arcturus Wealth Management and Dane Halling our personal Financial Advisor over the last year and through some decisive moments in our financial lives. Always straightforward, prompt, professional and clear. We can’t fault the company and are grateful for their regular updates on how our investments are doing. Five stars, definitely!
Rishi & Payal Patel, Havant, Hampshire
I am very happy with how my pension and ISA have gone over this turbulent time and thank you for looking after us so well.
Mr and Mrs CL, Hayling Island, Hampshire
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...)

Where to find us
Head office address: St Leonard's Avenue, Hayling Island, PO11 9BW
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£101,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 22nd November 2021

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