Assured Private Wealth Ltd

Independent Financial Adviser Assured Private Wealth, 27-29 Rumbridge Street, Totton, Southampton, Hampshire, SO40 9DQ
FCA verified
12th August 2019
Jargon-free advice both now and in the future! Face to face home visits at a time that suits you!
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying first home
    • Equity release
    • Next home / Remortgaging
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
David Cartwright
Director- IFA
Where to find us

Assured Private Wealth, 27-29 Rumbridge Street, Totton, Southampton, Hampshire, SO40 9DQ

About us

We offer clients an informal face to face service at your home at a time that suits you.

With offices in Southampton and Redditch, The Midlands, we can offer a nationwide service throughout the UK.

No obligation Pension Consultation, find out your performance, charges and whether you can make any improvements.

We will provide a professional report detailing our recommendations without any obligation to do anything.

The only time you will be charged is if you actually act on any advice given.

In addition we take a holistic approach to establishing your needs and expectations and offer advice that is refreshing and makes sense when it’s explained.

Assured Private Wealth offer regulated advice in the following areas:


Non-regulated products:

Estate planning
Wills and trusts

Our services

We listen to your requirements and get a clear picture of your wants and needs not just now but in the future.

We then offer tailored solutions to meet your current objectives and monitor everything moving forwards to ensure that your financial goals stay on track!

Advice methods
  • phoneButton
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    Online (Live chat, video, email)
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    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

Assured Private Wealth Ltd is registered in England and Wales no. 08759684. Registered office, 27-29 Rumbridge Street, Totton, SO40 9DQ.

Authorised and regulated by the Financial Conduct Authority. Assured Private Wealth Ltd is entered on the Financial Services Register under reference 718755.

If you wish to register a complaint, please write to or telephone .

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at or by contacting them on .

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