FCA verified
13th November 2017

Assured Private Wealth Ltd

Independent Financial Adviser Assured Private Wealth, 27-29 Rumbridge Street, Totton, Southampton, Hampshire, SO40 9DQ
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
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Buy to let
    • Equity release
    • First time buyers
    • Remortgage
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Travel
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Matthew Holland
Director
adviser-person
Rebecca Bowers
Director
adviser-person
David Cartwright
Director- IFA
Where to find us
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:

Pensions
Investments
Protection

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
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Compliance

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 https://register.fca.org.uk/ 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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We specialise in providing high quality financial advice to investors, business owners and people at retirement, or planning for retirement