Quilter Financial Advisers

Restricted - Whole of Market  Old Mutual House, Portland Terrace, Southampton,, SO14 7EJ, SO14 7SJ
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FCA authorised
Last authorised 26th July 2021
Financial Advice that is tailored to you. Based on considerable experience in the financial sector. My aim always to help a businesses or individual to take a holistic view of their financial position and help them achieve their objectives.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Small business
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Capital gains tax
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
Meet our advisers
MR Paul J Read BA, MSc, CeMAP, DipFA, MLIBF
Financial Planning Consultant
About us

Self-employed Financial Adviser working through award winning firm Quilter Financial Advisers . I offer Financial Advice that is tailored to you. Based on considerable experience in the financial sector. My aim always to help businesses and individuals take a holistic view of their financial position to help them achieve their objectives.

Building long term relationships is paramount to me and I am happy help individuals & businesses in the New forest and across the south coast.

Our services

I offer a comprehensive financial planning service with support from specialist within the firm for more niche areas. I for example am a specialist in pension and final salary work.

Pensions - Investments - Mortgages- Life Assurance - Critical Illness - Income Protection - Estate Planning

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
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
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Old Mutual House, Portland Terrace, Portland Terrace, Southampton,, SO14 7EJ, SO14 7SJ

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