17-18 The Avenue, Southampton, Hampshire, SO17 1XFContact us
We have a highly qualified team of Independent Financial Advisers based throughout Southampton, Hampshire and Sussex
We specialise in investments and pensions but above all we are financial planners. This means we’ll take time to understand your personal financial goals, as well as the challenges you face. We’ll then recommend a suitable strategy, which we will explain clearly, we promise not to use jargon! The strategy will then be reviewed on a regular basis and where necessary changed, to make sure you stay on track to meet your financial goals.
Our advisers are highly qualified, well above the minimum level required to act as a financial adviser. We are also one of the few firms authorised to advise on the transfer of Final Salary pension schemes. Adviser qualifications are supplemented by on-going professional development, which means we have the in-depth, up to date knowledge, to advise our clients.
We have a dedicated team sat behind our advisers, to ensure your financial affairs are administered in an efficient way. Again, we know what we are good at, which is why our advisers provide the advice and our administrative team make it happen.
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