Choice Financial Solutions

Independent Financial Adviser  18 The Avenue, Southampton, Hampshire, SO17 1XF
First meeting at adviser's own cost
Clear, easy to understand financial advice for anyone at or near retirement, dealing with divorce or investing for their future
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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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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Corporate pension
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Group Pension/Stakeholder
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Long term care
Response rating
9.3/10
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FCA authorised
Last authorised 23rd March 2020
Meet our advisers
Craig Harwood
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

Tom Quaif

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

John Quaif
Director / Independent Financial Adviser

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. As part of the Retail Distribution Review which comes into effect in 2013 they will have also been required to demonstrate their knowledge is up to date, this process is known as Gap Fill. On satisfaction of the gap fill requirements they will have obtained a Statement of Professional Standing from an FSA Accredited Body.

What our clients say
When using the services of an Independent Adviser in a heavily regulated market like financial services, you expect a good range of products, a good knowledge of the marketplace and sound, professional advice as a minimum. With Choice, you get all of these things, but what sets them apart is the attention they pay to your needs, along with the friendliness, flexibility and responsiveness of the service they provide. For these reasons, I would not hesitate to recommend Choice to anyone who requires the highest standards of advice and service.”
Mr P, Southampton
We have recently seen John from Choice Financial Solutions as we wanted some advice regarding our pension planning. We found him to be very knowledgeable, and he provided us with excellent advice. We had seen other advisers before, but always felt a little intimidated, and never fully understood all the details. John was thorough and professional, but also very approachable. He took as much time as we needed to ensure we fully understood everything, and nothing was too much trouble. We have already recommended several friends to John, and they have all found him to be as good as we have.”
Mr & Mrs W, Southampton
About us

We have a highly qualified team of Independent Financial Advisers based throughout Southampton, Hampshire and Sussex

We specialise in pensions and investments 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.

Our services

We take pride in the number of client referrals we receive. Every client at Choice will deal with one Adviser. They will take time to understand your requirements and will tailor a level of service to you, ensuring your financial planning needs are always being addressed.

We recommend an initial meeting to find out more about what you are looking to achieve and we will tell you more about how we may be able to help and which level of service will be most appropriate. This meeting will last up to an hour and is provided free of charge.

Where to find us

18 The Avenue, Hampshire, Southampton, SO17 1XF

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.3/10
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FCA authorised
Last authorised 23rd March 2020

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