Compass Wealth Management Consultants Limited
The Compass Group was created with a view to offering completely independent, individual advice, help and recommendation, in all areas of personal financial planning. We have a dedicated and enthusiastic team, with a wealth of knowledge and experience in most areas, from retirement planning, savings and investments to mortgages and protection. We aim to create a lasting, positive relationship with every customer and will always offer our full support and attention to every detail.
Everyone wants to maximise the growth on their investments and using a selection of well-managed investment funds can offer the best solution.
Our Investment Management Service (IMS) offers six risk graded model portfolio's for either growth or income. We believe, the key to successful investment is in the time you give your money to grow and choosing the investment sectors and investment managers wisely.
We monitor the progress of each investment and provide a quarterly update detailing the performance of the portfolios and make recommendations to alter funds where we feel it to be necessary.
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Telephone
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Face to face
5 Lancer House, Hussar Court, Westside View, Waterlooville, Hampshire, PO7 7SE
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