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  11. Compass Wealth Management Consultants Limited

Compass Wealth Management Consultants Limited

Independent Financial Adviser  5 Lancer House, Waterlooville, Hampshire, PO7 7SE
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FCA authorised
Last authorised 2nd August 2021
We take time to understand your financial priorities and will work with you to help you achieve them.
We can advise you on
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Bad credit
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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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Equity release
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Flexible mortgages
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Next home / Remortgaging
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Self-employed mortgages
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ISA / Unit Trusts / OEICs
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OEICs
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Unit trusts
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Taxation planning
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Group Pension/Stakeholder
Meet our advisers
MR Neil Dunkley
MRS Diana Wilson
About us

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.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

5 Lancer House, Hussar Court, Westside View, Waterlooville, Hampshire, PO7 7SE

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