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  11. Compass Wealth Management Consultants Limited

Compass Wealth Management Consultants Limited

Independent Financial Adviser  One The Parade, Cowes, PO31 7QJ
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FCA authorised
Last authorised 24th January 2022
We take time to understand your financial priorities and work with you to help you achieve them.
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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Bad credit
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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 commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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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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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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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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Employee benefits
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Group ISA
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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
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Neil Dunkley
About us

Compass Wealth Management Consultants are one of the South's leading Independent Financial Advisers and Investment Managers.

From a modest beginning in 2001, we have become one of the most successful Wealth Managers in the South advising clients with invested assets in excess of £400 million.

We are uniquely positioned to provide solutions to meet all the financial planning and wealth management requirements of individuals and businesses alike.

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
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    Face to face

One The Parade, Cowes, PO31 7QJ

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