Compass Wealth Management Consultants Limited
-
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
-
Financial planning
- Wealth management
-
Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
-
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
-
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
-
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
-
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
-
Long term care
- Long term care
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.
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.
Similar advisers near you
Legal information
While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.