Compass Wealth Management Consultants Limited
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
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Mortgages
- Bad credit
- Building your home
- Buy to let
- Buying commercial property
- Buying first home
- Buying overseas
- Equity release
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
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Financial planning
- Wealth management
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Savings
- Lump sum
- Regular savings
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
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Business
- Employee benefits
- Group pensions
- Group protection
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Long Term Care
- Long term care
One The Parade, Cowes, Isle Of Wight, PO31 7QJ
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.
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