Compass Wealth Management consultants is one of the South's leading Financial Advisers and Investment Managers.
From a modest beginning in 2001 Compass has become one of the most successful Wealth Managers in the South advising clients with invested assets in excess of £700 million under administration. Compass is 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.
Unit 7 Acorn Business Park, Ling Road, Poole, BH12 4NZ
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