1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South West
  6. breadcrumb-arrow
  7. Dorset
  8. breadcrumb-arrow
  9. Poole
  10. breadcrumb-arrow
  11. Compass Wealth Management Consultants Limited

Compass Wealth Management Consultants Limited

Independent Financial Adviser  Unit 7 Acorn Business Park, Poole, Dorset, BH12 4NZ
check
FCA authorised
Last authorised 20th September 2021
We take time to understand your financial priorities and will work with you to help you achieve them.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Long term care
Meet our advisers
MS Mandy Hodgkins CeMAP CeFA CeCM DipPFS
IFA
About us

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.

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

Unit 7 Acorn Business Park, Ling Road, Poole, Dorset, BH12 4NZ

Similar advisers near you

Flying Colours
Independent Financial Adviser 0.89 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
 
See profile
Continuum Financial Services LLP
Independent Financial Adviser 0.91 mi
Advising clients since 2005, I'm passionate and committed to helping people make more informed financial decisions through personalised, life-centred financial planning. For clarity, peace of mind and confidence, contact me today.
 
See profile
WHIreland Wealth Management
Independent Financial Adviser 0.98 mi
We provide expert advice you can count on, in areas such as investments, retirement or pension planning.
 
See profile
St Barts Finance Ltd
Restricted - whole of market 1.5 mi
St Barts Finance helps clients make the most of their capital, whilst providing a confidential and safe home for all their financial needs. We have offices in both Bournemouth & Poole and own and manage the Bournemouth Branch of Yorkshire Building Society.
 
See profile