Compass Wealth Management Consultants Limited

Independent Financial Adviser Unit 7 Acorn Business Park, Ling Road, Poole, Dorset, BH12 4NZ
FCA verified
16th September 2019
We take time to understand your financial priorities and will work with you to help you achieve them.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Mandy Hodgkins CeMAP CeFA CeCM DipPFS
IFA
Where to find us

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

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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Compass Wealth Management Consultants Limited is authorised and regulated by the Financial Conduct Authority. Our FCA Register number is 419331.You can check this on the FCA’s register by visiting the FCA’s website www.fca.org.uk/register or by contacting the FCA on 0800 111 6768.

With exceptions, the value of investments are not guaranteed and you could get back less than you pay in.

Past performance is no guarantee of future results.

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