Compass Wealth Management Consultants Ltd
I take time to understand your financial priorities and will work with you to help you achieve them.
We can advise you on
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Traded endowment policies
Savings for children
School fees planning
Accident & sickness
Income protection insurance
Capital gains tax
Last authorised 27th January 2020
Meet our advisers
Independent Financial Adviser
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Regulated Diploma in Financial Planning (CII)
This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.
What our clients say
I just wanted to thank you so very much for your friendly and extremely knowledgeable financial advice you gave me recently. It had been something that I had been concerned about for some time and it feels so reassuring to now been in a position where I feel able to make informed decisions about managing my finances both now and in the future. I felt your advice was professional and showed such a breadth and depth of knowledge that met all my needs and then some. I am so grateful to you and will, I am sure, be seeing you advice again in the future. I have already recommended you to some of my family and friends. Thank you
We needed to confirm that our plans and thoughts were going in the right way and sought Kate's help in doing so. Having explained our situation, Kate was easily able to put our minds at ease and advise us accordingly, which was a great help. Our meeting was friendly and relaxed with no pressure; all relevant legalities and costs were explained clearly. Whilst we will not now need Kate's input for a few years, we would have no hesitation in seeking her help when we reach that point.
I have known Kate from the 12th February 2018 she came round to advise me on my retirement. I must say Kate talks to you in a way you can understand. She puts everything down on paper which for me was great because once Kate had gone and you then go over things in you head and so you don't forget anything you got it on paper. I would recommend Kate to any one she is always there to answer any questions.
Tending to your finances is the best way to protect what you have and give the best opportunity to your family and loved ones. As an independent financial adviser I can help you plan your finances.
My recommendations are impartial and selected from suitable products from the whole of the market. I'll spend time talking to you and asking questions to really understand what you want to achieve financially in the future. My first face-to-to-face meeting with you is at my expense.
We provide financial planning for your investments and pensions.
With so many financial products and solutions available on the market today and the ever increasing needs of clients it is important for you to know exactly what service we provide, how our on-going relationship will work and importantly how much our services will cost. Therefore at our initial meeting, which is free-of-charge, I will take you through our Value and Proposition document which will explain all of these things and allow you to choose how you work with us.
Where to find us
142A Forest Road, Hampshire, Liss, GU33 7BU
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
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