Compass Wealth Management Consultants Ltd

Independent Financial Adviser Compass Wealth Management Consultants, 5 Lancer House, Hussar Court, Westside View, Hampshire, Waterlooville, PO7 7SE
First meeting at adviser's own cost
Response rating
9.5/10
FCA verified
20th August 2018
As a Chartered Adviser I take great pride in providing bespoke, friendly and tailored financial advice to meet your objectives.
We can advise you on
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Mark Higgins BA (Hons), APFS, DipPFS, Certs CII (MP & ER)
Chartered Independent Financial Adviser
Accreditations
Chartered Financial Planner
What our clients say
Mark meticulously analysed my current situation and provided me with information and advice on consolidating my investments and reinvesting them into an actively managed financial portfolio. I am not financial savvy and rely upon Mark to provide me with honest, relevant information in accordance with my changing personal financial needs. I have found Marks person-to-person approach very professional, he is responsive to my email queries; very helpful with paperwork concerns; clear with his instructions and explanations; communicating intimidating financial details free from jargon which I can understand and appreciate. I will be seeking Mark’s advice for the foreseeable future, to actively manage my investments. Subsequently, I would recommend Mark to others and confident his advice would prove invaluable, as he is one of the ‘good guys’ putting the client first with no ‘hard sell’.
C Martin, Southampton
Not being financially astute Mr Higgins guided me patiently throughout the whole process giving me independent professional advice until I had a full understanding of the choices that were available. He took into account my personal circumstances so I was able to make an informed decision. Always going the ....extra mile....above and beyond.....what is expected and such a gentleman who was a pleasure to meet. Mr Higgins is professional who took the worry and stress away from a very important financial decision that would effect the rest of my life in retirement. Well done Mark and thank you.
K Baker, Cambridge
Mark undertook a full review of my pension arrangements, he worked diligently to understand my circumstances and investment needs, explained options available to me, identified and explained areas outside of my own areas of investment experience, avoided over-complicating matters, was open to my own ideas ( which were then fully discussed ), all of which resulted in a very pleasing outcome. As an ex-investment professional with management and quality control responsibilities I recognise that the investment-advice industry is littered with regulations and restrictions. Mark has stayed within the appropriate boundaries and gave timely and appropriate updates on the review as it progressed. For me, this was as near a perfect job as I could expect. Keep doing what you're doing.
K Coomber, Isle of Wight
Mark presented me with detailed written options to help me benefit in a way that would suit me, and kept everything to a level I could understand. During what was a complex pension transfer he also was very reassuring, he kept me up to date all the way through and provided clarity even when things got a bit complicated.
R Bone, Basingstoke
Where to find us
About us

Compass Wealth Management was founded in 2001 and has since grown to become one of the biggest and most reputable groups in the South of England, with multiple offices located across the South.

We are fully independent which is hugely important in the finance industry, as this means we are free to offer financial products and solutions from across the whole of the market so you can rest assured that any recommendation made will fully meet your needs and objectives.

I am a great believer in that we have an obligation to provide advice to an exceptionally high standard, ensuring clients feel that they have had the very best possible experience when they entrust us to review their financial situations.

With this in mind I have spent many years studying and learning my profession in great detail, obtaining the much coveted Chartered status, to ensure I am best placed to leave clients with a very positive experience of both myself and the finance industry.

Our services

I have specialist qualifications in both pension and retirement planning, along with taxation and trust planning. I therefore feel I am in a very good position to assist with later life planning.

Firstly, by ensuring your pension arrangements are set up in the best possible manner to meet your retirement objectives.

Secondly, by ensuring your estate is set up in such a way to minimise any potential tax payable, leaving the maximum amount to pass freely onto your family and loved ones.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Compliance

Compass Wealth Management Consultants Limited are authorised and regulated by the Financial Conduct Authority.

At Compass we take compliance very seriously to ensure the best possible standards are both adhered to and maintained at all times.

We offer a free of charge, no obligation, first review meeting which takes place at a location of your choosing.

Then dependent upon how complex your circumstances are we will outline the relevant charges for the proposed advice. No fees are payable until we have gone through our advice step by step and you have given us your consent to proceed with the proposed actions.

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