Compass WMC Ltd

Independent Financial Adviser  22 Stanier Way, Hampshire, Southampton, SO30 2XF
check
FCA authorised
Last authorised 7th June 2021
I provide holistic reviews with short, medium and long term solutions, mitigating tax and maximising returns.
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
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
Critical illness
check
Income protection insurance
check
Life insurance
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
Meet our advisers
MR Paul Yossava
IFA
About us

Compass Wealth Management are one of the South's leading Wealth Management Advisers & 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
£1 billion 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

We are a company committed to 'service'. By that I mean that time is committed by all parties to understanding the detailed needs and objectives so that constructive and flexible plans and options can be put in place. Unlike days gone by, in this day and age clients are seeking more flexible solutions to meet changing work patterns and lifestyle objectives. Regular reviews form the backbone of this and we offer varying levels of service as required.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

22 Stanier Way, Hedge End, Hampshire, Southampton, SO30 2XF

Similar advisers near you

Independent Financial Adviser 0.52 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
 
Independent Financial Adviser 1.21 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 1.36 mi
Local, friendly and unbiased Independent Financial Planning service on all aspects of Pensions, Investments and Protection.
 
Independent Financial Adviser 1.59 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.