Compass WMC Ltd

Independent Financial Adviser 22 Stanier Way, Hedge End, Hampshire, Southampton, SO30 2XF
FCA verified
13th August 2018
I provide holistic reviews with short, medium and long term solutions, mitigating tax and maximising returns.
We can advise you on
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • Regular savings
    • Savings for children
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Paul Yossava
IFA
Where to find us
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.

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

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