Compass WMC Ltd
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Business
- Corporate pension
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
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Financial planning
- Wealth management
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Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
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Savings
- Lump sum
- Regular savings
- Savings for children
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Tax & trust planning
- Estate planning
- Income tax
- Taxation planning
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.
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.
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