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  11. Compass WMC Ltd

Compass WMC Ltd

Independent Financial Adviser  22 Stanier Way, Hampshire, Southampton, SO30 2XF
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FCA authorised
Last authorised 20th September 2021
I provide holistic reviews with short, medium and long term solutions, mitigating tax and maximising returns.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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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
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    Face to face

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

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