Core Financial Services limited

Independent Financial Adviser Ground Floor Office, 24 High Street, Petersfield, Hampshire, GU32 3JL
FCA verified
15th October 2018
Core Financial Services are holistic Advisers providing no cost reviews of Pensions, Investments, Protection, LTC and Corporate solutions.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Campbell Wilson Cert CII (ER MP) DipPFS
Independent Financial Consultant
Where to find us

Ground Floor Office, 24 High Street, Petersfield, Hampshire, GU32 3JL

About us

Established in 2004, and now proud to be one of the country’s leading providers of independent financial advice.
We deal with all aspects of financial advice, covering life assurance, pension and investment markets, mortgages, corporate pensions, long term care and employee benefits.
Our success is based on providing clients with effective financial planning, focusing on the provision of practical solutions for current and future requirements. Advice is independent and free from any restrictions - allowing the client to receive quotes from the whole of market. We provide the best possible service, performance and value for money.

Our services

Core's aim is to provide a service that is consistent & on-going. We run our Navigator service that helps plot the best course for our clients' pensions & investments. Client Portfolios are reviewed quarterly to ensure their funds and asset allocation are performing at their best. After each review our clients receive a report on the performance of their portfolio and any recommendations for change. What our clients say: "I've got all my pensions and ISAs actively monitored so that i don't have to worry about them, which is a big weight off my mind. (N Godwin, Woking)

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Core Financial Services Limited is authorised and regulated by the Financial Services Authority

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