David Winter Independent Financial Advisers Ltd

Independent Financial Adviser Victoria House, 2 Grove Road, Fareham, Hampshire, PO16 7TE
FCA verified
8th October 2018
We provide independent financial advice in respect of pensions, investments, ISA, protection and IHT.
We can advise you on
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Traded endowment policies
    • Unit trusts
    • Group pensions
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Rest of world
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Small business
    • Long term care
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
adviser-person
David Winter DipFA
Financial Adviser
adviser-person
Harry Lomas CFP Chartered MCSI
Financial Adviser
adviser-person
Gwyneth Down
Office Manager/Company Director
Where to find us

Victoria House, 2 Grove Road, Fareham, Hampshire, PO16 7TE

About us

At David Winter we seek to promote long term relationships with clients and provide experienced, pragmatic and holistic financial planning.
With over 40 years of experience we like to listen, discuss your needs and priorities and advise on the best route for you to take.

Our services

We pride ourselves in developing a strong relationship with our clients. They will find that we are easy to talk to and are able to explain complex scenarios in a professional and easy to understand manner.

Our clients stay with us and value our advice because they are getting it from some on they have gotten to know and trust.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£0
Minimum mortgage value
£0

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