David Winter Independent Financial Advisers Ltd

Independent Financial Adviser  Victoria House, Fareham, Hampshire, PO16 7TE
check
FCA authorised
Last authorised 1st March 2021
We provide independent financial advice in respect of pensions, investments, ISA, protection and IHT.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Rest of world
check
Group Pension/Stakeholder
check
Stockbroking services
check
Long term care
Meet our advisers
MR Harry Lomas CFP Chartered MCSI
Financial Adviser
MR David Winter DipFA
Financial Adviser
MRS Gwyneth Down
Office Manager/Company Director
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.

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

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

Similar advisers near you

Independent Financial Adviser 0.54 mi
At Deep Blue Financial Limited we are proud to provide an independent, holistic approach to our clients' financial planning needs.
 
Independent Financial Adviser 0.66 mi
We provide advice on a broad range of financial planning issues facing individuals through the various stages of life
 
Independent Financial Adviser 0.66 mi
 
 
Independent Financial Adviser 0.77 mi
Helping you to achieve your financial objectives