1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South East
  6. breadcrumb-arrow
  7. Hampshire
  8. breadcrumb-arrow
  9. Exton
  10. breadcrumb-arrow
  11. Eighteen Wealth Planning Limited

Eighteen Wealth Planning Limited

Independent Financial Adviser  4 Laurel Gardens, Southampton, SO31 6QH
First meeting at adviser's own cost
Chartered Financial Planner. Independent and impartial advice. Fees payable only when plans are implemented
We can advise you on
check
Annuity purchase
check
Auto enrolment
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
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
9.3/10
phone Show number
check
FCA authorised
Last authorised 24th January 2022
Meet our advisers
Mark Holmes
Director
Accreditations
Chartered financial planner - individual adviser accreditation
What our clients say
We are very happy with the outcome. Mark contacted us proactively in the aftermath of the COVID outbreak to check how we felt and he was able to allay any concerns we had . Our finances are in a much better position than they would have been had we not followed Marks advice. Mark is extremely professional and personable and we have no hesitation in recommend his services to others.
Mr T, Fairoak
Mark listened to our overall needs and prompted us with key questions to ensure we did not overlook any aspect of our present financial position. We liked his calm professional approach and both immediately took him. It was clear from the first meeting that he was highly experienced in his field. Mark has guided us through a detailed process to assess our appetite for risk as part of an overall review of our asset position. He produced a very helpful and professional report containing his recommendations. Mark also provided excellent inheritance tax advice regarding my SIPP and income tax advice related to my wife being able to invest annually in a pension scheme.
Mike, Stockbridge
2020 was an exceptionally difficult year for planning finances. So far the results from Mark's advice and his recommended providers have been very good compared to many other indices, and the fees were worth the service. Mark is very experienced, skilled and rigorous and trustworthy.
Keith, Winchester
About us

I created Eighteen Wealth Planning Limited so that individuals and businesses could benefit from over 2 decades of experience that I have in financial planning.

Your finances are extremely important. They help to maintain your standard of living and to assist your beneficiaries when you have gone. When you receive advice, in particular when relating to your finances, it is vital that sufficient trust has been established prior to any proposals being presented. I am confident that our professionalism and thorough processes will help achieve your trust.

Primarily we help clients to build wealth so that specific goals can be met and financial security is achieved. Other clients want to ensure that the wealth that has been created gets passed to their beneficiaries and loved ones in the most effective way.

The process we follow is thorough and tailored to each client

Our services

Put simply, I offer an honest, trustworthy and professional service. Fees are agreed before any work begins. Initial consultation is complementary.

Where to find us
Head office address: 4 Laurel Gardens, Locks Heath, Southampton, SO31 6QH
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.3/10
phone Show number
check
FCA authorised
Last authorised 24th January 2022

Similar advisers near you

Walker Crips Wealth Management
Independent Financial Adviser 1.66 mi
We know your goals & life journey are unique to you so we never take a one-size-fits-all approach to providing advice. It is important to us to provide advice which can be trusted & on the matters that are central to you, your family & even your business
 
See profile
Sheraton Financial Planning Ltd
Independent Financial Adviser 6.35 mi
Shortlisted by the FT Money Management magazine as At Retirement Planner of the Year for 2017 and Winner in 2018.
 
See profile
Mark Graham Financial Services Ltd
Independent Financial Adviser 6.36 mi
I believe in forming long-lasting relationships with my clients and providing an ongoing service is vital for achieving their goals
 
See profile
Flying Colours
Independent Financial Adviser 7.08 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
 
See profile