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
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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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Investment trusts
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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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National savings
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Regular savings
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Savings for children
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School fees planning
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Income protection insurance
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Life insurance
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Capital gains tax
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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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Employee benefits
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Group ISA
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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
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Long term care
Response rating
9.3/10
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FCA authorised
Last authorised 24th January 2022
Meet our advisers
Mark Holmes
Director
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
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.3/10
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FCA authorised
Last authorised 24th January 2022

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