Eighteen Wealth Planning Limited

Independent Financial Adviser  4 Laurel Gardens, Southampton, Hampshire, SO31 6QH
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FCA authorised
Last authorised 14th June 2021
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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Large business
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Life insurance
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Small business
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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
Meet our advisers
Mark Holmes
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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

4 Laurel Gardens, Locks Heath, Southampton, Hampshire, SO31 6QH

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