Encompass Financial Management Ltd
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
-
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
-
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
-
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
-
Financial planning
- Wealth management
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
We were established in 2004 and celebrated our 10 year anniversary in 2014. Between the 4 Directors we now oversee £100m of client assets. We have two offices, in Chandlers Ford & Sunningdale and a support team of 6 who are encouraged to become as qualified as the Financial Planners they support.
We are more than Financial Planners, we are a highly specialised and dedicated team of people focussed on helping you plan and invest for your future, with your financial interests at the heart of every decision we make.
We believe we are different because we start with learning about you not just your finances. We devote as much time as possible to truly understanding you, your ambitions and your financial needs. Then we can help you take control of your finances, making them work the way you want them to rather than letting them control you.
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